Zoltek Companies, Inc. (NASDAQ:ZOLT)

CAPS Rating: 3 out of 5

An applied technology & advanced material company focusing on the commercialization of carbon fiber composites. The company develops & manufactures products for a diverse range of applications based upon carbon fibers' physical & chemical properties.

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Member Avatar Pickle57 (52.68) Submitted: 10/17/2012 12:18:44 AM : Outperform Start Price: $7.81 ZOLT Score: +86.23

ZOLT is a carbon fiber play. I think that this is a major base material for our future. All over our lives. Lighter cars = smaller engines with equal performance = more efficient cars. And that's just one. Windmill blades. The ability for carbon fiber to improve on tons of products currently using traditional metals.

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Member Avatar JustThis (81.38) Submitted: 10/16/2012 7:19:32 PM : Outperform Start Price: $7.81 ZOLT Score: +86.23

Carbon fiber is the future one word for you son, plastics or carbon whatever

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Member Avatar alroy61 (96.80) Submitted: 6/2/2012 9:56:45 AM : Outperform Start Price: $8.05 ZOLT Score: +62.65

Ongoing diversification into oil industry and auto parts applications will continue to grow the overall output. Margins are substantial and reasonable. Wind turbine applications that were hard hit by natural gas glut are not a factor in europe where Vestas buys carbon fiber for turbines. The biggets investing distraction is the over-reaction of the market to the company's hitting or missing expectations by fractional increments. A solid product and well-managed corporate debt structure in a company that has what the future needs. Think rubber companies in the late 1800s.

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Member Avatar nadanate (< 20) Submitted: 5/14/2012 5:56:48 AM : Outperform Start Price: $9.12 ZOLT Score: +44.67

They made some smart buys and have lots of excess capacity, and their long-term planning may be finally paying off:http://247wallst.com/2012/03/28/zoltek-makes-deal-shares-soar-zolt-mga/ Insiders have been buying non-stop for... years now I think.

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Member Avatar GameEmag (< 20) Submitted: 1/29/2012 5:33:02 PM : Underperform Start Price: $8.74 ZOLT Score: -48.60

Really? The few pieces of positive information we have received on this company in the past few quarters do not make up for the other major fundamental issues with it performance, industry, and past problems yet to be resolved. Given an extremely long time this may become a good company, but they have a long road ahead and current share price increases do not mesh well with that reality. Good luck to them, but for now the stock will bleed away the gains of the last few months given any volume and/or deep capital trader attention.

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Member Avatar squidog02 (< 20) Submitted: 12/7/2011 11:11:23 AM : Underperform Start Price: $8.62 ZOLT Score: -45.54

With the looming expiration of the PTC (production tax credit) for in 2012 wind energy is set to have a significant falloff in the second half of next year. As a result, my expectaion is that Zolt will take a significant hit. However, given the 1st half of next year will be extremely busy for the wind industry, it may be a good buy for short term gain.

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Member Avatar orange2tango (< 20) Submitted: 8/1/2011 1:24:54 PM : Outperform Start Price: $10.07 ZOLT Score: +20.47

Energy saving

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Member Avatar thebatcave (37.22) Submitted: 7/22/2011 5:19:57 PM : Outperform Start Price: $11.18 ZOLT Score: +9.81

Carbon fiber will take over

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Member Avatar rofgile (99.33) Submitted: 4/17/2011 12:13:43 PM : Outperform Start Price: $12.23 ZOLT Score: -5.93

WInd power will begin to grow quite strongly in 2011-2012, with the end of austerity, crisis of Japan, and reevaluation of priorities. Further, offshore wind is the next development in power generation and will begin to become a real draw.

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Member Avatar NicolasDarvas (46.64) Submitted: 1/6/2011 6:54:20 PM : Outperform Start Price: $12.11 ZOLT Score: -7.97

Test, 2011.

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Member Avatar whomonkyoulus (28.68) Submitted: 12/29/2010 4:47:36 PM : Outperform Start Price: $11.42 ZOLT Score: -1.67

This is a long term pick. I should wait until the stock falls down to a more reasonable price than the current one.... I would put in a limit order but I always have dozens of stocks in the "pending" queue. I feel alright about it though because of the insiders buying.

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Member Avatar blbrooks42 (< 20) Submitted: 9/23/2010 8:43:59 PM : Outperform Start Price: $7.42 ZOLT Score: +61.09

Feel about it.

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Member Avatar kayceygirl (93.84) Submitted: 8/14/2010 1:43:11 AM : Outperform Start Price: $9.05 ZOLT Score: +11.59

This is one of my STARZ.
Here is the thought process on this STAR:
a) Divided rate over Zero
b) 3 Year Beta between -5 & +3
c) 15% + Insider ownership
d) No greater than -50% Growth rate for the last 3 years (tough last couple of years so good that insiders are still owning the stocks)
e) Current CAPS rating between 3 Stars & 5 Stars
Open to all Industries and Sectors screened this down to just 250 stocks. I like round numbers. 12 of them I already own through other screening tools. I tend to be somewhat conservative but looking for 3 things at this point in my investing:
1. Stability & Strength
2. Yield and Modest Growth
3. Strong Position within a sector regardless of whether the
entire sector is strong or not. Each sector has to perform to some degree for the whole world economy to function. I am looking for 5 or more years down the road, ROI, and Growth. Not looking for rockets, just stars. This is a Star!!

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Member Avatar joetrecknokes (< 20) Submitted: 4/17/2010 12:39:33 PM : Outperform Start Price: $9.37 ZOLT Score: +21.93

carbon fiber is expanding

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Member Avatar brianpivar (< 20) Submitted: 11/30/2009 5:01:46 PM : Underperform Start Price: $9.09 ZOLT Score: -16.01

very high p/e...
Current p/e 75, forward p/e 56

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Member Avatar danovtroy (< 20) Submitted: 11/2/2009 2:25:33 PM : Outperform Start Price: $8.55 ZOLT Score: +16.30

Commercial carbon fiber allows incomparable strength and stiffness at low, sustainable costs. Wind, infrastructure, auto, secondary aerospace, friction, and medical are just the tip of the iceberg of industries that benefit from Zoltek carbon fibers. Lifecycle costs are the golden egg of mechanical efficiency and low cost commercial carbon fibers deliver.

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Member Avatar mile2323 (< 20) Submitted: 8/8/2009 7:55:53 PM : Outperform Start Price: $10.20 ZOLT Score: -21.88

Up and coming industry that will lead us out of the recession

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Member Avatar stevejoneslcsw (76.73) Submitted: 7/12/2009 1:43:27 AM : Outperform Start Price: $8.07 ZOLT Score: -4.76

obama

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Member Avatar JakilaTheHun (99.94) Submitted: 2/19/2009 10:27:25 AM : Outperform Start Price: $6.25 ZOLT Score: +26.89

Carbon fiber manufacturing is a cyclical industry. Just like all other commodities, you want to buy low and sell high. Right now, Zoltek's book value is $9.17 per share and it's selling at a 32% discount to that. Revenues for ZOLT did not drop off all that significantly over the past quarter --- which is very surprising given the massive economic downturn that has particularly impacted the alternative energy sphere. I analyze a lot of solar companies, as well, and I was surprised by how little ZOLT's revenue picture seemed to be affected by this turn of events. It's worth noting that the downturn should theoretically hit them the hardest as higher-cost carbon fiber manufacturers start dumping their fiber onto the market at lower costs.

At current prices, it appears as if the market believes that ZOLT will remain unprofitable indefinitely or that investors believe that there will never be demand for carbon fiber for wind turbines any time within the next decade. I don't agree with that. Even if demand for wind turbines stays suppressed, carbon fiber has other uses and ZOLT is the lowest-price player in this arena. But there's not a lot of evidence that demand for wind turbines has declined at such a rate to lead one to believe the entire industry will collapse.

Insiders have been buying into this stock over the past six months. This is a company with heavy inside ownership with the CEO being the largest stakeholder. I think they understand the business fairly well, and at the current prices, I don't see much to lose any more. Moreover, ZOLT has very low debt (under 20% debt-to-value) and should not have much difficulty surviving the downturn. To see a commodity stock with low debt trading well below book value in a high-growth potential industry seems insane to me.

I was wrong about this at $20. I think I'll be right about it at $6.25. In fact, there's a good possibility it can make its way back up to $20 over the next few years; or even move higher. The downturn may even help Zoltek maintain their moat even longer. I'm going with strong outperform over a 2-10 year time horizon.

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Member Avatar budbaby (< 20) Submitted: 2/6/2009 11:06:33 AM : Outperform Start Price: $8.10 ZOLT Score: -12.82

lighter cars are the future!

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