Zotefoams Share Discussion Threads

[investali] 20/8/2014 20:41

Really! Why do you take offence when I give you some sensible advice it's not as if my view isn't the consensus on the bloody thread.
Sometimes your stubborn old fool. Just do what you like!

Ali.

[battlebus2] 20/8/2014 18:46

That is complete and utter rubbish and not worthy of a reply. Don't worry yourself over my investment choices.

[investali] 20/8/2014 18:24

There you go again battlebus, these moves are on very low volume and will quickly reverse on any selling.
Don't say I didn't warn you and I'm in the same corner as Woodie and even x broker who claims to be in the loop.
Watch your not the only one holding the grenade.

Ali.

[battlebus2] 20/8/2014 16:13

Another good day ;)

[exbroker] 19/8/2014 10:22

Sorry BB it was hard copy only in the meeting but it might be on the website I cant remember if it was the figures or the presentation they said was there.

[woodcutter] 19/8/2014 09:35

My TA thoughts fwiw.

looks to be hitting resistance around 245pish. MACD and RSI (which is more important as ths share price is not trending) showing higher gains but the share price is not responding the same, -ve divergence.



WC

[woodcutter] 19/8/2014 09:14

ExB i'm not normally a trader, normally LTBH, and agree these are too illiquid to trade, particularly spread etc. Nevertheless in the current market cycle just about everything that releases decent news is rising then falling back to previous levels and at 220p or lower i'd look again.

At some point i figure i'll settle on a price and stake build as i do like the business and should've held my original stake from a couple of years ago. But unlike some companies where currency headwinds are just translational accounting for ZTF it's more of an issue. We'll see how it develops.

As i said, not my normal investment strategy but I'm tending to be in and out of stocks for small gains at present barring a few LTBH's that i've been in for years. Particularly useful with AIM stocks now there's no stamp duty, almost like spread betting:-)) My broker must love me, all that commission!

Woody

[battlebus2] 18/8/2014 23:53

Sorry to hear you've left us again Woody, can't get my head round these TA,s. :))
Exbroker is the presentation available to view anywhere?

[exbroker] 18/8/2014 16:39

I agree Woody they may drift off, I dont trade them as the market is not liquid enough to be sure of getting in or out at the right time, or in enough size to be worth while.
There will no doubt be opportunities to purchase them cheaper in the months ahead, but knowing when is the trick!
There will be increased Capex over the next 3 years as they remove some bottlenecks in manufacturing capacity, part of the presentation showed where this is needed.

[woodcutter] 18/8/2014 12:58

b2 thanks for yor comments. I was on holiday when the results emerged, back today and i've sold my small holding for break even. I wasn't overly impressed with the results an i think it may well return to around the 220p mark or lower at which point i'll consider re-entry.

I'm using TA more and more these days and although you can never be certain i think there are signs it will come off a bit...........could be wrong but i think H2 currency headwinds will hurt a bit more than they think.

I didn't like it when the share price didn't hold the 240p mark and drifted down to 220p. It looks like resistance is forming around 240pish now and i think a drift lower is possible.

Long term i like the business and ExB has his finger on the pulse by the sound of it and from a LTBH perspective i think he's right but but if i can get a lower entry point then i'll risk missing a little upside from here.

The market overall is choppy and i continue to witness small gains followed by fall backs even on good news so i'm wary of holding anything that's showing signs of meeting resistance levels.

Woody

[exbroker] 18/8/2014 09:53

I am Exbroker because I can afford to be! I spend my days making money for me not a bunch of talentless clients paying 3bps and moaning.
Ali check out my other posts, I dont ramp there are enough other people on these boards doing that, I stick to facts. When I say I have spoken to the management it means I spent 90 minutes with them on a one to one basis not some conference call. I still have a lot of contacts in the small cap world.

[battlebus2] 16/8/2014 11:21

Pay no attention Exbroker. Ali you need to move on it was your decision to sell out, you must have heard the warning, shares may go down as well as up and i suspect all of us have been in that position too many times and have learnt not to invest more than we can afford. As i've told you sometimes it pays to wait as all the co's w'ere invested in have a future imv.

I don't want to get into a spat with you but the above post is just sour grapes
so take it on the chin and move on.

[investali] 15/8/2014 21:28

Exbroker maybe there is a reason for your name, forced retirement maybe.

Those words are not mine but the words of respected Paul Scott!

With rampers like you and battlebus and his cohorts posting every time there's a trade you think you are such ultimate investors well you are wrong I have not bought back in and 150 yes 150 will happen if like Paul Scott says they issue a profits warning in H2!

Exbroker mock all you like but I was the smart one who sold at nearer to £3 and will laugh when I buy back at nearer to 50% lower. I will follow my own path!

Ali.

[exbroker] 15/8/2014 20:12

They have been doing the rounds of the Instos so judge for your self how its been going!
Ali you bought back in yet or are you still waiting for 150 yes 150!!

[janeann] 15/8/2014 19:09

Yes - certainly a noticeable change in the last few days!

[battlebus2] 15/8/2014 14:16

Looking pretty good.

[battlebus2] 15/8/2014 09:02

Buyers prepared to pay 238 and why not :))

[battlebus2] 14/8/2014 09:41

Very wise words.

[exbroker] 14/8/2014 09:39

I have spoken to the management and things are going fine, the HPP side will continue to grow and there is so much potential in the pipeline with MUcell that it could easily transform the company.This is my biggest holding by far, I am not a seller and would be a buyer for the longer term if they got as low as 200p.
They failed to index this year by one days trading, I would be surprised if that happened this year.The longer you own these the more you will make.

[battlebus2] 12/8/2014 16:50

Great to see a blue day here :))
Broker investec happy to reiterate their buy recommendation with the £3 target.

[battlebus2] 12/8/2014 13:52

Ali with respect to P Scott I don't see these going anywhere near 150. I haven't read his column but I don't expect profit warnings though nothing's impossible in this game. Your becoming a bore telling us about your great timing, there's no glory in telling me i told you so. As far as I'm aware we are up so far today and it's my opinion this company is in fine shape. It's maybe aswell your not investing anymore as our styles of investing seem to be totally different. No point in commenting on a share you've sold.

[investali] 12/8/2014 10:25

Soo glad I sold out just under three pounds!!!!
BBUS how do they look healthy with the pound getting stronger??
You maybe should sell up as Paul Scott says a profit warning is coming with the H2 and he's a buyer at 150!! yes 150!! a full 50% off my selling price.

Ali.

[battlebus2] 12/8/2014 08:38

Morning janeann, yes it is disappointing but the future does look good and if you take away the currency difficulties the picture looks very healthy imv.
Any buying will turn these blue i hope :))

[janeann] 12/8/2014 08:35

well in the current market I'm not surprised although a little disappointed. Just a matter of time, or that's what I keep telling myself!

[battlebus2] 12/8/2014 08:23

Surprised to see these down a tad.