Member Info for stt1

Frac,
"Further reading of the Medi mark posting 18/02/20 states"
"the company is committed to supporting the needs of our distribution channels ahead of any opportunistic short term demand"
All they said 2 weeks ago in that post was that they intend to maintain supply to current customers. It's quite normal to look after your existing customer's supply requirements before committing to any additional supplies.

"you can buy from Medimark"

I doubt the public or many office administrators have heard of Medimark. Dettol/Lysol yes but not Medimark.

Byot need to sell it on line and ensure that's it's easily found on Amazon.

They were large delayed 'sells'.
The large sells were probably some existing investors, who have been in for a long time, taking the opportunity to sell.
I haven't seen huge number of buys v sells.

Showmethemoney
"Invirtu "

Can you post a link where they are sold? Any supermarkets? If searching for 'hand sanitiser' on amazon?

at least it appears on the 1st page if you search for 'disinfectant cleaner', which is a step forward.

https://www.amazon.co.uk/s?k=disinfectant+cleaner&s=relevanceblender&qid=1583188920&ref=sr_st_relevanceblender

Those 500k & 250k delayed reported after hours, are sells...

Tardis,
"the link to Telegraph article was to show strong demand across the board"

I agree. However, Byot have missed a golden opportunity here by not having any UK supermarkets selling their hand sanitiser.

"Worth noting that Byotrol's Medimark division has a much wider range of effective products against coronavirus, working together they should be able to meet some of that demand."

Agree, the opportunity is there and Byot should be able to meet some of the extra demand. However, they're not in a position to take full advantage of the opportunity presented.
Question really is how much of that 'some of that demand' is already in the price. The sp is already a lot higher than last May, when they were supplying Tesco (contract lost few months ago) and were 'close' to signing a 2nd National retailer in the US (who never signed!!).

You know a lot about the company for someone who only created their profile yesterday!

Check the £20 trade and the sp jumped!

Only a few weeks ago another Matomy executive, ex-SVP Global Revenue, was appointed.
Matomy, Ofer's old company.
Looks like he's appointing his old friends.

RhythmOne Appoints Kumaran Sambandam To VP Of International Demand Partnerships

"Sambandam has spent more than 12 years working in the advertising technology and media industry. Most recently, he held the position of Senior Vice President of Global Revenue at Matomy Media Group, in which he led the development of an in-app only ad exchange, grew global revenue for the business and spearheaded its UK operations."

https://martechseries.com/sales-marketing/programmatic-buying/rhythmone-appoints-kumaran-sambandam-vp-international-demand-partnerships/

The more pressing issue than when Covid-19 outbreak is over, is a possible 'No Deal Brexit', which looks increasing likely and possibly as early as June.

https://edition.cnn.com/2020/02/28/uk/no-deal-brexit-is-back-analysis-intl-gbr/index.html

In their 2018 Annual Report, they stated:

"On Brexit we expect the chemical industry to continue to follow EU rules, that we believe are generally appropriate for our industry for which we are already well-positioned. Our greatest concern is that a no-deal exit could create supply chain issues, especially on incoming raw materials, so we watch political progress with some interest and will take precautionary steps should we need to."

https://byotrolplc.com/wp-content/uploads/2019/05/2018-Annual-Report.pdf

In their 2019 Annual Report:
"Brexit
The Directors estimate that the Group will sell over £0.5m of products into the EU in FYE 31 March 2020. As such the Group is therefore exposed to negative impacts of Brexit, be it on demand as a result of newly-imposed tariffs or on issues with transport logistics or supply chain. The Directors are monitoring the situation closely."

https://byotrolplc.com/wp-content/uploads/2019/10/Byotrol-Annual-Report-FY-2018-19.pdf

same as I mentioned in my 12.35pm post.
After Swine Flu, Byot had placings and their sp has since dived.

"There is a shortage of hand sanitiser at Tesco, Asda and Sainsbury's, as customers try to keep themselves clean during the outbreak"

Byot don't supply supermarkets. They supply 1 product at Boots but they have been sold out for 4 weeks...Loss of potential customers..

They lost the Tesco contract recently.

Major supplier, Robert McBride - supplier to TESCO:

"Post year end we came to the end of our licence relationship with Robert McBride plc and therefore to supplying surface sprays to Tesco. This was an excellent arrangement for us for many years, but it has now run its course and we expect to generate higher margin opportunities with better brand equity from other consumer initiatives. "

https://byotrolplc.com/wp-content/uploads/2019/10/Byotrol-Annual-Report-FY-2018-19.pdf

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

People said similar things during the Swine Flu outbreak.
This from 2009 - Flu Worries Pump Up Sales Of Hand Sanitizer
https://www.npr.org/templates/story/story.php?storyId=113799183

Yet a decade on, Byot still don't supply UK supermarkets.

Outbreaks come and go, question is if Byot have missed the opportunity this time.

Look at their chart - select 'Max' on the chart... when the Swine flu outbreak, the shares spiked then fell back sharply.

https://finance.yahoo.com/quote/BYOT.L?p=BYOT.L

Thoth,

"Disinfecting a hospital or aircraft carrier once a day rather than several times"

Hospital already have procedures in place to disinfect after every event - that won't change.

The same was said after the Swine Flu outbreak a decade ago. Yet Byot supply to only around 20+ hospitals.

draft
"Sales of Dettol and Lysol products have surged as the spread of the coronavirus outbreak continues."

Brand recognition.
If you search for 'Disinfectant spray' on Amazon, you'll see lots of Dettol/Lysol products.

https://www.amazon.co.uk/s?crid=COKKV0A5K4IY&i=aps&k=disinfectant%20spray&ref=nb_sb_ss_i_1_5&sprefix=disin%2Caps%2C148&url=search-alias%3Daps

Thoth,
"suggests an imminent corporate action. "

Why? Are you suggesting the BoD are in negotiations?
Trades are small.. PIs and not IIs..

Read the company newsflow.

"Can't sell online atm only negotiated trade"

That's the problem..the long term holders who have held these for years sell before demand dries up .

The 1st trade was for £17!

Thoth,

"And with the us military involvement"

What US Military involvement?
Did you find that link to the news stating Byot have a contract with the US Military?
or were you making it up?

"Having done a little digging. I suspect a hostile bid may be coming."
Is it 'a hostile bid' is coming now?
Whatever next?

I suspect we'll see quite a few small trades tomorrow to push the sp higher...
Do you agree?

Homeowners stuck with costly leaseholds given hope of payout

"Although no decisions have been made on redress, buyers who were not told that their property was leasehold before they put down a deposit could have their homes made freehold and customers with onerous ground rents given refunds and have their leases redrawn. Housebuilders who do not co-orperate maybe taken to court."

https://www.thetimes.co.uk/article/homeowners-stuck-with-costly-leaseholds-to-get-compensation-mn2x73329