Viewing Company ZCL Composites Inc. | StockChase
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ZCL Composites Inc. Stock Symbol: ZCL-T

Notes:Manufactures underground fiberglass tank systems

Last Price Recorded: $12.9900 on 2017-06-23

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Date Signal Expert Opinion Price
2017-06-06 COMMENT Peter Hodson

Makes composite tanks for all sorts of industrial uses. Paid a special dividend this year and the stock ramped up until they reported their 1st earnings, which was not very exciting. They have no debt. He wouldn’t expect a whole lot of dividend hikes after their very big dividend increase. The outlook is better than their 1st quarter. The backlog is decent. He likes management. The stock is very viable. Dividend yield of 3.8%.


Price:
$12.720
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 COMMENT Jerome Hass

He likes the business model which makes a lot of sense. They make composite carbon fibre tanks that are replacements in gas stations for existing metal tanks. A nice growth business with a clear profile to it. It has had a great run. He will be meeting with management in the near term.


Price:
$12.970
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2017-05-02 COMMENT Daniel Lloyd

The largest North American manufacturer of fiberglass underground fuel tanks for gas stations. A huge free cash flow generator. They just paid another special dividend after reporting Q4 numbers, as well as raising their common dividend again. They effectively generate more cash than they really know what to do with. A fantastic name to own for an income oriented investor.


Price:
$14.640
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-04-26 COMMENT Bruce Campbell (2)

An interesting business. They basically make underground fiberglass tanks. A lot are used to replace the metal tanks at gas stations. They don’t have a lot of competition, and they generate nice cash flow. The stock is not cheap, but also not super expensive. If it was in the $13 range, he would certainly look at it.


Price:
$14.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-11 COMMENT Ryan Modesto

Underground tanks for storing liquids. Recently increased dividends by 50% and paid a special dividend on top of that. They are in a sweet spot right now where there is a turn over of a lot of underground tanks. Valuation is still pretty reasonable at about 14X next year’s earnings. He really likes this company.


Price:
$14.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-04-10 TOP PICK Gavin Graham

Fiber reinforced underground plastic fuel storage tanks.  They are moving into water tanks.  There will be growth in the water area.  (Analysts’ target: $14.00).


Price:
$14.670
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
No
2017-03-27 TOP PICK Peter Hodson

Water tanks and tanks for gas stations.  There is a big replacement cycle going on.  Their dividend went up 50% this quarter and they are paying a special dividend.  (Analysts’ target: $14.00).


Price:
$13.540
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-22 COMMENT Stephen Takacsy, B. Eng, MBA

Underground tanks and storage solutions. He doesn’t follow it closely. These things come in big waves, and right now they are on a bit of a roll. Feels it is fully valued here.


Price:
$13.160
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-03-15 COMMENT Stephen Groff

Hasn’t followed this closely. Make sure you understand the cyclicality. They have the water business and the oil sands business. The business is very much tied to CapX, and you have to really understand those cycles.


Price:
$13.460
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-03-14 PAST TOP PICK Daniel Lloyd

(A Top Pick July 5/16. Up 49%.) The largest manufacturer of gasoline fuel tanks for gas stations. He loves this. They just announced another special dividend as well as having raised their regular dividend. This company generates more cash than they know what to do with.


Price:
$13.290
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 COMMENT William Chin

Manufactures fiberglass gasoline storage tanks to be installed beneath gas stations, to replace the stainless-steel ones that are rusting away. The stock still looks great.


Price:
$12.190
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 COMMENT Andrey Omelchak

This has been a cheap stock for quite some time, and finally the street and the rest of the market has realized the value. They have deployed their capital accretively and organic growth is happening. However, he feels value has been overdone at this point, and would be cautious.


Price:
$12.170
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-21 HOLD Alex Ruus

(Market Call Minute.) An outstanding Edmonton-based company. A leader in the underground fibre glass storage tank market. Below $10, he would be a strong buyer.


Price:
$12.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-01-23 BUY Steve DiGregorio

A business he likes because it is an environmental play. They sell fibre glass storage units for gas stations. The big play here is that old storage tanks were installed 20-30 years ago, and are made out of steel, and which are leaking into water tables. There is no debt on the balance sheet. Generates over 8% free cash flow yield. It made so much cash last year, that they had to pay a special distribution.


Price:
$12.660
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-09 BUY Daniel Lloyd

He thinks there will be a special dividend in the first half of this year.  They generate excess free cash flow.  He likes the business.  It is a long term hold for him.


Price:
$12.850
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
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1 Comment

millar

June 9th 2017 at 12:42pm

I suspect ZCL's price drop happened just after high level executives dumped lots of their shares for some unknown reason. The company said it was just the executives "balancing" their investment portfolios. But if the outlook looks so good why would they sell their shares. It happened immediately following the special 65 cent dividend. Obviously something negative is down the road otherwise those in the know wouldn't have bailed ship and sold their stock.


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