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Share Name Share Symbol Market Type Share ISIN Share Description
Zytronic Plc LSE:ZYT London Ordinary Share GB0006971013 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.50 -2.17% 112.50 110.00 115.00 115.00 112.50 115.00 29,581 11:03:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 11.7 0.5 3.0 37.5 12

Zytronic Share Discussion Threads

Showing 3001 to 3024 of 3350 messages
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DateSubjectAuthorDiscuss
03/9/2021
10:43
I have bought shares and opened a spreadbet long position, the latter usually being short term. Hoping for a retest of 170-175 area by Christmas. Happy to stick with it from this level with the shares depending on newsflow. Year end is the end of this month. ZYT isn't historically gushing in its newsflow but I'm expecting to get a Trading Update in Oct and Finals in Dec.
gleach23
03/9/2021
10:30
A short term position?
trident5
03/9/2021
10:08
Have been building a trading position at this level in recent days. Spread isn't very attractive currently but good to see the 10k purchase go through earlier. Virtually no stock available to buy at the moment online and Bid is beginning to stir in an upwards direction so hopeful of a move up shortly. GLA
gleach23
01/9/2021
16:28
quite a plunge today
estienne
22/8/2021
20:47
Giving the shares away as usual that company
charlotte2020
22/8/2021
20:04
Cheers bones, hope you don't mind me copying across to QXT thread
1pencil
22/8/2021
17:22
Taking this on a bit, one of Quixant’s bigger customers is Everi of the US. In their recent quarterly release, this was stated: ” Randy Taylor, Everi's Chief Operating Officer, said, "Our record quarterly revenue was up 33% over the pre-COVID 2019 second quarter, primarily driven by the strength in our recurring revenue operations in both our Games and FinTech segments. Our Games segment momentum reflects the continued growth in our installed base of gaming operations units, particularly increased placements of our higher-earning premium units that drove the increase in daily win per unit. In addition, slot machine sales increased by 49% sequentially from the 2021 first quarter, reflecting what we believe is another quarter of higher ship share of replacement units. Second quarter unit sales also benefited from a larger share of shipments to new casino openings and expansions than we have historically achieved together with a greater number of new casino openings and expansions than typically experienced in a quarter.” Everi is a big company. I would say there is a good read across there to support how expenditures on new casino products with touch screens have recovered in a V shape from the pandemic lows given that Everi chose to use the pre-pandemic 2019 numbers as a comparator. They were 33% and more above those numbers. Zytronic were clear in their last statement how pleased they have been with the contribution of “gaming and financial” to the recovery of the order book.
bones
13/8/2021
00:09
I remember it well. Early last year Brown and Shipley started selling down fairly aggressively, lows of 85 were touched a couple of times which subsequently provided a good entry point for some. Wasn't aware of the other institutions with more recent transactions. Just started researching another company which may also be under pressure from institutional sellers, bit too early to make a proper assessment.
1pencil
12/8/2021
20:57
1pencil, the one thing ZYT does not seem to have is supporting institutions. In fact both of their recent main ones sold out in the recent share buyback at 145p which was probably engineered by them for that purpose.. I have handsomely profited in the past from small institutions in microcaps selling out of stocks at the bottom for their own reasons. Often the cleared overhang heralds a very decent appreciation in share price over the next year or two.
bones
12/8/2021
20:13
bones, agree with your comments, also surprised at just how similar both companies are to each other, very unusual. Both companies; Are conservative in their outlook and approach, like minded management Have good cash reserves mostly under utilised Divisions within the gaming industry with some overlap (especially stand up fruit machines) Both have leading technical capabilities within touch screen industry Have yet to experience any real share price recovery despite recent positive market updates Low free float and issued share capital Supportive institutional investor base Although there is some overlap in gaming it could make an interesting combination if they ever got together given above, plenty of opportunities for cross selling too.
1pencil
12/8/2021
17:13
1pencil, I have ZYT “pencilled in” for a resumption of dividend. They are notoriously reserved in their rare statements to the market so when they last piped up and stated that they were very encouraged by the recovery in gaming and finance sectors, I took that to be a vote of confidence in their recovery profile. In my view, no recovery in ZYT appears to be baked into the share price. We won’t get to hear about the final results until November/December but perhaps we might get a trading update by year end 30/9? If things have turned up meaningfully, they really should say so. Plus there are new products to be launched over the next year with a Twitter hint that the Zybrid Edge product could be ready soon.
bones
12/8/2021
16:14
Posted this on QXT board in case anyone is interested in these value type plays ========================== Thinking of dropping the CFO a quick line to suggest an interim dividend, traditionally Quixant have only paid a final once a year in April. An extra 2p wouldn't strain their finances and still allow for a sizable acquisition if that's a consideration, they also have borrowing facilities should they need a bit of headroom (post acquisition). It reminds me of Zytronic in many ways which recently opted for a share buy back. A higher yield may make it more attractive to a wider investing community. Any thoughts?
1pencil
08/8/2021
18:26
“We’re “edging” closer to a new product announcement……” “Stay tuned for more details……” https://twitter.com/zytronic/status/1424279321309597697?s=21
bones
26/7/2021
23:45
Well said illiswilgig. Today’s move means nothing, a few bored holders selling up maybe? MM’s reacting in a dead market. Nothing has changed for me. This is a play on its recovery from last year’s Covid induced slump. The last update sounded positive and no further information has arisen. Check in again later in the year.
bones
26/7/2021
19:42
Tiny company, illiquid shares and no reason to buy them. I guess it's easy to see better oppportunities elsewhere? Doesnt need many sellers for the price to fall and no doubt that will flush out a few more sellers. Not sure how many sellers there will be after the tender offer - but I think we are about to find out. In the meantime I bought a few more at 153p today. It's going to be a long old wait until the results in December. And they aren't likely to be pretty, so I'm looking at this on a 2year timeline. cheers
illiswilgig
26/7/2021
16:12
Mr Market gowing unhappy = Bid falling back towards buyback level - Trend is to drop below - Looks as though hoders unhappy about product growth potential
pugugly
26/7/2021
16:01
What do they know that we don’t??
the squire at oakley hall
23/6/2021
14:30
Bones - thank you. Thats a really useful summary of the current situation in my opinion. A lot of shares have already been re-rated in advance of their recovery and are expensive with recovery fully priced in. The pool of cheap shares is dwindling, though admittedly they are always cheap for a reason. It's just that the reason is not always right. I have been buying the odd few more whilst I wait, cheers
illiswilgig
23/6/2021
13:35
While ZYT bumbles around the 150-170 range, the market isn’t really factoring in the growth occurring now in its markets albeit from the depths of a major slump in 2020. This growth taken together with a much leaner cost base should yield a positive surprise in profits over the next year or two, IMO. Why? What we know is this from the Nov20 finals, Jan21 trading update and May21 interim statement: Turnover for the quarter to 30/9/20 was approx £2.0M (the trough of the dip) Turnover for the quarter to 31/12/20 was approx £2.0M (the levelling out stage) Turnover for the quarter to 31/3/21 was approx £2.8M (40% Q on Q increase) Accompanying the interim announcement were the following statements: "Whilst we are starting from a very low base compared with our historic sales levels, the recent improvement in orders and sales are an encouraging sign of the prospects for the second half and for a return to profitability as more normal global trading resumes post COVID-19." ”.....from January onwards we have seen an improving monthly average order intake, and it is particularly pleasing that the Gaming and Financial sectors have made a major contribution to the improvement.” I would think it 100% certain that these areas of business will continue to recover as the developed world continues to “reopen”. Whether this translates into continued 40% per quarter increases is probably doubtful but solid growth could be there to be had. This will be at the same time as Zytronic start trialling some of their new IP developments with selected customers. At a share price that has barely moved for months, I am preferring the signals sent out by the two new investors who snapped up 7% between them recently for 170p. Patience is almost certainly needed here but, providing the overall markets hold up, ZYT seems a pretty safe play for me. The bonus is that a good upside surprise in profits and prospects should re-rate the share to some degree. There will probably also be a dividend reinstatement. The backstop is that Zytronic is surely a sitting duck for an overseas predator while its IP is so dirt cheap! (Avesco from a few years back always comes to mind for me, as it languished before a 100% premium bid came in out of the blue). All IMHO.
bones
17/6/2021
15:03
Jeez you cant sell online at all not even a few hundred. Illiquid smelly poo
my retirement fund
09/6/2021
15:25
I bought a few of these today. The company is making money and seems set to continue making money.
richie32
27/5/2021
16:55
Some anecdotal evidence of the increase in capital expenditures by casino corporations operating in Macau and the US. A mixture of new constructions and upgrades of existing projects happening in anticipation of “pent up demand” from punters. A long way to go I think given that there are still travel restrictions across borders even between China, HK and Macau, as well as the limited amount of tourism back into the US. I get the impression that Americans think nothing of heading back into a casino though! https://www.globenewswire.com/en/news-release/2021/04/28/2219022/0/en/Monarch-Casino-Resort-Reports-Record-Financial-Results-For-2021-First-Quarter.html https://www.ggrasia.com/jeju-casino-backer-landing-raising-us18mln-via-new-shares/ https://www.ggrasia.com/studio-citys-note-offering-to-help-cash-balance-moodys/
bones
27/5/2021
08:53
Indeed so, illiswilgig. A mystery that they would want to buy enough to have to declare an interest or maybe they didn’t realise they had surpassed the 3% and were forced to declare. My guess is it’s a speculative investment on their part.
bones
27/5/2021
08:27
bones, I know of woodland investment management through it's woodlands.co.uk trading name and you are right it does what it says on the tin. Buy's up relatively under-utilised woodlands, divides them into small 'amenity' plots and sells on at a substantial profit. When I checked the latest accounts (2019) available at companies house I see that they have £9m in stocks. I can't imagine what this could be other than woodlands they have bought to sell on? Under note 5 fixed investments they have £16.3m in total, adding 6.6m and disposing of 2.3m during the year with revaluation of 2.5m. This looks like it could be trading activity (some might be loans to related party companies)? 5% of Zytronic would sit relatively easily within that level of trading? Looking at the related party loans I found that there seems to be a web of companies owned by the same or related people with activities ranging from silviculture to web design and software. Why they would be interested in Zytronic I don't know. There may be a link to one of their companies. The only common features I can see are that both companies seem to own land and buildings and be flush with cash with an interest in technology. cheers
illiswilgig
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