| Thoughts on ZOLT |
| BUY |
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0% |
[ 0 ] |
| DON'T BUY |
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44% |
[ 4 ] |
| More Reasearch is needed. |
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55% |
[ 5 ] |
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| Total Votes : 9 |
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Message
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| nelaina |
 Posted: Mon Jan 23, 2006 4:44 am Post subject: Lets research a stock...ZOLT |
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CFO
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shall we?
ZOLT - Zoltek Companies, INC.
up 17.34% since Friday's mention on Mad Money.
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| poornewb |
| Posted: Mon Jan 23, 2006 5:54 am Post subject: |
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Investing Manager
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Here's some encouraging news I found on Zolt.
The carbon fiber market conditions began to change in fiscal 2004. Two major aerospace programs, the Airbus A-380 and the Boeing 7E7, have absorbed virtually all of the aerospace fiber capacity, and resulted in the divergence of the aerospace and commercial markets for carbon fibers. Since the beginning of fiscal 2004, the Company announced long-term supply arrangements with the two largest manufacturers of wind turbines. The Company expects that these supply arrangements will generate $80 to $100 million of sales over the next three years. Increasing sales of carbon fiber products during fiscal 2005 confirmed this shift. The divergence of the two markets was accelerated by the strength in the development of the carbon fiber wind turbine blade market. Currently Zoltek believes it is in a unique position of having installed capacity, the technical capability to increase the scale of its productive capacity with relatively short lead times and the fiber quality that can attract current available and future new business.
The recent increase in the demand for carbon fibers relates to several different applications, including aerospace. During fiscal 2005, the Company experienced growth in customer demand in the carbon and technical fiber business units, as net sales of these segments increased $16.1 million and $4.9 million, respectively, over fiscal 2004.
The Company has specifically targeted three significant and emerging applications: wind energy, oil and gas, and automotive. Development of the use of carbon fibers is continuing in each of these targeted market segments.
With the new orders in place and indications for additional significant orders, the Company restarted its major carbon fiber manufacturing facility in Abilene, Texas which had been temporarily idled. Maintaining the excess capacity has been costly, but the Company believes it has been necessary to assure customers of adequate supply and encourage them to shift to carbon fibers from other materials. As of September 30, 2005, all five lines at the Company's Abilene facility were operational, however, they have not reached the targeted production rates. The per-line production has been improving and the Company believes the lines should reach desired production rates during the second quarter of fiscal 2006. |
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| poornewb |
| Posted: Mon Jan 23, 2006 6:01 am Post subject: |
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Investing Manager
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| They have a Forward P/E rate of 61.9 with a estimated 1yr growth of over 100%. |
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| stockmarkettips |
| Posted: Mon Jan 23, 2006 6:33 am Post subject: |
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Investing Manager
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| Volume is quite high this morning. |
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| Benjamin |
| Posted: Mon Jan 23, 2006 7:04 am Post subject: |
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Administrator
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| poornewb |
| Posted: Mon Jan 23, 2006 8:24 am Post subject: |
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Investing Manager
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| I dont see why it couldnt hit its 52 week high but cramerica says not to buy over 12. So I would let the dumb money shake out first. |
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| frusnak |
| Posted: Mon Jan 23, 2006 11:47 am Post subject: |
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CFO
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zolt@$11.86...after hrs.$11.66..-1.69%
52 week range..$18.63...$8.03
-$2.23...earnings
19 million shares outstanding
17% institutional investers
59.7% stock float
average daily volume...92,500 shares
todays volume...2.311.000 shares
If you had owned this stock last week today would have been the day to sell.
I agree with poornewb to wait for this stock to come down considerably before buying it. " DON"T BUY "Company has not made money for a couple of years.
Newb, excellent research information ! |
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| frusnak |
| Posted: Mon Jan 23, 2006 4:37 pm Post subject: |
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CFO
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I'm tracking our picks in this series and so far we are off -4%  |
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| nelaina |
| Posted: Mon Jan 23, 2006 4:52 pm Post subject: |
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CFO
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| poornewb wrote: | | They have a Forward P/E rate of 61.9 with a estimated 1yr growth of over 100%. |
interesting.
I will definitley watch this one but like its been said, i wouldnt be interested in buying it above $10.
thanks for that piece of info poornewb
about carbon fiber:
| Quote: | Carbon fiber is a high strength, high stiffness synthetic fiber that is used in a variety of structural and electrical applications. Carbon fiber is manufactured by heating, oxidizing, and carbonizing polyacrylonitrile polymer fibers. The resulting carbon fibers are typically molded into high strength composite materials for structural applications or are used in their pure form for electrical and friction applications.
Carbon fiber composites have amazing structural properties. Carbon fiber composites are ten times stronger than steel, yet are still five times lighter. In comparison to aluminum, carbon fiber composites are eight times stronger, two times stiffer, yet still 1.5 times lighter. Carbon fiber composites have superior fatigue properties to all known metallic structures, and when coupled with the proper resins, carbon fiber composites are one of the most corrosion resistant materials available.
In electrical applications, carbon fibers can be used to tailor the electrical properties of injection molding compounds, paints, and adhesives. The resulting products provide the benefits of plastics with the conductivity and electrical shielding capabilities of metals. When used in adhesives, the electrical conductivity of carbon can be used to enhance cure times in RF environments by an order of magnitude. The electrical properties of carbon fiber and the ability to configure the material into a semi permeable membrane with defined mass transport properties makes carbon an ideal choice for Next Generation fuel cell engines.
In friction applications, carbon fiber is used to create materials that can withstand extremely high temperature coupled with brutal abrasive wear. Small amounts of carbon can even be used to control the explosive burn of airbag propellants, resulting in safer deployment of airbags in automotive applications.
The applications for the amazing properties of carbon fiber continue to grow every day. |
in my opinion ZOLT has a great range of products, which have a wide range of uses in almost any industry. Its a good company to follow for sure, seems like minimal competition... |
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| poornewb |
| Posted: Mon Jan 23, 2006 6:17 pm Post subject: |
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Investing Manager
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| nelaina wrote: |
in my opinion ZOLT has a great range of products, which have a wide range of uses in almost any industry. Its a good company to follow for sure, seems like minimal competition... |
I think for what they are building with carbon fiber and the products they support they have no competition. I read were it would take 2 years to set up shop to give them any competition. Theyve been sitting on a warehouse here in south Texas waiting for the orders to come in. I think by the end of the first quater they will be at 60% productivity, were as last year they were at ZERO! |
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| Im Not Warren Buffett |
| Posted: Mon Jan 23, 2006 7:32 pm Post subject: |
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CFO
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| Benjamin wrote: | | <<Added a Poll>> |
Shouldn't we standardize the poll options? It seems like every stock we've done has different choices. I like:
Strong Market Outperform (Best)
Market Outperform
Neutral
Market Underperform
Strong Market Underperform (Worst) |
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| Im Not Warren Buffett |
| Posted: Mon Jan 23, 2006 7:33 pm Post subject: |
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CFO
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| frusnak wrote: | | I'm tracking our picks in this series and so far we are off -4% |
Have we even been doing this for a complete month? Once again, I stress patience. |
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| Iceemaan |
| Posted: Mon Jan 23, 2006 8:49 pm Post subject: |
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Investing Manager
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| Im Not Warren Buffett wrote: | | frusnak wrote: | | I'm tracking our picks in this series and so far we are off -4% |
Have we even been doing this for a complete month? Once again, I stress patience. |
I agree we are talking about investing opportuities here. Not necessarily trading opportunities.. Long haul baby |
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| frusnak |
| Posted: Tue Jan 24, 2006 12:15 am Post subject: |
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CFO
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Cheese us, just made a comment that I was tracking our picks!  |
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| nelaina |
| Posted: Tue Jan 24, 2006 3:13 am Post subject: |
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CFO
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i know really, IMNWB dont be so quick to scrutinize, dayum!  |
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