ZOLT Message Board - Msg: 921549

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : ZOLT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: aatkinson who wrote (145)	3/4/1997 12:17:00 AM
From: flyguy	of 970

aatkinson: The revenue splits come from ZOLTs latest 10Q dated 2/14/97. I've actually been looking for these splits for some time. If you read back to some of my previous posts, I've always suspected that the earnings growth was all in the acrylic, it's just that ZOLT refused to split out the revenues previously. The growth is purely due to the acquisition, next quarter will be the first true look at prior year. When we see zero growth year-to-year after next quarter, the bandwagon will end. I would also agree with everything Todd posted. I have been involved in many of the applications being touted for composites. I can remember a railroad manufacturer telling me that they would be buying all composite boxcars next year (this was in 1989)! This market is truly growing, but will develop over a period of decades, not years. I've also posted before that many others are looking at the carbon market. Look for Owens Corning (trying to improve that 10 p/e that Todd was talking about), Monsanto (Toray cooperation announcement any day) and Sterling (formerly Cytec) over the next few months. I will post here or under the Hexcel (HXL) thread in the future - whichever one has more action. Best of luck. Flyguy.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next