Member Info for Ivyspivey

Yes I suspect a US buyer and could well be a biopharma so valuations tend to be quite high. Think the advance deal as well as raising money is clearing the decks of non core stuff and also would be seen as attractive endorsement of any potential buyer

You could be right and I have long thought the review would lead to a hive off the human side to concentrate on AH due to the background of the BOD. A couple of things which BJ said in the I/v just convinced me a bit more. The using of the money to concentrate on the US Vamoose sales when the marke has recovered to be the best possible valuation when I think they would have spent more in UK if they tended to keep Vamoose. The specific mention of the AH pipeline and the specific references to chicken mite and the reference to main US poultry Company's doing trials and knowing the oligopolistic nature of the industry means you can really build that side with a small team and a few strategic alliances. The mention of the industry and consumer sentiment was a big driver and BJs previous experience would put him in a great position to exploit this to the full. Only my thoughts as usual

Just listened.very interesting and totally convinced now that the strategic direction will lead to Vamoose side being sold before end of the year and TYRU will focus solely on animal health. Cash for 12 months.Looks very good here imo

Just listened.very interesting and totally convinced now that the strategic direction will lead to Vamoose side being sold before end of the year and TYRU will focus solely on animal health. Cash for 12 months.Looks very good here imo

Interim results out seem decent and should be good rest of 2017

Link Webcast Link for R&R conference http://www.wsw.com/webcast/rrshq27/amyt.l

http://bit.ly/2x4pZ2o

https://www.smartpakequine.com/fly-repellents-44pc

Not sure guess they mean an average head lice season but will look at numbers. What may be more interesting is to look at cash position and any mention of July/Aug sales of Vamoose and strategic review. Bruno normally a company's these results with I/vs

COMPANY UPDATE AND DATE OF INTERIM RESULTS TyraTech, Inc. (AIM: TYR and TYRU), a life sciences technology company focused on nature-derived insect and parasite control products will announce interim results for the six months ended 30 June 2017 on 12 September 2017. Overall trading remains satisfactory and the Company expects to report results in-line with current market expectations.

The 2 normal ways of valuing a pre revenue generating pharma is either a peer valuation or DCF risk adjusted model. As far as I am aware there are no peer Company's so the value is in anticipated revenue adjusted for risk. Here you have a Company very close to generating revenue and at extremely low risk of not getting CE and FDA Approval. That is why the potential here is so good and if you do not understand this you really imo should not be investing in medtech stuff on AIM. This is probably one of the closest AIM medtech stocks to actually achieving sales. They have stated they have enough money to commercialisation so please do not scaremongering about the need for further money when the oversubscribed last placing in May is clearly enough to see them through to this point. The progress as evidenced by the last RNSs and I/vs confirm this is ahead of schedule so please stick to the facts and not just uninformed opinion

AGM resolutions passed today

virtually on pharma on AIM are non revenue producing and the only true way to assign a value is by market cap and using peer valuations or a risk adjusted DCF. You also need to take into account the timeline to commercialisation and whether they will need further funding. Happy to comment on MTFB board if necessary but looking at FBDU. Break even by Q1/2018 is a huge catalyst with FDA submission in Q2.As a non invasive procedure Approval is a much easier route than drugs for eg and the proven trial data and the info from the next 6 months augur very well for the future. Add in fully funded through to commercialisation and TaB eval then I am very hopeful here

AGM today and TB sounds very upbeat on investments with brief comments on each.No figures but some interesting comments

https://ninesights.ninesigma.com/web/mondelez-international-gallery/needs-listing/-/needs-portlet/viewNeed?_NeedsPortlet_WAR_NeedPortletsportlet_needId=644 I remembered there was a link to Food Company regarding a Tyratech Wormer and thought it may be mystery partner. The Company was new name for Kraft

Do not know what is going on with SP but only noticed the RNS earlier in week revagreement with major consumer company-do we think this one is with the Food Comoanybthat used to be Kraft

Thanks for this and probably explains drop today. Why did RM not let market know about this- not impressed

Not in here and not sure how relevant but Caucusus Business Week refers to Copper being main export from Georgia

https://animalpharm.agribusinessintelligence.informa.com/-/media/agri/animal-pharm/ap-weekly-briefing-pdfs/2017/apweeklybriefing15052017.pdf Is from May-after the news the strategic rebiew

Yes lots of confusion between two CriSeren seem unusual in that can't see any direct links with TYR-seems to be small private Welsh investment company family controlled. CASH £1.8M 2.68% NET WORTH £4.8M 20.96% TOTAL LIABILITIES £1.3M 76.00% NET ASSETS £4.8M