||EPS - Basic
||Market Cap (m)
Treatt Share Discussion Threads
Showing 276 to 300 of 300 messages
|Yes, looks good albeit the ahead is before exceptional items. Good that the claim is resolved though.|
|An ahead TU - and a breakout! Happy Friday|
|Schroeders have sold about 1.2m shares|
|Unusual not to have a matching sell...|
|And all buys it would seem. Hopefully all will become a bit clearer in due course.|
|That's some volume!|
|Treatt's business to a large extent seems to mirror that of the Swiss company Givaudan, which of course is a much larger company but which has been performing very well during the past 2/3 years
Just a thought and not sure whether it is significant so all IMHO and DYOR|
|Read Edison's note on TREATT PLC (TET), out this morning, by visiting hxxps://www.research-tree.com/company/GB00BKS7YK08
"Treatt has yet again reported a strong set of results. The strategy to improve the quality of earnings is coming through, as proven by these results: the move from commoditised sales to more value-added products has caused sales to be marginally down, and yet margins are up. We leave our forecasts unchanged as we believe the new strategy will continue to play out..."|
|Still happy to hold. Solid interims, with good geographical spread.|
|Sold out this morning as I could not see enough upside from here. Solid business, but the comments about a more even weighting of 1st and 2nd half years would suggest a full year eps closer to 10p. There is also the diversion of site move. On plus side they seem to have a new NED with relevant experience. Will keep this on watch list as if it falls during summer lull and Brexit pressures I would happily buy in at a lower price.
|Regardless of what is decided on the funding, the constant tick up in the price continues which is good news in an otherwise pretty depressing market generally speaking.
I remain comfortable holding these for the medium to long term.|
|Hope its not a placing unless at a very small discount. Would want to be given the choice to be involved|
|I think they will go for a 1 for 2 at 100p rights issue, or something similar...fwiw|
|Has there been any talk of how they will raise this £20million? Will it be through a share issue or bank loans ?|
|Update tomorrow, it seems.
Anyone casting their eye over Treatt? From a technical point of view, the stock became much tighter from the w/c 8 of Jun 15 showing some nice support near the 40 week/200 day moving average. The recent pullback (from 1st Feb to 7 Mar) occurs on light volume, which is why I don't trust it too much.
Curious to see what others think.
|Trading update on 30 March|
|Symrise´s results came out yesterday - herewith some comprisons:
Symrise vs Treatt
EPS 1.90 euros per share 11.94 pence
Dividend 80 cents per share 4.04 pence
EBITDA Margin 22% 11.77%
Net margin 9.49% 9.3%
Share price 55.90 euros 175 pence
Price/earnings ratio 29.42 14.66
Dividend yield 1.4% 2.3%
Dividend cover 2.37 2.95
Interesting......I am not so sure the Symrise results were that good……..on every other metric, apart from EBITDA, they are lower than Treatt. Net margins almost identical.
TET set for a hike up?|
|Yes, just the share to be involved with. 3rd post on this BB all year! The market is very bearish at the moment and its very noticeable how low the ADVFN BB activity is.|
|There has been a steady series of buys over the past few weeks which has taken the share price to new highs in what has been generally pretty dire market conditions.
All of which seems to have gone unnoticed.|
|On a day when the rest of the market is a complete bloodbath, the Dow down 450 points or so, Treatt shares have actually risen on a reasonable volume! That's encouraging to say the least.|
|I have it as a hold based on the results, there is a small provision for the Earthsea Oil :-) but the idea of a company this size looking to commit £20million (plus contingencies) on a new building puts me off a little. This has been flagged so many times it is now a major part of the story perhaps?
Th language also suggests it is something of a vanity project.
Given the US investment and this craft beer market I looked for more information.
Nevertheless, an interesting business niche and the balance sheet looks strong/very strong.
I've bought twice now.
I might sell if one of the tip sheets gives the price a fillip and buy more back later - whaddya think, EI:-)
|Clearly my posting made not one jot of difference alerting people
to the potential here ) - then again I'm not Lord Lee in fairness.
Remember him before the peerage.|