Zotefoams Share Discussion Threads

[edwardt] 27/9/2021 14:57

do we even know if these shoes are in fact ones wiht ztf foam in them? i am not sure they are.

[geraldus] 23/9/2021 13:42

I concur.It's ticking.ReZorce could be a winner further out but others are on the case plus it may require some cash.

[clocktower] 14/9/2021 16:28

This is not good news for ZTF as they supply so much of the foam used in Nike shoes. Plus this was of of the highlighted profitable areas. I cannot see ZTF not taking a hit. So I expect a drop well below £4 soon but a great longer term investment imo. So if it hits £3.75 a great time to add imo. DYOR Https://www.chargedretail.co.uk/2021/09/14/nike-to-lose-160-million-pairs-of-shoes-after-factory-closure-in-vietnam/

[deadly] 03/9/2021 20:41

Nice dip at the end today allowed me to get a few k more at 425. This has great prospects.

[wanttowin] 31/8/2021 14:06

I've added a few on this dip, it seems an opportunity considering the recent positive update.

[edwardt] 16/8/2021 17:31

The bit that the new carton product could be bigger than the whole of zotefoams existing business got my attention...

[clocktower] 11/8/2021 14:54

Top notch company and the regular informative presentations with the Q&A give investors every chance to become well informed. This will just keep giving slowly but surely imo.

[deadly] 10/8/2021 09:22

Good results today: -- Profit before tax (PBT) increased 49% to GBP4.0m (HY 2020: GBP2.7m). FX headwinds impacted PBT by GBP1.2m, with constant currency PBT increasing 93% to GBP5.2m -- Strong cash and profit performance reduced the period-end leverage ratio to 1.9x (net debt: EBITDA), down from 2.1x at year-end and retaining significant covenant headroom -- Interim dividend of 2.10p per share declared (HY 2020: 2.03p per share), reflecting strong growth and positive outlook

[edwardt] 25/6/2021 14:54

totally agree. the US gorilla stock is up 14% stateside and this operationally leveraged play on that uk side does not move an inch. go figure as the yanks would say.

[dubai123] 25/6/2021 08:03

If this isn't great news for Zotefoams I don't know what is. Nike's revenue in the three months to May 31, rose by 96% to USD12.3 billion when compared to the prior year, and was up by 21% when compared to the company's financial fourth quarter of 2019. Footwear segment reported an 89% year-over-year jump in revenue!!

[clocktower] 14/6/2021 09:08

Hopefully this will break through the £5 mark before long and form a new base.

[clocktower] 27/5/2021 15:56

The potential is still huge as soon as the Air Industry starts investing in more aircraft again. I was surprised a the price per sq mtr of some of the products for this industry - £3,000.00 a cubic mtr and nice margins as well.

[exbroker] 27/5/2021 12:24

Thanks janeann. Reports of my demise have been much exaggerated.......

[dubai123] 27/5/2021 11:06

Think this is very interesting. Airbus setting aggressive targets for ramping up production..ZTF ready for take off???

[shieldbug] 27/5/2021 10:22

Thanks exbroker. I will give this some serious thought. Its hard to understand these dynamics from the outside.

[janeann] 27/5/2021 10:13

Seems to me someone is accumulation these. Should have bought more yesterday after the meeting - all tvery positive. Good to see you're still here exbroker.

[clocktower] 26/5/2021 14:11

This jump upwards is long overdue imo.

[exbroker] 26/5/2021 13:48

Shieldbug You make an interesting point regarding researching companies. A few years ago, commissions used to be bundled ie they covered trading and research and got notionally allocated in house by the broker to the various departments. Then we had Miffid which split these into separate rolls. Institutions were much more reluctant to pay for what in most cases was average research. Trading commissions fell and small companies became unprofitable to cover unless you got a retainer as broker. This has led to a few independent research houses that cover small companies, Equity development, and Hardman to name but two. Corporate brokers always have house stocks as a buy or add, if they say hold that means SELL. The size of the company relative to the size of the fund is also an important consideration. If you have a £500m fund, then you would want a £5m minimum holding to make it worth while the trouble of researching. This has the upside for those Private Investors who are prepared to do their own research of there being more overlooked good small companies on sensible long-term ratings.

[condom2] 26/5/2021 12:49

You make an excellent point ! Sadly the world of investment works a little differently !

[shieldbug] 26/5/2021 12:42

Perhaps good companies don't need brokers? Are institutional investors so lacking in skills that they cannot find good companies themselves? Honest question.

[condom2] 26/5/2021 12:20

Corporate brokers try to promote the company and encourage institutions to invest in the companies to which they are brokers the company pays them a fee.

[shieldbug] 26/5/2021 11:52

What do brokers do? Should I be paying attention to brokers. I mostly read RNS, company reports and listen to presentations like today's?

[condom2] 26/5/2021 11:24

Forget? Possibly time to appoint someone who is prepared to do the job properly ?

[dubai123] 26/5/2021 09:20

Don't forgot the company are presenting today on investormeetcompany.com . This looks a great update

[condom2] 26/5/2021 09:06

Sadly the broker to this company is redundant or sleeping