The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Ok we will agree to disagree, still think it will be closer to 2m than 0ne
The question is whether there are repeat orders and there's no indication of that.
How many are they selling as repeat orders? How many are the retailers actually selling?
oneandonly
"Stt1 think we both know that May will be more than 1 million, as it’s now back available at Boots"
The product was back on Boots online at beginning of April, so the April figure included Boots.
So you think you know more than the CEO!!!
Just 5 days ago the CEO stated that he was 'pretty sure it was at the same level'...
"PRETTY SURE at SAME level" is not the same thing as "WILL be MORE than 1m".
The other thing the CEO mentioned was that for fy2020, ending March they made £6m revenue and EBITDA of £250k.
(This included included approx 6- 7 weeks of the increased sales, Feb-March. )
From interview - DT, CEO of Byot, only last week:
""Our revenues to March 2020 were 6 million pounds, and EBITDA of £250,000. We haven't given guidance to 2021 because its moving around quite a lot. In March we did a million quid in revenue, and in April we did a million quid in revenue. "
"May I'm pretty sure will be at the same level. So we are majorly ahead of where we were this time last year. The question is whether it will endure, which I think it will, and how long it will endure at these levels."
https://www.youtube.com/watch?v=nhHOe49Vtrk&feature=youtu.be
"What about June and Q2, July-Sept?"
by then the License Agreements will be kicking in with
SC Johnson Professional Ltd
Integrated Resources International LLC
Tristel plc
so could be doing more than a £1mil a month by then
Plus they getting their supply issues slowly sorted.
It seems sensible that demand would increase after lockdown. By definition we're all going to be fumbling with many more shared door handles and surfaces.
Stt1 think we both know that May will be more than 1 million, as it’s now back available at Boots and Amazon where it wasn’t in March April.
Given the PM has just announced further easing of the lockdown, it would be good to hear if orders have remained strong going into Q2.
At the moment we only know that orders MAY be similar to March/April for this month, May. What about June and Q2, July-Sept?
They have already indicated that they expect the rate of strong orders to ease. It would be interesting to see by how much.
From interview - DT, CEO of Byot, only last week:
""Our revenues to March 2020 were 6 million pounds, and EBITDA of £250,000. We haven't given guidance to 2021 because its moving around quite a lot. In March we did a million quid in revenue, and in April we did a million quid in revenue. "
"May I'm pretty sure will be at the same level. So we are majorly ahead of where we were this time last year. The question is whether it will endure, which I think it will, and how long it will endure at these levels."
https://www.youtube.com/watch?v=nhHOe49Vtrk&feature=youtu.be
Companies such as Byotrol and Tristel, both listed on the junior AIM market, are among those likely to benefit from this emphasis on cleanliness. Both produce high-tech disinfectant and have seen demand soar in hospitals. As users begin to expect similar cleanliness in social spaces, the two companies will have a new customer pool.
Shares in both firms can be bought via major online wealth platforms such as AJ Bell and Interactive Investor. They are among the companies held by Venture Capital Trusts managed by the likes of Amati and Unicorn.
https://www.thisismoney.co.uk/money/investing/article-8350859/Wholl-clean-Covid-crisis-ask-experts.html