Zotefoams Share Chat (ZTF)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Zotefoams Plc	LSE:ZTF	London	Ordinary Share	GB0009896605	ORD 5P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	574.00p	556.00p	574.00p	-	-	-	0	06:30:09

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Chemicals	70.1	7.5	13.7	41.9	254.94

Zotefoams Share Discussion Threads

Showing 1326 to 1347 of 1350 messages

Chat Pages: 54 53 52 51 50 49 48 47 46 45 44 43 Older

Date	Subject	Author	Discuss
17/5/2018 17:30	Nice one .... upgrades to come!!!!	dubai123	Read Full Thread Reply
17/5/2018 15:04	Thanks for that Exbroker.	geraldus	Read Full Thread Reply
17/5/2018 12:45	Yes, ex broker (1245) but that’s for small takeovers or deals where speed/opportunity is of the essence and is no licence to favour one holder over another. You clearly have an insider’s point of view to which you are entitltled, but it does not make black - or even light grey - white.	dozey3	Read Full Thread Reply
17/5/2018 10:37	Stock trading back towards highs	dubai123	Read Full Thread Reply
16/5/2018 17:55	Well said ex broker	dubai123	Read Full Thread Reply
16/5/2018 16:36	The recent fund raising was heavily over - subscribed. My reps only got a very small percentage of what they applied for. Outlook seems v positive I would suggest.	emeraldzebra	Read Full Thread Reply
16/5/2018 14:24	Dozey3 Insiders feeding from the trough??? The company get authority every year at the AGM to issue up to 9.99% of the issues share capital without pre-emption rights, if you looked at the accounts you would know this! You can always vote against or as some on here have today either sell or buy in the market. This is one of the best run and least leaky companies I know, the price fell last week as the buyers were made inside on Thursday, so any buy order had to be cancelled and it did not take much volume of small selling for the price to fall.	exbroker	Read Full Thread Reply
16/5/2018 13:59	I personally don't understand Rivaldo's reasoning that the PER of more than 30 makes it a sell. If you look at the quality companies ABC HLMA TUNE ZTF and many more, they are all on a per of more than 30. And why the company was a "buy the dip" yesterday, and sell today because of placing. It's dilution but it's an investment for growth.	modform	Read Full Thread Reply
16/5/2018 13:28	Agreed BB Stronger hold on news and developments IMO.........	soundbuy	Read Full Thread Reply
16/5/2018 13:27	Exbroker, of course a placing is cheaper for insiders feeding from the trough, but not for the loyal small holders whose pockets are picked. How it can be legal goodness knows, but if it costs the company fractionally more to be fair to all then so be it - just do what’s right.	dozey3	Read Full Thread Reply
16/5/2018 13:18	I’m struggling to see why Woody and Riv are so negoon the placing, I don’t understand how it’s a sell now when the company has taken major steps for growth. If we just stood still it’s would still be a hold 🤔. This is what a PLC should be doing and not standing still. I welcome this decision with open arms and look forward to a great future here. Well done management 👏	battlebus2	Read Full Thread Reply
16/5/2018 12:44	well I struggle to comprehend what that means exbroker - apart from I am not eligible - but I added 5ks worth at 5.40 first thing this am - so I think the outlook is good.	janeann	Read Full Thread Reply
16/5/2018 12:17	Woody The lead time for the sort of capx they are doing in Poland is 2 years, you don’t buy pressure vessels the size and standard they need at B&Q! To all those on the board who wished they had been asked to patriciate in the placing see this notice which was part of the statement. I discussed a rights issue not a placing but given the relative small size of the amount a placing is much quicker and cheaper to do. MEMBERS OF THE PUBLIC ARE NOT ELIGIBLE TO TAKE PART IN THE PLACING. THIS ANNOUNCEMENT (INCLUDING THE APPIX) AND THE TERMS AND CONDITIONS SET OUT HEREIN (TOGETHER, THIS "ANNOUNCEMENT") IS DIRECTED ONLY AT PERSONS WHOSE ORDINARY ACTIVITIES INVOLVE THEM IN ACQUIRING, HOLDING, MANAGING AND DISPOSING OF INVESTMENTS (AS PRINCIPAL OR AGENT) FOR THE PURPOSES OF THEIR BUSINESS AND WHO HAVE PROFESSIONAL EXPERIENCE IN MATTERS RELATING TO INVESTMENTS AND ARE: (1) IF IN A MEMBER STATE OF THE EUROPEAN ECONOMIC AREA ("EEA"), QUALIFIED INVESTORS AS DEFINED IN ARTICLE 2(1)(e) OF DIRECTIVE 2003/71/EC AS AMED, INCLUDING BY THE 2010 PROSPECTUS DIRECTIVE AMING DIRECTIVE (DIRECTIVE 2010/73/EC) AND TO THE EXTENT IMPLEMENTED IN THE RELEVANT MEMBER STATE (THE "PROSPECTUS DIRECTIVE"); (2) IF IN THE UNITED KINGDOM, QUALIFIED INVESTORS WHO (A) FALL WITHIN ARTICLE 19(5) OF THE FINANCIAL SERVICES AND MARKETS ACT 2000 (FINANCIAL PROMOTION) ORDER 2005, AS AMED (THE "ORDER") (INVESTMENT PROFESSIONALS) OR (B) FALL WITHIN ARTICLE 49(2)(a) TO (d) (HIGH NET WORTH COMPANIES, UNINCORPORATED ASSOCIATIONS, ETC.) OF THE ORDER (ALL SUCH PERSONS TOGETHER BEING REFERRED TO AS "RELEVANT PERSONS").	exbroker	Read Full Thread Reply
16/5/2018 11:31	I'm out but will look to come back in when the new factory starts up next year.	petewy	Read Full Thread Reply
16/5/2018 10:21	You guys are forgetting that that the company has visibility on forward orders to the point of what was announced yesterday.This is a well run and very conservative board so this move is massive !!!MuCell has yet to deliver contribution but has seen sensible investment. The market take up by the brands should accelerate	dubai123	Read Full Thread Reply
16/5/2018 08:42	One other point of note is the timing of this capacity increase. We are toward the latter stages of this market cycle, the yield curve is now getting closer and closer to flattening indeed it won't be long before it begins to invert. This has historically been a precursor to market downturn and recession. At this juncture the new capacity may well be coming on-line when the market has turned or in the beginnings of a recessionary period. you can never time the market accurately but there's more likely to be a move down at some point in the near future. wc	woodcutter	Read Full Thread Reply
16/5/2018 08:41	rivaldo I guess investing in the future has worked fairly well for Amazon	shanklin	Read Full Thread Reply
16/5/2018 08:37	I sold this morning. I can understand the reasoning for the fundraising, and the placing price is good, especially given where the share price has been only recently. But ZTF were already on a very, very high multiple, and this is will make it even worse. ZTF themselves say that the placing will be earnings-dilutive for the next two years. So whilst ZTF are a top-quality company, and I suspect the share price will hold reasonably well (in stable markets anyway), how much upside is there now from here for the foreseeable future? Maybe 10%-15% at most I'd have thought unless trading is exceptional. N+1 Singer are reviewing their forecasts for the dilution - I'd expect ZTF will now be on a P/E of more than 30. I've doubled my money in just over a year, so it's been an unexpectedly good run. ZTF are a good company, so I may have to buy back in and bite my tongue at some point! It'll certainly remain on the watchlist.	rivaldo	Read Full Thread Reply
16/5/2018 08:34	Directors participation ..... demand led placing......let's no forget unique world class technologyUK plastics Pact which is endorsed by the brand holders has to also be an incredible opportunity for MuCell which removes c15% plastic content at source.So many opportunities in so many areas . How much more could we wantI'm a buyer	dubai123	Read Full Thread Reply
16/5/2018 08:18	kaz I don't disagree with much of what you say and so far at the open everything looks okay. nonetheless often at these placings the insiders who are on board have the opportunity to short the stock prior to the placing (it's not uncommon) and retain the short for sometime after as a hedge against other investor selling which pushes the price below the placing price. I've witnessed that many times over the years. On the subject of the expansion. It's been clear for a couple of years that their products are in demand and they've made great improvements both in the UK and US but again in the US this has been two stage. Maybe I'm being unfair in my criticism but they appear to me to be being reactive to the market rather than proactive. This new polish capacity should have been in the planning two years ago and coming on-line now to meet the current demand. What if customers look elsewhere to fill the gap? You've got to tempt them back then. On the positive side the stock is tightly held and quite illiquid so the likelihood of any shorting in to the placing is limited to say the least. And they are so niche their products aren't easily reproduced so maybe that'll help considerably. as noted it will be accumulate on any weakness. woody	woodcutter	Read Full Thread Reply
16/5/2018 07:28	Excellent, away at 530p, mildly dilutive........	soundbuy	Read Full Thread Reply
15/5/2018 20:54	You can by for just a tad over in the market. The better the price the lass dilution.	battlebus2	Read Full Thread Reply

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