Essentra Share Discussion Threads

[philanderer] 29/7/2021 11:47

Results tomorrow

[philanderer] 20/7/2021 10:52

Still just about clinging to 280p support ;-)

[philanderer] 16/7/2021 11:03

Morning EI. Jefferies must know something we don't know ;-) JEFFERIES RAISES ESSENTRA PRICE TARGET TO 410 (390) PENCE - 'BUY'

[essentialinvestor] 15/7/2021 16:28

Phil, the statement read well to me, however if a large PLC refinances some debt I would expect some comment on the rate of interest. Thought a few years back ESNT may become a mini Diploma Plc, I was wrong.

[philanderer] 15/7/2021 00:39

EI, I'm not too sure what's brought about a 15% fall in just two weeks. The trading update was no disaster.

[essentialinvestor] 14/7/2021 21:46

Hi Phil, stopped out of my trade at 2.89. This last happened to me with Pennon which is now approx 30% higher than my sell price!.

[philanderer] 14/7/2021 16:57

Not too sure where we go after this. Chart says 236p from last november.

[philanderer] 09/7/2021 00:00

Evening EI, not given on the RNS. 280p next support.

[essentialinvestor] 08/7/2021 16:02

What coupons were the new debt issuances at, how does this compare to the coupon on the debt they will retire. Unless I've misread the statement that information is not given.

[philanderer] 07/7/2021 14:43

Testing that 290p again.

[philanderer] 07/7/2021 12:25

Muted response to what seems a good trading update.

[philanderer] 05/7/2021 10:36

Holding 290p

[philanderer] 02/7/2021 15:33

Testing 290p this afternoon , then 280p if it doesn't hold.

[philanderer] 02/7/2021 11:01

Half Year Results due 30th July .

[philanderer] 02/7/2021 10:40

Morning EI, My third lowest value holding, just above MKS and VOD. Dog of the day again in my lot this morning. Low volume though.

[essentialinvestor] 01/7/2021 17:35

Can be on the volatile side. Certainly not one to bet the farm on.

[philanderer] 01/7/2021 17:26

Afternoon EI. I can't work this one out. I like the business model and it's well diversified. Management seem to say and do the right things. I haven't seen any broker coverage since last september. And the shares have dropped 10% in the last couple of weeks. I'm baffled. Chart support looks to be 290p then 280p

[essentialinvestor] 01/7/2021 17:21

Hi Phil, bought back in, small amount before today's close. Re the RNS, looks like an efficiency measure. If they have space which is no longer required why pay unnecessary overheads - many businesses are doing likewise. Obvs I may be wrong!!.

[philanderer] 01/7/2021 17:12

Something not right here. And this has not gone down well today.. Following the decision to work more flexibly, the Company has moved its head office to a shared office space in Milton Keynes. From 2 August 2021, the Company's registered office will move to an existing Essentra site in Oxfordshire

[philanderer] 28/6/2021 12:16

Essentra Packaging Invests in Heavyweight Champion POLAR CuttingSystem 300 HTTPS://whattheythink.com/news/106592-essentra-packaging-invests-heavyweight-champion-polar-cuttingsystem-300/

[philanderer] 20/5/2021 10:35

Reasonable update interesting.. "....we have recently launched three proprietary Eco-Filter products(2) , which are intended to meet the EU's Single Use Plastics Directive initiatives for plastic-free and biodegradable products. In addition, the division has also actively been helping customers with developing and commercialising other sustainable products into market. Although it is still early stages, we are pleased to confirm that we are partnering with a large customer who is going to trial these products in Europe in Q3 2021. In addition, there are plans to launch Eco-Filters with another MNC customer in early 2022. The China JV remains on track to commence production towards the end of Q2 2021."

[philanderer] 14/5/2021 21:47

May get a trading update next thursday with the AGM

[philanderer] 14/5/2021 14:12

Afternoon EI, that's a very nice buy :-) 'Essentra increases use of post-consumer recycled plastics in LDPE-manufactured components' HTTP://www.dpaonthenet.net/article/185057/Essentra-increases-use-of-post-consumer-recycled-plastics-in-LDPE-manufactured-components.aspx

[essentialinvestor] 13/5/2021 11:39

Possible early stage emerging growth story here?.

[essentialinvestor] 13/5/2021 11:38

Added 7,000.