Member Info for stt1

Thoth,

"You have been wrong in your opinion here. and are wrong on TLY. "

The govn has given the NHS a blank cheque to tackle Covid-19.
TLY's NHS 111 service is at the forefront to combat Covid-19. 999 & 111 services will be protected.
Also NHS has been talking to Private providers to buy up beds. Spire/TLY will benefit as more will be diverted to private hospitals.
The fall this morning is on small trades.

"The NHS is to join forces with the private health sector this week in an emergency plan to combat the coronavirus crisis, as fears grow that publicly funded hospitals will soon be unable to cope with the number of patients suffering from the virus."

"On Saturday night the government said it was in talks with manufacturers to increase the supply of ventilators, which will be needed to treat patients with the most severe symptoms of Covid-19. NHS England will this week issue new guidance to hospitals and clinical commissioning groups on working with the private sector to carry out more non-urgent operations on NHS patients to free up beds."

https://www.theguardian.com/world/2020/mar/14/coronavirus-nhs-private-hospitals-join-forces-academics-warn-over-strategy

Degsy,
" Demand is off the scale for the products"

Yes demand is off the scale but Byot don't supply any supermarkets. They are still seeking a partner in US.
Pointless having demand if there's a lack of supply.

Missed opportunity.

Tardigrades
"There is absolutely no guarantee additional money will be made available to Totally, if this were the case would it not be notified to the market?"

Exactly, why announce it when they don't need it. ;-)

The fact is Service Extensions exist for this kind of situation.

Thoth,

"You have been wrong in your opinion here. "

The sp can be manipulated. Look at the small trades to push the sp higher to entice PIs in.
The newsflow can't - check the newsflow..

The company themselves said that they only make around £35k (yes k not millions) over a 6 month period on consumer, ex petcare, sales...

Tardigardes,

The govn have given the NHS a blank cheque.
NHS 111 is at the forefront to combat Covid-19.

Why would the govn not support their vital frontline service to combat Covid-19?

There was also a surge in Hand Sanitiser during Swine Flu.

https://www.independent.co.uk/life-style/health-and-families/health-news/sales-of-hand-sanitizers-surging-ahead-of-flu-season-1816547.html

Byot initial patent was around 25yrs ago and their IPO around 15yrs ago.

Yet they still don't supply any UK supermarkets - they lost the Tesco contract a few months ago.
Target is still a trial even though it was announced 18months - They are still seeking a partner.

Those are facts

stating company facts..

What happened to all the partnerships and deals they announced after the swine flu outbreak???

"The significant increase in sales is in part due to the concern regarding swine flu; however it can also be attributed to a greater appreciation of the qualities, efficacy and broad
applications of Byotrol. "
"We remain confident of the prospects for Byotrol "

Distributors & Parners

" Healthcare through our relationship with Synergy Health plc in Europe and through distributors in the US
* Food and beverage, both through distributors and direct sales
* Consumer products through our joint venture, Byotrol Consumer Products Ltd. "

Revenues & Cash - placings

"with revenues increasing to GBP1,995,375 from GBP387,852 in the same period last year, albeit that some of the increase has related to concerns about swine flu."
"cash equivalents and receivables of GBP3,527,232 (2008:GBP1,537,820), partly as a result of the fund raising undertaken in Autumn 2008. "

and despite the increase in sales after Swine flu, they still had placings...

29-08-15 ..£1.4m
25-06-14 .. £1.25m
25-06-13 .. £0.50m
21-10-11 .. £2.46m

Have a look at Medimark website. It's out of date, they still referring to Brexit extension until 31st Oct 2019!!!

Supply chain problems:
"The greatest concern for customers and stakeholders is one relative to supply chain and logistics. All our liquid products and wipes are manufactured within the United Kingdom and any impact is likely to come from delays in raw material supplies to our manufacturers "

http://medi-mark.co.uk/media-centre/article/brexit-update-bulletin

And they can't even spell 'Position'... spelt as 'Postion'!!
http://medi-mark.co.uk/about/management-team

OldTown,
Some posters are posting old articles in the hope readers don't notice.

The US Military one was 7 yrs old.

small trades. Around £90 to push the sp higher..

Looks like sp being manipulated..
No news...

£18m mcap!!

Look at their revenues from consumer division anyway.

Interims:
According to their interims, published only 2 months ago, revenues for H1 from consumer segment were only £410k, which included a contribution from Tescos, a contract they have lost.

so consumer REVENUES were about £35k from non-Petcare for the 6 months

Even a 10 fold increase in consumer sales, ex petcare will only be around £350k revenues over 6 months.

Given Byot based Boots product has been sold out for 4 weeks, I doubt they will significantly increase consumer, ex petcare, revenues.

"Headline H1 revenues in this segment were £0.41m versus £0.45m in H1 2018 (as restated). Petcare remains the largest element of day-to-day sales in consumer, accounting for 92% of consumer sales in the period."

https://byotrolplc.com/wp-content/uploads/2019/12/2019-Interim-Results.pdf

£18m Mcap!!

vital ingredient for hand gels and alcohol wipes is in short supply in Europe, with prices for the chemical jumping sharply on the back of a surge in demand because of the coronavirus pandemic.

Stocks of isopropyl alcohol are running low, according to several suppliers and buyers on the continent, leading to worries that everyday products important in preventing the spread of Covid-19 will become more expensive and scarce.

Supply chain problems - from their website:

"The greatest concern for customers and stakeholders is one relative to supply chain and logistics. All our liquid products and wipes are manufactured within the United Kingdom and any impact is likely to come from delays in raw material supplies to our manufacturers "

http://medi-mark.co.uk/media-centre/article/brexit-update-bulletin

Thoth,
"Tly one rns on cancelled outpatient services frim insolvency imho. "

That's rubbish - read the company newsflow. One minute you mention 111 (and 999) centres are going to close!!!!, the next you're posting about cancelled outpatient services. You forget about the many other services they offer.
NHS 111 is at forefront to combat Covid-19 and NHS is backed by the govn. NHS is already using private providers.

"sp should follow the virus so 4 to 8 weeks probably. Gla."

sp can be manipulated, the company newsflow can't.
Byot seem to have a supply chain problem.

In case you missed it:

Totally – already a beneficiary of coronavirus

https://masterinvestor.co.uk/equities/totally-already-a-beneficiary-of-coronavirus/

Have a look at Medimark website. It's out of date, they still referring to Brexit extension until 31st Oct 2019!!!

http://medi-mark.co.uk/media-centre/article/brexit-update-bulletin

And they can't even spell 'Position'... spelt as 'Postion'!!
http://medi-mark.co.uk/about/management-team

Tardigrades,
"With regard to TLY, I think many have looked at this company as a way to diversify, "

You need to look at TLY recent newsflow.
The govn have given the NHS a blank cheque to combat Covid-19. The NHS had meetings with Private Providers last week asking for help, including Spire Healthcare.
Spire Healthcare generated £285m from NHS work last year and are one of the providers who were in a meeting. I expect Spire will gain a lot of work from NHS this year.

One of the non-exec directors is director of BOTH Spire Healthcare and TLY. I think it likely TLY will gain a lot of work from the NHS as well.

TLY Mcap £22m. I think they will generate £100m++ revenue this year and that was before Covid-19 outbreak.

Spire generated a massive £285m revenue from NHS work last year.
The NHS have been given a blank cheque by the govn and the NHS had a meeting with Spire Healthcare to help combat Covid-19.
I think it likely that Spire Healthcare's revenue from NHS will increase substantially this year.

Spire Healthcare and TLY have a common non-exec, so I think it's likely some or a lot of work could come TLY's way. They could also gain the capacity for those cancelled operations as well as cross selling of other services...

Spire Healthcare offers support as NHS asks for help with coronavirus

Spire owns 39 hospitals and eight clinics across England, Wales and Scotland

"Spire, which owns 39 hospitals and eight clinics, generated £285.7mln of revenue from NHS work last year from mostly surgical and outpatient care in its hospitals."

https://www.proactiveinvestors.co.uk/companies/news/914901/spire-healthcare-offers-support-as-nhs-asks-for-help-with-coronavirus-914901.html

Is it a coincidence that one of the non-exec directors of TLY also happens to be a non-exec director of Spire Healthcare????

I wonder how much of that work that Spire Healthcare get will be contracted to TLY....

Anthony (Tony) Bourne, Non-Executive Director
Tony Bourne is currently a non-executive director of Barchester, one of the UK’s largest operators of residential care homes and Spire Healthcare Group plc, one of the largest private healthcare groups in the UK, a London Stock Exchange-listed company and a constituent of the FTSE 250 Index. Tony is also Chairman of CW+ (formerly Chelsea and Westminster Health Charity), one of the largest NHS charities. He was previously Chief Executive of the British Medical Association from the beginning of 2005 until late 2013.

Tony worked in investment banking for over 25 years including as a partner at Hawkpoint and as global head of the equities division and a member of the managing board of Paribas. Tony has also previously served as a non-executive director of Southern Housing Group from 2004 to 2013 and Scope, which focuses on cerebral palsy and is one of the UK’s largest charities.

Tony has been a non-executive director of Totally since October 2015.

https://www.totallyplc.com/about-us/board-and-management/

TLY foundation set.
In the right place at the right time.

Read the company's newsflow.