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Zotefoams Share Discussion Threads
Showing 1076 to 1100 of 1100 messages
|Hi Exb thanks for update. I've played with ZTF over the years and with hindsight would have been better just staying the course, although you can't ignore the more significant share price moves like the drop from 360p to 250p. Anyway i figure the future looks bright, i bought back in some time ago initially around 270p and have accumulated since largely around the 240p price consolidation.Reasons..........mainly on the back of the expansion plans.
|2 buyers and 2 sellers done by different brokers, not sure how things got left.|
|Some good sized buys going through today.|
I had a meeting with the company, and the mid-year dip was in Europe around the time of the Brexit vote, and was part destocking at a large German customer. They did supply via a middle man but this now direct and gives better visibility of demand. The new high pressure vessel in the US will free up about 20% capacity in the UK which will allow them to vary the product mix as different products take different times and conditions to make. The 3d moulding could be huge if they can get it working properly as it would cut down waste in the PEBA shoe sector and reduce the cost of the product to the manufacturer. Expect a second high pressure vessel in the US in the next 3 years. I am relaxed with the debt levels and they are still part hedging the currencies but given the sales patterns it’s not an exact science. Very happy long term holder, they look expensive but given the potential in so many areas are probably fair value to cheap.|
|bb2 we're here again, joined at the hip. Only joking i know we've both been here off and on for some years. however i've quite a sizeable holding here now built over the last six months or so.
results out while i was on holiday. There's great opportunity for ZTF imv particualrly stateside with the HPP's.
To be operating at full capacity and sweating the assets I can see big upside and further growth here if they can get their capex moving and don't lose orders to any competetition. Which begs the question why have they been slow to react to market conditions?
Long term hold now and accumulate on any weakness/retracements in the sp
|Company on the road today and tomorrow presentation more bullish that the statement I am told. Buyer in the market today.|
|I agree with you, geraldus, but must admit a little disappointment progress is not greater. Ah well, get rich slowly they say.|
|Had a good run recently so might expect some profit taking.I still think this is a great story unfolding and a quality hold for me.|
|Poor reaction to todays results....|
|Sorry thought it was Monday....doh|
|What are you expecting Monday battlebus.I know results are out Tuesday.|
|Looking forward to Monday.|
I can't believe you are here as well
I held these about 12 years ago and wen to see them at the time
A conservately managed business
Bought back in 4 weeks ago
It's been a pleasant four weeks|
|For some strange reason they have blocked me on twitter, anyone else in similar position. Bit strange as I was only ever promoting them and they did respond and retweet some posts.|
|thanks exbroker - it sounded a bit vague but from your reply I assume you are still positive on ztf - I am.|
That is the standard model for Mucell deals, it’s about the cost and weight reduction and the volumes could be huge, expect more details with the figures.
Dozey3 I don’t know if it is easier to recycle polypropylene but it can’t be worse than polystyrene. They can use the Mucell technology to foam biodegradable packaging.|
|Saw no mention of recycling. Polystyrene is a nuisance, but is this new material easier to dispose of?|
|well it sounds promising but I just hope ZTF get sufficient out of it ....... Under the terms of the agreement, MuCell Extrusion LLC, a wholly owned subsidiary of Zotefoams plc, has licensed its technology to Coveris with a fee payable as a percentage of cost savings.|
|Yes, great news.A disruptive solution that is cheaper, greener aimed at an established market and all on licence.|
|Polystyrene free sounds great. Coveris using NEOcell, David Stirling says its groundbreaking..|
|Three pounds paid.Usual spread, no stock.Stay tuned.|
|The secret here is to be here when the bid comes|
|Had fun today stayed on the bid at 2.76 and got some at the close|
|Bit of interest here,moving up a range on tighter spread.|
|after hours holdings announcement ; Blackrock reduced holding from
5,458,551 to 5,360,296|