Carlisle Share Discussion Threads

[knowing] 08/5/2008 22:02

New thread started under Epic IPEL

Good luck

[skyracer] 14/3/2008 16:41

Oh wonderful! Well done Lord Ashcroft, you have managed to pole-axe a decent growing company, and Carlisle has not even gone XD yet. Not done much for CSV either.

[cb7] 04/3/2008 14:28

with Lord Ashcroft owning 75%, I wouldn't bother to vote. Potential to reduce admin costs substantially from the merger. But I think CSV more highly rated, so it will benefit more than CXG. Depends on your time horizons and there are plenty of other cheap stocks around. Always chance of merger being more difficult/costly and taking longer than anticipated. Sweetener for CXG holders is the free shares, worth about 17p per share, or equivalent to just under 15% divi.

[skyracer] 03/3/2008 09:34

Well these are great results. Continuing growth. I dont see what CXG shareholders have to gain from the proposed merger with CSV? I have a not insignificant shareholding in CXG and if I get the chance (merger doc not arrived yet) will vote against the proposal. Mix bad apples with good apples and you just get more bad apples.

[cb7] 29/1/2008 14:37

Q3 results due in early Feb

[cb7] 05/12/2007 09:04

yes, I too was very disappointed when they stopped recording all results, because it allowed me the chance to review them. Supposedly, they now filter the results, but this assumes they know best and are always correct, which simply cannot be true. I think they also stopped a one or two page section near the back, that reviewed some small cap cos in between their results. This often threw up some good bargains, as their prices had drifted down and this was the first section I read, their tips always being the last. I still think it is essential reading and now its very quick online, often getting broker estimates first. The only improvement is the new charting section. I like reading others viewpoints, but it doesnt mean I agree with them.

[ntv] 04/12/2007 10:23

cb7 shame it was a handy "divi" if you likei stopped my ic which i have had for years
i think it has gone downhill over the last few years
never seems to report all results and trading staements like it used to

[ntv] 03/12/2007 16:11

well cheap compared with the rest of the sector
did you see the price they got for onestop
half that pe ratio here will see it rise significantly

[ntv] 16/11/2007 23:34

cb7
what do you think of the balance sheet?
it seems to have improved somewhat

[cb7] 15/11/2007 08:53

results satisfactory, outlook seems reasonable

[cb7] 14/11/2007 11:53

H1/Q2 results are due soon

[ntv] 13/11/2007 17:53

after the sale of onestop
these guys should have good bank blances to fund purchases

[eaglefan] 13/11/2007 17:31

Well Shellshock has appeared (SHOK)and is at 58p today with director buying as well. Seems like a nice divi! Anybody have any views about potential. There should be a few shellshocked bargains in today's markets.

[ntv] 08/11/2007 08:57

and again y'day

[ntv] 23/10/2007 08:52

a couple of smaller trades going in above mkt price

[ntv] 15/10/2007 23:22

still seems cheap to me

[ntv] 08/10/2007 18:12

first q produced 3.7p earnings
hopefully matched in 2nd if things continue to improve in the security side
p/e ratio around 9

[ntv] 08/10/2007 12:15

perhaps one day this valued at a decent price like OSS was today

[ntv] 08/10/2007 08:06

huge premium on takeover of one of the businesses in this stable
these are really cheap in comparison and i don't understand why nobody has bought into the story

[eaglefan] 19/9/2007 09:23

Re: the special divi - I suppose the issued shares will be fully paid up, although the press release does not say this. As US shareholders are receiving cash, this is the implication. Where the money is coming from I don't know. Presumably all will be revealed when the prospectus arrives.

[ntv] 18/9/2007 23:00

cb7
intersting divi
missed results
still hold about 3k in these though did sell a load in mid 50's

[cb7] 17/9/2007 16:10

surprised nobody has commented on the Q1 results... perhaps they went unnoticed, being out late on Friday. Earnings a little below my expectations and unfortunately little future guidance, as usual. The free shares leave me, well shell-shocked and supposedly equate to about a 10% divi, @ 12.5p each CXG share, though I'd rather have the cash. Somewhat perplexed how a co. can invest in other cos when it seemingly has no cash, as there is little cash raised from the share issue.

[samwilliams] 25/7/2007 17:25

In with a buy of 681 shares today at 145p.(showing as a sell!). Good luck to all those holding this share. This looks undervalued to me.

[ntv] 09/7/2007 21:05

the continual directors buying appears to have gone unnoticed