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Pet market never seems significant - but there is an interest in the product around the globe, here and there. China apparently has, according to CEO David Traynor, a promising future for Byotrol pet products at some point. Apart from the major one-off deals we are anticipating it would still be comforting to have sustainable, predictable everyday sales. Hand sanitisers and pet-care may provide the basics. No more dilutions.
http://www.kankyokansen.org/modules/english/index.php?content_id=1
http://www.byotrol.co.uk/good-smile-international-launches-new-byotrol-wipe-clean-japanese-healthcare-market/ One of Byotrol's pet care distributors in Japan seems to have taken an interest in Japan's 'NHS' opportunities for surface sanitising wipes. New product is already launched and now in 50 of the 8k+ Japanese hospitals. As it happens the blog also provides the number of UK hospitals giving some insight into the hand sanitising UK NHS market ... And now Boots is back with their alcohol free long-lasting hand sanitiser and looks good. 'Alcohol free' reassurance on health and well-being products seems popular nowadays.
Agree with a lot of what you IBS say regarding previous management and directors. Break-even 'claims' in particular. But the product is genuinely science innovative and regulatory competitive. New management and team are exceptional and not the guilty party. But let's see: OPTIONS Byotrol plc the AIM listed anti-microbial technology company, is pleased to announce the appointment of sales and marketing leadership for its wholly-owned US subsidiary Byotrol, Inc. Alex Espalin has been advising Byotrol for twelve months on its commercialisation efforts in the US and has been key to getting the Company positioned to launch its US EPA-approved long-lasting surface care formulation. He has now joined the Company formally as VP Sales and Marketing, Byotrol Inc. Alex brings to Byotrol broad marketing, branding, management and entrepreneurial expertise, gained over a twenty-year corporate and entrepreneurial career including roles at Coca-Cola, Disney and Kimberly-Clark, where he had oversight for multiple new product launches. Alex earned his Bachelor of Science degree from Cornell University, an MBA from the University of Michigan and a Masters Degree in economic development from Harvard University Alex Espalin has today been awarded 5 million share options in Byotrol plc at 4p, representing 1.24% of Byotrol plc fully diluted share capital. These options mature in dates varying up to 7 years from grant and will vest in three tranches when Byotrol Inc achieves a successful consumer product launch and/or certain US sales and profitability targets. David Traynor, Chief Executive of Byotrol, said: "We are delighted that Alex has joined the Company. He is entrepreneurial by nature, has excellent experience across B2B and B2C and we believe will be pivotal in building a business of quality for Byotrol in the US.
'Grumpy' is my interpretation. Management, in communication, indicated legacy sell-off re current low stock value. I paid too much, too long ago and have had my moments. But this new management rescued my otherwise zero position. So my 'grumpy' is with the legacy managers - and my investment decision. The latter not so much now. That said revenue needs about extra 3 million in routine sales for sustainable break-even and dependable full expansion. US deal would do it, of course. So, we'll see during the year how that goes.
Apparently some grumpy legacy holders unloading despite the enormous progress. Their call. I�ve lost out in this way before - didn�t wait long enough during a rescue that avoided total loss from predecessors. Its about sales. It is an innovative product/company but the basis right now is regulation. The last permissible phmb product is to go soon. Sanitiser, alcohol free, now without competition.
0.25 to 0.8 to 0.04 - can't think how many times I have seen that cycle in companies. Byotrol's product may well not be what that is about? Agreed on science - great idea. But current board and management and staff team, now, today - ego, hubris, feckless? No. Grounded, rightly proud of their work, worthy, competent and economically very efficient. PS Thanks you Shroder for Red Cross link. Looking good.
Legacy revenue is largely irrelevant. Petcare still popular, tho'. Byotrol, a very small company, with excellent regulated products has around �4 to �5 million to spend on marketing. Further lump sums are expected, esp. US deals anticipated in next 11 months. Solvay have byotrol product highlighted on their presentations. FMCGs? Unilever is a Solvay customer, for example. Hand sanitiser is definitely selling, real demand - was one sales-person now lots more. Finncap earnings assessment was tested at AGM and found authentic - risks of course. Doubling value of stock in next couple of years may be too slow for some, I understand - especially if been waiting a while!
Positive AGM - rescue days over. Confidence in sustainable income via sales and lump sums from contracts [previously from Solvay and Kimberley, for example]. As previously suggested Invirtu prospects are increasing rapidly - lot of genuine interest at recent Manchester exhibition. Little by way if competition. Invirtu in 80+ hospitals and now, with strong balance, sheet an expanding salesforce being recruited. Equally, high level marketing manager for US contracts. New EPA is not only established (unique) but all the set up resources are already in place for the first contract - probability 2o18. Solvay also very positive - according to Byotrol meeting with Solvay the other day. Byotrol now seen as a technology company currently with 3 platforms (EU/EPA/Alcohol free products) all of which can be expanded and developed in new product ranges - all with capacity for innovation. When to buy/hold/sell? Risk - always. But survival now very likely (less downside) and potential is substantial (huge and increasing markets) if achieved. High quality, committed staff and management (successful turnaround!) ... ??
For once this is not dilution IMO. Its still 1 or 2 years of waiting, though, for total confidence in mass delivery. Can't really negotiate new deals in EPA and Solvay partners when skint. And now with non-alcohol hand sanitizer in genuine 'demand' we have a product, at long last. And one it is proving easy to market - so needs lots more marketing. Eventually, these kind of shares have an exponential moment if they don't go bust first.
Invirtu http://www.byotrol.co.uk/about-us-2/technologies/invirtu/ Listed on the NHS Contract and used throughout NHS Trusts, including Acute care, Mental Health and Community Care. Not a bad brand name? Quietly placed on web page. New product or version thereof, I think?? Clearly stated, understandable benefits/(In)virtues. Seems to focus on NHS hygiene deals from acquisition?? Or some out of date product not on product list? Look forward to how Byotrol can start getting predictable revenue - that would add value!. Hand sanitizers [Kyorin et al] must be part of that objective. I suspect they also have some plans via new chairman nomination. Food industry needs resolved. Agricultural, long shot.
FinnCap notched up value a bit for the first time in many years. Suggests more substance going on than just a well predicted EPA outcome. Negotiations have been active for some time - lot of interest apparently. Argument might be that parties were waiting to hear already anticipated EPA result, confirmed. Byotrol sees regulation as its main way forward. No other product can meet these EPA requirements - just down to marketing as usual.
Not Schroders but a previous observation in possible buy-out of Byotrol - or so that seemed at the time. You will find it easier than me. But the statement possibly via a link described some benefits of buying up companies with respect to acquiring new clients/customers etc and I felt that did not work for BYOT at this stage and so on ... so Schroders may be doing this with weak funds. Anyway - time to let Byotrol to get on with it looks like.
Apologies, Shroder, in truth I thought you were more UBS. Incidentally, Schroder are buying up companies every 5 minutes?? 6 month EPA process began beginning January - and then here are always delays, don't you find. Ideas ... there are patents, matching of regs, £1m investment, hand sans are in demand, unique science ...
Never a dull moment, Schroder, these Byotrol days! Bit of a Python nudge-nudge when recently merged Langlands' CV has M&A signally added ... wink, wink, know what I mean? OK, maybe not. 'He has first-class industry expertise, City experience and all-round business acumen, including in M&A'
Thanks, Schroder. Missed it. Good to see actual launch into consumer market [I presume] v. usual BtoB marketing. Rare to see small company within large PLC presentation! Looks like BYOT may be part of Solvay strategy: Focus innovation in Personal Care on niche segments with best value-add potential Access all customer types with complete formulation & application expertise Focus innovation in Home Care with breakthrough cost-effective technology
Actizone is described as being 'launched'. Byotrol and Solvay have been busy for a while but this is a significant event in that the product is for sale to customers and not B2B. This is the second launch in last few months [Kyorin:Noahtech] and presumably where we need to see new flows of income offsetting the legacy sectors and reassuring a future for the company. There may be some lump sums coming from US EPA outcome - or even other Solvay FMCG deals - to provide some time. Look forward to hearing of revenue.
Byotrol directors are keeping us up to date as not before. More action: http://actizone.com I can see this selling - in vast numbers, who knows. I would say progress continues favourably. Hope I, or others, manage not to repeat the post this time .....
When one keeps on saying the same things and expecting a different reply? This legacy company was bust. The present directors bailed it out, making personal loans. Will it turn around - with or without a scientific definition of 'innovation' - is for investors to decide. If consumer products get into a large market, as planned, then it will have a very large effect on a very small company. If. Large companies don't buy failing small companies with all sorts of complications, IMO. Maybe one day, tho'?
When one keeps on saying the same things and expecting a different reply? This legacy company was bust. The present directors bailed it out, making personal loans. Will it turn around - with or without a scientific definition of 'innovation' - is for investors to decide. If consumer products get into a large market, as planned, then it will have a very large effect on a very small company. If. Large companies don't buy failing small companies with all sorts of complications, IMO. Maybe one day, tho'?