Treatt Share Discussion Threads

[partridge1948] 18/3/2021 14:53

Quite happy to see a contrary view if presented sensibly and mahammer is entitled to his opinion. Treatt have take a lot on with the new factory, but have already shown that they can manage such a project with similar but smaller expansion in the USA.The demand for their products, coupled with growth prospects once the new facility is up and running, encourage me to stick with it whatever the next year or two may bring - mahammer might be right in the short term (although I hope not) but I have held since 2003 and long term I believe TET will continue to be an excellent performer. Always dyor.

[anley] 18/3/2021 14:40

It is best if everyone FILTERS him.........

Since he started the shares have gone up from around 920 to 1012p.

[mahammer] 18/3/2021 14:24

Ah the fear ( of dissent) is strong in this board.

[srichardson8] 18/3/2021 10:45

Your opinion is worthless to an investor. Bye bye

[mahammer] 17/3/2021 10:38

Oh dear sweetie , I didn't know you owned this board and that it was only for people who agree with you.
If you don't want to read other views then don't go on a discussion board.
Your rant only convinces me that you are anxious about the share price as no doubt are others. This also does not bode well for the stability of the share price
In the end the results will give the verdict on the share price
In my opinion the good news is already in the share price
My opinions are no more or less unsubstantiated than anyone else's.
TTFN

[srichardson8] 16/3/2021 19:57

I am sure many investors will have read the FT article last weekend? It induced me to add again to my holding. I love it when idiots pontificate on a subject about which they know nothing. I try at least to read everything I can that is written by people who understand subjects better than me. Arrogance is the short route to poverty.

[anley] 16/3/2021 10:31

Sometimes TRUFFLE it is useful to have someone who tries to deramp etc. In this case the person in question is not a shareholder and they never back-up their base case and in the background they is a buyer such as Blackrock or people like me who are trying to add to their holding over the long term.

Hard Seltzers are going down a bomb in the USA - not sure about the UK BUT this is just another tool in the Treatt toolbox...............

May 11 we will have their results and an update as to the new faxtory and expanging sales................

[truffle] 16/3/2021 10:20

Best to take your deramping, unsubstantiated statements elsewhere as they are not welcome here.

[mahammer] 16/3/2021 09:39

The hype about " hard seltzers" is overdone. Weve already had them in the UK ..remember alcopops?
And what happened to them ?
Targeted at the young ...then the inevitable backlash ..regulation imposed by the government. No doubt that history will repeat itself and the market growth will be short lived.

[edwardt] 16/3/2021 06:50

Not so fast. Hard seltzers are 'growing like a weed' in the US. What goes there comes here.

[mahammer] 10/3/2021 09:57

Big drop this morning ..the start of a major sell off and rerating of this overpriced stock.

[luderitz] 04/3/2021 21:53

What sort of divi do they pay please.

[ayl30] 25/2/2021 17:43

Tipped in IC this week

[mahammer] 25/2/2021 13:05

Time to exit imho.
How many times have I seen companies making huge investmebts in new plant and buildings having serious problems with production which takes years to sort out.The positive news is all in the share price already, so any even slight hiccup will cause the share price to fall off a cliff.
DYOR.

[anley] 23/2/2021 16:56

Blackrock still adding to holding by taking loose stock off the market.

[edwardt] 16/2/2021 11:28

read the heineken results and you realise beer companies are seriously worried about had seltzers. they are scrambling to get their own products to market. got to be great news for treatt..

[edwardt] 12/2/2021 18:55

To be fair if he has 20 bagged i doth my cap to him .

[anley] 11/2/2021 18:38

Cut losses BUT run your profits....TOPVEST

This is a growth company and take-over target for the equivalent US company.

[jockthescot75] 10/2/2021 18:46

Wow - can't believe we've punched through £10. (well actually I can as it's a first class company, but still impressive nonetheless!)

[anley] 09/2/2021 13:03

Blackrock have topped up....................

[ayl30] 09/2/2021 12:56

Tickling up

[ayl30] 08/2/2021 16:22

Vortex, you just nicely summed up what I find attractive here. My holding is showing a nice profit and I look forward to more

[edwardt] 08/2/2021 15:39

quite a line of stock gone through!

[srichardson8] 01/2/2021 09:54

I completely agree and thanks for the pointer to the Q & A. The link is

[vprt] 31/1/2021 19:51

The AGM results including shareholder Q&A have been posted on the Treatt website.

Of particular interest to me are the details around the medium term ROCE target of 20-25%; this reflects a clear improvement of profitability and overall economics and capital efficiency when the move to new UK production facility is fully complete (and costs and capital of the old sites are gone). As I see management as highly credible, this target (almost an informal multi-year profits outlook) helps me get comfortable with the current valuation and reinforces my long term time horizon on this stake.

This is a high quality business that is getting better and better. Looking only at the short term PE is a mistake here. The ROCE target was set in November, but the 22 January TU shows the multiple margin improvement levers and how the business is progressing really well on many of these.