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POLL Polymer Log.

8.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Polymer Log. LSE:POLL London Ordinary Share NL0000687465 ORD EUR0.01 (DI)
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 8.00 0.00 00:00:00
Bid Price Offer Price High Price Low Price Open Price
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
  -
Last Trade Time Trade Type Trade Size Trade Price Currency
- O 0 8.00 GBX

Polymer Log. (POLL) Latest News

Real-Time news about Polymer Log. (London Stock Exchange): 0 recent articles

Polymer Log. (POLL) Discussions and Chat

Polymer Log. (POLL) Most Recent Trades

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Polymer Log. (POLL) Top Chat Posts

Top Posts
Posted at 19/4/2008 08:46 by mjcrockett
cyberbub, The strength in the share price is interesting. I did not find the management statement in the results was all that convincing and I am therefore somewhat surprised that there is such strong support for the share now. I would have thought serious investors would have waited to see that management could begin to deliver, before jumping in. So, in my view, it is possible that there is something other than just 'recovery play' going on here. Maybe it is a huge new contract or maybe something corporate - time will tell.

MJ
Posted at 09/4/2008 21:30 by cerrito
cyberbub
agree that the share price has bottomed but been too distracted to look at the figures in the detail I would like and for this reason have not bought more.
C Stewart has reduced price target to 62p but retains a buy
The low amount of cash at 807kE caught my eye, although receivable at 14mE-the same as sales in the second half- seemed very high.
Good to see they have 18mE of room under their long term borrowings and at this stage interest charges are not onerous.
While Capex reduced from 13Em to 10Em from the first to the second quarter it is still quite high.
With a total marcap of £24m worthy of study for those who have no or few shares at the moment.
Posted at 22/2/2008 10:19 by cerrito
CS has come out with a buy recommendation and a price target of 70p
Posted at 21/2/2008 12:38 by troc1958
I did a thorough analysis of this share last night and believe that the recent drop in the price is overdone for the following reasons:-
- profit after tax, although below expectations, is still over 4m Euro (3m GBP) - current P/E approx 9. Very low for a "growth" company
- "contracted" revenue is growing rapidly - 64% growth rate
- firm seems to have been hit by a series of unfortunate "one-off" occurances which have impacted on the bottom line (i.e. 1.6m writedown of a 2m euro "contracted" debt; raw material price increases not yet passed on to clients affecting bottom line by 1m euro; contract delay resulting in 0.75m euro off bottom line; truck drivers strike wiping 0.25m euro off bottom line). Factoring in 50% of these back into PAT will give a figure of about 6m euro (4.5m GBP). Thus a P/E of nearly 6. Exceptionally low for a "growth" company.
- well positioned in a growth market with an "environmentally" sensitive product range - i.e all "recycled" and "reused"
- cost saving products for retailers, which should be more seriously considered during an economic downturn
- strong order book and management is "confident"

On the negative side there are a couple of factors to look at
- raw materials prices still increasing rapidly and can they be passed onto the retailers?
- economic downturn - less use of / need for POLL's product range
- management seem to have made a number of mistakes since the IPO. How good are they?
Posted at 19/2/2008 10:04 by masurenguy
More bad news - glad that I never bought in to this stock. Still have no plans to do so either in the future. There are management credibility issues here in my opinion !
Biggest AIM faller of the day by quite a wide margin.

From todays TU: Profits were negatively affected by the following factors:

The Company is contractually entitled to receive circa Euro2 million from a
customer which is currently under dispute. Whilst the Board is of the firm
view that the Company is entitled to recover the entire amount to which it
is contractually entitled, the Board had decided that it would be prudent to
adopt a conservative approach and to include an estimated recovery of Euro0.6
million in its 2007 numbers. This will therefore result in a Euro1.4 million
shortfall to reported post tax profits for 2007. Shareholders will be
updated when a final position on this matter has been reached.

A sharp increase in raw material prices (principally polypropylene) in the
second half of the financial year resulted in a circa Euro1 million reduction
in profitability. Margins on product sales declined as we were unable to
pass-through the complete increase in raw material costs to our clients in a
number of short-term contracts. However, the impact on pool margins was
marginal as most of our income and costs are related to already in-use pool
equipment while new business already took into account the cost increases.
Management have acted to reduce exposure to future raw material price
fluctuations by ensuring that new sales contracts include raw material price
escalators;

The Company also suffered a delay in its bulk bin project due to one of
its mould makers going into receivership. This caused a three month delay
in mould supply, resulting in an estimated Euro0.75 million hit to the profit
and loss account;

Exchange rate movements, particularly that of the decline of Sterling
versus the Euro experienced in the last quarter of 2007, negatively affected
profits by approximately Euro0.7 million; and

A strike late last year by truck drivers in Italy resulted in circa Euro0.5
million of lost revenues and Euro0.25 million of lost profit.
Posted at 20/1/2008 09:28 by masurenguy
Polymer Logistics is included in Collins Stewarts 'Best Ideas for 2008'. Commenting that it is now well established in the UK and working with Tesco, Sainsbury and Asda plus Carrefour in Italy and Fresh & Easy (Tesco) and Wild Rocket in the US. Based on a PER of just uner 6, at the current share price of 71p, their share price target is 142p.
Posted at 04/1/2008 12:27 by simon gordon
I had a look around ASDA and saw mainly Linpak product.

On a cursory glance POLL are up against some very tough competitors.

I'm passing on POLL..

Good fortune!
Posted at 02/12/2007 11:06 by saturn5
A bit about TESCO/US in Financial mail on Sunday.
Stock levels have been a problem
Teething problems with first 13 stores but 270 stores planned for California and Arizona
Shoppers were fairly satisfied or very satisfied with the stores but only 74% were satisfied with stock availability.
I am looking to catch POLL on the rise?
What do you think?
British Bulls are saying BUY IF

Today a White Marubozu was formed. This shows that the buyers controlled the price action from the first trade to the last trade.
Posted at 29/10/2007 11:53 by cyberbub
encouraging pressure form the government, but still the share price drops!

always remembering of course that POLL operates across many countries, and other countries may not necessarily be putting so much pressure on supermarkets to reduce packaging. though given how poor the UK govt is on these matters, most other countries are probably ahead of us!
Posted at 27/9/2007 15:52 by cyberbub
Er, ADVFN says that there have been 4 million shares sold today - (a) why hasn't there been an RNS, this must be an instituion, surely it will drop them through the 5% or 3% boundarym and (b) why hasn't the share price plummeted again??
Polymer Log. share price data is direct from the London Stock Exchange

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