Zytronic Share Discussion Threads

[kalkanite] 09/12/2015 21:14

Very interesting article here,,,,



Discusses lack of UK manufacturers that build equipment that utilises their touch screens. Perhaps this is the area where they are looking to acquire a vertically integrated business.

[rivaldo] 09/12/2015 11:17

FWIW, positive comment on ZYT from Shareprophets - nice to see them liking a share for a change :o))

Http ://www.shareprophets.com/views/17088/zytronic-plc-full-year-results-a-pleasure-to-read-but-still-value-in-the-shares

[naos] 09/12/2015 10:44

Nice tick up today in what is otherwise a negative market.

Bought these two months ago and will hold for at least a year.

[nehpets81] 08/12/2015 23:48

Good point about them mentioning "increasing shareholder value" previously, perhaps we are reading too much into it.

Scanning through the operational review it seems like the gaming revenues have shifted from the US to South Korea with the American revenues replaced by the Coca Cola machine project in Canada.

I have to echo what others have said about how nice it has to have such a clean set of results and once the (presumably) upgraded broker notes start working their way through I would be surprised if there isn't further upside here.

[nuttynige] 08/12/2015 18:09

That presentation is the standard others should attempt to meet, if they have nothing to hide. Even a thicko like me can follow it.

[glaws2] 08/12/2015 13:52

Presentation now on website at www.zytronicplc.com/assets/Uploads/2015PrelimsPresentation_Final.pdf

[shauney2] 08/12/2015 13:08

They also mentioned "increasing shareholder value" in last years results.Maybe we shoudn't read too much into it but at least they are thinking of us.Profit takers drying up now?

[adamb1978] 08/12/2015 10:24

Very strong results. Great little company....wish there were more like this!!

[topvest] 08/12/2015 07:39

Fantastic results indeed. Bought these after the profit warning at 149p so very happy with how things have gone since. Should push the share price to new highs, particularly with the outlook statement. Interesting comment about shareholder value at the end. What exactly does this mean? I read it that something is going on.

[rivaldo] 08/12/2015 07:30

Terrific results, beating next year's expectations, let alone this year's.

24.7p EPS beats next year's 24.1p forecast (this year's was 23p). The 12p divi is well ahead of the 11p forecast too.

It's even better than that. These are "basic" EPS figures. If you adjust out amortisation and share-based expenses - as most companies do - ZYT actually achieved 28.1p EPS last year.

ZYT have £8.5m net cash (not £9.8m, as there's a mortgage), so still very impressive. No clues as to how it's to be used AFAICS.

What I like most is the transparency and clarity. It's an extremely detailed narrative, and it's completely open about various projects coming to an end, bits and bobs of the business (i.e non-touch) struggling for momentum). This is still a business subject to cyclical swings.

Nevertheless, the outlook for this year is very positive, and ZYT seems to be a company very much on the up.

[shauney2] 08/12/2015 07:22

Impressive margin growth and cash generation.That cash will have to find a home.Either acquisitions or a return to shareholders.

[capercaillie] 08/12/2015 07:13

Excellent figures. Throwing off lots of cash. £60.4 million capitalisation £9.8 million net cash balances.

[crystball] 08/12/2015 07:11

Great results.

[crystball] 07/12/2015 15:18

We're told revenue up 13% compared to a year before. However, I expect profits to be up by more than 13% due to higher profit margin average. It'll be interesting to see what level of dividend increase is given. Is this growth sustainable? It'll be interesting what the forward looking statement says.

[fizzypop] 07/12/2015 15:05

Y/E results tomorrow I believe.

[rivaldo] 04/12/2015 10:20

Here's ZYT's own press release on the product launches at ISE 2016:

[rcturner2] 03/12/2015 15:06

Brahms, you want to see what happened to Tristel (TSTL) then, lovely run up to results, then wham super gain since the results.

[muffster] 03/12/2015 14:53

Do you think?I think buy the build up and keep the holding. Were in a growth phase

[brahmsnliszt] 03/12/2015 14:52

buy the build up/sell the results ?
anyway nice price action today £4 and beyond.....

[rcturner2] 03/12/2015 10:45

Next week's full year results will be very interesting to see what they have to say about the current year prospects.

[topvest] 03/12/2015 10:39

Looks like this is going to move up above £4 soon. Still cheap and due a rerating as a growth company sometime soon...hopefully!