Zotefoams Share Discussion Threads

[essentialinvestor] 15/10/2019 15:21

Well outside of a bid it depends on the next trading update?.

If and it is an IF, they warn again the high multiple provides little room
for further disappointment.

BOD not buying in any quantity.

[its the oxman] 15/10/2019 15:18

Could be interesting once it slips sub 300p. Could be some difficult newsflow to play out here.

[underhill] 15/10/2019 12:52

Not often I’d disagree with Questor, but I think this is an opportunity. Not least for the possibility of a takeover bid. I’d not welcome the loss of yet another good British company, but hey ho.

[nitbhav06] 14/10/2019 19:05

Is there money to be made by licensing the new products Zote are creating? I think this is a superb company and very cheap at these prices.

[geraldus] 14/10/2019 17:25

Brigid Kosgei,the marathon winner I should have said.

[geraldus] 14/10/2019 17:23

Yes used by elite runners.Kipchoge was wearing a bespoke shoe named Alphafly and the female marathon runner was also wearing the Vaporfly next %.

[edwardt] 14/10/2019 17:14

that is definitely zotefoams product right?

[geraldus] 12/10/2019 16:31

Sub two hours and good to see the squad kitted out with Vaporfly next.Should hear of the forthcoming product launches with Nike.

[dubai123] 12/10/2019 10:38

https://www.google.co.uk/amp/s/www.dailymail.co.uk/sport/othersports/article-7565337/amp/Eliud-Kipchoge-begins-attempt-beat-two-hour-marathon-barrier-Vienna.html

[dubai123] 12/10/2019 10:37

World record Marathon completed in under 2 hours. Guess what technology was in his trainers. https://www.google.co.uk/amp/s/www.dailymail.co.uk/sport/othersports/article-7562705/amp/Can-marathon-man-Eluid-Kipchoge-break-two-hour-barrier.html

[buywell3] 09/10/2019 17:48

If one believes that a Global Slowdown is coming and 2020 and 2021 are going to be tough

Sales of all new things are going to drop, even food.

Cheaper products will be sought and grow your own in the garden make a comeback if it gets proper bad.

Dig that lawn up and grow for Great Britain

[ali47fish] 09/10/2019 16:10

directors buying -why such a small amount?

[ali47fish] 09/10/2019 08:50

geraldus- iknow sorry-i did add a comment to say wrong thread

[geraldus] 09/10/2019 08:38

ali,do you know your comment is on the D4T4 board.

[ali47fish] 09/10/2019 08:28

questor says sell- what do others think-overall comments from other quarters are negative too

[geraldus] 09/10/2019 08:19

Early days and a non reg RNS.If it does hit the spot on the back of recycling legislation globally,just think of tetra pak and that's just cartons,but I'm getting ahead of myself.

[buywell3] 09/10/2019 08:13

Yes , but there are still costs involved, costs which might rise

Zotefoams has committed in excess of USD $1 million to install a pilot line near its MuCell Extrusion laboratories in Massachusetts to accelerate commercial scale product development by licensees.

[robow] 09/10/2019 08:12

thanks rndm for posting the cube analysis

[geraldus] 09/10/2019 08:10

I assume this will be a licensing model.

[buywell3] 09/10/2019 08:07

How much cash will they need to get the technology to commercial profitability ?

That is the question

[geraldus] 09/10/2019 07:56

Questor says sell.I last remember the previous recommendation was near £6.Two way pull today.

[geraldus] 09/10/2019 07:22

Well,there is the new MEL offering.The right product at the right time?Don't know how it compares cost wise or of any competition.Hope this finally fires up MEL.

[rndm355] 08/10/2019 10:16

ZTF's prospects analysed here:

[dubai123] 04/10/2019 16:15

Interesting despite the rating a number of new significant us institutions bought into the company based of the growth potential of HPP and Mucell. That's where the real value is.

[ed 123] 04/10/2019 13:48

Yes, they have geared up at seemingly the wrong time but also the shares were very highly rated in the market. Even after this fall (c.335p atm) and assuming 15.7p earnings this year, they are on a p/e ratio of about 21.

It sounds like management think the business will grow again when this softer demand is out of the way.

If the softness continues, then, full year eps for 2020 might see another 4p off? Market rating may then also fall. In that case the shares on a p/e ratio of say 15 might trade around 175p. This would be a bad case scenario and may not happen.

Perhaps the present price of c.335p is about right, until things become clearer?