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I've been in here for 8 years and thankfully I'd taken profits on most of my holding in TSTL at higher levels, so no longer a significant holding but I'm more than a little hacked off by the poor market communication on the issues and decisions made by management. And the share based remuneration scheme is a joke. How can it align the management with interests of shareholders when the SBP charge equates to 40% of pre SBP operating profit in these results. Not a good optic and suggests that the Board need to take a hard look at this. As this is not a big holding I'm inclined to just sit on it and see what happens in the US but the distaste of SBP might push me over the edge.
2.45pm 350p They have sold of parts of business , some say best parts . Todays Rns was not liked "very solid business ,even in this period, they increased their cash holding to over £8M - very strong balance sheet". games today .
Once approval is in place then it is possible for distribution deals and partnerships in place to translate into sales.
My only commercial dealings with America took 4 years to negotiate and resulted in a massive order that I was unable to fulfil as it was received a month after I had ceased trading. The irony was that I had found new employment for all my staff and it was a very rewarding feeling to assure their new employer of this additional work as I gifted the order to them.
Tristel PLC is a £230m UK AIM-listed manufacturer of infection prevention, contamination control and hygiene products with a consistent record of revenue, profit and dividend growth. It is one of only a few businesses worldwide that specialises in infection prevention by using Chlorine Dioxide. This is an oxidising agent which destroys unwanted organisms, as opposed to poisoning them, like a traditional cleanser such as Dettol. Its products have 265 patents (as at dec 2020) protecting them and are now used for invasive surgical treatments where traditional sterilisation techniques are just not as effective. The Tristel story began in 1993 when the founding shareholders developed a proprietary chlorine dioxide formulation to be used for the disinfection of flexible endoscopes to replace glutaraldehyde, which was at the time used worldwide for the disinfection of heat-sensitive medical instruments, but was known to be toxic. In 2012 Tristel created its Anistel brand for the animal healthcare market and commenced the manufacture and sale of contamination control products under the Crystel brand for the pharmaceutical and personal care industry. The Group’s most recent major new product initiative is to enter the global hospital surface disinfection marketplace with its Cache Collection. Tristel is now a global business with the US market on its radar where it is in the process of going through the various regulatory hoops for approval. This would be a game changer for the business in terms of scale. It operates with a strong balance sheet which holds net cash, high operating margins, and a royalty model means it has low operating expenses.
I didn't know you posted here and was looking at this stock myself and came here to see other views.
Very interesting read from your comment as always This looks very attractive level considering where we are today. Over 80% vaccinated Omicron potentially could mean we have seen the back of dangerous covid. All the indication is the waiting list will be push forward and fast.
So what you think of this considering the current balance sheet and where it is today ? At this very attractive level and technical analysis show a strong support at this level.
Will be interested what you think of the health of this stock going forward.
Elective surgeries are not able to be performed due to shortage of beds in ICU and, currently, surgeons through quarantine regulations. Earliest chance for a revival in revenue for TSTL is with 80% population fully vaccinated (currently on target for 70% by March) and with a consultant led initiative to deal with the backlog.
Cases presenting in A&E currently are serious and in the main are consequential in NOT receiving regular treatment at GP or triage level. Sure there are the same numbers of cases from slips and spills, strokes and heart attacks along with those running out of talent on the roads in the winter but the lack of beds as a result of the unvaccinated needing a few days hospitalisation means that elective surgery for Aunt Mabel and her dodgy hip can be put off as there is no immediate likelihood of death and as she has waited 3 years, another few months won't determine whether she lives or dies.
The GP network is poor, the doctors too eager to pass off patients to specialist care and a health service that is not equipped to cope on a local level with the calls that are made on it.
.... well, the explanations for the poor results are plausible enough and the managers have taken the opportunity to add to their exposure. Forward statements are (perhaps deliberately) muted. It has been, I suspect quite a big shock to the managers but at least they have identified non-core assets to eliminate. of most concern to me was the reduction in margin. BUT, the flip side, of course, that in the events that results are poor, might as well get as much out as possible from which improvement should be made in future periods. First point in a decade to have stalled growth.
Not inclined to execute a bargain at this stage but will wait for the dust to settle, look more closely at the numbers and make a considered decision.
News yesterday was that Liontrust has loaned some shares in TSTL to a sister company but from what I can discern, it is simply a case of transferring a little small change from a trouser pocket to a coat pocket. The effect, of course for one or both of the Liontrust funds is to give an artificial raising or lowering of the NAV and, in the event that the share price recovers lost ground, the ability to bank a profit.
It is precisely why I prefer holding shares directly in quoted companies rather than pooled resource. I do, though have interest in many Investment Trusts to provide exposure to sectors or geographies I have difficulty in researching as fully as I would wish.
Not sure that I would claim a couple of bargains, each of £50k is big. To me, just seems a domestic punter is nervous ahead of news that is set to be published on 18th.
We know that approval has been given for licence of a foam product in some States in US and applicaton is being made for extension. The worry for investors is the cautionary remarks that the US recovery is under pressure from inflation and high energy costswhich is slowing growth. In such circumstances, investors tend to run for shelter. Shelter is not generally provided by AIM equities!