Tristel Share Discussion Threads

[bamboo2] 22/7/2020 09:32

Bought a second tranche at 405

This has hit historical support at 395 and is testing the Breakaway gap from 23/3/2020 again.

[tonytyke2] 22/7/2020 09:05

Good post melody9999

[tonytyke2] 22/7/2020 09:03

Ok, time to buy some more again.

I can only see see further increased appetite for the products of this company across the world. They have been expanding overseas at just the right time, with further significant growth to come IMO.

[melody9999] 22/7/2020 08:58

Well having read the TU, I did not see that coming. Not sure how positive the update needed to be to avoid a fall in the share price Sure I understand the company's cautious note due to uncertainty - but I think we have a double benefit now with pent up demand from hospital operations combined with increased emphasis on cleaning meaning TSTL products will be in great demand. Added.

[mach100] 22/7/2020 08:51

Renewed selling now as an attempt to drive it down. 400p has given way as the market goes to punishment overdrive. I hope this second wave selling is the final attempt to mark TSTL's homework.

[bamboo2] 22/7/2020 08:35

paulisi, fwiw, my chart suggests a low turn today.

[paulisi] 22/7/2020 08:32

Over reaction this morning on the markets.Expect this to bounce later/ tomorrow

[bamboo2] 22/7/2020 08:28

Bought back a few at 419

[mach100] 22/7/2020 08:26

Down to 422.5p which is a massive over-reaction. I was very pleased with the results and it read very well until the cautious statement on outlook which has clearly spooked the market and some holders. I hope there is an intra day reversal here as really Hospital appointments for examinations have massive pent-up demand and as lockdown eases this is certain to unwind. Painful this morning so far and i hope it doesn't get worse this morning but I am certain it will rebound. The increased divi is very welcome!

[piedro] 22/7/2020 08:23

Patience JAF111, wait for the news to sink in.

Well done Tristel.
Our new Chairman seems to be in control.

[jaf111] 22/7/2020 08:16

Mr Market doesn't seem to agree with me!!!

[rimau1] 22/7/2020 08:13

Sell on the news today, cautious outlook and delayed US FDA. Sold a few and will buy back at £4 again. Great long term play but no short term news drivers expected and priced for perfection IMO. Still holding a long term position but switching a portion into Byot

[jaf111] 22/7/2020 07:59

Should surely push on over £5 with this update???

[tonytyke2] 22/7/2020 07:58

Cracking update!.....ahead of expectations, revenues up 21% and overseas revenues really kicking in now. The future is looking very bright for this company. I believe the presentation will be available to view from 9.00 a.m.

[paulisi] 22/7/2020 07:52

Quite pleased with the update.Growth ahead of expectationsIncreasing dividendRegulatory approval for new markets in progress for US, Canada and India.

[best1467] 22/7/2020 07:48

Yes solid results in the circumstances don’t see a major reaction steady away

[primarch1] 22/7/2020 07:18

Pretty impressive maintains dividend rev/profit ahead of expectations some caution with uk offset by overseas sales and increase in Covid products happy to add and nice to see a company still paying a dividend

[mach100] 21/7/2020 18:24

Was tempted to sell some Zim but held on in hope the speculation here is amiss. It has outperformed for many quarters and at least there has been a clawback in the share price from 400p which would hopefully cushion any falls. I expect some sell on news tomorrow anyway. Hopefully any fall will be temporary anyway and FDA approval is not far away. Let us see at 7am tomorrow.

[zimbtrader] 21/7/2020 16:30

Just halved my holding in each of 3 portfolios I manage but I had doubled up on the level I am happy with a few weeks ago at 422.TSTL has been stellar for me since 2014 and never let me down. BUT these are circumstances loaded with uncertainty. Thus, the "unemotional" decision was to derisk ahead of tomorrows TU. Good luck all holders. 520 or above would force me to consider selling out unless there is something truly exceptional in the update.

[mach100] 20/7/2020 22:51

You would have thought they would have had to issue a profit warning if there has been a total collapse in sales. Human Health represents 92% of it business so there could be no excuse for not updating if slaes fell off a cliff. I am sure China and German and france are performing well though. Some news on FDA approval would be timely indeed!

[paulisi] 20/7/2020 18:22

Trading statement due Wed and an online investor presentation

[tonytyke] 14/7/2020 16:03

In fact Q2U we may see increased demand moving forward if the government look to fastrack some of these delayed procedures, so orders may be flowing in already. I have been increasing my holding around the £4 level.

[primarch1] 14/7/2020 15:57

With respect to current trading conditions, we are experiencing very strong demand in all our markets due to the COVID-19 pandemic. As a UK manufacturer with very little exposure to convoluted international supply chains, and adequate productive capacity, we are well placed to meet the requirements of our customers in the UK and overseas."This gives me all the confidence that the update will be excellent I'm happy to add on current weakness