Zotefoams
OrganizationHeard in 2 episodes across 2 shows since Oct 2026
Zotefoams plc is a British manufacturer specializing in lightweight, high-performance polymer foams, including products made from cross-linked polyethylene and fluoropolymers.
Episodes
First heard
Expert statements
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 0 |
| Oct 2026 | 2 |
| Nov 2026 | 0 |
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What experts have said about Zotefoams
4 statements · 3 positive · 1 mixed
Zotefoams’ high-tech foam products have higher margins and lift overall margins.
“Their high-tech foam, which is that last part, has better margins, which is lifting the overall business margins.”
Open the episode · Amazon and Google Earnings Crash; Crocs Rebound; Buying The Adyen Dip? $CROX $ADYEN $AMZNListen at 1:00:25
Zotefoams may benefit from semiconductor demand but face AI bullwhip risk.
“there could be a semiconductor winner, but also kind of maybe an AI bullwhip candidate.”
Open the episode · Amazon and Google Earnings Crash; Crocs Rebound; Buying The Adyen Dip? $CROX $ADYEN $AMZNListen at 1:00:50
Zotefoams’ land accounting understates balance-sheet strength.
“the balance sheet is a little stronger than it says on the accounting figures.”
Open the episode · Amazon and Google Earnings Crash; Crocs Rebound; Buying The Adyen Dip? $CROX $ADYEN $AMZNListen at 1:02:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
2 episodes featuring Zotefoams, newest first
