smilingmickey1
26 Apr 2018
Re: Updates ?..... My main source of information is their own reports. They are quite coy about their competitive advantage but they do own patents covering their technology and they do spend money on R & D. Large touch screens is a particular emphasis and you can see that SP per screen for the large size is high and they are concentrating on increasing this part of their business.I'm more into this business for its growing divi than expecting a large increase in the share price.
sage in the hills
26 Apr 2018
Re: Updates ?..... Ok, so how strong are they at keeping their USP mojo ?How are they at keeping ahead of the game with new product development or enhancements ?SAGE
smilingmickey1
25 Apr 2018
Re: Updates ?..... Good question.I think they concentrate on high margins.Sales of their older products where they have less competitive advantage are in decline.If you look at the sales revenue over time it is static. However profits, EPS, cash levels and divis are moving slowly upwards.
sage in the hills
25 Apr 2018
Updates ?..... I am a late newcomer to this stock .....With a focussed unique selling point, and focussed target market and applications,why is turnover here only £20million ? ......SAGE
KEEPING CALM MIKE
20 Jan 2018
Re: Been here fvrom IPO AT £1.10 Still here since the IPO at £1.10 and its the time in the market not timing the market for me, happy to hold and let them tick along.Touch screen tech 10 years back was in its early days, and ZYT maybe will get a big boost !!! K.C.
smilingmickey1
19 Jan 2018
Trading volume Some large trades today. According to iii chart biggest volume for some time.
smilingmickey1
19 Jan 2018
Trading volume Some large trades today. According to iii chart biggest volume for some time.
smilingmickey1
14 Dec 2017
Re: Results With the large increase in the divi I calculate the yield based on the current share price is around 3.8%, it's well covered by earnings and cash flow, plus there is lots of cash in the balance sheet.The Company seems to be gradually exiting less profitable markets and growing in the ones where their technology enables them to make greater margins. This results in good margin growth accompanied by subdued sales revenue growth. The report indicates that sales levels are around the level of last year so no great shakes for an upward moving share price at the moment. Having said that they seems to be doing a lot of work on their marketing organisation which might suggest that their product sales may benefit from better exposure in the medium/longer term.A hold for me.
PIE-EATER
12 Dec 2017
Re: Results We have had a couple of pretty good years SP growth, suspect this is a bit of a consolidation phase. Dividend increases should help keep a bottom on the SPPE
jomozz
12 Dec 2017
Results Had a quick read and liked what I saw. Final dividend up 39% as well.SP down 2.4% today. Ah well, can't have everything.
smilingmickey1
24 Nov 2017
Re: Short but sweet....Smiling Changed my mind, having re read the Trading Statement. Results due soon.With increased overall revenue there should be some growth in margin. Also looking for a better cash position. Bought a few this am.SM
smilingmickey1
23 Nov 2017
Re: Short but sweet....Smiling Tks pie eater,I,ve given it some thought. P/E ratio still quite high so will wait to see if there is a lower entry point. Market seems a bit dicey (some price drops in stocks with high valuations) so will hold off for now. Still holding about 8 percent of my share portfolios zyt.
PIE-EATER
22 Nov 2017
Re: Short but sweet....Smiling Smiling...At 520p and a yield around 3%, this MAY be an interesting time to re-enter if you believe in the fundamentals of the company.As previously stated this is still one of my major long term holdings and so am reluctant to add to it purely because of that reason. It can be quite a volatile share so perhaps may be a good time for a "trading situation" at the minute..AIMHO of course DYOR etc etcPE
PIE-EATER
23 Oct 2017
Re: Short but sweet Sorry, I don't know and not sure whether the best way might be to set what you believe to be a cheeky limit order....say 530p and if there is a slight wobble in the market generally you would benefit?TBH, thats what I tend to do.PE
smilingmickey1
20 Oct 2017
Re: Short but sweet Would either of you two gentlemen know what the "expectations" are?Last year's results were enhanced by some claw back of previously over paid taxes, so this year's figures from a comparitive point of view might not appear too attractive.I sold a few at around 600p. Perhaps I should buy them back?SM
