Treatt Share Discussion Threads

[edwardt] 11/4/2024 07:23

givaudan reported well too today

[edwardt] 10/4/2024 15:31

apparently trades at 50% discount to peers and would appear to be back on track to be growing faster than them. i know it is smaller than them and is uk listed but go figure as the yanks would say.

[barnes4] 10/4/2024 14:44

Yep agreed

[edwardt] 10/4/2024 13:58

only thing holding gains!

[phillis] 10/4/2024 11:45

Idiot filtered

[barnes4] 10/4/2024 11:39

USA cpi in a bit

Just increased my short 👍

[barnes4] 10/4/2024 11:07

Well done on your £4:42 purchase essential

Looks a nice spike 😊

[essentialinvestor] 10/4/2024 10:28

Congrats to those who added at the open, I hesitated at the opening offer price.

[pireric] 10/4/2024 09:17

Edward - that would be 12.5x P/E on a 100% profit to FCF conversion, which seems miles out?

Eric

[cestnous] 10/4/2024 08:33

Bet Barney’s short is causing him grief. He’s lucky it’s only fantasy cos if it was real he’d be heading for the dole office.

[edwardt] 10/4/2024 08:23

consensus necxt year's numbers are at that level. obviously a bit lower now given the rise.

[viscount1] 10/4/2024 08:11

Some rapid short covering now pushing the price up.

[pireric] 10/4/2024 08:09

It's definitely not on any sort of sustainable 8% FCF yield, that's for sure. Where is that from?

Eric

[barnes4] 10/4/2024 08:05

This baby???

[loofyloofy] 10/4/2024 08:04

Doomsayers go home…..this baby flies a lot higher in the comng months

[edwardt] 10/4/2024 07:55

jeez some big trades going through. on 1.6 times sales and a circa 8% fcf yield . i think this could motor for the next six months or so.

[essentialinvestor] 10/4/2024 07:20

* It's a fantasy short.

[barnes4] 10/4/2024 07:20

Thanks ed only a small top up

[edwardt] 10/4/2024 07:19

barnes4 - i would be careful with that- shorting is dangerous.

[barnes4] 10/4/2024 07:18

I thought it was a discussion forum

All about opinions my mistake sorry

[partridge1948] 10/4/2024 07:18

Statement reads well enough to me,with March best ever month for revenues. No profit warning a relief and great opportunity ahead for new CEO in June.

[justiceforthemany] 10/4/2024 07:15

Who gives a toss?

[barnes4] 10/4/2024 07:09

Give it 5 mins

Just increased my modest short