Tyratech Share Discussion Threads

[zelder] 24/1/2014 08:12

Label for Vamousse Lice Prevention shampoo:

hxxp://dailymed.nlm.nih.gov/dailymed/lookup.cfm?setid=fe4b3e9b-5267-4c9c-ab9d-b18d70c96481

[michaelsadvfn] 24/1/2014 07:23

Close Asset Management reducing.

TYR website has them down as holding 6.87%, down now to 4.94%.

Strange time to sell.

[zelder] 20/1/2014 23:44

Small cap focus. Tyratech:

www.thisismoney.co.uk/money/investing/article-2542690/SMALL-CAP-FOCUS-TyraTech-strikes-deal-retail-giant-Walmart-stock-head-lice-products.html?ito=feeds-newsxm

[veldt] 20/1/2014 11:05

Made it to 9th highest riser of the day (so far)- which should put TYR on more people's radar.

[glennborthwick] 20/1/2014 09:59

found the right place

[michaelsadvfn] 20/1/2014 09:40

Yes, especially a CEO who leaves a $2.6bn revenue generating company to join little old Tyratech.

I think that speaks volumes about where Bruno Jactel sees this heading.

TYRU bid is up 15% today and not a seller in sight...

[deanmatlazin] 20/1/2014 09:31

What a difference a new CEO can do to the company. The market has missed how big this company is going to be. Aiming back to 20p in next 1-2 years time.

[zelder] 20/1/2014 09:29

More good news and i agree, Nobby and Dean, things are starting to look very promising indeed!


www.proactiveinvestors.co.uk/companies/news/64995/tyratechs-new-head-lice-shampoo-heading-for-us-shelves-64995.html

[deanmatlazin] 20/1/2014 09:25

Novartis deal, then distribution vamousse to big pharmacy chain in US, later walmart, then launch of this preventative nit shampoo. I think this share is chip as chips. The market didn't wake up yet to how big this company is going to be!!

[deanmatlazin] 20/1/2014 09:25

Novartis deal, then distribution vamousse to big pharmacy chain in US, later walmart, then launch of this preventative nit shampoo. I think this share is chip as chips. The market didn't wake up yet to how big this company is going to be!!

[nobbygnome] 20/1/2014 07:57

I have to admit to feeling a little excited about the prospects here. Although this preventative shampoo was mentioned at the Proactive Investor meeting Sidam and I went to in November, I had forgotten all about it. With Novartis about to start selling the animal health products and a Vamoose distribution deal in the UK (and other European countries?) to come, the prospects look exceedingly good in the short term even if there is a small fundraising.

Onwards and upwards!!!

Nobby

[michaelsadvfn] 20/1/2014 07:15

The preventative shampoo is also coming to market...



Whereas there are competitors for the treatment I haven't come across any product for the prevention of head lice infestation. Should do well.

[michaelsadvfn] 19/1/2014 00:09

I didn't know about Tyratech then but there was a nasty trading update at the time.

What happened in 2009 isn't important; it's the news flow since January 2013 that makes this an interesting one, imo. I fully expect further distribution deals to be announced in the near future.

[henryd14] 18/1/2014 20:09

Hello all. Just started to look at this share. Dont suppose anyone can give me a brief description of what happened in 2009 to make the share price go down so much?

[shroder] 16/1/2014 13:06

Many thanks sidam

[sidam] 16/1/2014 12:08

Shroder
I have corrected that stupid mistake. US shares can often be unregistered and I not thinking I assumed U was unregistered rather than unrestricted.

Many thanks for pointing that out as it would have certainly mislead. I hope I have got it right this time. If I have, perhaps you can change your post 926 so that new guys do not think the corrected post is wrong.

best wishes

[sidam] 16/1/2014 10:21

Nobby

I hope DEMG will be a winner this year, but all my family and friends who play the market all have large holdings already. But it is interesting to note that Finncap have picked LID as one of their picks for 2014.

My stocks for this year apart from TYR are AVN, GBO as larger small cap, KBT as medium sized, DRS as small but very very illiquid and NBU which is so cheap I do not understand why. Decent Divi, big assets, more cash than the market cap and one of my old mates has visited the company in China. DRS and NBU came through a friend who is a fund manager in small (micro)caps.

But DEMG is one of my largest holdings after recent top ups.

All the best.

[nobbygnome] 16/1/2014 00:12

>> Sidam

Just out of interest is DEMG one of your other naps of the year.....

Nobby

[sidam] 15/1/2014 17:47

Nobby

A cash raising is not written in stone and I could be wrong. N1 singer's research last November projected net cash at December 2014. Also TYR will have receivables from companies the size of Walmart and Novartis. Those should be very easy to finance using invoice discounting. Then next year perhaps cash from the exercise of the warrants.

But my guess is that they will raise a bit. If I am not offered shares, then I would buy in the market after a fund raising as that would have lowered the risk and as you say - the brakes may come off. My chat to friends is that this is one of my naps for this year and advise a half unit now and top up if there is a fund raising or if there is no cash raised by the time of the results (because they do not need it) double up then.

[zelder] 15/1/2014 15:49

'Clearly much is resting on how well Vamousse is received when it makes its appearance, but N+1 Singer has pencilled in a jump to sales of US$6mln for 2014 rising to US$8.6mln in 2015.'

www.proactiveinvestors.co.uk/companies/news/64879/big-picture-tyratech-sees-walmart-deal-as-us-springboard-64879.html

[nobbygnome] 15/1/2014 15:22

Thanks for your comments Sidam. I think the sort of amount you are talking about at 4.5p or so would be seen as positive as it would accelerate sales. After all we are at the execution stage here not the discovery phase! There are tangible sales already and great potential in the short term particularly from Vamoose and animal health.

Of course the price will be held back until the funding is achieved but after that the brakes may come off fairly quickly!

Nobby

[dassaco] 15/1/2014 10:55

Thanks for that post sidam.
EPS of 1p next year would be very nice and I dont see any reason why the following year it shouldn't be double at 2p or more.
That would make the current share price of 5p very cheap on a 2 year view.
I have been holding these shares for over a year now and will continue to hold.

[sidam] 15/1/2014 10:22

Nobby

Hope your trip is enjoyable! I am almost absolutely certain that there will be some fund raising. The size will depend on what speed of market penetration the prospective and current institutional shareholders want. I got the impression from Bruno that cash was the restraint for market penetration, especially overseas = non US, not potential demand.

If you look at the latest note (this week) from Allenby (First Columbus), you will see that they forecast net cash of minus 0.5m as at December 2014. Then cash the following year. So my guess, is that they may raised say £0.75 - 1.0m soon so they do not get their accounts qualified as a going concern. If they do and I get offered any, I will top up. Allenby 2015 (next year) forecast is EPS of almost 1p $0.15.
That is a single figure PER even with some dilution. I my view, this company should be on a PER well over 20. With money it could get its growth rate in revenue terms to 100% pa.