Tristel Share Discussion Threads

[piedro] 23/10/2020 13:02

LOL,

mighunter, correct I started this thread in 2008 and started contributing a couple of years earlier.

You will note that I subscribed "AIMHO" which indicates that I am expressing my opinion.

Why after all this time?
Basically, TSTL have started plugging their "moat"
- IMO

[hydrus] 23/10/2020 13:00

Ignore that please Piedro. Your posts are insightful and it is always good to challenge yourself to find potential negatives with your holdings.

[mighunter] 23/10/2020 12:29

Piedro, a 2 second search of your post history shows you posting on TSTL as early as 2008 - if not before. Why you ask the basic questions you initially have, when the answers have been freely available to seek in those intervening 12 years, I do not know. So what credible information do you actually possess, leading you to suggest that other companies could already be in the process of adopting similar technology.... and further, what proof do you have of it being maybe in a year. And why now rather than any other point in your 12 year history posting on TSTL, as your argument certainly hasn't come true in that timeframe. If you're going to suggest such speculative hunches, it'll need a better explanation you stating that the dinosaurs are now extinct.

[piedro] 23/10/2020 12:08

... they'll be accusing me of hogging too much space, but to return to the previous topic

Do Dinosaurs still walk the earth?
Times have changed and those old moat arguments need rethinking
There are Companies that have the resources to compete, perhaps
in a year or so, but more likely they are already in the process.

I still remember the affair with Chlorox.

AIMHO, BWDIK .. ... DYOR and GLA

:-)

[piedro] 23/10/2020 11:54

To change the subject,

FWIW ...

[mighunter] 20/10/2020 23:13

So as at 2018 they're the only company in 25 years to use this. In 2017, they had 229 patents covering 35 countries... the proprietary information covers both formulation and delivery. .....I'd say there's a moat.

[apad] 20/10/2020 14:22

Tis a good question, Piedro.

I'm happy with first mover advantage.

Difficult to come in and compete, from scratch.

apad

[piedro] 20/10/2020 14:18

Rereading the Final Results I stopped to consider...

Our Strategic Assets
"We consider the assets that enable the Group to achieve its strategic goals to be:
- Our chlorine dioxide chemistry, about which there are three critically important elements:
1. The formulation is proprietary;
2. We remain the only company using chlorine dioxide for the decontamination of medical instruments in the world, which gives us a genuine point of difference from all other infection prevention companies;
3. The length of time that we have enjoyed this position has allowed us to collate a significant body of knowledge, including published scientific data, the testimony of almost two decades of safe use, a significant global footprint of regulatory approvals and a library of proven compatibility with hundreds of medical instruments, all of which would take a newcomer significant time and cost to match."

... and ask
How proprietary is the formulation? {element 1}
Cannot someone else invent a different formulation?

When ClO2 becomes the "vogue" there may well be many trying to enter the market {element 2} and fortunately for them the groundwork has already been done {element 3}.

Is their moat really that strong?

P.

[mach100] 20/10/2020 09:40

Complete cobblers! International growth is already booming for TSTL. The USA is a huge bonus sure but the length of time it is taking means a huge barrier to entry for others. Biden will I assume be more health care friendly than Top Trump. India is a huge market and will be finalised soon. Yield is only 1.2% but I can plough that back in and grow my holdings. They will have to do something with the cash pile which I think from memory grew 50% to £6 million so there will be a nice return in the way of a special divi at some point. Investor's Chumping more like!

[energeticbacker] 19/10/2020 17:32

Covered by Investor's champion today "...for us much of the valuation (PER 45x reported earnings) continues to hang on their approval in the US market"

[zimbtrader] 19/10/2020 16:10

Just published....The dividend timetable is as follows:Ex-Dividend date:19 November 2020Record date:20 November  2020Payment date:18 December 2020 

[peter27] 19/10/2020 08:44

Dates not yet published.

[paulisi] 19/10/2020 08:19

Price has ticked up, but very little volume.

[metis20] 19/10/2020 07:56

Excellent results. Unlike last year's Prelims, no mention of ex-divi date. Tristel website calendar says paid in December.

[paulisi] 19/10/2020 07:30

Terrific set of results. Dividend increase, cash generation and new markets. Cannot ask for much more.

[best1467] 19/10/2020 07:24

Well those numbers are impressive 80% gross margin didn’t think that number could get any better India on the way canada also Malaysia and USA further down the line.
First invested several years ago at 39p have sold quite a few atti es but still retain nice amount which I expect will be £10 this time next year

[piedro] 16/10/2020 16:17

I'll wait quietly for £6 then .... £s ..... £10
Rough weather included

GLA.

[mach100] 16/10/2020 15:30

Over 500p in advance of results so good things are expected. Tempting to sell some as there may be a note of caution in the results. Hanging in there for now as this has been my best ever investment.

[davidosh] 16/10/2020 11:12

The MelloMonday BASH will feature Tristel this month on the 19th October and I think shareholders and potential investors will appreciate the analysis.

The Mello Monday event starts at 6pm
The full programme is available on the website. In the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four/five companies are a Buy Avoid Sell or Hold at this current juncture in the markets.



All investors welcome and if you use the code MMV5 you will get a half price ticket. Great investor content and entertainment. We had 329 investors attend last month so these are very popular.

[mach100] 09/10/2020 21:41

Delayed by Covid Paulisi. An unforeseen issue was that they have to be physically present for a key part of the FDA approval process and this is proving extremely difficult.

Results Monday week which we know will be ahead of expectations but need to be weighed against the usual cautionary tone and perhaps impact on procedures of the continuing Covid virus.

[paulisi] 07/10/2020 16:45

Nothing on US approval yet?

[piedro] 05/10/2020 07:29

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