Treatt Share Discussion Threads

[marcela9] 11/5/2022 11:13

👍👍

[denbos] 11/5/2022 11:02

I've been topping up in tranches each time it dropped, I bought more. Now patience is a virtue.

[marcela9] 11/5/2022 10:49

The share price fall makes no sense at all to those who are in the industry! Fill her boots!

[cfro] 11/5/2022 10:34

This is what they said about Coffee:

The Group's investment in premium natural coffee extracts has been driven by strong demand from existing and new customers for high quality extracts which deliver the authentic flavour and aroma of freshly brewed coffee. Whilst revenue from this category was not material in the Period, we now have contracts and orders placed totalling almost GBP2m.

[edwardt] 11/5/2022 10:21

time to smell the coffee. i think that will be transformative. i have topped up this morning.

[edwardt] 11/5/2022 07:59

advfn clearly have a technical issue on rns feed at minute. all over the shop.

[cfro] 11/5/2022 07:50

The results were out at 7.00am yesterday on the dot. (I think advfn were just late in registering them here).

[sandmarr] 11/5/2022 06:49

Always leaves a bad taste (pardon the pun) when not so favourable results are announced at 8:41

[tomps2] 11/5/2022 06:45

Treatt (TET) Half Year results presentation - May 2022

Treatt CEO Daemmon Reeve and CFO Richard Hope present interim results for the 6 months ended 31st March 2022.

Watch the video here: www.piworld.co.uk/company-videos/treatt-tet-half-year-results-presentation-may-2022/

Or listen to the podcast here: piworld.podbean.com/e/treatt-tet-half-year-results-presentation-may-2022/

[ihatemms] 10/5/2022 16:18

Unfortunately this is on a huge P/E ratio compared to most companies in the market at the moment. 50% fall from peak feasible - perhaps to circa 6.50

[denbos] 10/5/2022 15:16

There is nothing saying sell! so this is a great time to buy.

[denbos] 10/5/2022 14:00

It appears that the fragrance is more like a bad smell!!

[edwardt] 10/5/2022 13:56

guidance in line with consensus. suspect the bots selling on gross margin weakness but not thinking about h2 weight here. i have added.

[c3479z] 10/5/2022 12:43

a relative minnow in the flavours and fragrances field, could therefore attract a bid from one of the giants were it to fall too far...

[coolen] 10/5/2022 12:08

Anything from the analysts' call to explain the drop ?

[marcela9] 10/5/2022 11:03

Topped up big time - happy to buy under 10 squids

[red5] 10/5/2022 10:57

neither me bought bought some more

[niklol] 10/5/2022 09:08

I agree and want to buy more, but it would be nice to buy at bottom.
I never seem to manage that!

[cfro] 10/5/2022 08:59

Doesnt matter what the market thinks it is what i think that matters and this is a great opportunity to add to my long term holding at these levels.

The management team are confident they will hit full year consensus targets and i have confidence in them plus if anyone who questions that is actually bothered to read todays report thoroughly then they too will takeaway confidence also (ie plenty of new contract wins, record order books, strong growth to come through etc.)

[niklol] 10/5/2022 08:55

How low can it go?

[red5] 10/5/2022 08:48

still heading down will watch carefully now when to go in.

[red5] 10/5/2022 08:24

opportunity for me to buy lots of recipes are being re-jigged for foods so only see treat going up from here

[redwing1] 10/5/2022 08:22

The market doesn't seem to be quite so 'very pleased'. A lot of heavy lifting to do in H2 to get to £21.7m pbt from £6.3m in H1. On a p/e of 30x or more there isn't much room for error.

[cfro] 10/5/2022 06:31

I really am very, very pleased with these results.

We know that H1 last year was a one-off (and wasnt it commonsense that as the country reopened after covid that normality would return with main profits being made over the northern hemisphere summer months?). But still they managed to increase revenues..

Sensible to show a comparison to H1 2020 where growth in revenues, profits and margins can clearly be seen.

Over the moon with the 25% increase in the dividend which shows confidence in the future along with the comment on a strong end to the first half and continuation into the second half year added with the 15% revenue growth forecast for the full year.

[km18] 04/5/2022 10:03

Treatt PLC is focused on the manufacturing and supplying of ingredient solutions for the beverage, flavor, fragrance and consumer product industries across the UK, USA and China. As a result, its products are derived from natural resources to tailor-made blends and price-stable synthetics. Given the diversified funding structure and wide range of products, the firm developed multiple sources of income, resulting in a revenue hike of 9%. This was explained by the robust order book growth of 15%. Considering the organic and solid sales pipeline, P/S hiked to 5.11x and EV/EBITDA simultaneously leapt to 29.49x. Consequently, it implied that Treatt is expected to enhance operating profit and intrinsic value, illustrated by the P/B of 5.97x.