The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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-- just a complete bag of cr@p!
With covid restrictions easing and shops re-opening from tomorrow, I would expect Boots(Byotrol based) anti-viral sanitiser to be selling extremely well.
However, the 50ml, 200ml and 600ml bottles are each selling around 10 bottles in the 24 hr period. Last year, they were selling around 100bottles of the 50ml in a 24hr period.
https://www.boots.com/boots-anti-viral-hand-foam-50ml-10278907
I think this shows that there's more products out there to choose from than there was a year ago. Other companies have entered the market and there's lots of different sanitiser to choose from.
Select the product and website will display the quantity sold over 24hrs.
https://www.boots.com/boots-anti-viral-hand-foam-50ml-10278907
i've done 2 buys both showing as sells
All the shares since yesterday afternoon have been listed as sells.....someone must be buying them...? Or are these actually buys incorrectly listed....? Or is a huge buy about to pop up....?
Page update from their disturbing arm Medi Mark 24hour cleaner.
http://medi-mark.co.uk/products/product/byotrol-4in1-surface-disinfectant-cleaner1
There seems no rush to get results out. An email I received said the half yearly update is released during April so it might be a couple of weeks or may be a month
stt1 - I agree. This could be seen to be a missed opportunity. I really hope not and that trading has continued to be very good. It is easy for a company to become 'in love' with the tech and forget that its profits that they are there for. This last year has been a Jam Today time so I hope we see that in the results.
Roadrunner,
"This share desperately needs a Trading Update"
The lack of TU since the interims is a bit worrying. It shows there hasn't been significant increase in trading during H2.
The problem is when there is huge demand for a product then other companies adapt and enter the market.
They were presented with the biggest opportunity on a plate but they didn't seize the opportunity. Marketing/PR.
This share desperately needs a Trading Update as we start to leave lockdown.
Thank for the clarification...I was getting excited too soon
Peter,
"As far as I know the results come out on Wednesday. That’s what Nic Hellyer told me in a recent email"
The fy end is on Wednesday, ie 31st March. They don't announce the results on the same day. I would check your email again.
Previously the fy TU has been announced in April/May.
2019 it was 9th May:
https://byotrolplc.com/wp-content/uploads/2019/05/2019-05-09-Trading-Update.pdf
Last year it was on 27th April 2020.
https://byotrolplc.com/wp-content/uploads/2020/04/2020-04-24-TU-FINAL-pdf.pdf
In 2019 & 2020, they published their audited results 6 months after fy end, Sept/Oct.
As far as I know the results come out on Wednesday. That’s what Nic Hellyer told me in a recent email
Figures due next month, hopefully they will make good reading!
This Actizone ad looks good...
https://www.thelikeminded.co.uk/portfolio/actizone/
https://www.walmart.com/ip/Turtle-Wax-Multi-Purpose-Cleaner-and-Disinfectant-23-oz/326029057
Sold out again, not great news but shows the demand is there.
Good article.
https://www.twinfm.com/article/are-alcohol-free-hand-sanitisers-effective
We will catch up as it’s one of my favourite stocks, topped up again last week.
DYOR
A year ago TRMR was 104p and BYOT 5.125p
Today TRMR is 708p so perhaps we might see BYOT at 35p sometime future – given SST1’s forlorn interest.
Just saying!
The fy ends next week, 31st March.
Last year they issued the fy TU on 27th April. So the TU should be in about a month.
However, last year they also issued TUs a week pre-fyend and post fyend on 23/03/20(1st lockdown), 27/04/20, 14/05/20, 03/08/20, which kept PIs informed of demand during the 1st lockdown and initial months of covid when there was record demand.
The TU in August was just a couple of weeks before the Mail tip.
23/03/20
"We have seen a very substantial increase in demand for the full range of our infection prevention and control technologies over the last seven weeks, following broad recognition of the COVID-19 outbreak in Europe. Firm orders currently sit at GBP1.7m for deliveries to end of June, with many more orders still being processed."
https://byotrolplc.com/wp-content/uploads/2020/03/2020-03-20-General-TU-Final-pdf.pdf
Then one month later:
27/04/20
"We entered the new financial year with a strong order book exceeding GBP2m and expect to generate record sales from products (i.e. excluding licenses, royalties and technical development deals) in the first quarter of the year"
https://byotrolplc.com/wp-content/uploads/2020/04/2020-04-24-TU-FINAL-pdf.pdf
Then one month later:
14/05/20:
"we are pleased to report that sales momentum remains strong. We expect to generate record sales in the first quarter of the year"
https://byotrolplc.com/wp-content/uploads/2020/05/2020-05-13-TU-IRI-SCJ-FINALpdf.pdf
Then 3 months later:
03/08/20:
"Product sales for the first quarter to 30 June exceeded GBP3.4m and orders for July and August continue to look encouraging."
https://byotrolplc.com/wp-content/uploads/2020/08/2020-08-03-TU-FINAL-pdf.pdf
However, there have been no TUs since the interims on 7th December.
I have him / her on filter so can only guess what she / he might be spewing out. It also appears on the TRMR BB where the majority now filter it. Opinion is that they are dealing with someone who is mentally ill and caution is advised. Hence the filter - hopefully when they don't receive the oxygen of a response they will fade away. Sad really but they appear beyond help!
If you insist on repeating your previous biased post then I must repeat my reply
stt selective parts from the interims that actually read
Significant improvement in financial performance:
-- Sales trebled to GBP6.7m compared to GBP2.2m in H1 2020 (and GBP6.1m for the full year to 31 March 2020)
-- Gross profit on product sales increased to GBP2.3m from GBP0.9m
-- Adjusted EBITDA * increased to GBP1.2m compared to a loss of GBP0.4m in H1 2020
-- Net cash and cash equivalents of GBP1.7m at period end after substantial investment in stock
Here's the same poster on the other site with his other shorting friend back in Feb last year
ikhthetech 20 Feb '20 - 10:47 - 4540 of 7660 0 0 4
Brownson
"I fear byotrol has missed the boat. "
"The public (and commercial customers) will have forgotten all about this in another couple of weeks."
Exactly. Covid-19 isn't even front page news anymore.
Not to be trusted at all and as you can see not exactly right
Peter
"since the Mail on Sunday in September said in an article stocks were flying off the shelves."
They've published the H1, Apr-Sept, since the Mail article.
During H1 global consumer sales increased by £590k.
The rest was sales from professional and Royalty/Licensing income.
Consumer:
"H1 revenues more than doubled to £1.01m from £0.41m, including a small amount of IP-based income, versus nil IP income in the comparable period. Gross profit (on products) increased to £0.43m from £0.17m. "
"Elsewhere, sales across existing customers all increased in this segment, especially into Japan via our longstanding agents in pet and healthcare."
Royalty income:
fy2020 £780k,
H1 2021 £590k
FY2020:
"We also recognised revenue and gross profit from IP agreements of £0.78m, lower than the prior year (which benefited from one large IP agreement with Solvay SA)."
https://byotrolplc.com/wp-content/uploads/2020/10/FY-2020-web.pdf
H1 2021:
"including £0.59m of royalty and licensing revenue"
Royalty & Licensing income £591k
See Segmental analysis
https://byotrolplc.com/wp-content/uploads/2020/12/H1-2021-1.7.pdf
The s.p is now balancing on a knife point...finds itself at tenuous support at this moment.
If it does not hold here...then all the way back down to 4.75. Might consider buying more if it does.
Where does it categorically state that any monies realized from the Capital Reduction "WILL" be used to pay a dividend?
I hold 20000 and have done since the Mail on Sunday in September said in an article stocks were flying off the shelves.
All we’ve seen with this stock is the price drifting lower. Now under 6p.
I hope you’re right that they get bought out. If they do I just hope they don’t get bought out for a song as the results are predicted to be good
Just Buy or hold till results come out.
Still think they will get bought out myself.
DYOR