13th Nov 2020

BYOTROL - Byotrol plc is engaged in the development, patenting, licensing, and sale of anti-microbial products and technologies.

Byotrol (LON:BYOT) Had a year low of 1.5p this year and has already multi-bagger at 6.3p today, but this feels like the start of the beginning for this company.

Today's AGM statement was enough to open a new position. Link to statement https://www.stockopedia.com/sh...

( I opened a new long position today, lowest buy price 6.3p).

Byotrol (LON:BYOT) has come of age for a number of reasons including;

  • Covid-19 driving the importance of anti-microbial disinfectant for surfaces
  • New regulation requiring that disinfectants will be for use in hospitals and will conform with the requirements of the European Biocidal Products Registration and the UK equivalent that will come into force post-Brexit. This is taking many older products out of the market. Even well-established players in the market like Tristel (LON:TSTL) are re-engineering products and finding they need Byotrol (LON:BYOT) IP and products. See attached link, Tristel alliance with Byotrol targets hospitals with the novel product, https://www.businessweekly.co....
  • 90% plus sales growth
  • 300% plus EPS growth
  • Starting to generate positive cash flow and profits.

Sales Estimates FY21-25


Evaluation model suggests 11p valuation for year-end 2021, (71p upper-end target for 2026). See the graph below




22nd Oct 2020

Gear4Music Holdings - Online Retail

Gear4music Holdings (LON:G4M) hit a new low at 140p in March 2020. (lowest buy price 170p ). ( I hold a long position)

Gear4music Holdings (LON:G4M) half-year report shows continued top-line growth and margin and profit expansion, Sales growth of 42%, profit growth 60%.

With a growing dominant market share in the UK (24%) and growing sales in Europe, the company has overcome its logistics problems reflected in the share price rise. With operations in the UK and Europes, the company is well-positioned for Brexit, and with the continued trending of online retail, there seems like plenty of upside runway.

Sales Estimates FY21-25


Evaluation model suggests 1100p valuation for year-end 2021, (4000p upper end target for 2025). See the graph below


As always DYOR, don't trust blogs like this one.

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