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Best Research Award 2007

Edison Investment Research, winners of 'Best Research Award'

Byotrol

Date Reports available Download
Jun 24
2008
Getting there
While progress has been slower than originally hoped in terms of revenue generation, our optimism about the medium to longer term remains undiminished. Successful trials have contributed to greater publicity being gained in a number of business segments and discussions are ongoing with several major groups, any one of which could transform profitability. The weak share price is a natural result of growing City caution about technology companies; the risk/reward ratio remains high, but we remain positive about the medium term outlook.
Research type: Outlook - Final results
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12 page note available
Apr 29
2008
Interest from big names
The basic message as Byotrol enters its closed season is that the momentum of approvals and potential business shows little sign of slackening. However, the timetable for revenue generation remains uncertain. Byotrol should get close to our 2008 revenue target, but the real opportunity is inherent in the various negotiations with multinational product manufacturers, which can transform profitability.
Research type: Update - Trading update
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2 page note available
Dec 07
2007
Revenues short of targets
While half-year revenues are up by 84%, this is well short of our targets. The momentum has clearly started to build, but the City is trying to balance the short term disappointment with the medium to longer term optimism being expressed by management. All the trials so far conducted tend to reinforce the management view. We believe that a market capitalisation of £15m undervalues this potential.
Research type: Interim Review - Interim results
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8 page note available
Jul 30
2007
Consumer moves
The decision to establish a joint venture with What If Holdings to accelerate the development and marketing of Byotrol-based consumer products fits neatly with the previously stated group strategy. This is a potentially highly rewarding medium-term project, which opens doors to a number of potential global clients and could well be the catalyst to reverse the recent dull performance of the share price.
Research type: Update - Trading update
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4 page note available
Jun 20
2007
Still building
Byotrol continues to move firmly in the right direction, with increasing numbers of potential applications being explored and evaluated. However, as indicated in our previous research, assessing the timetable for potential customers to turn interest into firm orders remains an inexact science. The share price has drifted back in recent months to reflect this uncertainty, but a market capitalisation of under £25m falls some way short of valuing the potential.
Research type: Interim Review - Full year results
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8 page note available
Apr 23
2007
The excitement builds
While Byotrol’s trading statement indicates that trading for the year to March 2007 was in line with market expectations, comments on business development are again encouraging. Recent share price movements reflect uncertainty about the size and timing of the take-off in revenue growth. We believe that this uncertainty will ease as more announcements on progress emerge over the course of 2007.
Research type: Quarterly update
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2 page note available
Jan 15
2007
Momentum building fast
The pace of business development has been stepped up, both in the UK and abroad. A fund raising operation has secured the funds to finance the next stage of growth, while the new licensing and distribution agreement with Synergy Healthcare has raised the group profile in a number of areas. The obvious risks associated with bringing new technology to the market remain, but are outweighed by the potential.
Research type: Update - Interim results
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6 page note available
Oct 06
2006
The clean machine
Byotrol offers a unique anti-microbial technology suitable for reformulating cleansing, disinfecting, and sanitising products and processes. Recently granted US and EU approvals as well as positive indications from several leading customers in the food and healthcare markets suggest that the opportunities comfortably outweigh the obvious risks associated with bringing new technology into the market place.
Research type: Outlook - Initiation of coverage
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12 page note available
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Director, Fyshe Horton Finney