Zotefoams Share Discussion Threads

[geraldus] 15/5/2024 08:04

No live quote available on HL.We're off.

[janeann] 15/5/2024 07:34

excellent news .....

[geraldus] 15/5/2024 07:13

ReZorce news out as promised with the media launch.Refresco revealed as partner,the worlds largest independent drinks carton supplier. This is looking a lot less riskier now.

[tonytyke2] 14/5/2024 08:43

3 very large trades yesterday morning close together totalling nearly £1.8m. Mmmmm.....

[money never sleeps] 13/5/2024 04:24

It sounds as though £9m is the price for securing the required IP that will enable them to scale up production of the liquid paper board product and which may allow that technology to develop more widely into other product areas (i.e not just cartons). Though did he say polar would be the first product application?

[geraldus] 10/5/2024 09:22

Different tech,but for the same end markets.An alliance that is not costing the chinese any hard cash.I am hopeful for some new products etc,but as the CFO said,it won't be that soon.

[tonytyke2] 10/5/2024 09:11

Sounds like it's a different product made up of 2 gases rather than 1. My guess is that with Zoteforms extensive market knowledge, is that they have known customers/markets they can sell this into imo.All sounds very positive and something else it looks like it's trying to fund from existing main line cash generation.All extremely positive imo.

[geraldus] 10/5/2024 08:28

Listening to that,it sounds like the chinese have a superior type of offering which ZTF can utilse with their expertise,albeit at a cost.These are global markets and the chinese are very competitive and cheap...ish.All happening here.

[geraldus] 10/5/2024 08:15

https://www.directorstalkinterviews.com/zotefoams-plc-expands-technological-horizons-and-market-reach-with-cfo-gary-mcgrath-video/4121155694?utm_source=mailpoet&utm_medium=email&utm_source_platform=mailpoet&utm_campaign=new-interviews-available_1

[tonytyke2] 09/5/2024 15:41

Carton update news in possibly around a week or so, I'm freeing up funds from elsewhere ready to add further.

[cheaky monkey] 08/5/2024 16:40

Late reversal of share price today, shame.

[edwardt] 08/5/2024 11:42

Think this deal shows they have got their mojo back imho

[deanowls] 07/5/2024 10:04

Think you have to trust the company here. They obviously know what he has developed and I would imagine there re sales conditions and a payback from the technology in either new product, reduced cost, adding a esg element that results in better product versus competitors. I’d be worried if the IP was going the other way.

[redartbmud] 07/5/2024 08:10

"Zotefoams will pay technology licensing fees of RMB 80million (approx. £9m, including capitalised deal costs*) over the 5-year term of the agreement"

It does seem to be a strange move given that they are well advanced in the development of a liquids carton that has the potential to transform the business.

Not sure that I would share my IP with a Chinese operation. On the face of it Ztf is 'buying' IP from the Chinese?? We have no idea of the addressable market or the lomg-term benefits for Ztf.

red

[janeann] 07/5/2024 07:10

Not sure what to make of this rns ... esp as a cost of £5m to ztf

[livewireplus] 07/5/2024 07:05

Zotefoams and Shincell Global AllianceSource: RNS Regulatory News

[ali47fish] 06/5/2024 08:41

this then was not recently published as no recent rns

[ali47fish] 05/5/2024 22:13

eswardt what on a sunday please give more detila or a link

[edwardt] 05/5/2024 21:12

Annual report out - well worth a read

[ali47fish] 02/5/2024 14:07

why has anybody got the article from inv chr

[deadly] 02/5/2024 12:40

we all knew what a bargain this is, but pity it takes the IC to wake investors up.

[tonytyke2] 02/5/2024 10:56

geraldus you are right, head of steam indeed, ex-div today and the share is up nearly 4% !!

[geraldus] 01/5/2024 14:01

Yes,a fair head of steam building here.

[tonytyke2] 01/5/2024 13:12

Hopefully great ReZorce news due this month, fingers crossed.