Zotefoams Share Discussion Threads

[shanklin] 15/3/2018 15:04

Blimey, shame I sold about a 1/3 of my holding after the results.

[3rd eye] 15/3/2018 15:01

ZTF Zotefoams, shooting up this afternoon.

[rivaldo] 15/3/2018 15:00

Nice surge. Highest price paid so far is 546p just now via an AT (likely an institutional) trade.

[luckymouse] 15/3/2018 13:55

I make target just over 6 quid

[petewy] 14/3/2018 22:14

had its price target raised by analysts at Canaccord Genuity from GBX 5.50 to 5.70

[douglas fir] 13/3/2018 22:02

hxxps://www.directorstalkinterviews.com/interview-zotefoams-plc-strong-global-growth-drivers-adds-positive-outlook/412747272

Home » Interviews » INTERVIEW: Zotefoams Plc Strong global growth drivers adds to positive outlook
Zotefoams
INTERVIEW: Zotefoams Plc Strong global growth drivers adds to positive outlook

Posted by: giles.arbor 13th March 2018

Zotefoams Plc (LON:ZTF) CEO David Stirling talks to DirectorsTalk about its positive prelim trading results for the year ended 31st Dec 2017. David explains what has driven the growth, why the increasing of capacity both in the UK and US, performance in international markets, expectations and the outlook for the rest of the year and beyond.

[rivaldo] 13/3/2018 13:26

Arden have issued a new Buy note this morning.

Results were ahead of consensus. Revenues were "ahead of expectations in each division", and they anticipate "good consensus upgrades in the near-term and longer-term upside as growth opportunities are crystallised".

They've increased EPS forecasts by 6%, and "there is material upside risk of 15-20% to 2019 EPS" based on expansion plans and HPP demand. with "multi-year upside in the Zotefoams story".

[3rd eye] 13/3/2018 12:14

From the M Fool........



Improving outlook

The company in question is cellular material technology specialist Zotefoams (LSE: ZTF). It reported a record 2017 financial year for sales and profits. Revenue increased by 22% to £70.15m, experiencing strong growth across its business. This helped to push reported profit, before tax and exceptional items, to an all-time high of £8.81m. This is an increase of 22% and shows that the company’s strategy appears to be sound.

During the period, Zotefoams was able to complete its major US capacity expansion investment that’s now producing high-quality foam. The company is also investing in capacity expansion as it prepares for future growth. And while the macroeconomic environment remains uncertain, near-term growth potential remains high.

Looking ahead to its performance in the current year, the stock is expected to record a rise in earnings of 8%. This is expected to be followed by growth of 24% next year. This puts the company on a price-to-earnings growth (PEG) ratio of just 0.9, which suggests that it offers excellent value at the present time. As such, now could be a good time to buy it for the long term.

[dubai123] 13/3/2018 08:37

The increased 45% capacity expansion is massive and this management team have great visibility on future growth. Record revenues!!!! I just hope no one takes them out with so much growth clearly to come !!!!!!!

[woodcutter] 13/3/2018 08:14

one of my largest holdings - great results and much more in the tank

[soundbuy] 13/3/2018 07:30

Excellent read, ahead.

[rivaldo] 13/3/2018 07:25

Great results, ahead of N+1 Singer's expectations:



- sales are £70m+, well ahead of forecast £68m
- adjusted PBT is £8.81m, well ahead of forecast £8.6m
- EPS and dividend just ahead/bang on expectations
- good start to 2018:

"The year has started positively, with first quarter order volumes 8% higher than 2017 and an increased proportion of higher-value HPP sales."

Congrats to management.

[dozey3] 12/3/2018 12:23

If it’s a leaky ship, and most companies are, recent price movements suggest it will go down.

[ali47fish] 12/3/2018 10:19

has anyone good insight as to what the update tomorrow might say? given the previous announcement saying ahead then is it likely to go up?

[valuehustle] 11/3/2018 00:25

Douglas fir - out of curiosity, Twin Peaks fan? Everyone else Sorry for ot!

[douglas fir] 10/3/2018 09:20

Company Events

Final Result

13/03/2018 Zotefoams PLC (ZTF)

[rivaldo] 09/3/2018 07:06

RNS - BlackRock have increased their stake to 10.32%, or 44.4m shares:

[ali47fish] 07/3/2018 22:32

not added yet and hope very much if i add just before the update that i get my reward

[ali47fish] 07/3/2018 22:32

not added yet and hope very much if i add just before the update that i get my reward

[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 !!!