Zotefoams Share Discussion Threads

[janeann] 07/3/2018 22:05

Thanks exbroker and others for sharing your thoughts. Very reassuring. This has become one of my buy and forget stocks - and was fortunate to fill daughters LISA a couple of weeks ago and before the rise.

[exbroker] 07/3/2018 19:49

Janeann I have not made it to the sun yet but if the share price carries on like this then there is a better chance!
As Dubai123 states ( and it could have been me saying it) the longer you hold the more you make.
In the next few years I expect continued growth and at some point one of the big players will make them an offer the can’t refuse, until then lie back and enjoy the ride.
I would not be surprised to see the price drift off after the figures they are up £2 odd in the last year. Am I a seller no.I do want to see what Mucell has been up to that all seems a bit quiet so am interested in the bits that are not doing as well as I am in the divisions that are shooting the lights out.

[dubai123] 07/3/2018 19:04

Hey I think the longer you own it the more you will make.It clear when you have unique technology with multiple applications the possibilities are endless. The management only develop applications where there is scale as they identified with Unilever and more recently NikeThis business is now on the radar and the question in my mind is when not if someone takes it overThis business has so many credible Opportunities within HPP and the brilliant thing is they cause use the same infrastructure and equipment they just replace the low margin product with the high margin productMuCell is additionally of the clock. If you could make anything plastic with less you would right. One this is seriously adopted it will flyMy biggest holding also and would never sell as any dip that gives you an opportunity to buy you will find no stock availableEx broker well done !!!

[dozey3] 06/3/2018 21:42

Perhaps with the results we may learn how the deal with Nike is panning out. My running days are over, but if it's good news then leakage might explain recent uplift. Has now replaced IQE as my largest holding.

[janeann] 06/3/2018 20:58

Havent seen exbroker for a long while; guess he is enjoying this run. Perhaps even retired to the sun. Would welcome any views on just how far you think this might go in the next few years if you are reading the thread?

[geraldus] 06/3/2018 15:17

Having a good run with results next week.Looking forward to more information hopefully on their 'portfolio of opportunties in pioneering applications'.

[dubai123] 06/3/2018 11:11

Another great day !!!Figures I think due around the 13th March . I think this stock has always been a keeper and not to trade in and out as you ultimately miss out.Zotefoams is in the best position I have seen it in since I invested over 12 years ago.Unique but most importantly PROVEN technology that is applicable across many many industries Zotefoams will go from strength to strength

[soundbuy] 06/3/2018 11:09

Buying ahead of results (a week today)

'Full year revenues expected to be ahead of current market expectations'

from last trading update......

[ali47fish] 06/3/2018 10:15

well i have decided not to add to any of my holdinga until an update is published- the share price is creeping up and i wonder whether this is because the update is imminent- what do you think about this strategy anyone and whether it is sensible- many times it worked positively especially if there is solid data to enable me to add before but also exceptions to this occcured many times

[rivaldo] 06/3/2018 09:45

Great to see these new highs, with buying now coming in at 516p.

[dubai123] 05/3/2018 22:20

Trading through £ 5.00 !!!! Well done to the excellent management team who have served us shareholders so well. Keep it going !!!!

[solooiler] 02/3/2018 10:44

Kicking myself at not buying at 320

[douglas fir] 02/3/2018 10:13

Zotefoams (ZTF)
Capacity utilisation opportunity to drive revenue | Arden Partners, 28 Feb


"Our analysis of Zotefoams’ capacity investment and historical utilisation indicates material upside to current market revenue forecasts. Asset turnover on consensus revenue forecasts implies a drop in ongoing asset efficiency, which we believe is not in keeping with recent newsflow, growth investments and the portfolio of growth opportunities the Group has...".....................

unable to post more....as I'm not a subscriber....

[battlebus2] 28/2/2018 09:57

Closing in on £5.

[geraldus] 28/2/2018 09:57

Thanks rivaldo.

[rivaldo] 28/2/2018 09:49

Arden have produced a 16 page Buy note today on ZTF.

I can't see a specific target price. They conclude "we see lots to like in the Zotefoams story and believe investors should continue to buy the stock."

[petewy] 27/2/2018 15:21

the new factory is the key for me.

[geraldus] 27/2/2018 14:00

Top tech in the world of plastic.Apparently have a target of a billion dollars revenue in USA so plenty of higher margin bucks to come.

[rivaldo] 27/2/2018 13:34

Buying coming in at 500p now.

[saints98] 23/2/2018 21:57

Canaccord initiated today with a Buy and a 550p price target

[soundbuy] 23/2/2018 15:48

Aye, liquidity works both ways :)

[battlebus2] 23/2/2018 15:35

Yes a great day Rivaldo, overhang cleared maybe

[rivaldo] 23/2/2018 15:29

Nice move today. Can't see any news in particular, so must simply be underlying demand.