sharegardener
03 Mar 2017
Re: Good future prospects here Apart from Schroders offloading over 0.5M shares in early Feb, volumes have been low but with SP creeping up. Looks like Miton have 14%, Schroder 11% and Blackrock 10% and L&G 5%, UBS 4% with total of top 10 holders around 55%. Fairly good institutional support overall and looks like the selling-off has stopped for now. FY results out 14th Mar, should give a clearer picture of when the extra US factory capacity comes on stream. SG
Meanbugger
20 Jan 2017
Re: Good future prospects here Actually there is a very good reason why the shares have drifted down and that is because Blackrock have been reducing their large holding - probably for portfolio management reasons rather than anything fundamental. Buyers like myself have held off to see how cheap it might get. It looks as if a couple of weeks ago someone decided to plunge in and buy anyway and other buyers have joined in for fear of it going up and them missing out.Blackrock could still depress the price over the next few months. What would be brilliant would be if the company's brokers could place the Blackrock holding with long-term institutions and then it would be a screaming buy.
sharegardener
09 Jan 2017
Good future prospects here Not much interest being shown in this Co. and the SP has been drifting down for no good reason!Ive held some shares since 180p but bought more at 300p last year.The new US factory capacity opens this year and they have acquired full ownership of the Chinese venture. Niche products with associated IP sell into very diverse areas. They may struggle if raw materials costs rise due to climbing oil price but otherwise, dollar denominated sales will improve profits at current FX levels and looking fairly solid long term imho.Full Finals outTuesday 14th March SG
mcescher
30 Jul 2015
Zotefoams fundmentals report Apparently 50% EPS growth next year on here: [link]
Hoppel
08 Apr 2015
Bid I can smell a bid...
Hoppel
25 Mar 2015
Essentra plc... ...only recently confirmed that it will continue to make buys as M&A will play a major role in the its plans to double revenue.
Hoppel
25 Mar 2015
Takeover bid? Love the share price rise! Bid finally coming through?
Hoppel
19 Jan 2015
Schroders Recent top-up by Schroders re-affirms my confidence that this is still a buy.
Hoppel
19 Dec 2014
Share price drop Does anyone have any thoughts why this has fallen?
Meanbugger
26 Nov 2014
Re: More M&A... Yes Hoppel, Essentra do seem to be hyperactive when it comes to making acquisitions but I get the impression that they are only buying companies such as Clondalkin SPD when they are actively offered for sale. However bearing in mind the wide range of companies they've bought in the past, ZTF would clearly fit with the other foam and extrusion businesses which Essentra already own. Interesting.
Hoppel
20 Nov 2014
More M&A... ...on the horizon from one of the key consolidators in the industry.[link]
