Share Name Share Symbol Market Type Share ISIN Share Description
Carclo LSE:CAR London Ordinary Share GB0001751915 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.75p -1.03% 168.00p 165.00p 170.00p 169.50p 168.00p 169.50p 28,499 13:14:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 138.3 10.5 11.5 14.6 123.12

Carclo Share Discussion Threads

Showing 17251 to 17273 of 17275 messages
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DateSubjectAuthorDiscuss
19/7/2017
11:19
Moving up nicely - buying coming in just now at 173.4p.
rivaldo
12/7/2017
16:20
[gordongekko 20 May '17 - 10:39 - 414 of 467 What is going on with the share price? I am thinking of taking my profit as long as I've still got one...] Could be feeling aggrieved for selling out too soon!
ansc
12/7/2017
13:51
LOL - THE DUMP IS REAL! 130K shares traded at 154 an hour ago and more selling pressure on the way... Down more than 7% since my words of caution one week (!!) ago.
gordongekko4
10/7/2017
09:57
Good new commentary on the US acquisition: Http://www.plasticsnews.com/article/20170707/NEWS/170709943/precision-tool-die-deal-paying-off-for-carclo "July 7, 2017 Precision Tool & Die deal paying off for Carclo "New York — British plastics firm Carclo plc is benefiting from its recent acquisition of U.S. injection molder/mold maker Precision Tool & Die LLC. The deal for Derry, N.H.-based Precision — completed in October — is allowing Carclo to do low-volume medical work in-house, according to business development manager Robert Strom. Medical products made by Carclo include lab pipettes and trays based on polystyrene or polypropylene, Strom said at the UBM Advanced Manufacturing Expo, held June 13-15 in New York. Carclo's optics line — including LED optics — also is seeing steady growth in the U.S., added Strom, who's based at the firm's Latrobe, Pa., location. Custom products in that line can be based on polycarbonate or acrylic. Carclo also does work with contract manufacturing of assemblies, as well as parts for IV bags, inhalers and surgical devices."
rivaldo
10/7/2017
08:23
The latest Barnett Waddingham paper shows very little change in 15-year corporate bond yields or long-term inflation expectations between end-March and end-June - meaning I think that there has probably been relatively little change in the liability side of the Carclo pension scheme between the 2 dates. ML Sterling Corporates AA over 15 years 2.52% end-June vs 2.47% end-March BoE 15-year market implied inflation 3.44% end-June vs 3.44% end-March hTtps://www.barnett-waddingham.co.uk/media/filer_public/9c/28/9c281ec6-284c-43a4-9a00-9f1abb252554/cip_financial_reporting_june_2017.pdf
1gw
07/7/2017
12:57
Agree boadicea.....AGM 7 Sept btw
gleach23
07/7/2017
11:54
Quite a retrace but perhaps not surprising. I don't expect any particular downside from here, ~160p having been a previus peak on three occasions in the past couple of years and now offering support. Agm statement around the end of next month should at least give reassurance and possibly more, leaving any minor dips from here as potential bargain points. The progress of interest rates for their effect on the pension deficit will remain an interesting factor to watch in the coming month or two.
boadicea
05/7/2017
18:45
You really are the Carclo pimp rivaldo...please keep it up :o)) Nice 44k @ 170 reported late
gleach23
05/7/2017
13:25
Thanks danchamp, appreciated. I've updated the thread header post for later period forecasts to highlight the growth due to come through from the mid-volume LED contract wins and medical contracts through to March'21 (I haven't got Peel Hunt's forecasts so have used Equity Development's): - to Mar'21 - 20.3p EPS (Equity Development forecast) - to Mar'20 - 17.6p EPS (Equity Development forecast) - to Mar'19 - 15.57p EPS (Peel Hunt forecast) - to Mar'18 - 13.05p EPS (Peel Hunt forecast) - to Mar'17 - 12.1p EPS - to Mar'16 - 10.1p EPS - to Mar'15 - 7.9p EPS - to Mar'14 - 6.1p EPS
rivaldo
05/7/2017
09:58
Ignore it rivaldo, accusing you of pumping and dumping is nonsensical. I appreciate the posts you make here and on other sites. Of course anyone investing needs to do their own research, but more information helps the filtering process, and reliable sources are scarce. Keep on posting. :-)
danchamp
05/7/2017
09:46
LOL. A little harsh :o)) Especially considering I never post unless there's something specific to say - today's was my first post for 8 days on this usually very quiet thread. You conveniently forget that I strongly highlight the broker forecasts in my posts AND the thread header post. Do these imply huge additional revenues in the "near-term"? No, they suggest an 8% EPS rise this year, followed by almost 20% NEXT year to March'19. So (a) I have never suggested immediate benefit from the mid-volume programmes - the opposite is the case. And (b) the numbers themselves, posted from memory, are correct. As for Tesla, I merely suggested as follows - before the broadcast was available to hear in full - in relation to winning electric car business, which the CEO did suggest was a target. This is the direct quote from my post: "Tesla (who I think he mentioned were already a customer?)", i.e note the question mark - I couldn't remember if he did or didn't mention them and in what context. But again, this wouldn't fit your rather unpleasant thesis. Because people have imperfect memories. Perhaps you would consider being generous rather than cynical and thanking me for posting my research, impressions of the company, links to the presentations etc. I have my doubts whether otherwise such links would be posted here at all.
rivaldo
05/7/2017
09:13
Rivaldo is either working for Carclo's investor relations department or trying to pull off the cheapest pump and dump of all time... Be especially careful with his claims that each new mid-volume program in the LED division will bring GBP 8-11 Million in revenue and Carclo already having won 3 in the last 18 months - this implies that we will see additional revenue of up to GBP 30 Million in the near term - the truth however is that there will be no significant revenue contribution from these contract wins until 2019 and revenue will then only gradually build to reach its full potential by 2020-2021. A fun fact Rivaldo so conveniently forgot to point out. Oh and by the way, if you listen to the presentation Rivaldo always mentions you will hear the CEO clearly state that Carclo has never done any work for Tesla and Tesla is not a client - Rivaldo, why would you deliberately mislead all of us? To everyone reading the comments in this forum I urge you to do your own homework!!!
gordongekko4
05/7/2017
09:10
Agree about the buying opportunity rivaldo - looks a good point on the chart as it retests previous resistance. I bought some at the close last night and some more this morning. Good luck and thanks for your postings here.
gleach23
05/7/2017
08:48
CAR's share price continues to be volatile on small volumes of trading. A buying opportunity now imho - at a current year P/E of 12.2 and a forward P/E of just 10.3. Interesting article this week about how UK pension deficits fell a further 10% last month due to rebounds in government bonds: Https://www.bloomberg.com/news/articles/2017-07-02/pension-deficits-fall-as-boe-hints-at-future-interest-rate-hikes
rivaldo
28/6/2017
09:51
CAR's 31 minute presentation from last week can be seen and heard in its entirety here FYI: Https://www.youtube.com/watch?v=AKIXjxL74ws
rivaldo
26/6/2017
08:50
Peel Hunt have just released their forecast for next year to Mar'19 of 15.57p EPS, so I've updated the thread header post. CAR now have a superb historic underlying earning record: - to Mar'19 - 15.57p EPS (Peel Hunt forecast) - to Mar'18 - 13.05p EPS (Peel Hunt forecast) - to Mar'17 - 12.1p EPS - to Mar'16 - 10.1p EPS - to Mar'15 - 7.9p EPS - to Mar'14 - 6.1p EPS
rivaldo
23/6/2017
23:04
'- should be debt-free in 3 years' time' Now that is music to my ears! cheers
illiswilgig
23/6/2017
09:47
Wednesday's presentation is now online for all to see: Http://www.carclo.co.uk/~/media/Files/C/Carclo-v2/investor-docs/results-and-presentations/equity-development-forum-june-2017.pdf Some brief further notes I made: - the auto LED division should win one new mid-volume programme per annum and grow exponentially after that. This will be "transformational" for CAR - each new win will bring in £8m-£11m of additional revenues per annum - and CAR have already won 3 such contracts in the last 18 months - the CEO was keen to point out the potential for CAR to win electric car contracts, specifically mentioning Tesla (who I think he mentioned were already a customer?) - CAR have extremely high visibility of revenues going forward, as: (1) medical customers are locked in once obtained - the longest contract to date has been going for 25 years so far, and the minimum contract length is 5 years (2) a typical contract life in the auto LED division is 10 years - in 4 years Group revenues have increased to £138m from £87m, operating profit to £12.5m from £5.6m and underlying PBT to £11m from £3.2m - the Chinese medical device market, where CAR are situated and expanding, is showing 30% CAGR - should be debt-free in 3 years' time
rivaldo
22/6/2017
09:46
Thanks Riv.
petewy
21/6/2017
23:13
Tonight's presentation was excellent and extremely convincing imo. The CEO and FD were both there. The prospects for the two core divisions were laid out cogently and explicitly (I'll post more about this tomorrow if I get a minute). For those new to CAR, the pension and dividend issues were summarised clearly and upfront, with the emphasis being on the return of the dividend asap as already published in the results following the restructuring of the group's distributable reserves. I'd have thought most attendees would have gone away excited and intrigued by the potential for Wipac and CTP to grow exponentially. In particular, the point was rightly made of the long-term security and visibility of CAR's revenues going forward for some years - in both divisions. As I say, more tomorrow hopefully.
rivaldo
21/6/2017
08:17
Looking forward to CAR's presentation at Equity Development later today - hopefully this will attract fresh interest as it will reflect the extremely positive and secure outlook for CAR's core businesses. Plus the forward P/E of 11 and the PEG of only 0.73.
rivaldo
20/6/2017
14:03
Well done you lot.
queeny2
20/6/2017
11:29
Great to see this breaking out even though I sold just before the election as part of a move into cash. Well done those who kept the faith - it's sorely tested the patience at times but looking good now and I will keep on the watchlist for a re-entry point.
gleach23
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