Member Info for IdeasByScience

Wow!

If you trace the numbers to 'an excited afternoon in May 2006', the CEO of a 'soon to be major healthcare partner' saying to 'a trusted leader of Byotrol', "Do not say anything until the NHS is in the bag". As soon as the phone went down, the advise was 100% ignored, the 'news' was shouted from the roof tops and the share price rocketed to 75p!

On a sad, misaligned, miss-managed decline ever since.

Deceitful Technology & Terrible Finking.

Maybe the real innovation is in the delivery mechanism? As with the wet-wipe products, a major source of revenue, now that the manufacturer has been acquired by Ecolab all the innovative delivery and accreditation associated with this product has gone.

Everything you need to know about this stock happened in 2006. A brilliant idea, patent & launch. All key markets, customer and sectors engaged, the pinnacle being healthcare: a partner and access to the NHS. Then the slip-ups, starting with a tall tale shooting the SP to 74p with enough unease to grease the slope downwards ever since. Miss-managed with some style.

The whole SP uplift is dependent up covid sales, as for IP or real value there is none and there is nothing different than what is already in the portfolios of other established suppliers. Covid sales will bottom out, the winners will be the ones with an actual product / product portfolio / claims platform / sales & marketing capacity.

The comment “competitors with less effective technologies” is an odd one. Byotrol is a blend of widely available commodity biocides which in isolation are far more effective. Byotrol have shared their IP with the competition as an attempt to partner or licence with no joy, all being able to benchmark the “effectiveness”. Kimberley Clark have their own range, Tesco likewise and several others have tried and moved on: Rentokil, ISS, NHS, M&S, Carnival/P&O.

Here’s a couple of examples of “the unique Byotrol formulation” widely on sale and increasing others market share. Hardly a protected IP:
https://www.completecareshop.co.uk/personal-care/hand-sanitisers/supernova-hand-sanitising-foam-600ml-pump
https://www.amazon.co.uk/NRS-Healthcare-M46341-Supernova-Sanitising/dp/B00A8KZU0W

Haven't Byotrol been here before with British Airways, American Airlines in the air and Carnival / P&O at sea? Another share option lifecraft?

Wouldn't a takeover have happened if there was something to takeover? Byotrol have already been to the industry: Kimberley Clarke, Ecolab, Diversey, Tesco, PZ Cussons etc and they all know the limitations and value of the patent, if there really is one. Great news for short term sales and questionable for long term.

A lot of old news being viewed as new? Even Tristel, Chlorine Dioxide? Raises a couple of simple questions: is Byotrol compatible and if so can this 'new formula' be listed, endorsed and sold / used?

As the key driver is supply-chain, Byot failed to address this with the Tesco fiasco during the swine flu outbreak and then failed to register their novel technology with the WHO, all the advice remains hand-wash or alcohol sanitiser. Has anything changed to suggest there is long term value?
As for the underlying sales potential, propped up by pet-care. Is the pet range not outsourced contract supply from China? And does this have any notable, investable IP?

The SP is driven by the Coronavirus outbreak, what happens when it’s over? Since swine-flu in 2009 how have the directors prepared for such events? Is there a strategy to comply or shape WHO guidance which is to use alcohol / soap & water? Once over this hurdle, is there a supply chain in place to meet demand?

Reads a lot like déjà vu. The news leak Byotrol ‘signs’ deal with NHS / Synergy and the SP jumping from 25p to 80p set the scene through every epidemic since and the downward collapse of the stock. The latest corona virus is just another late train for rolling pennies at, the science to resolve this outbreak is simply containment. The only winners here are the Directors and their ‘mediocre’ salaries – very happy that you keep rolling your pennies into their tin.

lukehere, I admire your persistence and depth of pocket. When considering where to place thirty grand I would not interpret ‘when Ruffer dump’ as an opportunity. Could be the year or just another year where Byotrol continues on the kindness of investors, as reflected in the purchase of Medimark, like Bioguard a well run family business grateful of a windfall of cash.

Byotrol was a great opportunity in 2005, now it’s just another commodity with no point of difference as a cleaner, a sanitiser or a disinfectant. The latest EPA approval and claims dataset is no different from widely used products, including Kimberley Clarke:<br />http://www.kcprofessional.ca/products/surface-disinfectants/surface-wipes/wet-wipes/42532-scott-24-hour-sanitizing-wipes<br />

Bagsandbags, you’re fortunate to be able to afford your stock portfolio. We did hold stock and we did have high hopes, reflected in the high opening stock price which is now penny stock. As for axes, nothing to grind, just surprised that money is still invested.The past is the past, but it defines the future. Whilst they have cash in the bank, how to sell & promote a commodity with no point of difference is a huge challenge. Competence does have a bandwidth and reflected in the fact they are still unsure on how it should smell and do not know if they are selling a cleaner, sanitiser or disinfectant, a biocide or seaweed. Odd.

Bagsandbags, you’re fortunate to be able to afford your stock portfolio. We did hold stock and we did have high hopes, reflected in the high opening stock price which is now penny stock. As for axes, nothing to grind, just surprised that money is still invested.The past is the past, but it defines the future. Whilst they have cash in the bank, how to sell & promote a commodity with no point of difference is a huge challenge. Competence does have a bandwidth and reflected in the fact they are still unsure on how it should smell and do not know if they are selling a cleaner, sanitiser or disinfectant, a biocide or seaweed. Odd.

Sadly, Byotrol has been miss-managed from day one. What was a great opportunity in 2005, has been gradually hacked away by incompetence: NHS & Synergy won 2006 and then lost, M&S Approval won 2007 and not capitalised, Tesco B2C won 2007 & handed a to consolidator, jan/san distribution with Arco UK won 2008 and lost as part of the phmb debacle, Kimberley Clarke won 2007 and faded to nothing. Does the latest EPA approval have the claims dataset for a US sales & marketing programme and if so it is any different from widely used disinfectants?

Interesting interpretation on the stock potential and plan as sales drop and the loss widens. It begs the simple question is there any value at all. Half year T/o Loss 2013 �1.7M �393k 2014 �1.5M �263k 2015 �1.4M �445k 2016 �0.9M �576k 2017 �0.93M �804k

Grumpy Legacy Holders defines everything about this business, this term being used to bat away valid claims against the continuous failings of the business, by the business. GLH invested at 25p up to 80p and then when the slide started, were washed in again at 13p, the tales of break-even, US, NHS, Solvay, world class innovation peddled like a broken record. The latter still rumbling amidst the depths of the penny rollers.