Zytronic Investors - ZYT

Zytronic Investors - ZYT

Best deals to access real time data!
Level 2 Basic
Monthly Subscription
for only
Monthly Subscription
for only
UK/US Silver
Monthly Subscription
for only
VAT not included
Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Zytronic Plc ZYT London Ordinary Share GB0006971013 ORD 1P
  Price Change Price Change % Stock Price Last Trade
0.00 0.0% 170.00 08:00:20
Open Price Low Price High Price Close Price Previous Close
170.00 167.50 170.00 170.00
more quote information »
Industry Sector

Top Investor Posts

bones: Good riddance to them. The last thing a small company needs is unsupportive “institutionalinvestors, so-called long term backers. I refer always to my biggest holding since 2017, RUA Life Sciences, which had Miton as its main investor until 2019 when they bailed out for cash at bottom prices. The share price took off after that deadweight was removed and I hope that happens here at ZYT too!
bones: Continuing to see regular 5k purchases in this stock which has been a feature on certain days for a number of weeks now, seemingly unperturbed by the psychological 145p price point. I would wager it is one investor accumulating slyly.
velocytongo: I'm pretty sure there's nothing malign here. Returning such a large amount cash and directors not selling (demonstrate confidence in the business), boosting EPS when profitability returns. It's all pretty straightforward. Colefax have been doing this for years. As others have said, it will be interesting how many shareholders sell. The shareholder base is v retail/private client heavy. HL, ii, Private Stakeholders and Cannacord are fiduciaries, leaving Close and AXA as the only institutions. I suspect that the directors want to clear out as many as possible from HL and ii. Hargreaves Lansdown PLC 1,799,103 11.21 Interactive Investor Trading 1,395,856 8.70 Close Brothers Group 1,277,349 7.96 AXA SA 1,215,000 7.57 Private Stakeholders (UK) 722,538 4.50 Canaccord Genuity Group Inc 712,716 4.44
crystball: I think I understand how the process works now. Investors decide if they want to sell a portion of their shares for £1.45. The shares are bought by the broker and then sold to the company who then cancel the shares they have bought. Is that right? This explains VelocyTongo's comment about EPS growth I think.
bones: It shouldn’t take too many investors to appreciate the case being made by VelocyTango to cause the share price to exceed 145p and send a curt message to the board or a signal to its potential suitors!
cliffpeat: The recent lack-lustre "Investors Relations Video" by the CEO and the appallingly ambiguous recent stock market update suggest that some additional skills/talent are required in the Boardroom. Not to take away anything from the innovative designers and product developers and prudent build up of cash for a rainy or Covid-19 day - it's just that (at a guess) they may need support in planning a more dynamic future for the business (or a sale). The latest "Corporate Video" is "tidy" but so generic that it's difficult to see what the objective was. hTTps://www.youtube.com/watch?v=5p8PGDJAlTI Why not show an excited designer and/or engineer walking us through a real "bespoke" case study. That might convincingly demonstrate how the ZYT technology can solve real life problems and create value? Anyway, what do I know? Currently weighing whether to stay in (recovery/sale) or get out now.
bookbroker: Most investors have seen dividends slashed, and capital value on most stocks diminished. Ever heard of the risk premium you pay to hold stocks!
velocytongo: book, it's about the way a business is run. And if you want higher taxes, James, then by all means support a high pay out to shareholders. All companies that can - Zyt can - should pay back the furlough before paying out to us. It's about moral and societal purpose not what's legal in a narrow sense. The purpose of the furlough was to prevent mass unemployment and the societal ramifications of that. We all benefitted from that and we should all the bear the pain. Most investors have been barely affected by the pandemic.
velocytongo: One more thought. I suspect the business will emerge stronger from the pandemic and that management will seek to diversify the customer base more. I suspect that the success in gaming meant they got a bit lazy (nothing wrong with this. we all do it!) as the orders came through the door. A company like this, should also have a stated aim of making the best touchscreen products and forget the shareholder guff. If they focus on the former, the latter takes care of itself. There's too much reference in the Annual Report about the cash. It should be a given that the company is run in a disciplined manner. The number one reason to invest in the Annual Report and I quote is "Strong net assets and cash provide sound basis for growth" This is often the worst basis for long term investment. By all means, return the surplus cash but, if investors want to make good long term returns, the answer lies in the quality of the business and not the quantity of cash. Check out companies like Games Workshop whose stated aim is to make the best table to miniatures in the world and to exploit the associated IP.
bones: Kiwihope, agree that there can be no certainty (if there was, the share price would reflect that). However, they own some tremendous IP and some of their technology is leading edge. I think there is too much focus on their old image of clunky ATM machine screen suppliers and not enough on their hover touch and sliding screen tech. An enterprise value of just £6M tells me that. They talked of returning surplus cash and the current share price suggests they should get on with it while its cheap for them to do so. That should help galvanise investors’ minds a little.
ADVFN Advertorial
Your Recent History
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210413 09:37:37