Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Yes, big increase today. Hadn't been keeping tabs of price for the last week or so and just logged on which was pleasantly surprising!
Both TSTL and BQE are up about 7% today, not sure why.
BUMP. I was under-optimistic for once. Very welcome rise today and hopefully now we hvae breached 300p in short order we can see 350p to 400p by the end of the year!
Another leg up to new highs. Good news coming from USA maybe. GLA
From the 24 April 2014 RNS - “…and effective environmental cleaning. To achieve the latter, the Trust deployed Tristel's Jet trigger spray gel for areas close to the patient and Tristel Fuse for larger surface areas. Both products are rapidly effective against bacteria, fungi, viruses, mycobacteria and crucially spores. As a result of the campaign every ward in the Trust has been C. diff free for a period of at least 100 days, 95% of all wards have been C. diff free for 200 days and 14 wards have achieved a year clear. The Trust's Infection Prevention team has received the accolade of national hospital team of the year from the UK Infection Prevention Society.” https://www.investegate.co.uk/tristel-plc--tstl-/rns/success-in-controlling-clostridium-difficile-rates/201404240700173686F/
"Japanese fungus" - What will be used to deep clean infected areas? http://www.telegraph.co.uk/news/2017/08/14/safety-alert-drug-resistant-japanese-fungus-found-55-uk-hospitals/
How good
I don't think you can over exaggerate how could their product is if you don't work in healthcare (or expensive). If they do get FDA approval it will be huge
Heading that way. Good news ahead I think. BOL
Up 4.1% today to hit new highs. Can easily see this hitting 300p once the FDA approval is announced. The spread has widened but they will need to narrow this to get in some sellers. I make it only 3800 shares sold today with the rest buys. Plenty to like and plenty more to come here! Lasts week's small fall backis but a memory and we seem to be breaking out to new territory.
https://www.investorschronicle.co.uk/tips-ideas/2017/07/19/tristel-beats-expectations-again/ still recommends to buy
Thanks for the presentation, really interesting and great opportunities ahead for the company. BOL
IMHO SP could easily reach 280 by October. As always DYOR GLA.
Just a brilliant company. Love it. The gift that keeps on giving.
From today's excellent trading update RNS "For the year ended 30 June 2017 Tristel will record turnover in excess of £20 million (2016: £17.1 million) and pre-tax profit (before share-based payments) of at least £4 million (2016: £3.3 million). Both turnover and pre-tax profit are ahead of market expectations. In the second half, revenue from overseas markets contributed 50% of the Group total compared to 43% in the first half, and for the full year overseas revenue represented 47% of Group revenue - a record level." https://www.investegate.co.uk/tristel-plc--tstl-/rns/trading-update---notice-of-results/201707190700024226L/
2nd thoughts, that's REALLY useful. That article answers all my questions, at least till the time of it's writing, and gives me a much better idea of what is really happening. Thank you again!
As far as I'm aware, it's advantage is in the delivery methods which are patented and seem to be the most effective methods for the manual application of the ClO2 disinfectant which is the best for safety in manual use. This line from an article I found implies they are busy developing but on what is probably confidential. "Next, keep the new product development pipeline full to the brim. Finally, innovate with packaging and delivery to create the IP protection to keep chlorine dioxide imitators at bay." Full article - http://www.iii.co.uk/news-opinion/richard-beddard/tristel%3A-lessons-competitive-advantage
As far as I'm aware, it's advantage is in the delivery methods which are patented and seem to be the most effective methods for the manual application of the ClO2 disinfectant which is the best for safety in manual use. This line from an article I found implies they are busy developing but on what is probably confidential. "Next, keep the new product development pipeline full to the brim. Finally, innovate with packaging and delivery to create the IP protection to keep chlorine dioxide imitators at bay." Full article - http://www.iii.co.uk/news-opinion/richard-beddard/tristel%3A-lessons-competitive-advantage
Tristel have done wonderfully, they've more than doubled my investment, and as below I like the tie up with MODT, but I have one little niggle in the back of my mind whenever I think of them. They seem to me to have only one string to their bow: chlorine dioxide in it's various applications. I get that it's good stuff, but I wonder how they got hold of this patent without some kind of R&D, but of that we hear almost nothing. Are they working on the successor to chlorine dioxide? Or looking to complement their disinfectant technology with anything else? The only mention I can find of R&D in the RNS file is a line in last years accounts: "Enhanced relief on qualifying scientific research expenditure. (136) (82)" Those refer in £thousands to tax relief amounts in 2016 and 2015 respectively. I don't know at what rate relief is given and hence what costs they refer to, and especially what kind of research this is. I suspect it will be into applications of chlorine dioxide, rather than looking beyond it. Maybe I'm being stupid, maybe it is such a good product that there is no need to look further and far the most positive thing is to concentrate on wider applications. It may be that any rival products, or loss of efficacy, would take a long time be established and the TSTL would have a long time still doing effective work and to look at alternative ways forward. I don't know. Can anyone enlighten me?
Thanks for sharing that qd, I read the RNS's yesterday which further advanced my opinion that Tristel is an excellent company. I started investing at just under 70p have realised some profits but recommenced buying at these levels a while ago. Tristel is a very well run business with outstanding products and, in my view, an outstanding future. When I first started reading the investment RNS my initial reaction was why buy into a company which has little to do with Tristel's core business but reading on it is clear the investment has great potential. Tristel have a policy to return unwanted cash to shareholders by special dividend, the investment in the Israeli company is potentially a fantastic way to use surplus funds. Orbimed are leaders in their investment field, I am an investor in worldwide healthcare trust which has done fantastically well and my only regret is not investing in the Biotech trust at the same time. I strongly believe my investment in Tristel is in very safe hands.
Hummm... 2nd half of copy and paste is missing. But the whole thing is on the Tristel live RNS section this site, above.
Wasn't letting me add anything to previous post. I like this: 1. A strategic tie up into what could become a huge field. 2. Great marketing of the product. 3. A place on the board. 4. Diversification. 5. Potential to do a lot of good in the world. 6. Tie up with Orbimed: who (a) manage Biotech Growth(BIOG) Trust and Worldwide Healthcare Trust(WWH), nearly £2billion of funds, up over 7X in 10 years and 3X in 5 years respectively SO THEY REALLY KNOW THEIR STUFF, (b) may also want to make or increase any holdings in Tristel, and (c) they will also be well worth getting to know. It will be in Orbimed's interest that Tristel does well, and if anyone can advise, they can. Nice!
Tristel makes a strategic investment in Mobile ODT, an Israeli company that is combining smartphone technology with hand-held medical devices for point-of-care diagnostics Tristel plc (AIM: TSTL), the manufacturer of infection prevention products, announces that it has made a US$750,000 investment in Mobile ODT ("MODT") an Israeli company that is combining smartphone technology with hand-held medical devices to make diagnostics available at the point-of-care (www.mobileodt.com). Tristel is taking a 3.27% equity stake. Francisco Soler, Chairman of Tristel, and Paul Barnes, NED, are also making personal investments in the fund raising, for which the lead investor is Orbimed Healthcare Advisors (www.orbimed.com). MODT has raised total funding of approximately US$10.7 million. Tristel will have a seat on the MODT board of directors. MODT has developed the proprietary EVA System, a smart-phone based medical device, which enables any healthcare provider, anywhere in the world, to examine patients for indications of cervical cancer using a technique known as colposcopy. The product was approved by the USA FDA in 2016. The EVA System is especially relevant in lesser-resourced healthcare settings as it is significantly less expensive than the traditional examination device (colposcope). Furthermore, it is portable and self-contained, and enables consultation with medical experts who may be located remotely from the examination site. Tristel's Duo high-level disinfectant foam is the perfect partner for EVA - as it is portable and self-contained, has no requirement for water or power supply, requires no maintenance, and can be used with minimal training. Duo is an eminently affordable disinfection option. Tristel and MODT intend to combine EVA and Duo into an integrated offer to healthcare providers, with the MODT App enabling healthcare providers to ensure compliance with best disinfection practice. The EVA System requires high-level disinfection given the area of the anatomy the device examines, and very importantly must be disinfected by a chemistry that can destroy HPV (Human papilloma virus). HPV is responsible for 5% of all cancers worldwide, 99.5% of cervical cancers, and is a leading cause of oral, throat, anal and genital cancers in both women and men. Whilst HPV is widely believed to be sexually transmitted, numerous studies have shown that the virus also exists on gynaecological equipment. Duo has recently been proven in pioneering work by Dr Craig Meyers PhD, Distinguished Professor of Microbiology and Immunology, Penn State College of Medicine, Hershey, USA to be effective in deactivating HPV 16 and 18 strains in a two-minute contact time. HPV 16 and 18 are the virus strains most closely associated with causing cervical cancer. The only other commercially available disinfectant to have proven efficacy against HPV 16 and 18 in the same test conditions is Trophon (www.nanosonics.com.au), a fixed l