Zytronic Share Discussion Threads

[velocytongo] 17/11/2022 16:59

gdjs100, so Gavin and Sian know something we don't?

[gdjs100] 17/11/2022 16:48

Your information is inaccurate there. They were all bought sub 30p, the potential talks re a bid for Innovaderma forced a disclosure.

[miti 1000] 17/11/2022 16:23

Well, it appears they bought CRL at the top of the market at around 120p in Feb 2021 , if that helps.

[gdjs100] 17/11/2022 15:58

Really nice people. Particularly good looking too.

[velocytongo] 17/11/2022 15:30

@norbertcolon. Is this the name of a famous duo?

[norbert colon] 17/11/2022 15:05

Are they ballroom dancers?

[velocytongo] 17/11/2022 13:16

Does anyone know Gavin and Sian Smith?

[rivaldo] 15/11/2022 09:13

ZYT's thoughts about the tech trends we can expect to see in our homes in the near future, including:



Extract:

"The launch of new consumer technologies like Zytronic’s ElectroglaZ, which allows for transparent power delivery through a pane of glass, opens even further possibilities down the line for furniture applications in homes. Ian Crosby, Sales & Marketing Director at Zytronic, commented: “ElectroglaZ is completely transparent and can be used to ‘magically’ power a near-limitless variety of low power, electronic and electrotechnical devices embedded within a glass panel. Potential smart-furniture applications include everything from ‘floating’ lighting systems to glass room dividers featuring embedded hub screens, speakers or fans.”

[rivaldo] 11/11/2022 08:54

ZYT expanding in the USA:

H

"Nov. 10, 2022

Zytronic PLC, a U.K.-based provider of touch solutions, has teamed with AGDisplays, a Greensburg, Pennsylvania-based touchscreen design and integration specialist, to expand its footprint in North America, according to a press release.

AGDisplays uses Zytronic projected capacitive technology in situations where longevity and/or ruggedization and performance are needed.

AGDisplays often recommend ink-screened perimeters on the coverglass to allow the customer to use the PCAP as their finished aesthetics and eliminate the need for a bezel on the face of their unit.

"Whether we are developing a rugged solution and looking for a PCAP that will function in harsh environments or looking to design a solution that will have superior longevity, we prefer to design with a Zytronic touch sensor," Mike Faryna, vice president at AGDisplays, said in the press release."

[asagi] 19/10/2022 12:03

I've been told that the company's reporting schedule isn't being changed, so we are on for results in early/mid December.

I take that to mean that bit when early December moves toward being called mid-December and we will get something in week commencing 5th or early in week commencing 12th.

Asagi (long ZYT)

[illiswilgig] 10/10/2022 17:35

Thank you for the link to the research dimknaf, and I hope that you have a productive discussion,

I've on;y read the paper very quickly and I fairly much agree with most of it. Very comprehensive, Perhaps the one thing I didn't find in there is the discussion of Zytronics OEM customer base - but I may have missed it. Zytronics performance is highly dependant upon being designed into OEM units that then sell well in the market. This can produce a very good year - but it also contributes to customer concentration. Right at the moment I think that they are coming off the back of one product lifecycle and it will be a while before new design wins take up the slack,

In the short term with ZYT customers destocking I am not expecting a rapid recovery. Though things can turn around rapidly so timing is impossible to estimate. With award winning products now on the market to be sold into new OEM designs there is the prospect of very good growth from current revenue and margins.

Plenty of patience is required. Zytonic remains one of my largest holdings. I would be buying more if I had funds available,

cheers

Illiswilgig

[cerrito] 10/10/2022 10:28

Never heard of this group.
Too bad I cannot join you but would be interested to hear your conclusions.

[dimknaf] 10/10/2022 09:09

Hey Zytronic fans, today 10-Oct at 7pm some value investors we are meeting in London to discuss Zytronic.

Alex, part of the group, will extensively present Zytronic, and has prepared a report that you can find on the page of the meetup: hxxps://www.meetup.com/quality-value-investing/events/288934590/

We will also discuss Quiz, another super undervalued stock, and I will share the experience of attending its AGM. You are all welcome to come. Please RVSP.

P.S. Zytronic is my largest position

[velocytongo] 01/10/2022 14:17

It seems JAC Walter is the only major shareholder at 4%. Does anyone know anything about him (or her)?

[dangersimpson2] 29/9/2022 10:41

I don't think any institutions are left. The 145p tender offer last year took out the last two. I think all other companies reporting a holding are the nominee accounts of their stock brokerage arms.

Good news: no instis to reduce, Bad News: This is very much open to the emotional rollercoaster of the marginal PI holder!

[cerrito] 28/9/2022 19:50

At 110/115 and with current exchange rates this cash rich company with a very geographically diversified customer base looks an attractive buy.
It has one advantage in that it seems to have very few instis on their share register. My concern is in the current environment some funds will want in Lynton Crosby's phrase to clear the barnacles off the boat and sell down their smaller holdings so they can focus on the big picture.
I note that little trading..in the first three days of the week the volume was 10 k then 7k and today 3k.
I take the point that based on the 7.2eps in the 12 months to 3/22 and the current share price is about 15x so in that sense not cheap.

[gleach23] 28/9/2022 19:00

There ought to be a full year trading update in 3-4 weeks.

Trading update in Aug mentioned an expected cash balance of £6m and PBT > £0.5m. This against a market cap now under £12m, not to mention the property assets.

[norbert colon] 28/9/2022 18:29

Certainly lots of progress being made with their various partners from what I can glean from social media and other channels. Certainly very cheap now.

[cerrito] 28/9/2022 18:25

At 110/115 and at current exchange rate this cash rich company with sales a wide geographic area is v attractively priced.
The Board must be kicking themselves that they did the buy back at such high prices.
I have to admit that I am in a funk and for the time being do not have the courage of my convictions.

[boadicea] 21/9/2022 15:24

This looks like it will keep dropping until someone buys the lot! (L B Foster perhaps?)

[boadicea] 09/9/2022 15:16

Sp = 115p (mid)
Net cash ~70p per share.
Trading update around end of month (=FY end) or news of further buy-back intention would seem sensible at this price.
Worth watching out for.

[rivaldo] 31/8/2022 09:52

"Engineering firm teams with Zytronic on interactive totems for transit hubs

Aug. 30, 2022

Travelers at airports, railway stations and other transit hubs will have easy access to up-to-the-minute information at their fingertips thanks to fixed and mobile interactive totems and wall mounted displays provided by L.B. Foster, a global engineering solutions provider, in partnership with Zytronic, a provider of touch technology, according to a press release.

L.B. Foster's 43-inch Inform units leverage of Zytronic's multitouch projected capacitive touch technology supplied by Display Technology Ltd., Zytronic's U.K. distributor.

The LCD displays feature Zytronic's multitouch controller to provide millisecond, all-weather performance.

The touch sensors are made from printed 6mm thermally tempered glass with a laminated rear polyester film, delivering impact resistance and anti-spalling in the event of breakage. The glass has an antiglare etched finish for better image display visibility in direct sunlight and the touchscreens also incorporate UV blocking and IR reducing filters to help protect the underlying LCD from sunlight damage and assist the overall system thermal management.

L.B. Foster's touchscreen mobile totem is designed to go through standard doorways and is capable of running for 24 hours on a single charge from its built-in batteries with wireless connectivity to allow operators to manage content in real-time.

There is also the facility for operators to locate their assets and check battery power status remotely, and an NFC optional upgrade allows users to take away information on their smartphones.

The graphical user interface software also includes "signing" for customers with hearing impairments."

[cerrito] 25/8/2022 20:55

I see that Singers put out a note yesterday following the TU of the other week.
They retain a buy but have reduced the 12 month target price from 250p to 190p and have initiated forecasts for 22/23 with PBT stable at £0.5m which-correctly for me-they categorize as cautious.
My gut tells me to increase my holding but not sure if I will do anything.

[velocytongo] 18/8/2022 14:18

It's a poor trading update. Revenues are barely budged and the company is making the same profit as in 2020. That's not called progress!

[5chipper] 18/8/2022 13:24

Cerrito,

“they will have a cash outflow of £1.5m in H2“

They spent c £2m on share buybacks to counter this drop from £7.5 to £6m cash at hand