Tristel Share Discussion Threads

[piedro] 31/10/2014 09:10

Interesting product ...


How a small Bristol business's product is becoming the world's 'first line of defence' against Ebola
A UK company says its revolutionary product could help stop Ebola becoming a pandemic, by not only killing Ebola, but also by stopping it spreading. This product - DuoMax - is now being requested by a growing number of countries around the world. .... ....


... but no details, nor on the company website

[apad] 28/10/2014 09:09

Also available on You Tube.
Refreshing lack of management speak.
I'm a relative newcomer so this might have been covered in the thread:
The competition argument didn't mention Hydrogen Peroxide technology (e.g. Bioquell), but I wondered if this was implicit in the competition requiring automation argument?
apad

[shanklin] 21/10/2014 08:01

Thank you vs1

[valustar1] 20/10/2014 17:35

hxxp://www.equitydevelopment.co.uk/index.php?p=home

then you have to register

[piedro] 20/10/2014 12:27

RNS Number : 7574U
Tristel PLC
20 October 2014
Issue of Equity
Tristel plc (AIM: TSTL), the manufacturer of infection prevention, contamination control and hygiene products, today announces that 200,000 ordinary shares of 1 penny each in the capital of the Company ("Ordinary Shares") have been issued and allotted pursuant to the exercise of share options.
Application has been made for the 200,000 new Ordinary Shares to be admitted to trading on AIM ("Admission") and dealings are expected to commence on 24 October 2014. The new Ordinary Shares will rank pari passu with the Company's existing Ordinary Shares.
The total number of Ordinary Shares in issue following Admission will be 40,654,701.

FWIW
On the 25/06/2012 Christopher Samler was awarded 200,000 options @ 57p

[shanklin] 20/10/2014 08:49

vs1, Do you have a link to that please?

[valustar1] 17/10/2014 18:10

Equity Development webinar Well worth a listen to.

Talk of consideration of a special dividend in 12 months time

[rcturner2] 16/10/2014 08:10

Agree Joe, Philip Fisher used to say judge any investment after 3 years.

[joemillion] 15/10/2014 23:08

Dipped my toe in the water with a small buy today. In short, I believe they are an excellent long term buy with growth year upon year predicted (hopefully). Not going to be checking the price every five minutes on this one but expect to hold for 2 years plus to achieve the best return.

[apad] 15/10/2014 14:46

Thanks P, I see you were commenting on this back in 2011.
I bought a small initial holding before the rns in order to concentrate on the company.
apad

[piedro] 15/10/2014 14:24

APAD,
Nice to see you here.

If you read through the thread you will find a good history of much of the events leading up to the contracting of Christopher Samler

Re: your question
IMO it is the executives' apology to shareholders for what happened

[apad] 15/10/2014 08:02

Any views on this PS comment:
Outlook - this seems to be overly-cautious in tone, I'm not sure why;
We are delighted with the outcome for 2014 - for the Company and for its shareholders and we remain optimistic for the immediate future. We believe that our Company is very well placed to take advantage of the current trends in the global disinfection market. However, we are realistic in our assessment of Tristel's market reach and recognise that our ambitions must be tempered by our size and that we must be cautious in the way in which we deploy our assets to meet the potential opportunities. We also recognise that in order for Tristel to build upon its position we will need to invest in new products and that innovation must remain at the core of our business. A disciplined and targeted approach to new product development and new market penetration (by segment and country), combined with effective management of our existing product range, will bring the continued successes that our customers, employees and our shareholders deserve.
That all sounds a bit too hesitant for my liking. Maybe it's connected with the fact that the Chairman, Christopher Samler who wrote it (or at least signed off on it) is leaving in two days? Seems a rather abrupt departure, I wonder if there has been a falling-out in the Board Room?

[mach100] 14/10/2014 21:17

Very good evening last night. I thought that Paul Swinney answered the questions very well and was very open. There were admissions of risk around an automated washing system and geo political risk in Russia and China ( although these represent a small portion of TSTL business). There was a frank answer about China with an admission that doing business there is quite tricky. It seems opthamology is possibly a new avenue for TSTL. There is also attempts to capture more of the vetinary clinic market. No real mention of America apart from the interest that was there before by the big American company which came to nothing. I therefore have a feeling America is some way off. Cash at bank is £2.9 million so things are still going well and the business is banking cash. Some fund has reduced its holding in the last few weeks which might account for some of the recent share price weakness. There was a penchant towards not over promising and under delivering. Ambulatry care offers the greatest growth and revenue. The clear challenge is maintaining the excellent momentum.

[rcturner2] 14/10/2014 12:55

I think the news of these results are just starting to sink in with investors.

It also helps that they are in a hot sector now, given the Ebola outbreak.

[piedro] 14/10/2014 11:51

C.D.C. Rethinking Methods to Stop Spread of Ebola

[rcturner2] 13/10/2014 15:14

Thanks BG, forecast growth in eps of 33% for next year.

[brummy_git] 13/10/2014 15:09

Full round up from Equity Development here

hxxp://www.equitydevelopment.co.uk/doc/1264.pdf

[andyview] 13/10/2014 14:14

Any feedback on the presentation?
Good recovery today..gla

[rcturner2] 13/10/2014 13:01

Reading the results, one thing that stood out are the figures showing the growth of revenue over 10 years. I think this is a good long term growth story, with CAGR above 10%, shareholders will be well rewarded over time.

[hastings] 13/10/2014 12:27

Piedro, always respect your opinion and I will endeavour to continue monitoring from the sidelines.

[piedro] 13/10/2014 12:21

hastings,

Thank you for the Cambridge news link, reading it I sympathise even more with the outgoing Chairman.

With Francisco Soler back in charge there could be quite some slippage.

[piedro] 13/10/2014 12:00

Outlook
We are delighted with the outcome for 2014 - for the Company and for its shareholders and we remain optimistic for the immediate future. We believe that our Company is very well placed to take advantage of the current trends in the global disinfection market. However, we are realistic in our assessment of Tristel's market reach and recognise that our ambitions must be tempered by our size and that we must be cautious in the way in which we deploy our assets to meet the potential opportunities.

We also recognise that in order for Tristel to build upon its position we will need to invest in new products and that innovation must remain at the core of our business. A disciplined and targeted approach to new product development and new market penetration (by segment and country), combined with effective management of our existing product range, will bring the continued successes that our customers, employees and our shareholders deserve.

Christopher Samler's admonishments to PS and LD (IMO)

[hastings] 13/10/2014 11:28

Brief comment

hxxp://www.cambridge-news.co.uk/business/business-news

[hannahh] 13/10/2014 10:56

If you'd like to hear the results presentation and ask management questions, there is a webinar on Thursday, 1pm. Join here: