The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
Some very good calls on this share of late. Watching..................
Bruno's message that he wants to achieve for investors seems to be actually happening. Come on tyratech and thank you bruno!!!
We also note with great interest the recent issues regarding the use of unauthorized insecticides to control red mites in poultry facilities in Europe and the resulting effects on egg production. We believe that our pesticide-free products deliver competitive efficacy against the red mite, which is a major problem in Europe. We have already initiated field studies in France and plan to progress this opportunity as quickly as resources and the regulatory situation permit."
Although the TyraTech share price has demonstrated relative strength through the first half of September,I do believe that the SP will move faster and further on an upward trajectory than investors might be expecting. If ivyspivey proves correct in her thinking that Human Health is set for disposal,then Vamousse in particular might ensure that a good price is obtained.Based either on its net contribution or purely revenues, whilst also having regard for the potential for these to be increased, there is reason to expect any sale price to exceed US$12million,or roughly double the present market cap. In this event,should the TyraTech BOD subsequently provide detail as to their plans for the Animal Health division,then shareholders (and others)will suddenly have a clear view of what I am sure will be a future brimming with profitable opportunities. In these circumstances ,I would expect to see the SP moving towards 4.5 pence;a level from which we might see further solid,maybe spectacular,progress. Exciting times indeed.
Theres certainly an upward bias. Have waited a good while for this to wake up. It seems on the verge of a breakout, a couple of closes above 2p and things could get interesting. Gla
This has got to be significant given the amount it increased yesterday
Hoping now the share price will all have us back in the black
Good call on Sunday, Ivy/Luke. I keep rereading the paragraph in the Interim Results RNS where Jose Barella says (With regards to the strategic review) “We continue to work on our strategic review. Our focus remains to unlock the full value of the business for shareholders. The process is progressing well and we intend to provide a full update to the market once we have reached concrete conclusions as to the best outcome for all our shareholders.” Very cryptic, but surely there's a hint there that they WILL be providing another market update - and sooner rather than later?
Unfortunately it's still far from my top buying price.
Looking much better today
A 50% spread for TYRU and one of 40% for TYR is a sure sign that the MMs are running scared. I agree with you,ivyspivey ,that fireworks lie ahead. Possibly before November 5th.
Looks like a nice buy and with the big spread and messing around with the SPs of tYRU and TYR Think this will do very well next week
No worries Saw there was another you tube video on cockroaches as well as house flies and also demonstrated repellency which is an important concept. Sorry about being bit clandestine at times and apart from working with some of these guys in the past I don't have any specific access to TYRU. Just know the AH space really well but there are a couple of specifics I can't comment on as it is a direct conflict of interest.Hope this makes sense.
Thanks for your posts. I believe that those invested in TyraTech have much to look forward to.
https://www.youtube.com/watch?v=xQ5ZwrbX-Ik Another "killer" product.
In horses,ruminants but especially pets
Internal and external parasites is bang in the middle of my experience as is the BOD. So will be interesting to see what developments they may have in this area.
It looks as though these might cover "next generation" Vamousse,Guardian etc formulations ,along with those for control of internal parasites and control of pet fleas and ticks,where proof of concept has already been established.
Yes I can't comment on certain things as I work in the sector. But in poultry you either have 1% or 99% market share if they like it.
The poultry market is particularly massive and we've just had the fipronil scare which means the big players are going to be looking at alternatives right now. As Ivy pointed out, the European poultry industry is really controlled by just 5 main players. http://www.wattagnet.com/articles/25398-the---largest-poultry-egg-producers-in-europe I'd love to know which of them has participated in those field trials. The other figure that struck me in the presentation is the 33 pending patents. I wonder what those cover?There can't be many Boards with as much expertise in the field as Tyratech.
Thanks for posting. Look at the numbers i.e. Addressable markets $800m human health and $7bn AH. Look at proportion of human health which is insect repellents biige than head lice Look at new product pipeline virtually all AH including small animal flea/tick sector which is the area they know best. Comment on field trials yes they are e pensive nut nature of chicken industry is a few.extremely large producers so convince them and you have huge market share. If you were the BOD would you sell human and concentrate on AH to me all the evidence is this will happen
In my opinion the presentation does include some "WOW factor" elements of detail of which I was not aware. Given the obvious potential, the share price remaining so low is one of those mysterious anomalies that occur in the market from time to time. As icepick says,"exciting times".
My thanks to timbo003 over on ADVFN for his invaluable input,which included the following link to an investor presentation that accompanied Tuesdays interim results. http://www.tyratech.com/wp-content/uploads/2017/09/TyraTech-Investor-Presentation-091217.pdf
Thanks icepick for that information. Hopefully then,once validated, the PureScience products will switch from being a drain, to a generator of profitability. If hundreds of millions of chickens have already been treated,then the field trials must have been both large scale and costly. The continued fall in the SP over the past 12 months was a concern to me. Nevertheless,I retained the faith in the TyraTech business model + the BOD and kept adding. The future does indeed now look one for investors to savour.
Field Trials, by nature, are not usually income generating and can take time. In simple terms field trials are loss leaders to validate the efficacy of the product in the real world. Once proven and adopted - that's when we will start to see the returns ramp up. After almost 2 years of field trials, Bruno has intimated that we are very close to entering the next phase. And that's why there is a company structure review taking place to be in the best position to manage what will be rapid expansion in production and distribution. Exciting times.