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whats occurring?
When I saw the drop I expected some issues in the results! But no...just another buying opportunity presents itself.....
Nice set of results but a shame they’ve been announced when markets are red! On track and confident outlook to meet expectations. Margin improvement also.
Tipped this yesterday, which probably explains the mornings frenzy. Results due out tomorrow.
What a resilient share this is ?! During last months market correction ZTF never went much below say 515 . I expected it would so didn't top up. In the three quarter year report I was interested to read about the Polish factory. So with their manufacturing bases in China and the US, I think ZTF are well paced to deal with GBP swings. This is run by a very astute board.
Yearly highs. Last statement slightly ahead of expectations and an increase in capacity going forward bodes very well.
Agreed it’s on the expensive side but the company is capacity constrained and investing heavily to scale up and increase output, so still worth paying up here although placing has in the ST been dilutive. Gervais Williams has stated he’d be devastated if this company was taken out at £15 a share which gives an indication of how highly he rates this! As for others you can see I hold FLO, PTSG, SCH and IOM. Most have been rangebound in share price but are exciting companies to be in. Premium member advantage is seeing Level 2 for live broker bid offer prices.
Dear Compadres...Thanks for posting these. I ve been with ZTF for 18 months now and like you have benefitted from a steady slope rise. It s one of the few shares that have made my portfolio into double digits. I last bought in January and now of course a bit weary to buy. I m tempted to at these dips say 530 but is it that p e just shortof 40 % that has stopped the gentle rise of 2017? Or are other factors affecting the whole market going to make these shares summer buys in the not too far future?
I notice you are are Premium member.Is it worth ? What of your other holdings I see on your postings pie chart are you most excited about. I m looking for another Zoteform ...where it was inApril 2017 !!
Cheers....
Ccc
Record Group Revenue of £37.89m, up 12% on prior year (2017: £33.84m) and 17% in constant currency: o 4% increase in Polyolefin Foams supported by new USA capacity o 82% growth in High Performance Products ("HPP"), which now represents 24% (2017: 15%) of Group sales o MuCell Extrusion sales of £0.86m (2017: £1.96m) with 20% underlying growth excluding the large, one-off capital equipment sale in 2017 · Profit before tax and exceptional item up 21% to £4.60m (2017: £3.81m) · Profit before tax up 64% to £4.60m (2017: £2.81m) · Successful bank refinancing and £20.6m equity raise (before expenses) completed in May · Three major capital projects to expand capacity to support growth are on schedule · Interim dividend increased by 3.1% to 1.97 pence · The Group continues to trade in line with Board expectations
May top up here shortly
Does anybody have a view on whether a zotefoams product has been used in the process of these? Purely speculation but could this be the first result of the tie up? Be interested to get others thoughts https://hypebeast.com/2018/6/nike-react-element-87-first-release-info-official
They got the placing away with ease + for future growth and expansion, really looks a gem this one. Current trading Zotefoams has experienced a good start in the first four months of the year. Group revenue was approximately 7 per cent. ahead of the comparative period in 2017. However, after adjusting for the adverse impact of currency this year and excluding the large non-recurring capital contract invoiced by MuCell in the first quarter of 2017, Group revenue was approximately 17 per cent. ahead of last year. Underlying this strong performance were the following factors: � a 7 per cent. increase in sales of polyolefin foams; additional capacity has become available for the polyolefin foams business part-way through the period as the US facility began high-pressure gassing operations in March; � HPP foams experienced very strong growth, particularly from the PEBA product range, which accounted for approximately 50 per cent. of HPP revenue in the period; and � MuCell, excluding the large non-recurring capital contract invoiced in the first quarter of 2017, delivered a strong percentage increase in revenue against a relatively weak comparative in 2017. The Company's capital investment programmes are progressing on schedule: the US facility is now operating 24/7 and ramping up to full capacity; the investments to further extend high-pressure gassing in the US and to add high-temperature and low-pressure expansion in the UK remain on course for planned commissioning in 2019. Zotefoams continues to expect 2018 to be another year of substantial progress for the Group and, with committed capacity investments to support growth, it remains confident about the long-term prospects of the business.
Anybody know when we�re getting the next trading update? Usually been mid May but can�t see it from recent rns. Expecting it to be good after comments made from the below Q&A: Q4: Is current trading performing to your expectations? A4: Yes, we started the first quarter, if we look at the order book in the first quarter, it�s really a continuation of what we saw in 2017; good volume growth, we see the high-performance business growing faster than the rest and we�re looking at mix and margin enhancement coming from that. So, a really good start in the first quarter. http://www.zotefoams.com/*************-qa-with-ceo-david-stirling/
Lovely....
ZTF Zotefoams, shooting up this afternoon. https://pbs.twimg.com/media/DYVnQXvWsAIHzk0.jpg
hxxps://www.***************************/interview-zotefoams-plc-strong-global-growth-drivers-adds-positive-outlook/412747272 Home � Interviews � INTERVIEW: Zotefoams Plc Strong global growth drivers adds to positive outlook Zotefoams INTERVIEW: Zotefoams Plc Strong global growth drivers adds to positive outlook Posted by: giles.arbor 13th March 2018 Zotefoams Plc (LON:ZTF) CEO David Stirling talks to ************* about its positive prelim trading results for the year ended 31st Dec 2017. David explains what has driven the growth, why the increasing of capacity both in the UK and US, performance in international markets, expectations and the outlook for the rest of the year and beyond.
All very positive and I am a happy holder, but:- 1. Debt will increase materially in 2018 (Arden project net debt of �33.4m, up from �17.9m in FY2017); 2. We know very little (almost nothing) about the financial terms of the NIKE deal. In particular, we do not know whether NIKE are funding any part of the R&D costs and whether they have contractual commitments to buy the developed product; 3. ZTF apparently encountered cost overrun and time delay issues when they installed the first high pressure autoclave at Kentucky. I am sure that they learnt from the experience, but they have a much larger investment programme in 2018/19 to manage and hints that there may well be more to follow; 4. The ROCE figures are not that great - it is all about whether the major investment programme actually pays off; 5. MuCell is still fairly small and the figures seem to be driven by relatively few customers. I remain a fan, but it is yet not a slam-dunk.
Arden have issued a new Buy note this morning. Results were ahead of consensus. Revenues were "ahead of expectations in each division", and they anticipate "good consensus upgrades in the near-term and longer-term upside as growth opportunities are crystallised". They've increased EPS forecasts by 6%, and "there is material upside risk of 15-20% to 2019 EPS" based on expansion plans and HPP demand. with "multi-year upside in the Zotefoams story".
From the M Fool........ https://www.fool.co.uk/investing/2018/03/13/conviviality-plc-isnt-the-only-top-value-stock-id-buy-right-now/ Improving outlook The company in question is cellular material technology specialist Zotefoams (LSE: ZTF). It reported a record 2017 financial year for sales and profits. Revenue increased by 22% to �70.15m, experiencing strong growth across its business. This helped to push reported profit, before tax and exceptional items, to an all-time high of �8.81m. This is an increase of 22% and shows that the company�s strategy appears to be sound. During the period, Zotefoams was able to complete its major US capacity expansion investment that�s now producing high-quality foam. The company is also investing in capacity expansion as it prepares for future growth. And while the macroeconomic environment remains uncertain, near-term growth potential remains high. Looking ahead to its performance in the current year, the stock is expected to record a rise in earnings of 8%. This is expected to be followed by growth of 24% next year. This puts the company on a price-to-earnings growth (PEG) ratio of just 0.9, which suggests that it offers excellent value at the present time. As such, now could be a good time to buy it for the long term.
Excellent results, ahead of N+1 Singer's expectations: Https://www.investegate.co.uk/zotefoams-plc--ztf-/rns/final-results/201803130700064910H/ - sales are �70m+, well ahead of forecast �68m - adjusted PBT is �8.81m, well ahead of forecast �8.6m - EPS and dividend just ahead/bang on expectations - good start to 2018: "The year has started positively, with first quarter order volumes 8% higher than 2017 and an increased proportion of higher-value HPP sales."
BlackRock have increased their stake to 10.32%, or 44.4m shares: Https://www.investegate.co.uk/zotefoams-plc--ztf-/rns/holding-s--in-company/201803090700061959H/
ZTF Zotefoams gapped up this morning and breaking away. 500p now left behind. Not cheap but you pay for quality. Up 5% as i post. https://pbs.twimg.com/media/DXmWG-cWkAAcmsv.jpg
Compadre, there is no link - the note is available to PIs if you subscribe to Research Tree. Otherwise it's unavailable to the general public. Great to see more new highs now, with buying coming in at 516p.
Rivaldo, do you have the link to this pls?