Tyratech Share Discussion Threads

[21trader] 01/4/2014 16:23

Is this being stocked anywhere in the UK ?

[michaelsadvfn] 01/4/2014 16:04

Nobbygnome 1 Apr'14 - 07:45 - 1129 of 1130 0 0

So Vamousse is in 4000 stores. How many do we think each store will sell a day? If we say a conservative 5 that very rapidly becomes a colossal number!

It would only take one outbreak of headline in one local school to clear the shelves I think. Don't forget VaMousse will also be available through pharmacies(could get news on that front one of these days).

[nobbygnome] 01/4/2014 07:45

So Vamousse is in 4000 stores. How many do we think each store will sell a day? If we say a conservative 5 that very rapidly becomes a colossal number!

And licensing deals in the UK and elsewhere to come. This company looks undervalued on Vamousse alone let alone everything else. We are still awaiting the launch of the animal health products from Novartis as well.

Onwards and upwards.

Nobby

[dassaco] 26/3/2014 10:03

5th Feb 2014 Public Presentation
hxxp://www.tyratech.com/archive/presentations/Presentation_public_short.pdf

[jxman] 25/3/2014 14:21

Flying off the shelves. Kids can't get enough of this!

[zelder] 18/3/2014 13:26

Agreed, dassaco, the new Vamousse site looks excellent!

Maybe the people at Envancetech can look to sort their site out as that is nowhere near as good as the Vamousse one (on so many levels) aswell as not being updated for over a year.

[dassaco] 18/3/2014 12:51

Nice new website
hxxp://www.vamousselice.com/

[michaelsadvfn] 18/3/2014 08:57

It already has multibagged jxman.

With a £30m market cap I wouldn't expect too many fireworks unless we hear something positive from Novartis. It will be interesting to see what % of the head lice market they can grab(I'd have thought a good slug of it with a superior product).

Interesting little outfit.

[jxman] 18/3/2014 08:44

This will be one of the success shares of 2014 multibagger

[jxman] 12/3/2014 14:08

Worth reading again and for new investorsTyraTech has a revolutionary new treatment that kills all lice and their eggs. Pesticide-free, TyraTech's Vamousse products use oils from plants and vegetables. The US firm's shares are just 61?2p but should rise significantly as the Vamousse range is rolled out and other ground-breaking products come to market.Last month, TyraTech chairman Alan Reade revealed that giant US supermarket chain Walmart will start stocking Vamousse head lice treatment and preventative shampoo from the start of April.The products are already on sale at about 2,500 independent pharmacies in the US but talks are being held with groups that represent thousands more.In the UK too, Reade and his chief executive, Bruno Jactel, are negotiating with several top retailers and deals should be announced within weeks.The global head lice market is worth more than £430?million a year and TyraTech should capture a significant percentage of it over the next five years. Lice have developed a resistance to many treatments, which can also have side effects, such as scalp irritation and headaches. As a natural product, Vamousse is safer and it has been approved by the US Food and Drug Administration, one of the toughest pharmaceutical watchdogs.But head lice treatment is just one weapon in TyraTech's armoury. The firm has also developed natural insect repellents for humans and animals, a market worth almost £1.5?billion a year globally.Most insect repellents for people rely on a compound known as DEET, which was developed about 60 years ago. Some repellents contain just 5 per cent of DEET and are relatively ineffective. These days, however, stronger products are on the market, containing up to 50 per cent.These do stave off insects, but can have unpleasant side effects – they are not supposed to be used on children, they do not work well with sun-block and they can even melt plastic, such as watch straps.TyraTech's repellent has none of these issues and Jactel is in talks with Amazon and other large retailers about putting it on the shelves and online. The company has also secured a partner – Swiss drugs giant Novartis – to distribute its animal insect repellent.Insects are a big problem on farms, especially if animals are kept in barns. Spraying chemical-based insecticide in such spaces can harm the livestock, affect workers and infect the food chain. Certain insects have also become immune to them.TyraTech's products are safe and effective and Novartis is scheduled to start selling them this year.TyraTech acquired its technology from Vanderbilt University in Nashville, and the company is still based in the US.Having joined AIM in 2007, it spent several years thinking more about research than commercial success, but Reade became chairman in 2010 and last year, he brought in Jactel.Reade formerly chaired Merial, a £1.5?billion animal health company, which makes the pet flea product Frontline. Jactel, who was originally a vet, was chief marketing officer at Merial and helped make Frontline the most successful consumer brand in the world for pets.Since arriving at TyraTech, Jactel has focused the business on three main areas – head lice treatment, insect repellent for humans and repellent for farm animals. He has also concentrated on the US. Over the next few years, however, the group is expected to expand into Britain and the rest of Europe, as well as Asia and South America.It will also extend its product range, as there is clear potential for the insecticide products to be used on pets. Jactel is even talking about embedding insecticide into plastic bags or rubbish bins to prevent the spread of disease.

[jxman] 12/3/2014 14:04

Late reported buys bodes well

[steveo18] 12/3/2014 06:59

Thanks for this DAIP piece monty


montynj 10 Mar'14 - 08:15 - 32 of 69 1 0

Good solid little company that seems to be an early growth stock. Here is a write up on it over the weekend by scsw:
" On SCSW we have a bit of an aversion to penny shares. Most weeks we get invited by two or three such companies to look at their prospects. We usually take a cursory glance to be polite but almost always decline to go further. Buy-sell spreads are always too high and most of the business plans are on a wing and a prayer.
Daily Internet (DAIP; 1.88p) is one of those that looks like it might have something there however. Managing director Abby Hardoon likes to describe Daily Internet as an Iomart (IOM; 259p), albeit an early stage one. He would say that. Iomart has been a successful recommendation for SCSW; the business started off with several data centres, a domain registration business and then began to acquire managed hosting firms. In the process, the shares grew from our recommendation at 44.5p in January '10 to top out at 324p last October.

We can't promise Daily Internet is going to do anything like this but the omens are good. Hardoon previously established Host Europe in the managed hosting/datacenter sector in 1997 and grew that business organically and by acquisition before selling to Pipex in 2004 for £31m (by which time revenues were £17m). It wasn't happy moments towards the end with a boardroom brawl amidst allegations of office affairs, which eventually led to the broker resigning.

But Hardoon has dusted himself off and the plan, with some of the same team in place (including the finance director and operations manager), is to repeat the exercise.

Like all the data centre/managed service operators, Daily Internet is benefiting from the fact that global data traffic has already grown fourfold in the last five years and is projected to triple again in the next five driven by the growth of smartphones, laptops, tablets and PCs. Companies all need to host their data somewhere and they do this either in their own data centres or outsource the service to specialists. At the same time, speed and connectivity is also increasing, which means devices are consuming more data so a bigger infrastructure is required.

Daily Internet was established in 2006 and spent the early years listed on PLUS before transferring to AIM last year. At the time, from its single centre in Nottingham, its mainstay was the provision of domain name registration services (supplying and managing the registration of internet names for customers), email services and mass market hosting services (hosting multiple customer websites across single servers).

With around 60,000 customers Hardoon says it is the 12th largest business of this kind out of a marketplace of around 2,500 suppliers. To us, it's an OKish area but not an especially exciting one to be involved in. Everything is generally automated so customers can sign up to the services themselves but average revenues per user are low (£7-£280 per year) and Daily Internet had generated sales of just £1.56m. But fortunately Hardoon has already completed two acquisitions. Smaller of the two is Namehog, a lookalike business to Daily, which it bought for £0.15m (which after removal of duplicated costs should equate to around 2x profits).

But in October Daily Internet completed the much more interesting acquisition of ten year old Netplan for £2.5m plus a £750,000 earnout based on future profits. To fund the deal it also placed 200m shares at 1.5p. In 2013, Netplan generated sales of £1.3m and made £0.6m profit, so it looks an attractive price.

Netplan is at the pinnacle of the hosting market by providing dedicated servers (servers leased entirely to one customer) together with managed solutions aimed at high volume online businesses where users typically pay between £600 and £20,000+ annually on contracts that span one or two years.

Its growth has recently been driven by its PCI capability (Payment Card Industry Data Security Standard) to meet the most stringent security standard for those who take credit card payments. Call centres, for instance, now will pass you over to an automated system to take your card details to ensure they are not stored or recorded. Similarly for payments over the internet, VISA have a set of stability/security requirements for data storage. Netplan has had the highest level of PCI compliance since 2009 (Level 1 - for those with over 2m transactions a month) and this has been behind its rapid growth.

Post the deal there are 407m shares in issue giving Daily Internet a market cap. of £6m. The acquisition means Daily Internet as a whole should move into the black in 2015, with Sanlam forecasting" £0.4m pretax (eps 0.08p) on sales of £4.25m and with most of that income being repeat in nature, Daily Internet has a good platform to build on growth in subsequent years.

I think Sanlam's forecast is on the high side given they only expect sales of £2.7m this year but Iomart has shown what might be possible and the shares are an intriguing, albeit somewhat speculative, buy.

[chinese investor] 11/3/2014 16:23

Looking Good !

[jxman] 11/3/2014 10:03

Something is brewing

[jxman] 11/3/2014 08:04

Some one hoovering up

[shafaq] 10/3/2014 20:59

Thanx nobby.

[nobbygnome] 10/3/2014 18:08

TYR and TYRU are equivalent. You can convert TYR into TYRU when you have held them for a year. TYRUs can be bought with no problem whereas you need to fill a form in to buy TYR. Ask your broker. Clearly TYRs are cheaper then TYRUs at the moment so you would be mad to buy the latter if you have the choice!

Nobby

[shafaq] 10/3/2014 17:39

What stock can you buy? tyru or tyr and what is the difference between these two epics as it is the same company?Would be very much obliged as want some for my portfolio.

[jxman] 10/3/2014 15:16

This will move very quickly

[jxman] 10/3/2014 15:10

No problem buying tyr

[dellers01] 10/3/2014 14:35

TYRU, the same share/ company can easily be bought in the UK.....

[mirabeau] 10/3/2014 13:41

There's minimal interest because UK based investors can't buy them unless they fill in some sort of nonsensical application..too much hassle