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Apologies on the divi I got mixed up with Tritax another of my holdings. Excellent news today and it is hard to imagine the sheer volume a massive country like India will produce. It is probably wise to outsource the distribution in an unfamiliar country though the recent strategy has been to take companies back in house from what I recall.
On a negative note there was clearly a leak of this news yesterday afternoon as there was a sudden and sustained spurt in the SP. I knew something was up when the bid/ask was 460/480p and I was offered 473p for mine. I hope it can go above 500p again and stay there at the close. Superb news today and more to come.
Divi?? Usually announced mid-Oct with ex-divi mid/late Nov to drop in Dec. Expect around 3.5p.
though the wide spread is a killer. Starting to claw back losses after the results. The directors seem hell bent on selling when the occasion allows and is no reflection on the merits of the company. With Covid likely to be around for a long time their Cache products must be doing extremely well. The divi is due to drop next week so I expect quite a few investors will recycle that cash back into shares. I certainly will!
as the MOS tip for Byotrol reads across well here by creating interest in the sector. Was tempted to buy BYOT at 6.25p but stuck with TSTL which I know better and think will do better long term. Hopefully the collaboration will grow legs as we move into the flu season.
Just to add that I see that, following the recent virtual presentation , TSTL has now posted Q&A details on its website (Investor Centre - shareholder information - presentations) on its website. A must read for investors/potential investors in this stock. Note the responses to the BYOT collaboration and plans for the Cache range.
My understanding is that the BYOT related products (in the Cache range) will start to be introduced by TSTL bit by bit starting later this year. I agree that the TSTL price jump today seems to be mainly related to the BYOT RNS, but I find that slightly puzzling. BYOT are clearly doing well, but they are still a very small company and the success/actual financial impact of their product range for TSTL is nigh on impossible to predict. It is highly speculative, but with very little (if any) downside risk for TSTL. There are other much more predictable and comforting upside indicators to go on in evaluating TSTL, in my view. Start with the untapped or barely scratched expansion opportunities. It is not that long ago that TSTL shares were trading at over 500p.
I was talking with someone at the w/e who works in a private hospital which has been contracted to the NHS since the start of lockdown. Whilst they were very quite for much of the time they are now starting to get very busy carrying out elective surgery etc. Tristel's core market should come back quite strongly if this is typical, plus they should also be doing well with the more covid specific surface disinfectants as well.
Have they launched their products with Byot yet? I sold my Byot holding (and Reat) this morning and moved it to RTO/Trist which seems to have been unusually good timing for me!
whose Trading update is ahead of expectations. Read across is very good news and shows Tristel will flourish in the current environment. The collaboration will bring good extra income. The recovery from the price drop is underway.
in its update yesterday Sats demand for disenfectants will only grow. Spread is a bit wide currently but I agree with Shares and I think the spread will narrow conisderably and the ask will be driven up. Worth picking up more at these levels. I will be converting my divis into shares. Unlike many others the divi is very safe here with here with a net cash figure. It was meant to be returned one day but could be used to prop up the divi if needed.
https://twitter.com/surprised_trade/status/1288021718259433472
last weeks TU was good, share price dropped -15% to many folks surprise, so I grabbed some, when the mkt is irrational it often provides opportunity, previously trading at over 500p TSTL appears surprisngly cheap today
Not sure about funds buying, but I did.
They were a good set of results - up in every geographical region. New products with Byot come out in this half and there will be a backlog of delayed procedures which will create demand for their core products. It is on quite a high P/E but the drop was definitely overdone.
in a note issued today. IC also buy recommendation today. The market has misinterpreted the cautious outlook and used it as an excuse for a sell off. Fall has eased a lot but whether we get a fourth wave of selling into the close remains to be seen. Some very large morning trades declared late at lunchtime and looking at the prevailing price these could well be buys. A fund taking advantage of the sell off?
Sorry wrong board
Hi all, I have studiously avoided getting involved in any of the charts discussions to date. This is largely for two reasons
1. I am absolutely clueless about them
2. They seem to have a tendency to descend into abuse and name calling.
Anyway.... dipping my toe in the water here, so be gentle. Firstly.... if it were a science, or even a useful tool for predicting share prices, wouldn’t those smart folk at MIT have it cracked by now and have cleaned up? Secondly.... let’s assume there was something in it.... surely it only applies to stocks with predictable news flow, trading cycles, cash flows etc etc..... and certainly not exploration, news dependent, slightly speculative stocks? It really doesn’t matter what any chart says for Solgold... we are awaiting news regarding financing, drilling results, perhaps a bid or two, and whatever the SP does before those events is irrelevant? Thoughts?
as we enter our second wave of selling. I hope it bounces from here as the market has taken the outlook ball which is cautious and ran out of the field with it while ignoring a very strong performance to date on the field. The 9am presentations which will be posted online might reveal some extra positives. Of course the delay in the FDA submission doesn't help. And that was further spooked investors no doubt.
so a 9% drop on a great RNS - perhaps worth a further investment as I cannot see the demand going away anytime soon?
Pleased with these results. I did wonder how the balance between loosing regular hospital work vers surface cleaning would pan out but it clearly turned out reasonably well for them.
So they managed to adapt to meet the changing demand requirements bought about suddenly by CV19 which is excellent -- I was worried about the operating theatre cleaning products where they actually make a high margin but they have managed.
Shows good management and flexible manufacturing / supply chain........all good for the future!
Great they are maintaining their divi policy but why not when you are making more money!
Good results. Good product range, giving them the ability to flex to different demand requirements.
Definitely a portfolio keeper in current climate + dividends. Well done Tristel.
maintaining dividend.How many companies how suspended divi's in this climate .
blockbuster rns going from strength to strength.
This is getting ready to pop . Just need to read the end of the rns on byotrol deal to see they must be flat out .
well under the radar recently results should be at top end .with a bumper 2nd half to come.
and I believe we can expect a rise in the SP in the run up. Been sold down mercilessly and a recvery from 400p is well under way. Picked up more today at full ask of 450p and I hope we are around 500p on results day.