Tristel Share Discussion Threads

[deltaham] 12/3/2020 08:03

Thanks Piedro - excellent

[piedro] 11/3/2020 21:25

Tristel Global@TristelGlobal
Meet JET! A Powerful Sporicidal Surface Disinfectant #JETStream

[piedro] 06/3/2020 15:27

Francisco Soler selling again ...

A bit confuse as the RNS's are as follows:

09/09/2019 - Directors Dealings - 7.06%
02/12/2019 - Holding(s) in Company - 5.592%
and now again,
06/03/2010 - Holding(s) in Company - 4.90% .... {from 7.06%}

so presumably recently only unloaded - 0.692% or shall we be getting
another replacement RNS

edited.

[zimbtrader] 06/3/2020 07:40

Re IC advice. Look further back to when ST had tipped it when it was circa 80p and some time later said sell around 120. Dropped to around 97 quite quickly. Their advice is often wrong but should only be used as an input, not a directive. I bought more at 97. Must also declare that I sold out of TSTL earlier this week and no longer own any for the first time in 6 odd years. Just felt the yield was too week and that it was over valued at this level. I would come back but at a far lower level which I believe it will get too this summer.On a separate note, aside from the directors options debate, one thing that did bug me a lot was their preference to simply add more equity every time any such option was exercised, thus diluting every share holders stake.

[q2u] 05/3/2020 08:56

Good post Metis. I also go to a lot of the presentations and Liz Dixon is always there, fielding sometimes inane and often repetetive questions from shareholders at least 6 times a year. compare this to most quoted companies who reluctantly hold an agm somewhere remote and make no effort to communicate with the smaller shareholders whatsoever.
I like this company very much because a) it is making me a lot of money at present and b) because they treat me as someone that is important to them. if they are making a great deal of money as well, they are earning it in my opinion and good luck to them.

[piedro] 04/3/2020 19:47

metis20 - thank you for the link.

No I do not go to the shows
But do think that million pound payouts are a bit excessive.

AIMHO

[metis20] 04/3/2020 17:49

Piedro - "At Tristel the exertion seems minimal, repeating the old formula and letting the momentum carry them forward."

What evidence do you have for this?! Did you attend a recent Investor Presentation?
The impression I obtained at the late afternoon session was of a decidedly hard working and innovative duo leading the company.



Share holder approval was of course required.

Vesting conditions - that was when the share price was £2.75

· One-third will vest upon the achievement of a share price of £3.50;

· One-third will vest upon the achievement of a share price of £4.25;

· One-third will vest upon the achievement of a share price of £5.00.


Between 4 August 2015 and 1 November 2017, the Company's share price has increased from 96 pence to 275 pence, and the Company's market capitalisation has increased from £40 million to £118 million. The Board considers that the 2015 Scheme has successfully met its objectives.

[piedro] 04/3/2020 14:42

An example, (of another company) is AB Dynamics (ABDP).
The options for directors and staff are at reasonable prices
And they have to work much harder to achieve the necessary growth.

At Tristel the exertion seems minimal, repeating the old formula and letting the momentum carry them forward.

I really don't think they should reward themselves so lushly for the sickening of the world.

AIMHO

[piedro] 04/3/2020 11:50

... there are other companies where I can congratulate the directorate for options exercised. In the case of Tristel I have always felt a certain disgust.

[my retirement fund] 04/3/2020 09:33

Looks like this one has turned into a gravy train for directors options being exercised and cashed in on the virus panic. I don't suppose you can blame them but it speaks volumes for their own personal valuation and prospects of the company.

[piedro] 29/2/2020 23:33

Tristel: Management Reveals Extra NHS And Chinese Orders To Combat Coronavirus After H1 UK Sales Advance A Superb 14%
29 February 2020
By Maynard Paton

[ptookey] 27/2/2020 15:37

Very strange this has not risen with all these buys. Anyone have level 2?

[optrade] 27/2/2020 06:08

Even before the appearance of China’s coronavirus, infection and contamination-control products group Tristel (TSTL:AIM) was delivering strong growth as it taps into increasing demand for safe, high-level disinfectants that kill all microorganisms. On 24 February the company reported revenue for the six months to 31 December 2019 up 22% at £14.6m accelerating from the 18% growth in the ...
27 February 2020|Great Ideas

[james188] 25/2/2020 18:16

Although I still subscribe to IC (under serious consideration as to whether I continue), I would never, ever take their supposed investment advice. I dislike the fact that they purport to give advice, when they have zero responsibility and many of their calls are wrong. IC is simply an information source.

The IC sell call circa £2 was just a cautious banking of profits and in my view demonstrated a complete misunderstanding of the TSTL business model, which is about a lot more than just the US/Canada. For stocks like this, you need to do detailed research. It is not for day traders.

[mrnumpty] 25/2/2020 17:53

q2u and best1467 . Thanks for the pleasant and understanding replies . The reason why the IC advised " sell " on Tristel when the price was very approximately £ 2 was that the IC had doubts concerning the Company's forthcoming move in to the USA ( indeed , plenty of companies do have problems in entering that market ) . Another similar event occurred with Cohort , which provides defence solutions : I think the shares have more than doubled since IC recommended selling . Good luck .

[best1467] 25/2/2020 14:26

My advice would be do your own research understand the company and with Tristel anyone invested a number of years ago have had ever increasing dividend yield So that alone was a good reason to hold in the current climate.
I have also been offloading a few today and Over the last month solely because of these incredible gains and having a substantial position % wise in my portfolio as a consequence.But have no intention off selling out because with The FDA news at some point this year £5 in two to three years could look a bargain.

[q2u] 25/2/2020 13:53

You have my sympathy with regard to IC, I came to the same conclusion a number of years ago. They got it wrong so many times that I gave up. I'm not sure how much actual reasearch they do or whether they just use a pin. Now I know they have recommended Tristel, far too late again, I know some of the reason for the exuberance today and am much happier that I have been slowly selling into it. I am keeping half of my holding and will repurchase when/if the price drops back.

[mrnumpty] 25/2/2020 13:36

Tristel has just been tipped as a " buy " by Investors' Chronicle . However , having bought Tristel some while ago , at about £ 1.50 , I sold when Investors' Chronicle became ( far too ) cautious and advised a " sell " at about £ 2.00 . It is this habitual excessive cautiousness by IC that has caused me to lose so much confidence in its advice . I probably shan't re-invest into Tristel , unfortunately , especially after the price jump . As someone else has just posted here , it's necessary to fully understand the companies which one invests in to , and to hold for the long term . Well done to all those who have adopted this policy without being swayed by the unpredictable " advice " of others .

[mrnumpty] 25/2/2020 13:35

Tristel has just been tipped as a " buy " by Investors' Chronicle . However , having bought Tristel some while ago , at about £ 1.50 , I sold when Investors' Chronicle became ( far too ) cautious and advised a " sell " at about £ 2.00 . It is this habitual excessive cautiousness by IC that has caused me to lose so much confidence in its advice . I probably shan't re-invest into Tristel , unfortunately , especially after the price jump . As someone else has just posted here , it's necessary to fully understand the companies which one invests in to , and to hold for the long term . Well done to all those who have adopted this policy without being swayed by the unpredictable " advice " of others .

[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