Tyratech (DI) Share Discussion Threads

[michaelsadvfn] 15/2/2017 16:18

Did you notice this bit in the trading update harry?

Individual retail outlets across the distribution network in the US are now adding new Vamousse product Stock Keeping Units (SKUs), which is being driven by consumer demand.

[haroldthegreat] 15/2/2017 16:13

If they do not pay they wil be placed on a lower shelf.eye level and end of gondola are the most expensive and the most effective

[haroldthegreat] 15/2/2017 16:05

Michael haven't you followed the tesco scandal where they misquoted the figures for discounts and fees from suppliers by bringing the following years discounts into the preceding years figures..the supplier has to pay for shelf position and give discounts to get their products on the shelf.I would had thought you would have been aware of this.

[michaelsadvfn] 15/2/2017 14:28

1.65m bought, 57k sold between the 2 lines of stock.

We have a(nother) seller. This has been going on since the placing in November 2015.

Has to come to an end one day.

[greedfear] 15/2/2017 13:19

1.6 million.

[greedfear] 15/2/2017 13:13

1.5 million TYRU/TYR shares changed hands today thus far.

Quite some activity.

[greedfear] 15/2/2017 13:03

Cheers Timbo for the link.

It's very clear that ultimately they want to be in the animal healthcare market.

They would like to invest much more in animal healthcare but Vamousse etc. is not generating enough cash for their ambitious plans.
They can not go to the market for equity funding as Tyratech is undervalued.
I believe they would be willing to sell Vamousse but it might be too early for that.

So what are they to do?

Focus on Vamousse etc. so market might rerate Tyratech and raising equity would be easier and on better terms or sell Vamousse etc? Funds that could be used for animal healthcare.

Or: find an animal healthcare parter asap ? (no equity funding or selling of Vamousse etc needed)

---
I've got no problems adding. Looks like there are enough shares available. Probably an II as those are often quite stupid when it comes down to getting out of a position. (Or they just don't mind: it's only other people's money).

[michaelsadvfn] 15/2/2017 12:08

MM's have not moved from 2.115 bid all morning, despite the buying. They clearly have access to some stock.

[michaelsadvfn] 15/2/2017 10:04

Looks that way but nice to see so much buying which I wasn't anticipating.

I'm wondering whether that 375k buy on TYR could be one of our Directors....hmmm.

[nobbygnome] 15/2/2017 09:56

So roughly £15k of both TYR and TYRU bought this morning and you have to wonder where they get the shares from. Cantors were certainly short last week but now apparently there are more than enough to go around. It is curious but you have to assume there is still a seller in the background.

Nobby

[michaelsadvfn] 15/2/2017 07:51

Cheers timbo.

Vamousse seems to be doing very well although it's worth noting Bruno's comments regarding retailers 'very drastic conditions' relating to their stocking of the products. This refers to something that was mentioned in the H1/2016 results, 'The half year also included "slotting fees" of approximately $0.3 million, which have reduced net product revenues. These fees are due to the introduction of new products to new stores.'

I wasn't aware of this practice until I did some research after reading those comments. These 'slotting fees' are a huge income for retailers and can dwarf profits from sales.

[ferris_bueller] 15/2/2017 07:42

Just for reference.

When discussing the animal health market products, have you noticed that Bruno has stopped using the term PureScience. And for now is just using the term animal health.

The AH products (poultry, swine, etc)trials have been successful and are likely to be a huge market success.

I have a sneaky feeling and believe that ultimately we may see the PureScience products being rebranded.

NAI, DYOR, & ATJ

ferris

[ferris_bueller] 15/2/2017 07:25

thanks for that link timbo.

interesting interview, no negative body language.

exciting times.

GLA

ferris

[mudbath] 14/2/2017 19:17

Having watched the interview with Bruno again(and again);could he be hinting at a spin off for one of the divisions ?

[mudbath] 14/2/2017 17:37

Thank you for the link timbo003.
Bruno seems pretty positive as well as remaining as straight forward as ever.
All very interesting.

[timbo003] 14/2/2017 17:17

There's a new Skype interview with Bruno on Stockcube, I cannot have my sound on at the mo', but will listen later.

[mudbath] 14/2/2017 12:15

I just look at how the company is doing and if its going well then I'm happy to hold as the share price should reflect this.
At the current time I feel that TYRU is looking rather promising,even though there is little evident investment interest.
One good piece of news though regarding any part of the TYRU portfolio and your market cap gauge could at last register some worthwhile movement.

[michaelsadvfn] 14/2/2017 10:52

I did suggest yesterday that it may be a bumpy ride, purely because AIM is more a traders market than an investors market and a large number of shares were purchased at 2p. There are plenty of folk who will exit on the first tick up on the bid, as demonstrated by one of the posters above.

I'll be looking at the market cap to tell me when is a good time to sell, and it won't be at this level or anywhere close to it.

[mudbath] 14/2/2017 10:30

You might have a long wait,for I just added a few at below mid price.
24 hours of hope and then another few months of purgatory ?

[michaelsadvfn] 14/2/2017 09:35

Not long to wait for the huge spike then. Look forward to it.

[gilesgraves] 13/2/2017 16:17

Yep. Top sliced my first profit on this today. Looking at the history I imagine we will get a big spike in February. It won't last long but it will be huge, then it will be a drop down and then a gradual rise for the rest of the year.

[michaelsadvfn] 13/2/2017 12:41

Over 1.1m bought since Friday morning.

Big shift in sentiment developing.

[nobbygnome] 13/2/2017 11:11

For sure we will need buyers at a higher level but 325k have already been bought at 2.4p!

[michaelsadvfn] 13/2/2017 11:07

Could be a bumpy ride with all those shares bought at 2p. Traders and all that...