Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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At 55.8% and no directors have tendered any
As George Osborne would say " We are in it together "
The deadline to do anything with my shares is now passed at Hargreaves! Good luck to all in the next few days... and beyond.
Now for the "blockbusters" . Keeping the faith with u Bruno. Happy Xmas to the Tyratech team
TyraTech Inc. (AIM: TYR, and TYRU), the life sciences company focused on nature-derived insect and parasite control products, announces that at the Special Meeting which was held at 3.00 p.m. (EST) on 27 December 2017 at the Company's principal offices, 5151 McCrimmon Parkway, Suite 275, Morrisville NC 27560 USA, the resolution was duly passed. As a result, the Company is pleased to announce that the sale of its human lice products brand Vamousse® to Alliance Pharma PLC (AIM: APH) ("Alliance") for an initial cash consideration of $13 million with further payments of up to $4.5 million based on the achievement of agreed sales performance targets for Vamousse® in 2019 and 2020, will now proceed with immediate effect. TyraTech was advised by Oriole Advisors on the sale. Following the sale, TyraTech intends to focus on the opportunities within the estimated $6 billion addressable animal health market for control of insects and parasites, a sector in which it already has considerable management experience and new products in commercial stages.
In for around 3k combined not exactly last of the big spenders I know but it means something to me and a co investor
I'm not tendering any, and I hold quite a few million. I'm also at break-even at around the 3p mark. 2.9 to be exact and I didn't buy into this to be selling at this level so I'll hold on and watch developments. I'd love to still be a holder when they attack the Frontline offerings; proof of concept is already in the bag.
Remember that they are only guaranteeing UP TO 57% of your tender. I notice Halifax - and I guess other nominee share accounts - are saying that individual tenders might well be scaled back to an even greater extent than on the open market.
It is isn't it, but I'm keeping the lot, even with an average under 3p. I guess others will take profits. I don't see weakness after the tender. Look how fast the sp moves up at moment on just a few buys. With so many fewer shares in circulation it will put further pressure on the price. The other question is how soon will we here news about those blockbusters?
the question. I am break even at 3p. I imagine some possible weakness later on in the year before lift off. A bird in the hand n all that
Let's hope so. Any further concerted buying may push the bid over 3p, in which case the Company would keep the $8.5m for working capital, minus legal fees of course. If not, we'll end up with fewer shares in issue. It's a win-win for holders as I see it.
Some pretty nice buys coming in. The word is getting around. This is going to take off massively in the New Year.
I got a Corporate Action through Halifax share dealing, no paper, which allows me to select my vote or ignore...
Chas Stanley sent details today. As a SIPP holder only have to make decisions.No form needed. I am staying put.
I'm with Halifax and they assured me that both forms will be posted out to all nominee account holders.
Same with Internaxx, no forms available yet but I have been on to them. Patience.
Has anyone got their forms yet for voting? Do us mortals even get a vote? I am with Hargreaves and they said they will organise/ issue details for what to do but haven't heard anything yet and time seems to be passing. I'm not selling but I want my vote if I'm entitled. Thanks for any update you might have.
Hard to tell. The Tyru approach is in direct contrast to traditional veterinary and pharma so not sure if they would be interested in M&A at this stage. However if the Tyru approach proves very successful and becomes the future of parasite control there will be plenty of interest in buying them out.
because he might just have had a clash of interests if that were the case! On the same theme, do you think the increasing number of M&As in the pharma industry and decreasing amount of competition will be advantageous to Tyratech, or vice versa?
No he left Merial a few years ago to join Tyru I am laughing as I used to work for Merial but now work for BI which as you said has just bought Merial.
I posted the CV link because I'm interested in BJs experience not only in veterinary science but also in marketing. Do you know if Bruno is still Head of Global Marketing at Merial, since the merger with Boehringer-ingelheim? Only just discovered this: https://www.boehringer-ingelheim.com/animal-health/overview
Hi Los Will be interesting to see which 2 they mean.Could be in poultry as well and totally depends on parasites of concern and of course how market judges Turu technology. The companion animal market has moved on and as well as newer chemistry such as the isoxalyines which are a definite improvement in the flea/tick/mite area the big move forward is combination of products to form endectocides cover both internal and external parasites. Although in some ways cat/dog market is very attractive to Tyru technology as eco friendly and natural most licenced products are very safe wherea the real need is to eliminate some of the OP and DEET based insecticides which Tyru technology is extremely good at. As long as they can prove efficacy vs these parasites of concern which would mainly be mites/flies etc. However it depends how the products work for eg those pRasites which have a GABA central nervous system which include worms and external parasites can be susceptible to one particular chemical product. Once we know which products are in development should be pretty straightforward to predict their impact and that is why Bruno’s confidence is so good as he will know this as well
Thanks for the pod links, guys and inside info, Ivy :) Bearing in mind Bruno's background in veterinary science and success of Frontline, I'd be surprised if one of those 'blockbusters' wasn't in the Companion Animals field. Over 50 million dogs in USA alone. (and that Frontline stuff stinks - my cat hates it!). Bruno has had and still has, his finger in a lot of relevant pies. Full CV link for those who haven't see it:- https://www.bloomberg.com/research/stocks/people/person.asp?personId=30025299&privcapId=26772129 GLA
FYI the definition of blockbuster is those products with the potential to sell more than $1bn.
The first one was a range of products based on Ivermectin so Ivomec in Cattle and Pigs,Sheep and Eqvalan in horses as well as Heartguard in Dogs. Second one is those based on Fipronil which is used in Frontline in Cats/Dogs. There are lots of combination products but these would easily be the 2 best selling animal health products ever. BJ was European head for the Marketing of Fipronil and 2 other SH Alan Reade and current chairman Jose Barella were both global heads of Merial which marketed both drugs.