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| Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
|---|---|---|---|---|---|
| Zotefoams Plc | LSE:ZTF | London | Ordinary Share | GB0009896605 | ORD 5P |
| Price Change | % Change | Share Price | Shares Traded | Last Trade
|
|
|---|---|---|---|---|---|
| -1.00 | -0.33% | 300.00 | 32,122 | 16:35:15 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 302.00 | 304.00 | 302.00 | 298.00 | 302.00 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Plastics Foam Products | 126.98M | 9.24M | 0.1892 | 15.96 | 147.03M |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 16:35:15 | UT | 3,143 | 300.00 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 20/3/2025 | 15:16 | UK RNS | Zotefoams PLC Holding(s) in Company |
| 19/3/2025 | 13:52 | UK RNS | Zotefoams PLC Holding(s) in Company |
| 18/3/2025 | 14:32 | ALNC |  EXTRA: Zotefoams highlights position of strength after record revenue |
| 18/3/2025 | 10:51 | ALNC | Zotefoams hails record revenue in 2024 as prepares expansion |
| 18/3/2025 | 07:00 | UK RNS | Zotefoams PLC Preliminary Results |
| 17/3/2025 | 13:00 | UK RNS | Zotefoams PLC Results Presentation on Investor Meet Company |
| 12/3/2025 | 14:50 | UK RNS | Zotefoams PLC Notification Of Transactions Of Directors/PDMRs |
| 10/3/2025 | 20:33 | ALNC | IN BRIEF: Zotefoams to build manufacturing plant in Asia |
| 10/3/2025 | 07:00 | UK RNS | Zotefoams PLC Strategic Investment in Asia |
| 04/3/2025 | 16:41 | UK RNS | Zotefoams PLC Holding(s) in Company |
Zotefoams (ZTF) Share Charts1 Year Zotefoams Chart |
|
1 Month Zotefoams Chart |
Intraday Zotefoams Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 25/3/2025 | 22:59 | Zotefoams with Charts & News | 2,779 |
| 07/8/2018 | 06:22 | Zotefoams (ZTF) One to Watch on Monday | 2 |
| 31/1/2018 | 21:07 | Zotefoams - Take a look at what is currently OVERLOOKED | 1 |
| 14/3/2006 | 17:09 | zotefoam | 49 |
| 25/10/2002 | 23:45 | ZOTEFOAMS is looking a bargain. forward yld 10.88% | - |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
|---|---|---|---|---|
| 16:35:15 | 300.00 | 3,143 | 9,429.00 | UT |
| 16:16:10 | 304.00 | 31 | 94.24 | O |
| 16:14:42 | 302.00 | 2 | 6.04 | O |
| 16:14:40 | 302.00 | 783 | 2,364.66 | AT |
| 16:14:39 | 302.00 | 1,913 | 5,777.26 | AT |
| Top Posts |
|---|
Posted at 27/3/2025 08:20 by Zotefoams Daily Update Zotefoams Plc is listed in the Plastics Foam Products sector of the London Stock Exchange with ticker ZTF. The last closing price for Zotefoams was 301p.Zotefoams currently has 48,846,234 shares in issue. The market capitalisation of Zotefoams is £147,515,627. Zotefoams has a price to earnings ratio (PE ratio) of 15.96. This morning ZTF shares opened at 302p |
Posted at 21/3/2025 08:53 by pireric I guess the point I am trying to make is that it is ironically the intermediary demand that Zotefoams is exposed to on a short-term basis, more-so than end customer demandIn other words, ZTF does well when there is solid end demand + no change in stocking cycles, or when there is weak end demand but a restocking cycle. Equally, ZTF does less well when there is weak end demand + no change in stocking cycles, or when there is a destocking cycle. At present, we have (at best) flat end demand (maybe slightly weak - agree it's hard to tell from the headlines), but a likely destocking cycle given 2024 was a big restocking cycle Which in my simplistic view means ZTF's footwear revenues will have a comparably poor year in 2025 vs. 2024, particularly because the 2024 footwear performance was so exceptionally strong Eric |
Posted at 21/3/2025 08:25 by thebd11 Eric,You make a very well reasoned and valid point - and perhaps my wording was a little clumsy. Of course Nike matters - and the single customer concentration is always going to be something of a challenge for some people, I agree. My point is that this particular set of Nike numbers has no read across for ZTF. Nike revenues in just this QUARTER were $11bn, so the number they spend with ZTF really is a drop in the ocean. I was sat with Gary and Ronan only yesterday asking this question, and they didn't seem too concerned over this. If anything, as they pointed out to me and in the numbers from Tuesday, they saw, and may continue to see "additional demand as Nike embarked on its strategy of building back the trust of wholesale partners in line with their CEO's strategy." Also I think the share price has struggled due to background selling from larger holders in the dark pools - at least that's the take from the brokers / traders at Singers who do the flow. So nice to see Broughy and the boys at Schroders upping stake and being supportive. Looks to me like they've added 700k shares in the last couple of days alone. |
Posted at 21/3/2025 08:14 by pireric I'm sorry, but it's nonsense to say that Nike's short-term performance swings don't matter to ZotefoamsStocking and destocking cycles matter a lot for the Nike channels, and ZTF is exposed to that They in fact have literally told you that demand and supply trends at Nike are very important for Zotefoams investors. See the trading update in November of 2024 "Q3 Footwear revenue, which represented 48% of sales in the period (Q3 2023: 32%), was higher than anticipated as ongoing supply chain re-configuration at the Group's largest customer led to a continuation of elevated short-term demand for our foams." If they're now in a destocking cycle (which Nike say they are), then there is a very real chance that ZTF's footwear-linked numbers could be significantly impacted this year, not least because the base comparable from 2024 was exceptionally high (again, Zotefoams have explicitly warned investors on this). This is probably the main reason why the shares have been under pressure over recent months. Eric |
Posted at 21/3/2025 07:49 by thebd11 Nike is £66m of revenue for ZTF. So, in other words, a DROP in the ocean for them. Their results are almost immaterial to ZTF, or they should be. The correlation just isn't there.I think the Vietnam move is really smart for the relationship with Nike. The new way of building the factory (which I've got more detail on in my full writeup, should be done this weekend or early next week) will make the products cheaper to both Zotes and Nike, which could mean the foam is available on more shoes than currently (where it's about $160 shoes and above). Additionally, Vietnam is where the action is for the majority of Tier 1 shoe manufactures, so I see Vietnam as a great hedge. It gets you closer to Nike, who love Zotefoams and we heard a fair bit about the positive relationship there on Tuesday at the CMD, but also to others in case either Zotefoam or Nike want to go in another direction (which I'm very much not anticipating at this stage). So Vietnam derisks the entire thing quite significantly I think. The other thing to note is the innovation hub in Busan, South Korea. I'm told this is where the D side of R&D takes place for Nike footwear, so having a premise here should allow Zotefoams to be involved at an earlier stage of the process, further enmeshing them in the manufacturing process. |
Posted at 11/3/2025 04:26 by money never sleeps Growing revenues on improved margins is good for the long term dirextion of the share price. Vote up from me |
Posted at 10/3/2025 21:21 by pockstones The logistics of foam mean you need a global footprint it has long been an ambition to manufacture in the far east and this is sensible development of the core businessReZorce was an investment in a related but different field todays announcement is sensible and opens a new region to them Share price de rating remains a mystery to me |
Posted at 12/2/2025 08:25 by spooky Share price might have bottomed, but ideally it would be good to see some volume to give some confidence that the seller has finished. Obviously this short term noise is irrelevant over the longer term if the company continues to execute. |
Posted at 11/2/2025 10:33 by solarno lopez Isn't the share price problem centred around the contract with Nike ? |
Posted at 04/11/2024 15:23 by james188 We know from the Q&A following the release of the Interims that ZTF has already invested over £20 million in ReZorce (plus significant management time) - and counting. That is a very large sum for a company the size of ZTF and it is in addition to a series of investments to upgrade a number of ZTF's facilities and the recent investment of circa £9 million in licensing fees under the Shincell deal.It is hardly surprising to learn that ZTF is likely to scale back on further investment in ReZorce having brought it to this point. We haven't had a recent update on the all-important trials, but we do know that ZTF has already acquired the foaming machines needed for those trials, so I am guessing that the trials are currently in progress. Investors were never going to get a blow by blow account of discussions with potential strategic investors. If the trials prove successful, that will strengthen ZTF's negotiating position. The tricky bit is and will be keeping momentum going whilst scaling back on the level of ongoing investment. I can understand why the new CEO wants to focus on exploiting opportunities in the core business, which should deliver a more immediate payback. I liked his comment that ZTF is intending to strengthen its organisation with key appointments expected by the year end to build up capability. |
Posted at 25/9/2024 12:43 by frazboy With hindsight I wonder what folk’s thoughts are on the cheeky trade by the CTO (that may not be his official title). A reminder, he bought a chunk and sold them a few weeks later for a tasty profit approximately 6 months ago.I think the (optimistic) view was that he was party to information that should have meant that the trade should never have been actioned - but it now looks like he was simply making a quick buck. My thoughts are that the share price had got ahead of itself but is now approaching a price more reflective of the underlying value of the company. Less downside but the question is when to pull the trigger. Schroders appeared to pay a lot more for their recent additions to their shareholding EDIT: The person was N Court-Johnston, I think. He bought and sold ~30,000 shares late 2023/early 2024 at a share price below the current price for both the purchase and current sale. What a bizarre transaction. |
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