Zotefoams Share Discussion Threads

[geraldus] 21/3/2023 14:50

Yes,DS said it could be nine months but more likely twelve from today.I would hope they would have partners in the frame by then.

[doc martens] 21/3/2023 14:44

Hi Geraldus. I read somewhere else that they think ReZorce could be another 12 months away as its not a finished product yet and still needs work. Was this mentioned at all in the presentation? Hopefully I'll get the chance to listen later.

[geraldus] 21/3/2023 14:38

Excellent presentation,well worth a listen.ReZorce in here for free and the potential that large I think they could eventually float it with partners.

[hatfullofsky] 21/3/2023 10:42

@Clock - I'm over on SAL too, go check out their update EV < GBP1m, £5.5m revenue, increasing cash and reducing debt.

@All - apologies for the blatant ramp but it really does look tremendous value, I hold

[shieldbug] 21/3/2023 09:59

I'm afraid the market has changed. I added this morning on a much better PE ratio than we have seen in recent years.

[hybrasil] 21/3/2023 08:37

This market is impossible.
Great set of results

[geraldus] 21/3/2023 08:22

I will put that forward,no probs.Have a couple myself.

[edwardt] 21/3/2023 08:19

I can not attend - can someone ask what is the target on ROCE? the rise to 10% is ok but this company should have one nearer 15% imo. thanks in advance...

[geraldus] 21/3/2023 08:15

Lots of twitchy backsides in this market.Look forward to a good meet this pm.

[edwardt] 21/3/2023 08:09

the share price reaction!

[hatfullofsky] 21/3/2023 08:00

Fantastic results here and a significantly stronger H2.

Revenue growth, margin improvements, significant profit growth and debt reduction plus a world beating product moving into commercial trials.

What's not to like

[edwardt] 21/3/2023 07:57

Sorry - my mistake. Advisers appointed to find a partner deal.

[geraldus] 21/3/2023 07:52

Highly commendable set of numbers. ReZorce must be experiencing some kind of issues but they are committed.The search for a packaging partner to bankroll it is on.I would hope they would be queuing up.

[bookbroker] 21/3/2023 07:42

What exactly do you mean by the above, that they have appointed advisors to seek out a strategic partner to develop ReZorce - !

[edwardt] 21/3/2023 07:37

Appointed advisers too for sale in 23... market should like that

[clocktower] 21/3/2023 07:28

Outstanding performance and a huge reduction in debt- well done to the BOD.

Prospects outstanding, it can on get better judging from the forward statements.

[edwardt] 20/3/2023 16:18

all i know is aviation sector is read hot - so they should have a good order book there at least.

as to rezorce lets hope for something concrete but i will not be holding my breathe.

[bookbroker] 20/3/2023 14:52

It is all about 2023, and the way things are it will be about the forward statement. At least the company is well capitalized!

[geraldus] 20/3/2023 14:27

Eyes down for tomorrow.Maybe lift the lid on ReZorce at long last.

[clocktower] 02/3/2023 13:30

Strong rebound today, which is good to see.

[bookbroker] 28/2/2023 16:33

Only shadow on horizon that flagged was Boeing reporting slowdown in orders.

[redartbmud] 28/2/2023 11:24

book

I agree.
The NIKE story always dominates. It has been, and continues to be, good business for Ztf and I regard it as a cash cow.
If the business is going to develop it needs to expand the footprint into new markets and with new products, based on the technology.
The company is doing its' best, but the pathway is long and uphill.

red

[bookbroker] 28/2/2023 11:00

That might be this country, US market still colossal along with China. Should not affect ZTF unduly, more interested in ReZource.

[clocktower] 28/2/2023 08:58

Sales of trainers slowing down it is reported, so will this impact ZTF - will there be a drop in demand from the major client.