Xaar Share Discussion Threads

[napoleon 14th] 10/10/2023 09:05

All depends on the new aqueous head's success. These have only just hit the market.

They've reorganised well, reorganised their R&D efforts to target that market, cutting that spending and kept a stable financial control so there's no risk of fundraise; just wait and see what the sales come to.
That said, I bought a chunk at c.80p & reduced by a third in May '22 to get my money back - now on a free ride.

In view of the experience of the board in this sector, I'm optimistic about the prospects, tho' we've yet to have firm data/proof os success.

[amt] 21/9/2023 13:46

Results seem to get worse each time despite all the promises

[ayl30] 19/9/2023 06:49

Rns today sounds positive at least. All to play for in next 6 months

[volsung] 07/9/2023 13:55

Bought a few more
This is due a wee rise

[tratante] 23/8/2023 13:56

Norges Bank taken a 3% stake - no previous holding.

[hibberts] 23/8/2023 07:30

New partnership.

[northwards] 03/8/2023 06:56

Reassuring update; and potential for upgrades heading forwards.

[scarboro] 01/8/2023 07:42

Who bought and why it not shown up on volume data

[darrin1471] 01/8/2023 07:28

Schroders notified on Friday after the close that they had reduced by 3% to 24.9%. They may sell more in higher volumes at the next trading update.
Schroders also surprised by reducing in another one of my shares in the last fortnight where they had been adding only a few months earlier

[northwards] 21/7/2023 20:26

Reckon next week now.

[eeza] 16/7/2023 08:00

14 July last year.

[northwards] 16/7/2023 07:53

Should be due a trading update very soon.

[napoleon 14th] 15/7/2023 16:14

P/E is very high & its' future depends on how well their new products gain traction.
IMO they're on the right track. Sold some recently at a pretty profit
as share price requires hard proof of delivery, but kept the majority.

[farmergeorge] 05/7/2023 14:59

Is the P/E currently not 84?

[bigbigdave] 05/7/2023 08:54

Xaar PLC

05 July 2023

5 July 2023

Xaar plc

Commercial partnership with Quantica

Xaar plc ("Xaar" or "the Group"), the leading inkjet printing technology group, and Quantica GmbH ("Quantica"), the multi-material 3D printing firm, have signed an exclusive commercial partnership to manufacture Quantica's NovoJet printheads, enabling ultra high viscosity printing for 2D and 3D printing applications. This partnership combines Xaar's expertise in inkjet printhead manufacturing with Quantica's ultra high viscosity printhead technology.

Manufacturing will take place at Xaar's high-tech facility in Huntingdon, with both companies expecting the initial NovoJet printheads to be shipping in Quantica's first 3D printers from the end of 2023.

The agreement also gives Xaar commercial access to Quantica's IP in the jetting of highly viscous materials at up to 400cP at jetting temperature. This will complement Xaar's existing printheads and ImagineX technology portfolio which already enable jetting up to 100cP - far beyond other printheads available today.

Xaar will now offer the widest capability in printing high-performance materials to its OEM customers, meeting the opportunities for advanced manufacturing applications across electronics, display, industrial coating, adhesive and life-science sectors.

Founded in 2018 in Berlin, Quantica has dedicated its research and development efforts to both the novel NovoJet printhead technology and advanced multi-material 3D printers. By partnering with Xaar, a leader in inkjet printhead manufacturing, Quantica will further focus on the development of its 3D printing systems for applications in dental, medical, electronics, R&D, and more.

Graham Tweedale, Xaar's Chief Operation Officer, said:

"As we continue to accelerate our strategy the combination of our existing ImagineX technologies with the capability offered by Quantica's IP will ensure Xaar offers the widest range of solutions in jetting highly viscous materials."

Ramon Borrell, Chief Technology Officer for Quantica, said :

"Xaar is widely recognised for the quality of its printheads, and this agreement enables us to focus on delivering the roadmap of innovative NovoJet 3D printers for high performance multi-material parts with full confidence the printheads will deliver for our customers and partners."

[volsung] 02/5/2023 10:22

Time for me to top up on these

[northwards] 24/4/2023 07:58

Bought a few this am. Not showing yet.

[simmsc] 20/4/2023 10:39

opinions appear to be really split on this stock. possibly as it has some growth elements in there and it also has some recovery elements to it - which make it a bit of a hybrid stock. I share napoleons view that this will go ballistic at some stage as this will very much be a needed technology for those who want to stay in the game. Once their competitors integrate (or switch back to) Xaar's print technology, the others will have to switch. Purely just from a lead time prospective alone (let alone all the other benefits that come with it - cost, quality, efficiency, ESG credentials, etc). Sit tight and hold, possibly also buy on dips at these lower prices (if you dont have a full position in it yet).

[napoleon 14th] 10/4/2023 11:12

"SCSW like them - 30p eps anticipated in 2025"

Didn't say a broker...

[aishah] 08/4/2023 22:33

Which broker is forecasting 30p? Got a link?

[napoleon 14th] 08/4/2023 21:00

This share is primed to go balistic IMO. I bought in H3'20, now up 140%.

SCSW like them - 30p eps anticipated in 2025 = P/E of 6.66666.
If 30p eps, a P/E of 20 = 600p.

"Small Caps Live Weekly" were far more stingy. I usually enjoy their "acid test"
analysis but IMO they got this one wrong.
They say "The EPS consensus of 3.02p does look achievable given the acquisitions, but this is a forward P/E of 60 and a PEG of over 2. This is still below 2021 EPS tho, so should this really be on a growth rating? Something like 10x forward earnings, or around 30p, would seem to be fair value here, given the very patchy track record."
but nowt about successful reorg. & sales prospects.
I bought on a 5 year view... Should easially double from here.

[gargoyle2] 28/3/2023 12:47

Worth a watch -- especially the commentary around Aquinox:

www.youtube.com/watch?v=wAGm7UHOZ0M

[dhurms] 28/3/2023 10:38

There is lots of growth to come. The latest product powered by our ImagineX platform, our aqueous printhead, Aquinox, was launched in November 2022. This is a significant and tremendously exciting product for the Group and enables us to compete in new sectors, such as Packaging and Textiles, with a product that we believe will deliver superior performance to any currently on the market. We have received positive feedback from customers, evidenced by high engagement and good sales of development kits.