Tyratech (DI) Share Discussion Threads

[mudbath] 18/9/2018 12:12

Tyratech results imminent !

Intrigued as to their content and subsequent effect on the share price

[professor knobhead] 10/9/2018 00:57

not really the full shilling, are you, pettigrew?

[corrientes] 02/9/2018 16:33

So are we going to have another cash distribution if the rest of the company is going to generate diddly squat ? Seems a bit of a daft way to do things, but surely there's more to the company than that after all these years !

[michaelsadvfn] 02/9/2018 16:07

There’s no money in treating chickens. Supplying the largest operations in the USA delivered peanuts.

[pugugly] 31/8/2018 11:25

mudbath: Interesting find - Could this be part of the reason for current share price weakness? Also agree re quietness - very often a sign of potential problems -However deer population increasing in UK and thus tick/lyme disease risks growing - We really need Guardian? to be a success as well as chicken mite control.

[mudbath] 29/8/2018 09:23

Interim figures are due very shortly.
The company has been unusually uncommunicative over recent months and so it will be interesting to see what progress they have achieved.

[mudbath] 24/8/2018 12:46

Which would be a significant event,particularly having regard to the total M/Cap.

[nobbygnome] 23/8/2018 12:19

Just seen the Alliance trading update from late July for the first half. They said Vamousse turned over £2.7 million which is certainly up from 2017. They also reiterated that as usual the second half will be better than the first because of the back to school effect. Although we don't know the terms of the earnout for TYR, I would hazard a guess that the company is easily going to get the extra $4.5 million next year.

[nobbygnome] 12/8/2018 13:33

Yes I know I am sad but I continue to monitor Vamousse sales in my local Boots. Well they have sold at least 10 packs in the last 4 weeks, which is the fastest rate ever. I don't know if there is a lice epidemic or Alliance are actually promoting Vamousse at the moment. Before that 4 week period they were out of stock for about a month, which was curious.

Oh and also I continue to use the Vamousse shampoo for medicinal purposes!

GLA

Nobby

[greedfear] 27/6/2018 17:12

I've given up sometime ago. Better opps out there.

[pugugly] 13/6/2018 21:20

Merial Animal Health Co Ltd
Corporate Information
Address:
No.818, Chuangxin No.2 Rd., High-te
Nanchang, 330000
China
Interesting - chinese - So probably a lot of push money behind the brand - Not sure where that leaves strapped for cash TYRU - Thoughts ?

[mudbath] 13/6/2018 21:05

Merial advertising heavily on UK TV.

[pugugly] 06/6/2018 10:06

Looks like a big seller still around at 2.2 or 2.3 though the latter might be a buy.

[clocktower] 25/5/2018 20:32

If they need cash they could easily obtain cash through the issue of new shares at a much higher price than 3p - if you attempted to buy a reasonable sized stake(say a 5-10% stake) in the company at present, you would pay a great deal more than 3p on average a share I expect. Any potential buyer of such a stake would be given advance info, such as a supporting institution that would then hold them, selling new shares at a premium would enhance the current share price

[nobbygnome] 23/5/2018 07:33

The results are very encouraging. The impressive increase in turnover for the remaining products means they should continue to have low cash burn. Guardian is clearly being prepared for sale and will give them extra cash. With the expected further sales based cash from the Vamousse deal it appears to me that they won't need to have further fund raising. Maybe famous last words but to me the potential of the company is clear for all to see and it is clearly undervalued.

GLA

Nobby

[ferris_bueller] 11/5/2018 09:42

Latest Interview

[clocktower] 09/5/2018 12:12

The Mite dust is being sold now, and as stated in the RNS they are on track to launch the PureScience Poultry mite product in France and Germany by the end of the year.

"PureScience™ Poultry Mite unit sales up 250% on a moving annual total - Expanding into Europe Outsmart® sales to SmartPak showing sharp increase for early 2018"

[nobbygnome] 09/5/2018 12:04

S L

A good point about the valuation. It is clearly ridiculous but I guess whilst there is any spectre of a further fundraising it won't reach a realistic valuation. However, I do see some upside from here!

[michaelsadvfn] 09/5/2018 11:49

I see this as a good long term play but all of their offerings take far too long to get to market for my liking. In early September 2017 Bruno stated the mite dust was ‘very close’ to being available, now it’s the end of this year, at the earliest.

Now we’re told the U.S. market is worth $5m. Wow.
Sales are up a whopping 250%. Sounds fine if you are unaware of where we’re coming from. It will be the end of 2019 before we see any meaningful contribution from Europe imo.

Their other offerings might interest someone younger than myself, lol.

On that basis I have drastically reduced my holding here but will let the remainder ride.

GLA

[somerset lad] 09/5/2018 11:06

An interesting RNS.

The main content that was news to me was the field trials of the red mite dust (for Europe) showing 90% control for up to 4 months from one dose; and lab evidence of effectiveness for coccidiosis (plus the in vivo evidence of reduced lesions). I think the ruminants material is a recycling of the old Mondelez work.

They could have rolled this up into the 2017 results that they promise this month. Presumably they've issued a separate RNS because they think the share price is undervalued. They are looking to bring in an industry investor and it would not look good if they bought back shares at 3p and sold them again at 2 to 2.5p.

Finally, a thought experiment. Imagine a pharma company came to market saying it had promising lab results for a novel product whose efficacy and commercial viability had been established in other fields of use and which addresses an underserved $1bn market and it wanted funds to take the trials into the clinic. What would its market cap be on floating?