Zytronic Share Discussion Threads

[value viper] 06/10/2023 19:41

Henry Spain upped again now to 9.25 %

[value viper] 03/10/2023 08:39

Must be a trading update any day

[value viper] 24/9/2023 09:16

Thanks for your input Moat.
Just after I posted Friday about the quietness, shares popped higher - hoping the start of an improved trend

[metier9] 22/9/2023 10:56

Year end is Sept 30th unless it changed.

[value viper] 22/9/2023 10:38

So so quiet here - needs an update

[darrin1471] 07/9/2023 13:53

I have L2. I had it on trial for a month, it saved me a few pounds on some trades so I have kept it.
Nothing unusual on ZYT L2. Trades from the last few days just looks like a small seller

[cerrito] 07/9/2023 12:36

I do not have level 2 but checked in with the London Stock exchange site and was interested to see that by Zyt standards, both Tuesday and Wednesday this week were busy trading days.

[value viper] 06/9/2023 10:19

Steady as she goes at Nexteq NXQ this am

[cerrito] 05/9/2023 14:01

I continue to lack the courage to buy. The new Chair has been in post since August 1 and perhaps by month end he will be able to give us his thoughts a to where he sees the company given the world wide industry environment it is working in.

[value viper] 05/9/2023 10:34

Was a trading update on 18/8/22 last year Nothing since interims on 16/5/23

[scepticalinvestor] 05/9/2023 10:05

Another profit warning on the horizon?

[chrisdgb] 05/9/2023 08:33

market could do with a trading update........

[cerrito] 24/8/2023 17:40

Value Viper, I am yet to follow your example although actively considering it.
Last year we had an August TU, the year before a September one. I get the sense I am flying blind here given the uncertainties in their market.
There are situations where I do not place much emphasis on who is Chair and situations where I do place emphasis. For me ZYT is in the latter category at the moment. I have never met face to face the CEO but from the IMC meetings I get the impression of a man with full grasp of the operations. That said, it seems to me that ZYT may well have to make important strategic decisions and for me it is good that we have a Chair, who on paper at least has the requisite skills.

[value viper] 21/8/2023 10:29

A few more pour moi sub 90p

[chrisdgb] 02/8/2023 09:16

Market Harborough still buying......

[metier9] 01/8/2023 17:14

I did wonder a long time ago if Quixant (now Nexteq) would acquire Zytronic for some vertical integration, extra factory space and skills with most things touch. I didn't check the numbers or anything, just curious.

[cliffpeat] 01/8/2023 10:35

New non-exec chair - Christopher Potts PhD - age 67

Currently exec chair of Guralp Holdings Ltd - a company bought out by him and other directors in consortium in October 2020. The March 2022 annual accounts are worth a read. They show a recovery coming out of the pandemic years from a 20/21 loss of £2.2m to a small net profit of £116k. Big increase in turnover, better GP% and slashing head-count. Still had a very shaky balance sheet IMO with funding that would require some time to understand.


LinkedIn profile kicks off with: "Key strengths include: M&A, business strategy, change management,...."


So perhaps brought on board to posture ZYT for a sale? Step 1 - make it profitable.

Mark Cambridge is 60 in January, Mr Butcher is 65 and the FD just 45. Retirement after the recent business turmoil, is likely to be in their personal objectives.

IMO the profile of ZYT would be enhanced by a better website - expect to see that by Christmas with news of streamlining within the business.

Just thinking aloud - DYOR

[cerrito] 01/8/2023 10:22

On the face of it a good if not very good appointment and hopefully Dr Potts will be able to give the necessary strategic steer.It has been a long search.
I hope they follow the example of last year when they had an Aug 4 TS.

[cliffpeat] 27/7/2023 11:12

LinkedIn post by ZYT about the HongKong project where they provide some hardware and technology.

The article at


is in the most boring typeface and is long-winded. I asked GPT to "Revise the following to make a serious but powerful point of the important part played by Zytronic the supplier of some of the technology:"

Below is the instant response - which I haven't checked but a glance suggests it is more readable and focussed. If it was my job to improve the website use-cases I would definitely run all the ZYT text through one or more of the AI tools knowing that in an hour or so (on each) there would be a significant improvement in the copy and more people would read it IMO.

Which is the point. Get read by prospective customers.

START:
Hong Kong, widely recognized as one of the most dynamically evolving economies, is the product of meticulous planning - particularly when it comes to its densely populated land space. As a testament to this, the City Gallery, an entity managed by the Planning Department of the Hong Kong Special Administrative Region (HKSAR) Government, exhibits the city's historical and ongoing planning projects while also promoting its sustainable future vision to the public.

A key attraction of the gallery is the 110-inch interactive rolling map that chronicles the evolution of the city's coastline and skyline since the 1840s. This tool enables visitors to delve into the history behind the naming of certain streets and explore how land reclamation has transformed the cityscape over the years.

The creation of this interactive exhibit is the result of a fruitful collaboration between the HKSAR planning department, local audio-visual specialists Wide Smart Technology, and ASPIS Innovation Solutions. Wide Smart Technology's role was the development of the design concept, which includes a 110-inch piece of tempered glass housing two 55-inch displays. This company has a strong reputation in Hong Kong, providing top-tier AV solutions in partnership with solution consultants and AV network designers for over a decade.

ASPIS, another prominent name in the field and a longtime distributor for UK-based Zytronic, was entrusted with supplying the large multitouch sensor for the project. Zytronic's patented projected capacitive technology (PCT™ and MPCT™) sits at the core of this offering, rendering it an ideal touch solution for public use. For this significant project, ASPIS recommended the use of two pieces of 55-inch ZyFilm® multitouch flexible foils, manufactured at Zytronic’s UK facility and efficiently shipped to Hong Kong.

Once in Hong Kong, ASPIS adhered the ZyFilm® to the back of the locally procured glass. Using Zytronic's ZXY500™ multitouch controller, ASPIS was able to finely calibrate the 8mm gap between the two adjacent touch sensors onsite. The controller supports up to 100 simultaneous touch points and delivers rapid and accurate touch and gesture responses, making it perfect for a multiuser installation of this magnitude.

Following the installation, a representative from the HKSAR Planning Department Government expressed that the interactive multitouch exhibit serves as a platform to engage and inform visitors about their exciting and sustainable urban future plans. It also sheds light on the intricate planning and construction efforts that have shaped Hong Kong over time.
END

Waddyathink?

[cerrito] 22/7/2023 20:06

Asagi and Metier9
Thanks for sharing your spade work with us. I continue to lack the courage to buy even at these levels.

[asagi] 21/7/2023 10:43

spot on Metler9

Asagi (long ZYT)

[metier9] 21/7/2023 09:05

Play Synergy are buying the slots ($7m) and Interblock the table games ($14m). The HQ staff are loosing their jobs by the look of it.

I’m not going to purchase court documents from the US to check the finite.

Zytronic has always been overly cautious but the outcome is positive rather than no bidders and guaranteed no future work. Whether they continue with the current Zytronic orders (WiP) is anyone’s guess.

[asagi] 20/7/2023 19:03

Zytronic's direct customer is Aruze Manufacturing Philippines Inc (AMPI), they are still owed a lot of receivables from Azure Gaming Americas (AGA) but my understanding is that debt has NOT passed to ETG: there is no obligation bestowed on ETG, the acquirer of AGA, to purchase finished product from AMPI or pay for work in progress at Zytronic.

So Zytronic's financial position hasn't improved here.

But once regulatory approval of the acquisition of AGA arrives, there is the possibility that statis will end. This will hopefully result in increased likelihood of revenues for Zytronic, which is a slightly better position than we were in before the acquisition of AGA was completed.

Asagi (long ZYT)