Byotrol Share Discussion Threads

[football] 19/12/2023 16:10

Our latest hashtag#PathogenProfile covers hashtag#CandiaAuris (C.auris), an emerging multi-drug resistant pathogen that is a global health concern.

[supernumerary] 19/12/2023 15:08

I saw this on the Tristel thread:

'The new CEO will have to work out what to do with all the cash.
Aquisition/special dividend....'

Any ideas?

[sikhthetech] 19/12/2023 14:22

1gw

"Main changes vs the 6th September list are V Silvester dropping off the list (as per November holdings notice where he went below 3%)"

Obviously because the CEO(ex) walked without giving any notice. That raises questions as to why.

Did he walk because of a boardroom bust up or did he discover skeletons in the cupboard?

It's a red flag.

[sikhthetech] 19/12/2023 14:19

1gw,

"Impressive AGM statement from Tristel"

How was Byot's AGM statement? They have so little cash left, they need cash. Except it would be difficult to have a placing, wouldn't it?



Tristel stated over 3 years ago, their opinion of Byot's products.

[football] 19/12/2023 12:44

Seems like that G Watson is doubling down on Byotrol by adding more shares

[1gw] 19/12/2023 12:36

Shareholder list updated apparently as of 5th December (2 days before the interims were released) on the investor site.

Main changes vs the 6th September list are V Silvester dropping off the list (as per November holdings notice where he went below 3%) and directors increasing due largely to including Ashley Head's holding net of removing Vivan Pinto's.

Other than that, G Watson has moved up the list through adding 1m since September and Redmayne Bentley has moved down through reducing by 0.25m.

[football] 19/12/2023 09:37

Said it before loaf Byotrol is where industry leading managers come to retire and have a easy life picking up a wage

[riddlerone] 19/12/2023 07:36

If I said I was envious that would be an understatement.

[1gw] 19/12/2023 07:33

Impressive AGM statement from Tristel.

[football] 18/12/2023 09:29

Just like to wish everyone a happy New Year as it doesn't seem it's going to be a Merry Christmas this yearGood luck with 2024

[gkace] 13/12/2023 10:07

linkedin leaves a nice little trail of potential ceo candidates. it's possible something is incoming soon

[sikhthetech] 11/12/2023 20:51

1gw, 'rational hat'. You've never worn a rational hat.
If you had then virtually all your shares wouldn't have crashed, would they?


You really ought to be ashamed of yourself, knowing full well that the CEO walked, they have a severe cash crisis. Yet you are clearly misleading readers, hoping to entice them in with your stories so you can sell.

Reads can look at TLY, which 1gw and his mates have been deramping for months. Yet none of his stories have actually come true.





Given you portray yourself as well researched poster, why do virtually all your stories across different share fail. Why do virtually all your shares crash?
You make a dodgy 2nd hand car salesman sound honest.

How many multiple ids do you have and why?

sikhthetech - 27 Sep 2023 - 13:14:22 - 11821 of 12373
I think what's really concerning is that VP jumped ship just 4 days before H1 end. It's unusual for CEO/CFO to jump ship immediately.

There was rthm, which 1gw and his mates were ramping them at 500p(new money), where the CFO jumped ship immediately and there were 2 CFOs and 3 CEOs within a short period of tme. I saw that as huge red flags, whereas 1gw and his mates continued to post a good story!!.

The shares crashed which vindicated my and other bears comments.



Last year they had emergency fundraising in August. Maybe VP jumped ship because there were plans for another emergency fund raising.


1gw portrays himself as a well researched poster. Begs the question then why do the vast majority of his shares crash? Why doesn't he and his mates spot the obvious red flags? Why does he post as discodave(several variationsof that id)

[sikhthetech] 11/12/2023 20:51

The company has made it clear that they are severly short of cash.

The CEO walked, no notice, immediately, JUST 4 DAYS BEFORE H1 end.
No reasons, which suggest skeletons


"Our cash position remains tight, but is sufficient to finance current operations, assuming some non-core cost cutting, some reduction in investment, and expected and (in some cases accelerated) receipts of cash from (already-contracted) IP transactions.




Best to go by company/sector newsflow rather than baseless stories.

[best1467] 11/12/2023 18:28

VP was out of his depth he started spouting on about paying dividends in the next couple of years when they barely have enough cash to keep the lights on remarkably.
We were told they had passed the seaweed data on to an interested party now it’s put on the back burner completely.
They spoke extremely positively recently but we heard it so many times only to fail miserably time and time and time again

[football] 11/12/2023 11:49

Must admit 1gw after reading the last two Rns apart from not earning any money they have seen very positive about the future which is unusual form this lotStill can't figure out why VP was shown the door

[1gw] 11/12/2023 11:22

If I were to take off my “rational commentator” hat and put on my “partisan shareholder” hat, then I think I might spin the interims as:

1. A lot of positive detail has been disclosed to shareholders, including statements that:

• Commission and royalties are now expected to be material to Byotrol’s finances from FYE March 2024;

• Recent projections suggest Solvay commission will become financially material to Byotrol by FYE 2025;

• IRI’s “globally recognised US hygiene brand” sub-licensee is expecting to proceed to a full US launch in Autumn 2024;

• Ready-to-use Cruise-based products will come to market shortly;

• Operational KPIs are all improving;

• There is substantial upside for Byotrol in export sales to Europe.

2. The somewhat alarming statement in the November TU on the “tight” cash position has been qualified in the going concern statement to indicate that they require only a marginal increase in product sales, reasonable reductions in costs and (as before) some acceleration of cash from existing IP agreements (one such acceleration having already been achieved). They have indicated should they not succeed in delivering the expected cash acceleration then they expect only a modest fundraise to be required.

3. The statement on keeping under constant review the decision to remain as an independent, listed company and not hesitating “to take a different route if it will lead to better returns for shareholders” is indicative of a board aware of an underperforming shareprice and a need to improve returns for shareholders.

[football] 11/12/2023 09:31

So after been told 2024 is going to be a very good year for Byotrol and still not one person at the company as put their hand in they pocket yet



So was it just more BS from them or as I've said before they can't buy yet due to a deal happening or option 3 why throw good money after bad?

[sikhthetech] 10/12/2023 22:21

The company has made it clear that they are serverly short of cash.
There are also reports of them delisting.

The CEO walked with immediately. No reasons, which suggest skeletons


1gw, you really ought to be ashamed of yourself, knowing full well that the CEO walked, they have a severe cash crisis and there are suggestions of them delisting. Yet you are clearly misleading readers, hoping to entice them in with your stories so you can sell.

Reads can look at TLY, which 1gw and his mates have been deramping for months. Yet none of his stories have actually come true.





Given you portray yourself as well researched poster, why do virtually all your stories across different share fail. Why do virtually all your shares crash?
You make a dodgy 2nd hand car salesman sound honest.

How many multiple ids do you have and why?

sikhthetech - 27 Sep 2023 - 13:14:22 - 11821 of 12373
I think what's really concerning is that VP jumped ship just 4 days before H1 end. It's unusual for CEO/CFO to jump ship immediately.

There was rthm, which 1gw and his mates were ramping them at 500p(new money), where the CFO jumped ship immediately and there were 2 CFOs and 3 CEOs within a short period of tme. I saw that as huge red flags, whereas 1gw and his mates continued to post a good story!!.

The shares crashed which vindicated my and other bears comments.



Last year they had emergency fundraising in August. Maybe VP jumped ship because there were plans for another emergency fund raising.


1gw portrays himself as a well researched poster. Begs the question then why do the vast majority of his shares crash? Why doesn't he and his mates spot the obvious red flags? Why does he post as discodave(several variationsof that id)

[1gw] 09/12/2023 16:24

And if IRI is to succeed in selling on byotrol24, to whom might it sell? My own favourite candidate would be P&G, I think. They've had great success, it would appear, with Microban 24 (licensed from Barr Brands) but they must be concerned about loss of share in the residual disinfection category as other big companies start to bring the Actizone technology to market with its superior technology. They also have experience with promoting someone else's brand (microban) and so might even be prepared to retain the byotrol24 brand in order to use the existing registrations to bring the product to market quickly. That might enable them to get ahead of other companies in promoting residual virucidal claims, as Actizone doesn't appear yet to have got these claims registered with the EPA.

[bagsandbags] 09/12/2023 16:14

Use your loaf, er loaf. How can they announce anything that they haven’t signed? Or give a blow by blow of negotiations? I thought in all this type of stuff the companies involved need the other’s approval to mention anything about them. And no-one would ever give it.
Imv all they can do is report in guidance what they think will happen. I agree 100% with your frustration on where we are, but I don’t think your rant is right this time. We have no choice but to wait it out or give up and sell.

[1gw] 09/12/2023 15:17

I suppose another point about an onward sale by IRI is that it might provide IRI with surplus cash with which to settle the outstanding amounts on the $1.4m due to byotrol (over 4 years to Feb 2026) for the sale of byotrol24 rights to IRI.

So that one event (onward sale) might effectively provide the bulk of both the FY24 £0.8m IP income and the acceleration of guaranteed cash. That would be a big announcement, were it to happen.

[bagsandbags] 09/12/2023 14:39

1gw -
I was hoping they would do an IMC and was going to ask the question about Integrated. The way VP explained it was not at all as I understood it. I thought Integrated were making payments to buy the formulation (now in the Byot balance sheet as receivables), plus a small royalty on their sales, plus an extra kicker to Byot if they sell the formulation on at some point. So I was really surprised when he talked about milestones and 'several third parties' - it doesn't match at all what the company had said before or since.
I was hoping that Integrated would indeed sell as their licensee launches, as it will then be a proven product (finally) so therefore more valuable. But thats obv not going to happen until we see some product in market

[1gw] 09/12/2023 12:24

And then of course, there is the prospect of material Actizone commission or other royalty coming in which, while continually seeming to disappear over the horizon, may at some point come in. From the interims:

"Commission and royalties are now expected to be material to our finances from FYE March 2024"
"recent projections suggest [Actizone commissions] will become financially material to Byotrol by FYE 2025"

I believe Clorox are ready to go (in terms of having EPA plus all state registrations) with their new Disinfecting Mist/Multi-surface cleaner product ("Advanced" on the labels) which I think is Actizone-based and could well be launched in 1Q (yes, lot's of speculation here). And SC Johnson seem to be working their way through State registrations at a reasonable pace for their Actizone product, so conceivably that could launch in byotrol's FY25.