Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on PLASTICS CAPITAL PLC. We currently have 7 research reports from 2 professional analysts.
|20Feb17 13:30||RNS||Director/PDMR Shareholding|
|13Feb17 07:00||RNS||Trading Update|
|30Jan17 15:45||RNS||Issue of Equity and Directors' Shareholdings|
|20Jan17 11:43||RNS||Result of Scrip Dividend Alternative|
|11Jan17 14:38||RNS||Director/PDMR Shareholding|
|05Dec16 07:00||RNS||Half-year Report|
|09Nov16 07:00||RNS||Notice of Results|
Frequency of research reports
Research reports on
PLASTICS CAPITAL PLC
PLASTICS CAPITAL PLC
N+1 Singer - Uncovered Gems - Speed Dating Lunch - Three delicious courses – all worth a tip
26 Jul 16
Yesterday we hosted our first “speed dating” lunch at our offices with the management teams of three interesting and contrasting companies. Each has featured in one of our recent Microcap Uncovered Gems notes and/or other sector and quant work. Each company gave a punchy and brief overview of its business and investment case to a group of fund managers before rapid fire Q&A. Below we summarise our own thoughts on easyHotel, Hayward Tyler and Plastics Capital and inside we give more information on these companies including recent slide decks. We believe all three companies are very well managed and deserve a close look. We will repeat this efficient format for engaging with managements in due course.
N+1 Singer - Morning Song 26-07-2016
26 Jul 16
Cello Group (CLL LN) Trading update | IDOX (IDOX LN) Strategically important and earnings enhancing acquisition | Quantum Pharma (QP LN) Further addition to Mucodis range | Renishaw (RSW LN) More positive prospects, but in the price | Uncovered Gems - Speed Dating Lunch Three delicious courses – all worth a tip | Victrex (VCT LN) FY16 guidance reiterated, FY17 a few moving parts
It’s a bug’s life
18 Apr 16
Byotrol is an Aim-listed anti-microbial play which floated in 2005 and underwent reorganisation, including appointing experienced new management, in Q4 2013. We had an initial presentation from the company on its trading statement on 25th February and look forward to learning more. Byotrol’s USP is in developing and commercialising hygiene products with IP protection and superior characteristics, especially in terms of long-lasting action. Byotrol addresses the B2B market in areas like surface sanitisers in food retail (eg used in 560 M&S stores), food production and hospital healthcare (in trial with NHS/ISS) - all areas with clear regulatory drivers and high profile problems like MRSA. Key initiatives which could transform the group include: seeking US EPA registration for surface care and a marketing/development agreement with Solvay. In the B2C market, Byotrol has a number of existing products.
Consumer and FX bright spots lifting the gloom
18 Apr 16
There are plenty of things to worry about at the start of 2016: a subdued and recently downgraded global growth outlook; oil price volatility and a still-falling rig count; the potential for a hard landing in China; the Brexit vote and its implications for sterling. Nevertheless, we think this should be a positive year for the UK chemicals sector. There is plenty of evidence that consumer-driven chemicals demand is picking up and, to a degree, offsetting weaker industrial demand. Meanwhile, a significant currency tailwind is developing for sterling reporters. This may be short-lived but it is not yet fully factored into forecasts. At an individual company level, 2016 should provide initial answers to some intriguing questions: Will Victrex see off the competitive threat from Solvay? How will Paul Waterman refine and reinvigorate Elementis’ strategy? How great are Calum MacLean’s ambitions for Synthomer? Our BUY recommendations are Croda, Victrex and Zotefoams and we are positive on both Elementis and Scapa (both Corporate).
N+1 Singer - N1S Trend spotting - Strategy update
08 Mar 17
In this new product we present some strategy theme updates arising out of our latest analysis of macro trends and economic data and our innovative Quant work. We also look at upcoming events and suggest topping up on some of our Best Ideas for 2017.
FY16 weak as expected; some hopes on Canada for FY17
16 Mar 17
K+S released FY16 numbers. Revenues were down 17.2% to €3,456.6m, EBITDA down 50.9% to €519m, EBIT I down 70.7% to €229.3m and net adjusted earnings down 76% to €130.5m. Net debt reached €3.538m (vs €2,395m). The proposed dividend is €0.30 (vs €1.15). The group expects a tangible increase in EBIT I for FY17 on higher volumes (in particular thanks to the Legacy Project) as well as price/mix, although signification variation may occur on low-water periods in the Werra river. K+S maintains its long-term (2020) target of an EBITDA of €1.6bn.
N+1 Singer - Morning Song 14-03-2017
14 Mar 17
Advanced Medical Solutions (AMS LN) Prelims slightly ahead, still no deals | Brady (BRY LN) Investment will impact profits, but provide a platform for stronger growth | Burford Capital (BUR LN) Strong growth, many opportunities | First Derivatives (FDP LN) Collaboration agreement | Gresham Technologies (GHT LN) A milestone year | Gym Group (GYM LN) In line finals | Horizon Discovery Group (HZD LN) Agreement in pre-natal diagnostics | Kalibrate Technologies (KLBT LN) Near-term challenges, building long-term value | Stadium Group (SDM LN) Strong current trading; Strategic US investment | Zotefoams (ZTF LN) Currency tailwind underpins strong PBT growth; promising HPP progress
21 Aug 15
Wentworth Resources: Operational update (BUY) | PhotonStar*: Interim results (CORP) | Rose Petroleum^: Operational update (BUY) | Byotrol*: Conditional placing to raise £1.4m; forecast revisions (CORP) | H&T Group: Approaching an inflexion point? (HOLD) | Robinson*: Analyst interview (CORP)