Polypore - Energiespeicherung - Batterietechnik (Seite 62)

ISIN: US73179V1035 | WKN: A0B56Y
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Man schlägt mit den Zahlen des 3. Quartals so auf wie in der reduzierten
Vorschau avisiert. Ebenso, was die Aussicht auf das 4. Quartal betrifft.

Polypore Intl Earnings: Margins Shrink as Revenue and Net Income Fall
By Derek Hoffman
October 30, 2012

Polypore International Inc. (NYSE:PPO) reported its results for the third quarter. Polypore International is a global technology filtration company that develops, manufactures, and markets specialized microporous membranes used in separation and filtration processes.

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Polypore International Inc. Earnings Cheat Sheet

Results: Net income for Polypore International Inc. fell to $14.2 million (30 cents per share) vs. $23.6 million (50 cents per share) a year earlier. This is a decline of 39.8% from the year-earlier quarter.

Revenue: Fell 6.6% to $177.6 million from the year-earlier quarter.

Actual vs. Wall St. Expectations: Polypore International Inc. reported adjusted net income of 37 cents per share. By that measure, the company beat the mean estimate of 33 cents per share. It beat the average revenue estimate of $173.4 million.

Quoting Management: “Performance in the third quarter was consistent with the updated outlook we provided in September,” said Robert B. Toth, President and Chief Executive Officer. “While 2012 continues to be a challenging year, particularly due to the sales rates of certain high-content electric drive vehicles and an ongoing weak economic environment, long-term growth trends remain positive. Given our recent investments, we are well positioned to capitalize on that growth as it occurs and-with the majority of our cash spend for these investments now behind us-we are transitioning into a period of substantial cash generation going forward in 2013.”

Key Stats:

The company has now seen net income fall in each of the last three quarters. In the second quarter, net income fell 30.6% from the year earlier, while the figure fell 26.9% in the first quarter.

Revenue has fallen for the last three quarters in a row. In the second quarter, revenue declined 5.4% to $185.8 million while the figure fell 6.4% in the first quarter from the year earlier.

The company topped expectations last quarter after falling short of forecasts in the second quarter with net income of 45 cents versus a mean estimate of net income of 47 cents per share.

Looking Forward: Analysts appear increasingly negative about the company’s results for the next quarter. The average estimate for the fourth quarter has moved down from 68 cents a share to 51 cents over the last ninety days. For the fiscal year, the average estimate has moved down from $2.13 a share to $1.70 over the last ninety days.
Needham & Company Lowers Polypore to Buy (PPO)
Posted by James Brewer on Dec 17th, 2012

Polypore logo Needham & Company cut shares of Polypore (NYSE: PPO) from a strong-buy rating to a buy rating in a research report sent to investors on Monday morning. The firm currently has $50.00 price target on the stock, up from their previous price target of $44.00.

Several other analysts have also recently commented on the stock. Analysts at Capstone reiterated a buy rating on shares of Polypore in a research note to investors on Tuesday, December 4th. They now have a $49.00 price target on the stock. Separately, analysts at Topeka Capital reiterated a buy rating on shares of Polypore in a research note to investors on Monday, December 3rd. Finally, analysts at Wedbush cut their price target on shares of Polypore from $41.00 to $39.00 in a research note to investors on Tuesday, September 25th. They now have an outperform rating on the stock.

Polypore traded up 6.81% on Monday, hitting $43.75. Polypore has a 52-week low of $30.39 and a 52-week high of $57.66. The company has a market cap of $2.037 billion and a price-to-earnings ratio of 24.24.

Polypore last posted its quarterly earnings results on Tuesday, October 30th. The company reported $0.37 EPS for the quarter, beating the Thomson Reuters consensus estimate of $0.34 by $0.03. Polypore’s revenue was down 6.6% compared to the same quarter last year. Analysts expect that Polypore will post $1.87 EPS for the current fiscal year.

Polypore International, Inc. is a global high technology filtration company that develops, manufactures and markets specialized microporous membranes used in sefiltration processes.
Polypore International Plunges, Watch This Support Level
Presented by Nick Santiago September 18, 2013 10:29AM

Polypore International, Inc. (NYSE:PPO) is a leading high-technology filtration company that develops, manufactures and markets specialized microporous membranes. The Company's products and technologies are used in two primary businesses: energy storage and separations media. Today, a note issued by William Blair says that vehicle electrification is behind forecasts.

This morning, this news is sending PPO stock lower by $3.47 to $41.31 a share. Traders and investors should watch for very good daily chart support around the $38.25 level. This is a level where the stock broke out in June 2013. Often, stocks will retest prior pivots and be supported around these old levels by the institutional traders.

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Nicholas Santiago
Polypore Down 6% on Rumor It May Lose Big Auto Business (PPO)
Jim Probasco, Benzinga Staff Writer
September 18, 2013 12:54 PM

A rumor is developing that technology filtration company, Polypore International Inc. (NYSE: PPO) has lost business because Asian competitors are severely undercutting PPO’s price.

Polypore provides lithium ion (Li-Ion) battery separators to LG Chem for use in General Motors’ (NYSE: GM) Chevy Volt and to Nissan Motor Co. (OTC: NSANY).

Initial reports indicate that Polypore’s price for Li-Ion separator material is $1.60 per square meter. The overall price goes up to $2.60 per square meter after adding two layers of ceramic coating. According to the rumor, a Japanese competitor is offering the material for substantially less than Polypore.

The ceramic coating is important because it makes up for performance issues normally found with Li-Ion separators and makes overall Li-Ion separator quality less important than price, according to an unnamed source at LG Chem.

A source at Axiom Capital told Benzinga that Nissan recently moved to the use of ceramic coating on Li-Ion separators in response to heat-related battery problems with the Nissan LEAF. The Charlotte Business Journal quoted William Blair analyst, Brian Drab, in August as saying Polypore would probably continue to provide separators for Nissan.

Axiom, however, reported that after checking with Japanese company, Asahi Kasei, there was a suggestion that the company had won Nissan’s business away from Polypore due to its ability to undercut Polypore’s price.

Related: Toyota to Roll Out Competitively Priced Hydrogen Powered Car by 2015

In addition, another rumor said LG had qualified a Chinese separator supplier, a sign that eventually Li-Ion separator business would end up in the hands of the Chinese since they are capable of making the lowest cost commodity components parts in the world.

All this is potential bad news for Polypore. Axiom pointed out that the last time the company lost LG business, the stock dropped more than 20 percent in one day. This was in January 2012 when LG Chem announced it planned to have its own separator plant up and running in the second half of the year. At the time, Axiom started coverage on Polypore with a “Sell” rating.

Meanwhile, Forbes reported that shares of Polypore International Inc. fell below its 200-day moving average of $41.23, going as low as $40.90 per share in trading Wednesday morning.

At the time of this writing, Jim Probasco had no position in any mentioned securities.
27.12.2013 | 22:35
AFX News · Mehr Nachrichten von AFX News
Polypore In Settlement Agreement With Sumitomo Chemical

WASHINGTON (dpa-AFX) - Polypore International Inc. (PPO) and Sumitomo Chemical Co. Ltd. on Friday entered into a Settlement and License Agreement which ends all outstanding worldwide litigation between the two companies related to Polypore's intellectual property rights on battery separator coating.

Under the License Agreement, Sumitomo Chemical has licensed Polypore's intellectual property related to coating separators for lithium-ion batteries. The financial terms of the Agreement include an up-front payment to Polypore as well as recurring royalties.

'This agreement confirms the integrity of our intellectual property around ceramic coating of separators for lithium-ion batteries. In addition to the financial consideration of the licensing arrangement, we are pleased that this agreement establishes the opportunity for Polypore and Sumitomo to work together to address growing market needs, which we expect to benefit both companies,' said Robert Toth, Chief Executive Officer of Polypore.

Polypore International is a high technology filtration company specializing in microporous membranes.

Copyright RTT News/dpa-AFX

© 2013 AFX News
Na, so etwas haben wir bei PPO lange nicht gesehen.

Zeigt aber, daß kleine Veränderungen von der Erwartungen hier erratische
Kursbewegungen erzeugen.

Polypore International Hits New 52-Week High After Strong Earnings (PPO)Posted by Ethan Ryder on Nov 6th, 2014

Polypore International logoPolypore International (NYSE:PPO)’s share price hit a new 52-week high during mid-day trading on Thursday following a better than expected earnings announcement, American Banking News reports. The stock traded as high as $53.66 and last traded at $53.28, with a volume of 2,030,788 shares traded. The stock had previously closed at $42.94.

The company reported $0.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.31 by $0.02. The company had revenue of $165.50 million for the quarter, compared to the consensus estimate of $165.80 million. During the same quarter in the previous year, the company posted $0.18 earnings per share. The company’s revenue for the quarter was up 8.9% on a year-over-year basis.

PPO has been the subject of a number of recent research reports. Analysts at Topeka Capital Markets raised their price target on shares of Polypore International from $51.00 to $56.50 in a research note on Thursday. They now have a “buy” rating on the stock. Separately, analysts at MLV & Co
initiated coverage on shares of Polypore International in a research note on Friday, October 17th. They set a “buy” rating on the stock. Finally, analysts at Zacks upgraded shares of Polypore International from an “underperform” rating to a “neutral” rating in a research note on Tuesday, October 7th. They now have a $40.10 price target on the stock. Seven investment analysts have rated the stock with a hold rating and six have given a buy rating to the stock. The stock currently has a consensus rating of “Hold” and a consensus target price of $45.45.

The stock’s 50-day moving average is $40.07 and its 200-day moving average is $42.54. The company has a market cap of $2.368 billion and a P/E ratio of 32.46.

Polypore International, Inc is a global high-technology filtration company that develops, manufactures and markets specialized microporous membranes used in separation and filtration processes.

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