Zotefoams Share Discussion Threads

[clocktower] 24/2/2021 07:07

I hope you enjoyed the presentation yesterday shieldbug. I am really only expecting the real benefits to shine through in 2022, as clearly it is going to take time to get the Polish factory fully up to speed and running at the very least on double shifts. It was interesting to learn that this factory is initially only really concentrating on black foams. As they scale up and expand this site the cost base will effectively become lower,as it was clear to see in the video that there was still a fair amount of space in the factory to allow for new machines etc. Let alone all the surrounding site that could be built upon. A gem if you have the patience to sit and hold and buy more on any dips,which we might see with results due to the big investment made in 2020. Hopefully thought the share price will hold up due to future prospects.

[shieldbug] 23/2/2021 15:29

Thanks clocktower. Agreed, lots to like here.

[clocktower] 23/2/2021 11:29

"The plant will initially produce foams in Zotefoams' AZOTE(R) polyolefin foams range" shieldbug - there are a wide range of uses for the Azote range of foams, ranging from soft foam used in the leisure, medical, and even domestic electrical (white goods)to more resilient foams that are used in footwear and even boat fenders. There are a huge range of products that use this foam - gym mats, construction. An endless and growing list. This is a gem of a stock for those that are happy to take a long view imo.

[shieldbug] 23/2/2021 11:04

Yes, looking forward to watching that. Timing of the new factory opening looks very good. Will be interested to know what EU industries it will be serving.

[clocktower] 23/2/2021 09:10

The new factory should resolve many of the problems that the company may have with exporting certain foams to the EU at the moment. I look forward to the virtual tour of the Polish factor today.

[shieldbug] 20/2/2021 17:56

"Footwear sales grew in excess of 65%, with strong momentum from new products and projects in the second half, and now represent approximately 25% of Group revenue" - that is quite some statement from the trading update.

[dubai123] 15/2/2021 09:45

Not sure if you saw this RNS Number : 9751OZotefoams PLC15 February 2021Zotefoams plc("Zotefoams")Polish factory virtual tour and investor Q&AZotefoams, a world leader in cellular materials technology, is pleased to announce that David Stirling, Group CEO and Gary McGrath, Group CFO will host a virtual tour of the Polish factory, where production has commenced, and an investor Q&A session on the Investor Meet Company platform on 23 February 2021 at 2:00pm GMT.The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am GMT the day before the meeting or at any time during the live presentation. Investors can sign up to Investor Meet Company for free and add to meet Zotefoams plc via:https://www.investormeetcompany.com/zotefoams-plc/register-investorInvestors who already follow Zotefoams plc on the Investor Meet Company platform will automatically be invited.

[ali47fish] 08/2/2021 11:05

why is this one back down?

[clocktower] 03/2/2021 15:28

If only the aero side would kick in again, it would add so much and clear some of those overhanging stocks. Still Poland coming on stream this month.

[edwardt] 27/1/2021 15:50

can you excuse the pun but how COOL is that.

[dubai123] 27/1/2021 14:40

https://www.biosciencetoday.co.uk/zotefoams-zotek-f-foam-chosen-by-insulfab-for-safe-and-effective-delivery-of-covid-19-vaccine/Well worth a read. This company is so undervalued

[edwardt] 26/1/2021 19:47

You only have to extrapolate growth rates with Nike to be bullish. I guess the end of Ppe had to be mirrored with a pick up in aerospace to get the share price motoring.. could happen..

[garth] 21/1/2021 10:15

We know that the PPE contract was lower margin but allowed otherwise under-employed plant to be leveraged. The update points to minimal PPE work in the year ahead. I wonder whether that is due to current stocks being more than adequate or because ZTF already have work for those lines? Horribly overwhelmed hospitals, new variants, lockdown probably extending into March-April - seems a little strange that only minimal PPE will be needed. G.

[dubai123] 21/1/2021 08:39

Brilliant very reassuring to see that despite pandemic the company is performing so well

[garth] 21/1/2021 08:06

Good work. Increasing revenue YOY - even at the inevitable and well forecast loss of some margin - is a fantastic credit to the whole company. G.

[babbler] 21/1/2021 07:51

Today. And very nice indeed

[geraldus] 12/1/2021 17:27

Should be the 21st of January for the year end update.Dates on the Financial Calendar are indicative.

[ali47fish] 12/1/2021 16:44

geraldus any approximate date for the update please!

[dubai123] 12/1/2021 16:11

https://news.nike.com/news/nike-react-infinity-run-2-nike-zoomx-invincible-run-official-images-and-release-date

[geraldus] 08/1/2021 15:15

Must be due an update soon.Interested in the potential of ReZorce.Packaging companies doing well of late and if their solution is as good as they say it could provide a decent source of extra revenue.Their technology being environmentally friendly could provide further interest also.

[ali47fish] 23/12/2020 18:01

this is never stopping drifting down -soon in the red- cant'believe it

[edwardt] 21/12/2020 15:34

nike results were awesome if that has a positive readacross here...

[my retirement fund] 15/12/2020 12:41

Managed to buy for 3.79. Don't believe everything you see!

[clocktower] 15/12/2020 09:59

It is still undervalued and the requirements for foam products do not just fade away even in COVID times. The one sector that they will struggle with is the Airline industry but they have positioned themselves well to cope with this problem. Not many better places to be invested at these levels imo.