Zotefoams Share Discussion Threads

[dubai123] 20/9/2022 15:32

Think the company has excellent visibility from Nike on footwear sales and expansion into new products and don't see that as a problem at all. Think they are embedded very nicely at Nike . The share price is undervalued on any calculation

[clocktower] 16/9/2022 08:47

If Nike sales take a hit in the USA ,so will ZTF I expect - hence the poor performance of the stock of late. Currently such dependence rests with this major customer is the worry.

So roll on ReZorce sales.

[geraldus] 19/8/2022 15:54

Very interesting,and they are just one big hitter.David Sterling said just one percent of the carton market is worth about 100 million and surprising to me was that the pouch market is worth a bit more. Gla and a good weekend.

[dubai123] 19/8/2022 12:58

If you have any doubt about the potential for ReZorce take a look at assessment from INTERTEK a FT-SE 100 company..... it's posted on their LinkedIn page ........text below With commercial-scale trials using our ReZorce® recyclable mono-material barrier packaging for beverage carton applications coming soon, we commissioned a Life Cycle Assessment (LCA) of the latest material – and the results are impressive!The assessment, carried out by Intertek benchmarked ReZorce against traditional multi-material liquid packaging board (LPB) cartons, with both used as primary packaging for apple juice. The impact of both cartons was measured over 19 categories, including Global Warming Potential (GWP), energy consumption, water consumption and various measures of toxicity.We're delighted to report that the ReZorce carton had a lower impact in all 19 measured categories, and in the key GWP category, it demonstrated a reduction of 55% compared to the LPB carton.Download a copy of our LCA report from our website: https://zote.info/32DP6qE

[geraldus] 11/8/2022 17:02

Good to see a re-rating, a long way back yet just on existing prospects.ReZorce can be fitted on industry standard formfill machinery and can be printed on as normal.I would hope it is price comparitive or cheaper.

[clocktower] 11/8/2022 16:09

The situation as I see with Rezorce, is that there might not only be competition from the present suppliers on price but could be other factors like conversion of existing machinery to handle the product, so it could well be a drawn out process edwardt but there are plenty of other growth areas, as you and i have mentioned, i.e the aviation sector recovery etc.

Hopefully we will hot £4 before we see any serious profit taking.

[edwardt] 11/8/2022 15:15

i am pretty patient but it strikes me as a drawn out process. the decision to partner up is clearly the right approach. i guess the really good news was the resumption of the aviation sector. i also liked his answer to my question on demand destruction from hiking prices by 22%.

[clocktower] 11/8/2022 15:06

Not before time, as it still has some way to go to fully recover, which it should do on the results and positive outlook.

[deadly] 11/8/2022 14:53

Up 12% so far today; market's suddenly decided it likes the results?

[shieldbug] 10/8/2022 13:07

EdwardT - Depends how you define "ages". They did mention getting a partner to develop Rezorce. It really depends on the size of that partner and the time it takes to validate the product.

[edwardt] 09/8/2022 16:02

thoughts from those who attended? strikes me it will be ages to get some £ from rezorce!

[clocktower] 09/8/2022 12:40

DO not miss the presentation at 13.30 today.

[clocktower] 09/8/2022 11:06

You could not ask for a better statement. It is good to hear the Aviation sales are increasing again, as I seem to recall they had large stocks to clear - so that should be a big bonus going forward, plus as you mention geraldus ReZorce has huge potential.

£3.5/£4 before to long hopefully now the market has the numbers and positive outlook statement.

[geraldus] 09/8/2022 07:17

Highly commendable results considering the macro-economic situation.ReZorce partners,hopefully with cash to come next then it gets really interesting.Gla.

[hybrasil] 29/7/2022 09:38

Went to see them about 10 years ago

Impressive solid organisation. Quite asset rich.

I bought about £50k worth about 6 years ago. At one stage my money had doubled. But now in loss. Will hold and may even buy more

[clocktower] 26/7/2022 07:28

Oversold imo but until we see the figures the market sentiment rules.

[edwardt] 21/7/2022 14:57

well done. braver than me = i am starting to think it is not quality. hope i am proved wrong!

[geraldus] 19/7/2022 21:02

Had a few more today.Can't beat quality.

[shieldbug] 07/7/2022 19:03

ZTF's Total non-current liabilities for the past 6 financial years...
2021 - £22.8m
2020 - £29.5m
2019 - £30m
2018 - £13.6m
2017 - £10.7m
2016 - £8m

May 2018 they raised £20m at 530p/share. At the same time they announced "New £57.5 million secured debt facility (plus a £25 million accordion feature) (the "Facility") agreed on attractive terms, to replace existing debt facilities of approximately £35 million" Used primarily to build factory in Poland, now in operation.

[ali47fish] 07/7/2022 13:44

what do oyu mean geared up?

[essentialinvestor] 07/7/2022 12:41

They significantly geared up the balance sheet.

[ali47fish] 07/7/2022 12:38

edwart - why please

[edwardt] 07/7/2022 12:02

for me - this should be nearing a takeover candidate.

[geraldus] 01/7/2022 16:26

David Sterling as per yesterday's RNS.

[ali47fish] 01/7/2022 13:30

who specifically please- hope not a secret