Synthomer Share Discussion Threads

[jeffcranbounre] 16/1/2015 19:32

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[richardbroughton] 14/1/2015 10:29

POO should help bottom line here unless hedged.

[richardbroughton] 18/11/2014 11:05

looks like a good appointment, usually makes me nervous when CEO resigns, e.g. King at Saino's, they have the inside track but this looks OK.

[123ct] 28/10/2014 09:23

Thanks, I have given up on Hargreaves Lansdown,

[royaloak] 28/10/2014 08:42

Very easy to buy or sell through IG Level 2 either sets or rsp.

[123ct] 28/10/2014 08:20

If anyone on this site has managed to put through a purchase this morning can they let me know which site you are using as I cannot get a price, thanks

[qs99] 22/10/2014 19:48

Great continued move north IMO...and still 5% yield looking forward....DYOR but with the massive director buying, I'm in for the ride....

[mrminister] 22/10/2014 08:27

wild swings on the spread today .....going out to 8% at times

added 5k more today @ 213 .....nice

big bias to the buy side today and yesterday

dow chemicals just out with a good quarter ....should be a fair indicator what to see here next

rns just out : Synthomer plc today announces that it has acquired the remaining 50% of Eka Synthomer owned by Akzo Nobel, its joint venture partner since 2011, for a total consideration of Euro 5 million.

[mrminister] 17/10/2014 12:17

yes they seem to be every 3 months .....may and aug so next will be nov

another rns just out ....director buys again ...261,000 this time ...want's them urgently this feller ....he's been the largest holder even in the yule catto days years ago .....don't know what his intentions are, probly see's good value presently and feels a bit greedy

[bigbertie] 17/10/2014 12:10

mrminister - didn't we have the interims in August?

I see Dato Lee now owns nearly 20% of the company - could he take it private?

[mrminister] 17/10/2014 10:30

i'm back in today after years away ......i keep seeing all these use once latex gloves going in the bins on the t.v ....hospitals, airports, military ....i would think there use has gone up 5 fold with ebola & who has 80% of the latex market sown up ?

chart looks right to buy

currency head winds easing last few months

raw materials must be down

big director buys last week

profitable co

divi @ 3p

what's not to like .....interim's next month so be very interesting

10k @ 202 for me

[qs99] 17/10/2014 08:15

yes indeed, have bought in on the back of this as it is very very material IMO and bounce is reminding city of value here IMO...

[123ct] 16/10/2014 15:22

there is some significant director buying going on here, looks like nearly £1M worth in the last few days from the same non exec director

[bigbertie] 04/10/2014 09:53

ex-div next week.....then I fear further weakness possible. Just my guess - no advice intended.

[bigbertie] 23/9/2014 07:51

good question. This year's profits look like missing forecast. They had forecast pre-tax profit "broadly in line with 2013" assuming better nitrile demand & margins in 2H but I don't think this is happening. They brought extra capacity into operation in 2013 but demand has not risen. Stronger Sterling and possible further write down of the £350m of intangibles would make the reported numbers look a bit sad too.
My guess is the price will continue weak for some time, during which they will try to exploit new (emerging?) markets and trim costs. But there is a dividend of about 3% in the meantime (hopefully) and a recovery to come.....all IMHO, no advice intended. Good luck.

[deadly] 22/9/2014 11:11

So where to from here?

[essential] 14/8/2014 11:13

Bought this morning. Broke through strong resistance at 225p. Chart has lots of relative strength. Looking for a move up to 200 dma as a first stop

[essential] 11/8/2014 20:33

Today's price action could be very significant. Major reversal on high volume?? Seriously considering getting involved

[richardbroughton] 11/7/2014 09:59

Had these a while, from 160. Sold some at 2.80 to use last years CGT allowance, obviously should have sold more but hey? Bought back this a.m. at 208, target 230, think oversold but been wrong before!

[bigbertie] 11/7/2014 08:49

Actually it reads almost word for word the same as the statement on 1 May. The main difference is that it puts some numbers on it. There is really little change except that the adverse currency impact is now expected to be £1m worse than they thought.
Profit before tax in 2013 was £59m reported and £90m underlying. The difference is mainly amortisation of intangibles which will presumably be similar in 2014 as there is still a pile of intangibles in the balance sheet. So if they make the same as 2013 it's not too bad. The problem is that they assume a firming of nitrile latex demand and margins in the second half.....will it happen?

All in all I think I could dip back in now.....but no advice intended. Good luck

[luckymouse] 11/7/2014 08:31

Agreed - they are trying to sell it as in line but the word *Broadly* stinks

Given that boards can spend days arguing over the wording to give the best gloss possible - if that's the best they could come up with it could easily be interpreted as a warn - IMHO avoid

52w low is 189 - I wouldnt be surprised if that gets tested

ATB LM

[slogsweep] 11/7/2014 07:17

profits warning. Broadly in-line with this year sounds like 60m rather than 90m forecast which is 1/3 down just about the fall in share price from 292 in April. They have just built a factory in Asia i recall which is where they are having problems with competition. I don't see currency problem as all bad as they might be able to switch more production to Asia for sale in UK and US. I wait a little longer till the dust settles now the news is out.

[bigbertie] 09/7/2014 09:16

the plunge continues - my graph still looks horrible - I don't think it's finished yet. no advice intended.

edit (10th July) now down 25% since 4 April. Getting hard to resist going back in!

[bigbertie] 24/6/2014 09:57

PKA3 - JPM said underweight at the start of April but shares have fallen over 15% since then and yesterday a company related to JPM raised their holding to over 5% (see RNS on 23rd). On 18 June JPM re-iterated underweight with a target of 232p so maybe they are reconsidering now that the shares have just about reached the target.........I'm thinking of buying but still waiting as the graph looks horrible. Good luck