Treatt Share Discussion Threads

[barnes4] 22/4/2024 10:45

Shut your face

[cestnous] 22/4/2024 10:21

It’s Barney’s nature to be caught short edwardt

[barnes4] 18/4/2024 12:49

Afraid so
Caught me out this one but still time yet

[edwardt] 18/4/2024 12:40

Still short barnesy?

[edwardt] 15/4/2024 17:39

thanks - clearly a similar sized outfit and i guess the premium for full control is at normal takeover levels these days. at least a positive that there are buyers out there for these type of assets

[ottrott] 15/4/2024 14:39

Glanbia paid $300m, Flavor Producers adjusted EBITDA $19.7m for 12 months to 2/24, in comparison TET current valuation £285m adjusted EBITDA £25.9m FY24 estimate. So Glanbia paid roughly 36% over TET valuation.

[edwardt] 15/4/2024 13:40

Anyone seen comment on valuation paid..

[deanowls] 15/4/2024 10:35

Weird autocorrect sorry. Glanbia

[deanowls] 15/4/2024 07:28

Good underpinning of the valuation with the take o er of flavor products by gpa via this morning.

[edwardt] 11/4/2024 09:45

i know nothing of inventory cycles here but if it has turned - this could be a real catalyst for a jump in cashflow... would make sense that destocking had to end at some point. anyone got any views on this ....

[edwardt] 11/4/2024 08:23

givaudan reported well too today

[edwardt] 10/4/2024 16:31

apparently trades at 50% discount to peers and would appear to be back on track to be growing faster than them. i know it is smaller than them and is uk listed but go figure as the yanks would say.

[barnes4] 10/4/2024 15:44

Yep agreed

[edwardt] 10/4/2024 14:58

only thing holding gains!

[phillis] 10/4/2024 12:45

Idiot filtered

[barnes4] 10/4/2024 12:39

USA cpi in a bit

Just increased my short 👍

[barnes4] 10/4/2024 12:07

Well done on your £4:42 purchase essential

Looks a nice spike 😊

[essentialinvestor] 10/4/2024 11:28

Congrats to those who added at the open, I hesitated at the opening offer price.

[pireric] 10/4/2024 10:17

Edward - that would be 12.5x P/E on a 100% profit to FCF conversion, which seems miles out?

Eric

[cestnous] 10/4/2024 09:33

Bet Barney’s short is causing him grief. He’s lucky it’s only fantasy cos if it was real he’d be heading for the dole office.

[edwardt] 10/4/2024 09:23

consensus necxt year's numbers are at that level. obviously a bit lower now given the rise.

[viscount1] 10/4/2024 09:11

Some rapid short covering now pushing the price up.

[pireric] 10/4/2024 09:09

It's definitely not on any sort of sustainable 8% FCF yield, that's for sure. Where is that from?

Eric