Zytronic Share Discussion Threads

[bookbroker] 24/8/2020 06:40

Does not matter, it is still an order, as the chairman stated back at results that improvement in business opportunities remote. So any news on orders is good news. Main thing is many of staff likely still furloughed, so pressure on costs reduced considerably.

[buywell3] 24/8/2020 05:53

yes

PUGUGLY
23 Aug '20 - 14:36 - 725 of 726
0 0 0
Looks like pharmashop24 is an unquoted Italian Company - Does not appear to be covered by Bloomberg. Anyone any idea how big it is?

[pugugly] 23/8/2020 14:36

Looks like pharmashop24 is an unquoted Italian Company - Does not appear to be covered by Bloomberg. Anyone any idea how big it is?

[1pencil] 23/8/2020 12:11

Zytronic news section has a Comprehensive write up on Pharma24.



PHARMASHOP24’S INTERACTIVE VENDING MACHINES USE ZYTRONIC’S TOUCH TECHNOLOGY TO DOUBLE CAPACITY

19 August 2020

[buywell3] 23/8/2020 03:49

The future for signage is microLED

[buywell3] 20/8/2020 23:46

buywell notes certain posters have buywell on filter

buywell has never ever filtered a single poster --- not once

[bookbroker] 19/8/2020 06:38

At least people still believe that they are not being robbed by a rigged system in online gaming, reality is it is almost impossible to come out on top, but then people are doing it for pleasure and with that comes a price!

[bookbroker] 19/8/2020 06:35

We know the collapse in most of their markets, but don’t just assume it is permanent, and for as long as people are controlled by the deep state time people started to express their lack of confidence in the Govt. machine and took to the streets en masse.

[bookbroker] 19/8/2020 06:32

Likely the severance of half the workforce!

[buywell3] 19/8/2020 04:15

buywell seems to remember reading that most revenue is made from Gaming/Gambling machines in Casinos and the like.

Jan 10, 2020 - Revenue for the year ended 30 September 2019

''Gaming, which is predominantly casino-based upright cabinet designs, has continued to be our top revenue-generating market, albeit with a marked reduction of £2.1m against the prior year to £6.4m (2018: £8.5m).''


The above was pre Covid-19 so things now are much much worse one would think

As Covid-19 is having a devastating effect it would appear

Macau’s July gambling revenue falls by 94.5 per cent as visa ban amid Covid-19 pandemic thwarts growth in world’s ‘sin capital’

That is tourist visa ban by the way






APAC

''Total revenue from invoiced sales to the APAC region was £6.5m(2018: £8.5m)which represented 36% of total export revenue (2018: 43%). The largest revenue generator was still from sales into the gaming market for ultra-large format MPCT™ products''.



Casino Companies are also now suffering a revenue collapse as Gambling has moved on-line





Also other types of Gambling


A percentage of those having moved to on-line Gambling will remain there IMO









Signage


''Signage market revenue was £1.1m (2018: £1.2m), with product size and configuration mix having a large effect as we saw a near 50% reduction in the volume of units sold to 3,000 units, of which 40% were of a large MPCT™ format (2018: 6,000, 17%).''

buywell has also identified another problem there also

Anyone know what it is ?

[eisler] 17/8/2020 16:51

During the last few months, when things have been quieter, companies have paid more attention to their digital presence and content

[1pencil] 15/8/2020 14:59

My confidence maybe misplaced, but Zytronic do seem to be upping their media presence.

Latest YouTube video (12/8) demonstrating Zybrid screen. Although Zybrid is not new the video aligns itself more with cleaning, safe glove operation.

illiswilgig, thanks.

[illiswilgig] 14/8/2020 14:09

Thank you 1pencil - keep up the good work,

cheers

Illis

[1pencil] 14/8/2020 13:49

Steady trickle of info vie Twitter:

ROBUST TOUCHSCREEN TECHNOLOGY, TO MEET ANY ENVIRONMENT

[1pencil] 11/8/2020 19:04

At present there are no forecasts that I am aware of, last update was in May.

Its not an easy market to track although Kiosk Market Place is the best site I have found for industry news.

Registration is free which allows downloads of various white papers, there's also a Covid section with daily updates.

[researchcentre123] 11/8/2020 10:58

Thank you I appreciate that, it gives a good idea. Do they give any idea how they have done over the pandemic? I cant imagine touchscreens are in great demand this year for obvious reasons.

[techair] 10/8/2020 16:29

Contactless Touch video is pretty cool. Thanks for posting 1pencil

[1pencil] 10/8/2020 15:51

Zytronic Contactless Touch 5th Aug 2020



(contactless hover touch mode)

[1pencil] 10/8/2020 15:48

Zytronic have some patents covering various technical aspects, very thin bezel edge which is one that i remember, also response or lag times are very good - both of these put them at the top when producing video walls made of separate screens.

Generally speaking, Zytronic are niche players catering to custom runs of highly tailored equipment, where they benefit over other players is manufacturing in-house including the chip sets which power everything from screen touch to POS modules.

Durability is also important for many of their screen application working outside.

[researchcentre123] 10/8/2020 12:13

Hi Can anyone tell me what the edge is of this company please? Am wondering if their touch screens are different to any others? Seems relatively cheap company compared to its assets. Are people worried about something? Or will ti suddenly not be able to sell any screens? Thanks appreciate it.

[1pencil] 08/8/2020 08:41

Additional background on 3M move, some general thoughts/comments.

looking through their 2019 annual report shows sales of $9.6 billion for 'Transportation and Electronics' business, this is one of four divisions which incorporates display electronics.

Overall the sector decreased by 5% during this period generally attributed to automotive, production issues and China, electronics declined by a slightly higher figure of 6% as below:

"Sales decreased 6 percent in 3M’s electronics-related businesses, with decreases in both display materials and systems and electronics materials solutions. Electronics-related growth was impacted by soft consumer electronics and factory automation end markets in addition to channel inventory adjustments"

I was keen to see just how much turnover 3M has within display, unfortunately this information is not disclosed (received quite a curt reply from 3M investor relations on this topic!)

A general guesstimate could be based on 3M's leading position within display, perhaps a third at roughly $3 billion?

How much of this can be picked up by the smaller players remains to be seen, but for Zytronics it wouldn't take much to tip the needle.

pages, 33. 34 3 M Annual Report 2019