Welcome to The Private Investor’s Podcast. This time Maynard and Mark review UK small-cap Tristel (TSTL) and the investment potential of medical cleaning wipes and disinfectants.
Maynard bought Tristel in 2013, while Mark bought it in 2017. Both Maynard and Mark recently attended Tristel’s shareholders’ Open Day learning key insights about the potential growth of the company. The question is; do we buy more, hold or sell our holdings?
Timestamps:
0:00 to 1:31 Introduction to Tristel open day and when we bought.
1:31 to 2:59 What does Tristel do and its unique selling point.
3:00 to 5:55 Tristel’s market cap, profits and revenue streams.
5:56 to 7:00 The price Maynard bought at and when he started selling.
7:01 to 12:50 Discussing the trading update and the potential growth in the US.
12:51 to 16:20 We discuss the different products Tristel offer.
16:21 to 18:25 Discussing debt and restructuring of assets.
18:26 to We discuss the shareholders’ open day.
20:90 to It’s a high-margin business.
21:92 to 23:43 Concerns about the patents expiring in the next couple of years.
23:44 to 26:23 Discussing the CEO, CFO, the board and their skill-sets.
26:24 to 29:40 Now we have reviewed Tristel; do we buy more, hold or sell?
29:41 to 30:23 Closing remarks and wrap up.
Hope you enjoy and have a wonderful day.
Maynard & Mark
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Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
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