gretel
05 Feb 2018
Tipped by SCSW magazine Great to see SCSW picking up on ZTF this weekend as a new idea, concluding that the shares are "set to go higher". We can hopefully expect to see more coverage over the coming months.
II Editor
16 Jan 2018
NEW ARTICLE: Gervais Williams: Top stock and themes for 2018 "We asked top small-cap fund manager, Miton's Gervais Williams, if he could only buy shares in one company, what would it be? Here's his answer.What is your view on financial markets currently, specifically AIM stocks as we prepare for Brexit?I ..."[link]
gretel
10 Jan 2018
Lovely trading update this morning Beautiful trading update - oozes confidence:[link] January 2018 - Zotefoams, a world leader in cellular materials technology, today provides a trading update following the Company's financial year end on 31 December 2017.Zotefoams is pleased to report continued strong trading through to the end of the year, continuing the trend of the first three quarters. · Full year revenues expected to be ahead of current market expectations · Adjusted profit before tax and exceptional items for the year ending 31 December 2017 expected to be at the top end of the range of market expectations · US plant construction completed, commissioning has begun with expected hand-over to manufacturing in FebruaryThe Company expects to announce preliminary results for the year ended 31 December 2017 on Tuesday 13 March 2018.Commenting on the update David Stirling, Group CEO of Zotefoams, said:"We are delighted to report robust growth across all business units during 2017 and, with good progress in the development of our portfolio of future opportunities, enter 2018 with a strong order book and confident about the future. We are excited at the commissioning of our new capacity in Walton, USA, as well as the continued commitment to growth demonstrated by our previously announced £12m investment to boost manufacturing capacity at our Croydon, UK, facility."
oldjoe1
04 Jan 2018
ZTF Looking Strong Before Results..... Gone long on ZTF Zoatfoams (pennant on chart) who should report next week. Some very bullish news in recent RNS: <a href='[link] target='window'>[link] …....14 Dec 20177
0 amRNSReport FactsheetZotefoams PLC (ZTF)£12 million investment planned at Croydon facility13 Dec 201770 amRNSReport FactsheetZotefoams PLC (ZTF)Strategic Partnership with Nike[link]
sharegardener
03 Jan 2018
Re: Tipped by Gervais Williams GW runs the Diverse Income investment trust as well as Miton Multicap income unit trust.He has held ZTF in both these for a while now.I do hold some DIVI and like to look down the list of holdings of this and other ITs for ideas.SG
sharegardener
19 Dec 2017
Re: RNS re new investment Im glad Ive continued to hold but as usual, regret not having bought more before the SP went up!The Nike deal may only bring in more revenue after further development through 2018&19 onwards but they already have Zotek foam in sport & leisure footwear as illustrated in the Puma boots:[link] ZTF have previously licensed other products on an exclusive basis eg MuCell with Unilever (Dove containers) and Neocell packaging with Coveris. The decision to put in extra factory capacity in Croydon with more autoclaves is clearly anticipating more demand and new product developments. The US Kentucky factory will give 20% more capacity from now on but it has been a bit slow to come on stream.Over 55% of shares are held by institutions the biggest are Miton, Schroder, Blackrock, L&G and JM Finn.Blackrock have sold down from 6.9M in Jan 2016 to 4.46M now. Their stated CFD holding has reduced from 146,000 to about 40,000 currently.The biggest volume traded was 2,038,617 shares on 21/3/16. Various Hodings RNS's came out shortly after but Blackrock have been offloading well after this.One other big holder also listed is Sekisui Alveo AG with 3.8M Shares (p35 of the ann.report and same current figure on Digital Look). This is a Swiss polyolefin foam manufacturer and subsidiary of Sekisui Chemical Co. Ltd of Japan . Slightly odd I thought as there dont appear to be any shared or joint projects but must be a global competitor. Anyone know anything about them?Good luck to all holders!SG
gretel
14 Dec 2017
RNS re new investment More good news today. It's significant that this investment is on the back of "strong customer interest", with demand expected to "continue to grow significantly".It all sounds so positive:[link] pipeline of opportunities to sell higher margin HPP materials is developing very positively and, with strong customer interest in our products, we believe that now is the right time to invest in increased manufacturing capacity to support our future growth."
Meanbugger
14 Dec 2017
Re: Nike deal Two positive announcements demonstrating growth and the need for more working capital to fund the growth and investment in new facilities. The scene is now set for the brokers to hopefully place the Blackrock holding and raise some funds for the Company at the same time. This would introduce Zotefoams to a new institutional investor base and remove the overhang which saw the shares drift to 250p before the recent recovery in the share price.Management are doing a great job here. If anyone wants to acquire ZTF we'd be looking at £5 plus now. Well Done!!
gretel
13 Dec 2017
Re: Nike deal Wow )) This under-the-radar stock is now firmly above the radar.....N+1 Singer have said this morning they "will review the financial implications of the partnership more fully in due course" for its effect on earnings and valuation, so presumably they will update/upgrade soon:[link] ANNOUNCES STRATEGIC PARTNERSHIP WITH NIKE13 December, 2017 - Zotefoams today announces that it has entered into a strategic partnership with Nike to develop footwear technology and supply materials for the global footwear, apparel and equipment company.Zotefoams, a leader in cellular material technology, will supply high-performance foam materials exclusively to Nike, within the footwear industry. The foams, which are designed for footwear, can be formulated to specific customer needs and are superior in performance, consistency, quality and purity to foams produced by other methods.Through the partnership, Zotefoams will work exclusively with Nike to develop and manufacture foam innovations to bring to market high-performance athletic product."
Triggers broom
13 Dec 2017
Nike deal Swoosh - there goes the SP. This deal could become a game changer for ZTF. Onwards and upwards for Zotefoams.
gretel
08 Dec 2017
New interview with CEO New video interview with the CEO - very bullish in a dour, Scottish way ))"The world is coming towards us", "unique products", "exciting new products" etc etc:http ://www.proactiveinvestors.co.uk/companies/stocktube/8503/zotefoams-plc-creating-truly-unique-and-unrivalled-plastic-foam-materials-8503.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-371832-PROACTIVITY+-+07%2F12%2F2017"Zotefoams plc creating truly unique and unrivalled plastic foam materials 10:25 07 Dec 2017David Stirling, chief executive of Zotefoams Plc (LON:ZTF), tells Proactive they're a maker of high-end plastic foam materials.''When you're making a foam two things matter - what plastic you start with and your foaming process''.''Almost all of our business centres around using that unique process which is based around high pressure gas technology''.Stirling adds: ''We're the only people in the world using it and 80% of our sales are from products which are highly differentiated because of that''."
gretel
03 Nov 2017
Re: N+1 Singer raise target price to 450p More info on N+1 Singer's upgrade: "Zotefoams is a high-quality business with significant long-term growth potential, says N+1 Singer. The broker says that it expects current trading momentum to continue into 2018, vindicating the investment that the polyolefin-foam manufacturer has made in the U.S. and Asia. N+ Singer raises its target price to 450 pence from 336 pence and reiterates a buy recommendation on the stock, which is currently unchanged at 394.25 pence."
gretel
03 Nov 2017
N+1 Singer raise target price to 450p N+1 Singer have this morning increased their target price to 450p and say Buy:[link]
penny bun
01 Nov 2017
Re: Great RNS this morning simply lovely sir
gretel
01 Nov 2017
Great RNS this morning Lovely stuff.....[link] "Zotefoams is pleased to report continued strong trading during the third quarter, maintaining the momentum of organic sales growth experienced in the first half of the year.Full year revenues expected to be ahead of market expectations·Adjusted profit before tax and exceptional items for the year ending 31 December 2017 expected to be at the top end of the range of market expectations"And:"Management continues to invest in its strong portfolio of growth prospects and to manage the higher growth rates of early stage opportunities. The order book for the fourth quarter gives confidence that the Company will exceed market expectations for Group revenue and therefore, at current foreign exchange rates, the Board expects adjusted profit before tax and exceptional items for the year ending 31 December 2017 to be at the top end of the range of market expectations.Commenting on the update David Stirling, Group CEO of Zotefoams, said:"We are delighted with the strong organic growth achieved across all business units during the third quarter of 2017. Our ambition is to establish ourselves as the world leader in cellular materials technology in our chosen markets. To achieve this ambition, we are investing significantly in new equipment and enhanced business capability. The Board is confident of another year of positive progress and about the long-term prospects for the business."
