Zotefoams Share Discussion Threads

[battlebus2] 07/8/2017 13:34

Yes it's holding firm so hopefully a positive sign for the upcoming results.

[ed 123] 04/8/2017 11:50

Encouraging to see the share price climbing ahead of the interims (to be released on Tuesday).

First quarter sales were up 9% yoy and new capacity should have come on line by now.

Hopeful for good numbers and outlook.

[battlebus2] 26/7/2017 18:11

Yes looking forward to them. 🤞

[rivaldo] 26/7/2017 15:51

Thanks for the reminder Ed - looking strong.

[ed 123] 26/7/2017 11:05

Yes.

Someone's buying ahead of the interims - due on 8th August.

[janeann] 26/7/2017 10:43

well nice to see there is still some life in the share price!

[battlebus2] 12/6/2017 14:42

Yes posted it on tweeter 👍

[battlebus2] 26/5/2017 17:38

Good to see you here Rivaldo, I think we all concur with your thoughts.

[rivaldo] 17/5/2017 14:45

Happy to hold also. I first bought a while ago at around 264p, but have never bothered posting as my holding was relatively small, and also the multiple was quite high so it was a "wait and see" situation.

I've come to the conclusion that this is a quality company which is therefore always going to trade at a premium rating, so there's no point in waiting for big pullbacks - and there's big potential for growth over time from MuCell and HPP, whilst the core business continues to thrive.

[ed 123] 17/5/2017 09:23

No intention of selling mine, either. :-)))

[woodcutter] 17/5/2017 09:16

Nice update, shame about delays on the autoclave.

Revenue growing nicely despite these issues. One for the bottom draw

woody

[woodcutter] 24/3/2017 12:08

Hi Exb thanks for update. I've played with ZTF over the years and with hindsight would have been better just staying the course, although you can't ignore the more significant share price moves like the drop from 360p to 250p. Anyway i figure the future looks bright, i bought back in some time ago initially around 270p and have accumulated since largely around the 240p price consolidation.Reasons..........mainly on the back of the expansion plans.

woody

[exbroker] 21/3/2017 16:58

2 buyers and 2 sellers done by different brokers, not sure how things got left.

[geraldus] 21/3/2017 16:20

Some good sized buys going through today.

[exbroker] 21/3/2017 15:33

Hi Woodcutter
I had a meeting with the company, and the mid-year dip was in Europe around the time of the Brexit vote, and was part destocking at a large German customer. They did supply via a middle man but this now direct and gives better visibility of demand. The new high pressure vessel in the US will free up about 20% capacity in the UK which will allow them to vary the product mix as different products take different times and conditions to make. The 3d moulding could be huge if they can get it working properly as it would cut down waste in the PEBA shoe sector and reduce the cost of the product to the manufacturer. Expect a second high pressure vessel in the US in the next 3 years. I am relaxed with the debt levels and they are still part hedging the currencies but given the sales patterns it’s not an exact science. Very happy long term holder, they look expensive but given the potential in so many areas are probably fair value to cheap.

[woodcutter] 20/3/2017 20:52

bb2 we're here again, joined at the hip. Only joking i know we've both been here off and on for some years. however i've quite a sizeable holding here now built over the last six months or so.

results out while i was on holiday. There's great opportunity for ZTF imv particualrly stateside with the HPP's.

To be operating at full capacity and sweating the assets I can see big upside and further growth here if they can get their capex moving and don't lose orders to any competetition. Which begs the question why have they been slow to react to market conditions?

Long term hold now and accumulate on any weakness/retracements in the sp

woody

[exbroker] 15/3/2017 12:55

Company on the road today and tomorrow presentation more bullish that the statement I am told. Buyer in the market today.

[dozey3] 15/3/2017 12:52

I agree with you, geraldus, but must admit a little disappointment progress is not greater. Ah well, get rich slowly they say.

[geraldus] 14/3/2017 20:54

Had a good run recently so might expect some profit taking.I still think this is a great story unfolding and a quality hold for me.

[battlebus2] 14/3/2017 16:16

Poor reaction to todays results....

[battlebus2] 11/3/2017 10:19

Sorry thought it was Monday....doh

[geraldus] 11/3/2017 10:00

What are you expecting Monday battlebus.I know results are out Tuesday.

[battlebus2] 11/3/2017 08:44

Looking forward to Monday.