Tristel Share Discussion Threads

[zimbtrader] 29/11/2024 22:20

Also sold out this week and tucked away another tidy profit off the fairly regular pattern of the last few years. This time was way more nervy than the last few years, though!See you all again in a few months. All being well....

[petewy] 24/11/2024 13:02

I sold out.

[wad collector] 24/11/2024 10:14

XD 8.28p this week.

[petewy] 17/11/2024 11:33

Thanks James

[james188] 17/11/2024 06:39

Parker Laboratories manufactures - and distributes - Tristel ULT in the US. It will also manufacture Tristel OPH and May or may not be the distribution partner. We should know fairly soon.

Whatever changes the new administration implements, medical procedures are likely to increase in number. Medical devices (and surfaces) will still need disinfecting. So far as medical devices (ultrasound) are concerned, I would say that TSTL’s main competitors are Nanosonics (Trophon) and Germitec (Chronos)(now that the latter has secured FDA approval for Chronos). Nanosonics is an Australian based company and Germitec is French. So they both have at least as much and more to be worried about if the US implements protectionist policies.

[petewy] 15/11/2024 09:49

Will Trump's tariffs hit this share or does TSTL make everything in the US?
Views?

[planetgong] 04/11/2024 22:00

TRISTEL got a mention in one of my fund monthly newsletters. The manager suggested there was selling pressure because of potential IHT changes.
"As to AIM, one of our largest holdings, disinfection specialist Tristel
(-16.75%), announced that it had filed for US Food and Drug Administration (FDA) permission for use of its
chlorine dioxide disinfection device on ophthalmology equipment, hoping for clearance by the end of the
year. Ordinarily this would be considered good news!"

[piedro] 24/10/2024 06:58

Good to sea promotion in Asia ...

Tristel AsiaTristel Asia
𝗧𝗵𝗮𝗻0312; 𝘆𝗼𝘂 𝗳𝗼𝗿 𝗰𝗼𝗺𝗶0315;𝗴 𝘁𝗼 𝘁𝗵𝗲 𝗜𝗻𝗳𝗲0304;𝘁ҳ10;𝗼𝗻; 𝗣𝗿𝗲𝘃0306;𝗻ҳ21;𝗶𝗼;𝗻 & 𝗖𝗼𝗻𝘁0319;𝗼ҳ13; 𝗙𝗼𝗿𝘂0314; 𝟮𝟬𝟮𝟰! 🌟
We had an amazing time presenting our all-new POD CLO2 and connecting with so many of you! A big thank you to everyone who played a part in making this event a success! 🙌

[gopher] 23/10/2024 09:25

This is the point around USA take up and they had some staff depart in Australia. It is a possible contributor to the share price decline alongside general market conditions.

[piedro] 23/10/2024 00:14

FWIW ...



The chart shows that in the second half of year there was minimal income growth which
possibly explains the fall in share price - but who knew?

[gopher] 21/10/2024 12:26

Interesting presentation and a familiar story that investors always seem to trip up on in non consumer products, getting a product to market with a stocked sales channel doesn’t mean sales just happen.

In US healthcare it’s not a case these days that clinicians ring up procurement to place an order, there are hospital new product approval committees that meet monthly or even quarterly. Personally no worries about US progress as strong business case remains intact, Parker the right partner and new CEO has a sales background in USA and RoW. He quite impressed and seems a sensible hire. I also thought that Liz Dixon looked happy stepping into FDs tradional company No2 role, she always deferred to PS previously.

The share price is no more than 5 years ago and the progressive dividend is north of 3% - this looks a good entry point for a genuine organic growth company with no financing needed.

[martinmc123] 21/10/2024 10:16

Tristel Plc, the manufacturer of infection prevention products for hospitals, posted its audited FY24 preliminary results and they were very impressive. FY24 turnover was up 16% to £41.9m, gross margin was up 2% to 80%. Adjusted pre-tax profit was up 32% to £8.2m with adjusted EPS up even more by 50% to 15.34p. This allowed management to increase the dividend per share by 29% to 13.52p. The robust performance also allowed the company to strengthen its balance sheet with cash and short term investments up to £11.8m from £9.5m...from WealthOracle

wealthoracle.co.uk/detailed-result-full/TSTL/890

[james188] 21/10/2024 08:22

I think that the problem is that we already knew the good news from the July 2024 TU and more was hoped for on top. Instead, we were told that it is tough going in the US and that the Cache range has still to gain any traction. I still believe that the prospects for the company are excellent, but in an unforgiving market, the reaction this morning is not entirely surprising.

[gre] 21/10/2024 07:36

Fantastic results ahead of expectations. The only reason I can see people selling is for tax reasons ahead of the Budget. With sales momentum building in the huge US market this is a good opportunity for others to buy for the long term.

[mrbeaky] 21/10/2024 07:14

Interesting reaction, 4% down.

[paulisi] 21/10/2024 06:31

Great results - should see a big jump this morning.

[philly cheesesteak] 17/10/2024 12:23

Well it got to 347.5p in the end, however after some chunky buys yesterday the technicals are starting to look much better. The RSI is emerging from oversold and the daily MACD is poised to turn bullish for the first time since the July trading update. Just needs a bit of volume now to confirm the change in trend and that should arrive on Monday when they report ahead of expectations results.

Since I last posted Fonix has bounced to 262p from a year low of 208p and Filtronic 73.5p from 61p, so a 20% bounce from such oversold conditions is more than feasible.

Obviously DYOR / NAI.

[philly cheesesteak] 15/10/2024 10:35

I think all decent AIM stocks are going through the same painful process of derisking pre budget. I actually think CGT is a bigger driver than IHT at present, but who knows.

SPA got sold down to 52p and has since bounced to 67p post results yesterday.

FNX looks to have cleared the sellers there and is back to 242p

Same over at W7L which tested £5 and has now bounced 10%

FTC hit 61p last week and has since bounced 15% to 70p

In general the more liquid stocks are clearing sellers faster, TSTL is illiquid and it's last material newsflow was nearly 3 months ago.

If it wants to test 330p support before next week then bring it on.

[wjccghcc] 14/10/2024 11:44

I think you'll need to wait for the Budget as I'm sure there's been a lot of IHT related selling here.

I've been adding sub 370p as a fwd PE of 22 with all the US to go for seems a bit low to me.

[philly cheesesteak] 14/10/2024 08:05

Results next Monday. Shares traded as high as 505p in the days after the ahead of expectations trading update on 22/07, so the plunge to 365p on no news looks utterly bizarre.

Such a swing is not uncommon though based on the last 3 years, with 100p moves up or down a regular occurrence. Indeed, last year saw something similar. There was a June 23 high of 435p which turned into a low of 328p by August and then a rebound to 450p by early October.

Next Monday will show record revenues, record cash balances & given the pending 510(k) approval, there should be an exciting outlook. With an RSI of 25 I fancy this will see a strong recovery over the coming days / weeks

[petewy] 12/9/2024 08:34

|Filing
Tristel has filed a Premarket Notification 510(k) with the "FDA") for Tristel OPH, a high-level disinfectant ("HLD") foam for use on ophthalmic medical devices, including re-usable tonometers, pachymeters and lenses that make contact with the cornea.

Tristel OPH was approved by Health Canada as a Class II Medical Device in June 2021.

[petewy] 06/9/2024 18:39

I am waiting for news about getting accepted in the US.
Political blocking of a Br Co etc...in a field which the Ams are strong.
No news or bad news I'm out.
Good newss then it's upward.

[zimbtrader] 06/9/2024 15:33

Just to add... I don't mean my comment about seeing a pattern others might not in an arrogant/condescending way (may have come over as that). Just meant my brain may work differently to others. My wife certainly thinks so and not in a good way! ;-)

[zimbtrader] 06/9/2024 15:29

Yup. Between 12:32 and 12:35, three buys. Not a massive amount. I appreciate there's risk involved.This is the 4th year in a row I've done this. It's a pattern I can see... Others might not.

[wad collector] 06/9/2024 13:21

If you are confident that you can see a pattern then presumably you are buying? Looks less clear than that calendar pattern to me.