Treatt Share Discussion Threads

[az4hr] 23/10/2017 20:36

wtf will this eva stop its relentless march to 0p

[truffle] 04/8/2017 10:33

At or around previous highs again which is good to see.
There should be a year end trading update at the end of next month which will make interesting reading.

[goku100] 03/7/2017 14:59

Should I dip my toes into this? Missed out on a buy at 380p, is this dip just because of John Lee?

Other than that, I like the profile of this company so I don't see why not but just being a little cautious incase of further shorts.

[panic investor] 03/7/2017 13:00

a lot of people will follow him onto the next investment.

[srichardson8] 03/7/2017 12:32

Well spotted just read the article (FT Money Sat 1st July). He sold 8% of his holding at 488p on June 5th and of course Schroders have been selling as well. Their position is considerably larger than Lord Lee's. The really big volume spikes came in late May and June 16th (2m shares)and we are probably seeing a broker who took that latter trade unwinding and some pi sales after the FT article. I still think they might be on the runway to an issue but at this level, and even after last year's big gains, I reckon the market will be comfortable with the forward valuation now. Or anyway, I am...

[valustar1] 03/7/2017 11:10

Not surprised he has a significant holding. Must had made his portfolio unbalanced

[mctmct] 03/7/2017 10:55

John Lee sold some, says the FT.

[srichardson8] 29/6/2017 12:45

a wild guess might be the whiff of an equity issue. They are estimating spending $11-14mn in the states starting this year and also have to finance the new facility in Bury St Edmunds over the next two years.

[dgbell7] 29/6/2017 11:34

Treeshake?

[texas_caddy] 29/6/2017 10:53

What's going on today? See no news for the drop.

[truffle] 12/6/2017 10:38

Page 20, focus on small-cap chemicals. Zotefoams and Hardide are the other two companies mentioned.
General conclusion? Well, it says some analysts see the company as a 'potential takeover target' but I hesitate to mention that

[panic investor] 12/6/2017 10:12

is there a link or general conclusion you can post?

[truffle] 12/6/2017 10:06

Decent write up and summary of the business in the FT Weekend.

[soundbuy] 06/6/2017 07:57

I monitor through



Mkt Cap yes but there are certain criteria on liquidity (explained on LSE site), time since IPO, mkt listing eg Full, aim etc

[truffle] 05/6/2017 16:10

What are the qualifying hurdles for the FTSE Smallcap?
Is it simply based on the market cap. of the company?

[soundbuy] 05/6/2017 15:01

FTSE reshuffle effect?? Move to Small Cap?

Loading up prior to inclusion 19th June?

Hmmm.......

[panic investor] 05/6/2017 14:52

you were saying !

[topvest] 15/5/2017 21:34

a nicely timed top-slice though!

[topvest] 15/5/2017 21:34

Certainly try to be, but definitely not that successful!

[hybrasil] 15/5/2017 11:50

Topvest
You are in all the best shares!!

[topvest] 15/5/2017 08:12

Interesting interview. I've sold a few this morning given its a 10-bagger and now only on a 1% yield. Will try not to sell any more this tax year. Held this for 9 years so far. Its a really nice company. Its my second disposal so far, but still have 50% of my original albeit small holding.

Western Selection made a monumental error of judgement selling their big stake 10 years ago just because they couldn't get a director on the Board. Underlines their somewhat flawed strategy.

[soundbuy] 12/5/2017 14:40

Small Cap Index inclusion .....with liquidity as it is.....could be fun

MGP likely candidate too.......same liquidity issues....

All-Share Trackers will be adding in due course.....

Worth bearing in mind I'd have thought......

[fanboy1] 12/5/2017 12:43

20% as a strategy seems arbitrary to me as well Panic. Have I seen you in BUR? I suspect we have similar screening criteria for value if so!

[nobilis] 12/5/2017 11:21

MGP and TET both into smallc ap index in June