Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
"We have a strong balance sheet and are confident that the combination of the two companies will bring Byotrol to critical mass with the resources to deliver sustained growth and profitability.” Chairman Langland
We have an ordinary, reliable small company. All good. So - the big jump? Byotrol24? Some natural product for some big marketing company? We'll see. Sticking with it. Evidence is the Directors are up for a big deal somewhere.
Hi Lol
If the products were showing significant shifts in online payments - ne way or other we might have some indication as to the progress of the product sales. So some of us have had a look. Having nothing better to do, perhaps. Unfortunately, there is no movement either way - so probably not a relevant source of research. I can only assume sales are progressing in store - since there has been an extension.
As to Director payments I suspect John Langlands original investments came via a tax reducing scheme group he may be involved in (and why not) and his £18500 recent purchase might be of ethical requirements and be generated from his Chairman's salary. Still good, for sure, but not to be carried away. On the other hand Dr Francis £25k payment is a big deal for me. He is the innovative scientist and high quality at that. Maybe its the seaweed, maybe its the regulation, but, whatever, he does now seem very confident. As, indeed, am I. (Online Target not so much:)
Bit concerned having also looked at all purpose Target trial and finding the byotrol24 products never move on the list week to week. Lemon always 162.
Maybe, irrelevant but might just not give much real info.
Those more knowledgeable -
Wah Hong are expecting sales this 'holiday' (US Christmas). It goes to AUO 'cos they are strongly connected and in Sep 17 supplied nano dots to AUO. AUO supply 70% of Dell monitors (US Company, of course) and Dell sell 60 million monitors a year - presumably large numbers from Santa Claus.
So - do we expect Dell monitors being marketed for the 'holiday' say end of October. Would anyone recognise the product?
Finally, is Nanoco CEO going to inform of any of this progress this year since it is already an ongoing process and sales data will be much later.
The Nanoco deal with the US Corp was in competition with other $multi-billion high tech. etc companies - as stated by CEO with Edison. Nanoco got the job despite that. Point is these other companies would not put in a bid for a few QDs as a hobby. This is a large deal. Nanoco is financially safe and sound. With added value and credibility ahead. Of course, its a medium term investment unless one is a buy/sell expert.
So its not organic growth they mostly are aiming at - e.g. Invirtu doing very well but still sluggish and expensive.
So growth is, in reality, all about science, regulation and partners:
- "Our strategy continues to be a technology-led company that commercialises those technologies ... "
- " regulatory rules are now having an effect and our telephones are ringing more often from companies that were historically competitors but that are now seeking technically-oriented suppliers and partners"
Nice to hear of such over the year ahead. Management is more than able with regard to partners (+ 2 acquisitions!)
This is medium term great to hear - seaweed I believe! Target, for example, has a very large number of ‘natural’ product customers.
- In R & D, we have a new and potentially highly innovative development in the field of anti-viral biocides from natural sources. We have not completed IP protection on this yet, but it is very on-trend in our markets and good progress has been made in verifying that results are repeatable and potentially scalable. We will report more on this in due course.
I suppose for the brand to work it must have something in its content that first attracts the brand (or just some huge advert finance) - and is then passed on to others. The problem with 24 hours is that one has to have a certain amount of 'faith' in the product since there is no visible evidence. Folks can be sensibly doubtful with Corps/PLCs..
- "I don't think it's superior to other cleaners but I would buy it again, especially if it's on sale"
- "It claims to fight bacteria for 24 hours after using it"
I asked why there was not an EPA statement re 24hrs. Reply was that all products are EPA registered to be n sale. But customers all trust the 99.9% immediate stuff now. Marketing the 24 hours is not easy.
The other thing, though, is that we expect a number of deals on the way, non-brand - lump sum types. Apparently there is some industrial cleaning possibility (Byotrol is more efficient, not just 24hrs) but in any case it was said there was quite a lot of interest.
But there new marketing approach and finance is all fairly recent so any progress is good. Website vastly improved. [That said Byotrol on Target best-seller list seems to be fixed - consistently stuck on 162. Oh, Well.
The big US Corp would not have done a contract for products of such significance to the growing innovation of the auto market if Nanoco was not now sustainable long term. Presumably, then, the US company's demand is sufficient for break-even.
... 'prohibit cadmium from TVs and displays sold in Europe from October 2019'
With the US dots on their way full blast from July '19 (say-and with milestones before hand), Cadmium ban Oct '19 (need to get their act together long before that), and gaming screens on way by December '18 + any surprises, its just when you want to be in. Some of the share value tends to arrive ahead of predictable/probable news I have observed now and then!
Nanoco's patented CFQD resin is being provided to Wah Hong to convert into film for a Taiwanese display panel maker. These gaming monitors are on track to launch to the public for the 2018 end of year holiday season.
Seems weird timing update to me. Best I could find:
1. First week in July: School ends and summer vacation begins
2. First week in September: School begins (=_=)
Agreed. Average ratings of lemon Byotrol is now relatively very low compared to it previously being in the top of the list. Lemon has generally been the preferred one of the two products. The non-scented product is now, though, top of the ratings list. So ... fun and games.
Yeah, review was all about the scent alone apparently - same reviewer was happy to recommend the other non-scent Byotrol24 product.
161 from 202 (All Purpose products). Lemon preferred. Holding up-modest improvement. Might stay with Target retailer after all!? What would Target's target be, one wonders.
Its 'Natural' EPA approved quality is not showing as a product option for customers. Annoying.
If truly nothing else to do! Byotrol Lemon scented is positioned as 163 out of 201 all purpose products in Best Seller filter. Up a few numbers from yesterday, even. When it hits 99, say, might be content-ish.
BTW on other remarks, a lot of the income in the future is planned to come from lump sum deals.
And it is fair for IBS to say that the product has struggled to sustain its deals - great product but hard to get attention. Still 163 of 201 in Target .... My only confusion is that there is no mention of its very own EPA unique, authenticity in Target or Amazon. The very essence of it all?
I suppose it is fair to say that the relatively recent new US partner would not invest in, nor rely on, Nanoco if there was a chance the company would not survive long term financially. And the only assurance of that right now is the partners payment commitments. Every new ‘stated’ contract + ongoing increasing supply output from existing partnerships are, therefore, profit.
Not heard of this and not sure about Bangaloreweekly!(seem to be insider buying and selling enthusiasts), but does seem to be some financial confidence in the management, CEO and Chairman. 'Byotrol Plc (LON:BYOT) insider John T. Langlands bought 800,000 shares of the firm�s stock in a transaction on Friday, February 3rd. The stock was acquired at an average cost of GBX 4 ($0.05) per share, with a total value of �32,000 ($39,860.49).' Marketing Target might be a struggle i.e. explaining 24hrs benefit versus other products is not instantaneous - but they have the marketing resources and mostly focused on US I assume with handover to Solvay. Overall, risk is low for the company now at this stock valuation - and reasonable probability of a US deal of some kind.
Not heard of this and not sure about Bangaloreweekly!(seem to be insider buying and selling enthusiasts), but does seem to be some financial confidence in the management, CEO and Chairman. 'Byotrol Plc (LON:BYOT) insider John T. Langlands bought 800,000 shares of the firm�s stock in a transaction on Friday, February 3rd. The stock was acquired at an average cost of GBX 4 ($0.05) per share, with a total value of �32,000 ($39,860.49).' Marketing Target might be a struggle i.e. explaining 24hrs benefit versus other products is not instantaneous - but they have the marketing resources and mostly focused on US I assume with handover to Solvay. Overall, risk is low for the company now at this stock valuation - and reasonable probability of a US deal of some kind.
Well, I'm pretty sure it is not the CEO. Liked the Solvay update - was a gap there - with the long-term relationship and the secure finance for marketing. Products are there, regulated, USP'd, ready to go ... bail out??
http://www.byotrol.co.uk/beaphar-extend-reach-successful-byotrol-surface-care-range-farther-europe/