Tristel Share Discussion Threads

[edwards9] 25/2/2020 13:15

The Buyout of the 80% Italian JV last July (price approx. 1 years sales), appears to be very fortuitous.

[apad] 25/2/2020 12:10

Well spotted, Piedro.
apad

[piedro] 25/2/2020 11:58

FWIW,



- previously 'H2' profit has been less than 'H1', but not this half

[piedro] 25/2/2020 11:07

Thank you metis20

This is the menu I get from



- hidden away in 'Investor Information'
- not in 'Financial Performance'
- nor in 'Investor News'

"trambolico" - IMO ... as with today's RNS replacement

- there are cracks showing as there always have been

I have great hopes that the new Chairman will be able to take the company to a more professional level

[metis20] 25/2/2020 08:48

for link to yesterday's investor presentation

[piedro] 25/2/2020 08:26

Anyone found the results presentation?

"The results presentation will be made available on the Company's website www.tristel.com on the day of results."

[best1467] 24/2/2020 11:59

Must be one of the best companies I’ve ever invested in back in 2011 as I discuss on different boards you very rarely get get these sort of returns unless you take a long term view.
A lot of posters seem to be so impatient and have little understand of the companies they invest in also

[brummy_git] 24/2/2020 09:28

Comment today wrt Tristel on Twitter

[fizzypop] 24/2/2020 08:19

Well done ... I guess the Covid-19 peak was an aberration and TSTL is now back on its upward trendline. An obvious LTH although I am out ATM.

[piedro] 24/2/2020 08:08

A refreshingly informative Chairman's statement, concise, to the point and without tedious waffle.

Congratulations.

[mach100] 24/2/2020 07:32

Sparkling results. A clean share with no debt. Nice hike in the divi and France looks promising. C'est la vie. Mostly wiping out the competition and this one has further to run.

[metis20] 24/2/2020 07:29

H1 report

Financial highlights

· Revenue up 22% to £14.6m (2018: £12m)

· Overseas sales up 30% to £8.3m (2018: £6.4m), representing 56% of total sales (2018: 53%)

· Gross margin increased to 79% from 78% in 2018

· PBT before share-based payments up 25% to £3.0m (2018: £2.4m). Unadjusted PBT of £2.8m (£2.2m)

· EPS before share-based payments up 31% to 5.89p (2018: 4.5p). Unadjusted EPS of 5.37p (2018: 4.05p)

· EBITDA before share-based payments up 34% to £4.3m (2018: £3.2m)

· EBITDA margin before share-based payments of 29% (2018: 26%)

· Interim dividend of 2.34p per share (2018: 2.04p), up 15%

· Cash of £4.2m (2018: £4.5m), after £0.6m paid in July to acquire the remaining 80% of Tristel Italia srl.


Operational highlights

· Successful integration of Tristel Italia srl;

· Received further positive feedback from the FDA and data generation for our regulatory submission continues;

· Completed the construction and fit-out of a second warehouse and office suite of 23,000 sq ft in Newmarket, Suffolk.

Commenting on current trading, Paul Swinney, Chief Executive of Tristel, said: "We are very pleased with our progress in the first half. Sales growth has been above our target range of 10-15% and margins have improved also.

"Sales growth in our UK hospital division, which accounts for 86% of all UK sales, was up by 16% half-on-half. NHS stock building in preparation for a no deal Brexit did not influence these results. Two-thirds of the growth in UK hospital sales can be attributed to higher numbers of disinfection procedures across all the clinical areas we target, and one-third to product pricing. Moreover, overseas sales continued to increase at a very healthy rate of 30%. This growth was largely attributable to the establishment (through acquisition) of direct operations in Belgium, Netherlands, France and Italy.

"We continue to advance our USA regulatory project and have received further helpful guidance from the FDA to enable us to progress the compilation of our submission dossier.

"The development of our Board continues. Dr Bruno Holthof took over the Chair from Paul Barnes at our December AGM.

"We are currently experiencing Covid-19. This viral outbreak, together with the ever-present threat of anti-microbial resistance, will be a powerful influence on global healthcare systems for greater investment in infection prevention and control. As a globally recognised infection prevention brand, with some of the world's best-known disinfection technology, there are significant macro factors that will support Tristel's continued progress".

[jdh1602] 12/2/2020 22:17

All good shares are crowded. The question is, is it justified? We'll soon find out...

[fizzypop] 12/2/2020 08:42

5% stop loss triggered so I'm out for a 9% gain.
May well return before results on 24 Feb.

[piedro] 12/2/2020 05:54

Tristel Global@TristelGlobal
Keep your eye on #2019-nCoV! Ophthalmic medical
devices that make direct contact with the eye could be
carriers of 2019-nCOV.

Tristel Duo OPH can help prevent the spread of
2019-nCoV and other pathogens. #coronavirus

[metis20] 10/2/2020 17:22

... and likelihood of FDA approval.

[metis20] 10/2/2020 17:05

Whether overpriced or not depends on coronavirus induced sales growth...

[onjohn] 10/2/2020 16:54

totally overpriced now

[q2u] 10/2/2020 16:54

Just starting to look a bit overvalued. it's going up because of the virus but it can't stop people catching it when they sit next to each other on a plane. very slowly taking a few profits, which, as I first bought them at 30p are not looking too small now. I will buy them all back and some more if they drop back too far, which they tend to do every now and then

[fizzypop] 10/2/2020 16:45

Closed at 449p up 3.8% for another ATH

[banj] 10/2/2020 16:37

Looking good on the breakout ;)

[fizzypop] 07/2/2020 13:45

Interim Results 24-Feb-2020
Closed the week with a 6% rise to 432.50p with an intraday ATH of 435p on Friday.

[fizzypop] 05/2/2020 19:10

New ATH of 402.5p today.