Treatt Share Discussion Threads

[loofyloofy] 09/10/2011 16:29

Orange oil has come off from the earlier highs of april, but many other essential oils have not. Shares have fallen in sympathy with the general market, and now look v. good value on many criteria. Divi yield and cover also helps.

[wanttowin] 15/9/2011 19:44

About time we went north methinks,,mite have a small top up, been quiet here with little volume, but creeping down the last few weeks..

[napoleon 14th] 23/5/2011 12:54

Very nice. However I understand the caution regarding Orange Oil for example.
So I'd say "fairly priced" but attractive.

I don't hold.

[felix99] 23/5/2011 08:35

Yes looks steady as she goes. Nice solid stock with a decent divi to put away and avoid worrying about trials and tribulations of day to day girations of the markets

[cockneyrebel] 23/5/2011 07:31

25p eps is miles over what I expected, and a nice divi hike.

Pension deficit reduced to naff all now too.

CR

[cockneyrebel] 13/5/2011 10:59

"Forecasts are for 34p eps this year - looks like they could do 38p or better imo. Would mean a bump up of the divi too imo"

I posted that on April.

I see Investec are now forecasting 41p eps for this year now - note out last week it seems :-)

CR

[loofyloofy] 11/5/2011 09:03

Interims will be a cracker on 23 May 2011 - even though shares have bounced in anticipation they will go higher, especially in view of extremely high profits made in orange oil.

[johnv] 09/5/2011 11:38

According to digital look the eps this year to sept is 41.25p.

[cockneyrebel] 07/5/2011 11:44

Think Headlam might be tough Call_Logger

Here's a nice read for you with interims in a fortnight :-)



CR

[call-logger] 21/4/2011 18:56

Yes, very nice indeed, CR. You should pop by here more often.



Now if you could sort out Headlam for me...

Maybe a challenge too far though.

[cockneyrebel] 21/4/2011 12:56

Looking rather good call logger :-)

CR

[cockneyrebel] 15/4/2011 12:22

Going well today.

CR

[cockneyrebel] 11/4/2011 12:23

Brokers forecasting over 41p eps for this year now, and the interims aren't even out yet :-)

Big leap in eps - a corresponding divi hike would be nice :-)

CR

[cockneyrebel] 11/4/2011 11:31

Breaking out here today by the look of it.

CR

[cockneyrebel] 08/4/2011 13:51

Hi Call-Logger - yep, the looies about on ALY sadly.

L.2 has ticked up on here this am - think it has to go well higher on the results.

Like saying the full year will be significantly ahead before the interims are even out is pretty confident.

Fragrance and flavoring oils covered on Bloomberg today - prices soaring - they were going to have the worlds lagest fragrance and flavouring oil co on there today (dunno who that is, assume it isn't TET) but I missed it.



I think these will have legs on the imminent breakout imo.

CR

[cockneyrebel] 07/4/2011 11:22

Amazed punters aren't pling into this one.

Fully listed - 3%+ divi.

"Treatt PLC (the 'Group'), the manufacturer and supplier of conventional, organic and fair trade ingredients for the flavour, fragrance and cosmetic industries today issues the following trading update prior to entering the close period for its half year results for the period ended 31 March 2011, which are scheduled to be announced on 23 May 2011.
It is pleasing to announce that the positive news reported in the Interim Management Statement issued on 15 February 2011 has continued, and in some parts of the Group has accelerated. Consequently, trading for the half year has significantly exceeded expectations and with order books remaining strong, full year results are now likely to be materially higher than previously anticipated. "

So before the Interims are even out they know they will be materially ahead for the year - should mean they are very well ahead to be that confident imo.

Forecasts are for 34p eps this year - looks like they could do 38p or better imo. Would mean a bump up of the divi too imo.

Since that trading update a director has bought 6.6k.

Results are in May.

CR

[losos] 06/3/2011 22:09

Their dividend stream looks very good, they have NEVER cut the dividend and only once in 19 years have they held it (2004)the yield is about average for the FTSE Fledgling and share price chart is good, 'tho they look a tad OVERBOUGHT right now.

[shuisky] 16/2/2011 13:24

A bit of a negative RNS which is line with what others are saying about raw material costs. Some more details here...

[topvest] 06/8/2010 17:00

A very positive update again. Good news!

[topvest] 21/7/2009 20:43

Yes, nice and encouraging today. Looks like they managed the expectations down last time, but have now over-shot hence the need for an RNS. Very solid company with good dividend. Earthoil looks good long term.

[pelleeds1980] 21/7/2009 16:14

Never heard of this outfit before but had a punt after the RNS just £500 for now.

[mctmct] 21/7/2009 16:13

Yes. The interim statement proved to be true.

[pelleeds1980] 21/7/2009 10:14

Bullish statement out today