Treatt Share Discussion Threads

[cfro] 14/1/2022 18:00

A balanced view from Richard Beddard of II:




I never realised that there was a boardroom coup back in 2012 where the Chairman Tim Jones nearly lost his job when a number of shareholders voted against his re-appointment at the AGM in dislike of his new focus on growth.

[red5] 07/1/2022 14:22

should i buy in now or do i wait?

[topvest] 03/1/2022 12:30

I have top-sliced my holding again, as I did this time last year. 25 bagger for me. It's a great company, but its priced in. I normally reduce shares where the yield is below 1%.

[robow] 27/12/2021 14:01

thanks Philanderer for spotting that

[philanderer] 27/12/2021 00:27

MIDAS SHARE TIPS 2021 WINNERS AND LOSERS


Treatt

Healthy eating was considered faddish a few years ago. Now more and more people are jumping on the bandwagon and companies are too, as sugar is associated with conditions from diabetes to heart disease. Treatt is a major beneficiary of this trend.

Initially recommended by Midas in 2014 at £1.59, we looked again at the company in January when the price was £7.50. The stock has since risen to £12.15, a more than 60 per cent rise this year alone.

Treatt uses ingredients such as lemon extract, ginger and watermelon to make fragrances and flavourings for food and drink, from snack bars to iced tea.

Chief executive Daemmon Reeve unveiled a 41 per cent jump in profits to £20.9million for the year to 30 September and a chunky, 25 per cent increase in the dividend to 7.5p, testament to his confidence about the future.

Midas verdict: Treatt is like the gift that keeps on giving. Investors have already made a more than sevenfold return on this stock but, at £12.10, the price should continue to rise. Stick with it.

[anley] 06/12/2021 14:28

....all this means that the market is waking up to the excellent results this company produced last week.

[cfro] 06/12/2021 14:16

Looks like Blackrock most likely took some of them.

[philanderer] 06/12/2021 13:28

That sale by the retiring CFO seems to have cleared the overhang.

[philanderer] 04/12/2021 20:00

Tomps, many thanks for the video link.

[topvest] 04/12/2021 17:21

Great results, great company.

[tomps2] 01/12/2021 08:10

Treatt (TET) full year 2021 results presentation to analysts

CEO, Daemmon Reeve and CFO, Richard Hope present the full year 2021 results to analysts, for the period ending 30th September 2021.

Watch the video here:

Or listen to the podcast here:

[philanderer] 01/12/2021 00:24

Investors Chronicle:

Treatt approaches end of high capex phase

Secular trends are working in the group's favour.

The order book is heading in the right direction and though Peel Hunt’s adjusted EPS forecast gives a somewhat frothy forward multiple of 40 times, we think it is justified given an accelerated push into the vast US and Chinese markets.

Long-term buy.


full article:

[vprt] 30/11/2021 12:02

Yes, I might well be wrong about the menu, but I expect a warm reception given that it is his largest holding - so well done to both of these gents who deserve their treats

[cfro] 30/11/2021 11:57

I always thought It was a piece of fruit-cake with his tea that Lord Lee allowed but maybe it will be biscuits too with these superb results Lol!

Intend to go through the presentation later, thanks for highlighting certain pages.

[vprt] 30/11/2021 09:57

I highly recommend the presentation document which is on the website - the illustrations help appreciate the dynamics of this business. Thanks to management for sharing this right away with all shareholders.

The obvious (astounding) pages 8 and 9 are nice and the 25% divi growth will secure DR biscuits with his tea with Lord Lee with good margin of safety.

The most interesting pages are 12, 14, 15 and 24 - which let us appreciate the quality of this growing business with rapidly improving product mix (sustainable margin expansion), very loyal customers (yes, recurring revenues) and both cost improvements and operating leverage still to come from a new plant with room to triple - and explicit targets for higher margins and ROCE... Roll this dynamic forward a few years, and whoops the 25% ROCE target on an expanded capital base is in the bag.

Given the fresh confidence expressed with "Strong revenue growth expected to continue", this is one to hang on to.

[edwardt] 30/11/2021 09:02

lets hope analysts smell the coffee and mark up their forward numbers.

[cfro] 30/11/2021 07:32

Revenue up 14%, PBT up 42.8%, adjusted basic eps up 37.2%, dividend up 32.2% are just some of the terrific numbers.(In the financial highlights, apart from revenue +14%, there isn't a single number below +25% - that is some feat!)

To say the company continues to go from strength to strength is perhaps an understatement.

[philanderer] 26/11/2021 14:46

Results next tuesday.

[philanderer] 19/11/2021 17:41

Taken down today by that big sale... 66,500 @ 1215p

[jockthescot75] 18/11/2021 08:05

A great company ;)

[hasbara troll] 17/11/2021 22:45

What's behind this violent move?

[call-logger] 17/11/2021 12:14

a company established in China according to local law and wholly owned by one or more foreign investors.

ffs

[edwardt] 17/11/2021 08:57

what's a wofe?

[philanderer] 13/11/2021 23:44

Weekly Roundup: Treatt expands footprint in China


Treatt, a global natural extracts and ingredients manufacturer, has transitioned its China operation from a representative office to a WOFE, a company established in China according to local law and wholly owned by one or more foreign investors.

This development means Treatt can conduct business, hire local employees and generate revenue in Chinese yuan renminbi (CNY) currency without using a subsidiary company in China.


foodingredientsfirst.com