Zytronic Share Discussion Threads

[crystball] 21/12/2015 19:32

See extract from the chairman's report from the interim results May 2013.....

see....



'The decline in revenues has been due to the absence of some one-off orders for ATM display products as well as de-stocking on the Coca Cola Freestyle™ project and other business which together had accounted for approximately £2m of revenues in the comparable prior period.'

[crystball] 21/12/2015 19:11

The article you post a link to is over 6 years old, ie not news.

[martinthebrave] 21/12/2015 17:06

ZYT partners with Coca Cola to supply the touch panel for its proprietary Coca-Cola Freestyle beverage dispenser. Any idea about the scale of this?

hxxp://www.zytronic.co.uk/applications/point-of-sale/case-studies/view/zytronic-partners-with-the-coca-cola-company-on-new-beverage-dispensing-platform.

[rivaldo] 21/12/2015 12:18

Zak Mir (chartist) sees a 550p target FWIW:

[topvest] 18/12/2015 18:14

Good interview. No hype with this company. Just a down to earth management team getting on with business.

[rivaldo] 18/12/2015 13:47

Cheers kalkanite - haven't heard it yet, but must get round to it as it seems to have gone well :o))

[kalkanite] 17/12/2015 22:26

Paul Scott's interview with Zytronic CEO Mark Cambridge.....

[owenski] 17/12/2015 16:58

Paul Scott is doing an interview with ZYT CEO today, not sure when and where it will be posted yet, probably on the Stocko site

[igoe104] 17/12/2015 16:49

ZYT presentation.

hxxp://www.zytronicplc.com/assets/Uploads/2015PrelimsPresentation_Final.pdf

Looking at the summary, everything points to a lot more in the tank for ZYT.

[rcturner2] 17/12/2015 09:45

Usually though the money handling part is easy to modify or replace as a unit. Coins changing is a regular occurrence don't forget, any machine that accepts coins has to be adaptable in this regard.

[harebridge] 17/12/2015 09:43

Excellent posts lads- keep up the good work, just wish I had a larger holding : (

[naos] 17/12/2015 09:41

As I understand it, it's not just a case of a minor modification to vending machines, but a complete replacement of them. And I certainly hope ZYT can get it its touchscreens onto at least some of these new vending machines. Could be a money spinner, (pardon the pun)!

[rivaldo] 16/12/2015 23:03

I saw that story and didn't at first relate it to ZYT, but given that it would apply to gaming and vending machines etc, perhaps you're right - it could be quite an opportunity for ZYT to get operators to upgrade/improve at the same time as making the necessary modifications.

[naos] 16/12/2015 21:32

The last round £1 coin was minted today, the new 12 sided coin will be introduced from 2017. All vending machines will need to be changed.....

[rivaldo] 14/12/2015 07:40

Agreed, there's no need for ZYT to over-extend itself.

ZYT have been featured in this week's FT:



"Zytronic’s record revenues lift shares to all-time high

Shares in Zytronic, the Tyneside-based maker of touch sensors, hit an all-time high this week, following news of record annual revenues and profits, writes Chris Tighe.

Having floated on Aim in July 2000 at 110p, the shares closed on Friday at 419p — buoyed by a 39 per cent rise in pre-tax profit, to £4.5m, on sales of £21m, and a positive outlook for 2016.

Zytronic’s touch sensors are now used globally in devices such as ATMs, vending machines and gaming terminals. Last year, 93 per cent of revenues were from exports. Zytronic attributed much of this performance to investment — spending on R&D and capital equipment more than doubled to £1.3m last year.

Looking ahead, Zytronic said its focus on relatively specialist, low-volume products should help it withstand competition from Asia. House broker N+1 Singer argued that, on a 2016 price/earnings ratio of 16 times, Zytronic’s shares looked inexpensive for a growing technology business."

[rcturner2] 13/12/2015 20:48

If you take the example of cash machines, the major player in the market is NCR (US company that was originally National Cash Register). They are huge, way off the scale of Zytronic. So a company that is small fry like ZYT has no chance to buy an equipment manufacturer. The best we could hope for is someone like NCR taking us out.

[kalkanite] 13/12/2015 09:56

Agree with your statement G, my thought is for entering new markets and possibly new geographies. There is definately a need to protect the current customers and give exclusive licenses to new customers that wish to operate within their own niche businesses. Of course the tables would be multi functional and interactive with others in the premises for entertainment purposes.

It seems odd that a great UK company selling 97% of their products abroad is not expanding in its own market.

[gengulphus] 13/12/2015 09:44

Against that, by becoming an equipment manufacturer, Zytronic would be competing with its own customers. Having a competitor who is able to raise their input prices without raising its own as well is not a comfortable position for those customers, and is liable to get them to start looking for an alternative...

Not saying it cannot be done, but if it is, it needs to be done with considerable care.

Gengulphus

[adamb1978] 12/12/2015 20:35

I don't get why you would want them to buy an equipment manufacturer....what you of equipment? Which market? They should just stick to what they're doing if you ask me

[kalkanite] 11/12/2015 11:44

A nice review of 2015 for Zytronic.....



Management must be buzzing after this years progress and ready for another progressive year ahead.

All we need now is an acquisition of a UK equipment manufacturer that can take Zytronic from a component manufacturer to an equipment manufacturer that can show case its products across a range of uses.

[igoe104] 10/12/2015 14:14

You can only see ZYT going from strength to strength and you see the products being everywhere.

nice write-up here.

[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.