Accrol Share Discussion Threads

[simon gordon] 20/10/2021 07:46

Zeus - 20/10/21:

Downgrade to EPS forecasts of 37.4% and 18.3% in FY22E and FY23E.

[this_is_me] 20/10/2021 07:32

The sign of a well run company is coping with adverse circumstances. The company is doing well helped, no doubt, by the fact that everyone needs toilet paper.

[zipstuck] 20/10/2021 06:37

Energy costs likely to be a drag on paper mills

[stevesham] 30/9/2021 18:07

arbus5000

Spot on!

Hence my interest, if Accrol do actually build/open a mill to produce paper rather than work with large parent reels, the potential is huge, but the execution needs to be without issue, sticking to budget and being able to produce the right quality

Will see how things develop, before committing, I did invest at the IPO and had several early dividends, but got out when things changed

[arbus5000] 30/9/2021 16:54

No wonder they are looking to be based near the north east coast.
Acroll only converts paper so is a hostage to input Costs.

[stevesham] 30/9/2021 15:10

Metsa are a huge company and own forests that produce the pulp to make the paper/parent reels to start with, so are a major player in the professional market.

Their mills in Finland are amazing

So what is a signifcant investment in the UK is clearly a part of their plan and the ROI will have been identified.

It is getting a crowded market I agree, and not forgetting the Bamboo products gaining traction.

I am looking forward to when Accrol get their mill up and running as I am looking to re-invest here, but as with any new part to a business there will also be significant costs I need identifying first

DYOR

[arbus5000] 30/9/2021 12:50

Thanks. With the LTC acquisition quite clearly acroll was in a valuable position re low cost toilet paper in the UK. This has obviously been identified and capitalised upon by the foreign competition. How well the new entrants fare, especially with regards to high start up factory costs is entirely up to them.

[stevesham] 30/9/2021 12:10

Just for information, more competition for Accrol from a major player



Any thoughts?

[masurenguy] 22/9/2021 09:40

Sold out here @51p in August. Surprised at the fall since then - may reinest if this goes any lower.

[arbus5000] 16/9/2021 10:35

It's to flush out the weak hands !

[sam 4224] 16/9/2021 10:13

Anyone know the reason for the fall today ?

[arbus5000] 02/9/2021 12:55

Ive said this before, but there's good money in toilet paper.

[this_is_me] 02/9/2021 12:31

Still going up with no sign of a pullback.

[ptolemy] 26/8/2021 10:28

I see Accrol is tipped in Shares Magazine.

[this_is_me] 26/8/2021 08:30

The share price continues to drift steadily upwards.

[haroldthegreat] 08/8/2021 12:18

Before getting too enthusiastic about panda look at comments on line re blocking pipes .
Of course there might be other causes for the blockage but I remember years ago reading about the problem with another brand .
As a prospective shareholder here i decided to try their product before buying the shares ,having avoided buying own brands before ,after my clinical trial i decided to change and although the share price dropped it has been compensated by the savings on andrex . After evil tipped these shares i purchased more
However.his tip on France to win the Euro was rubbish ! I only put £5 on it !

[stevesham] 28/7/2021 14:38

Link below to interview with Cheeky Panda



Just for information really as I still think Accrol are going places particularly with the new mill, but need to keep an eye on what is happening to their market

[stevesham] 28/7/2021 14:31

The future of tissue possibly and a competitor for Accrol maybe



The above may not work, but can register for free




Fastest growing plant on the planet quite a success story and IPO soon, will I hold both Accrol and this when it lists?

[simon gordon] 25/7/2021 16:28

Good to see in the recent Zeus note that the paper mill will be self funded and operational FY 2024. Looks like it's full steam ahead with internally generated organic growth.

"The paper mill development has also continued apace, with a full update expected once plans progress. However, Accrol intends to build a machine that will be a UK leader in efficiency, quality and carbon neutrality. No additional funding is expected to be required from shareholders to deliver this investment."

Zeus - 14/7/21

[masurenguy] 23/7/2021 16:30

Good to see some significant insider share buys. Should also silence the two resident trolls for awhile !

[stevieweebie2] 23/7/2021 16:23

yes
I just topped up on the back of it.

[mfhmfh] 23/7/2021 16:14

Chairman purchase

[ygor705] 22/7/2021 18:31

Very chunky sales late yesterday and today.

[ygor705] 22/7/2021 18:30

Consensus brokers consensus for normalised eps is 4.43p to 30 April 2022 and 5.16p for following year. That's against 0.17p to 30 Apr 2021. Stockopedia figures.