Updates

Zotefoams

March 2021

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Back in September when I reported on H2 results, I had said that whilst “general market conditions are blurry, management tell me that H2 is going to set an all time record for revenues due to supplying into the recently won PPE contract, stronger footwear sales (high end trainers for Nike) and also stronger T-FIT technical insulation for data centres and pharmaceutical cleanrooms.” Little surprise then that this is precisely what emerged - with Zotefoams saying HPP sales were +10%, footwear sales +65% and T-FIT up modestly. As anticipated, the business experienced a decline of 20% in sales of low margin polyolefin foams, which are mainly in industrial and aviation applications, although there has been a notable recover ...

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AFH Financial - USâ€ˆprivate equity firm bids 463p

Treatt - Explosive growth trajectory; gain 336%

Zotefoams (September 2023)

Zotefoams (April 2023)

Zotefoams (April 2022)

Zotefoams - Big capex plans come to an end (September 2021)

Zotefoams (September 2020)

Zotefoams - New contract worth possibly 10% to sales (July 2020)

Zotefoams - New capacity eases bottleneck (May 2020)

Zotefoams (February 2018)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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