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
  -1.50p -0.91% 164.00p 163.00p 165.00p - - - 12,615 16:35:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 138.3 10.5 11.5 14.3 120.19

Carclo Share Discussion Threads

Showing 17276 to 17298 of 17300 messages
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DateSubjectAuthorDiscuss
17/8/2017
20:09
Hi Adam If you haven't seen it this presentation is a good start point hxxpS://www.equitydevelopment.co.uk/webinars/?d=%3D%3DwMxMjM Margins vary across product areas but key growth area of Wipac has v respectable margins
rhomboid
17/8/2017
20:02
Hello Not a holder here however its one which I've always been meaning to run the numbers on. In that regard, does anyone know what sort of gross margin these guys generate? Its concerning to me that they dont disclose it given that its an indication of level of value-add; from a valuation perspective, its also pretty important given it helps understand the sensitivity of the bottom-line to top-line growth. I'm not sure they're one for me at the moment - they look cheap relative to growth rates however, given where we are in the cycle, I'm taking a much more critical view on level of debt in company's balance sheets at the moment, particularly of companies which could be cyclical. Keen to have the numbers run though so that I can judge it properly. thanks Adam
adamb1978
10/8/2017
16:02
Took some profit today. Having taken some relatively big losses on selling out in January 2014, nice to bank a bit back, just in case...
1gw
02/8/2017
21:23
9degrees, I really don't see any further cash payments coming in from Unipixel. CAR got the first almost 3 years worth in cash which was a great deal for us. The next 2 years worth can be paid in loan notes.so no more cash for the foreseeable? But even loan notes would be something of a bonus I guess. cheers
illiswilgig
31/7/2017
17:59
Thanks Rivaldo
9degrees
31/7/2017
15:24
Up a bit today after a hefty £668,000 trade just reported at 167p.
rivaldo
31/7/2017
09:15
9degrees, it's impossible to say from CAR's point of view - there's nothing in the recent Annual Report. All of UNXL's news flow is here. They seem to be winning lots of business and announcing new deals, but as ever with them the key is cash flow etc. I suspect if you want to plough through UNXL's SCE filings there might be a snippet or two, but really this will just be an added bonus for CAR if anything comes through from now: Https://finance.yahoo.com/quote/UNXL/?p=UNXL
rivaldo
30/7/2017
14:24
This was announced by Carclo in 2015 Can anyone update to us as to how Unipixel are doing and gow the agreement is panning out financially ?? The board is pleased to announce that it has agreed to license CIT Technology's ("CIT") fine line technology ("FLT") to UniPixel Inc. ("UniPixel"). In consideration for the grant of an initial five year FLT Patent License ("Patent License") to Unipixel, CIT will receive per annum payments of the greater of US$1.65 million or 1.67% of annual net product sales. An initial cash prepayment of US$4.67 million has been received by CIT at completion and this is non-refundable. Royalty payments in excess of the initial cash prepayment may be paid by UniPixel in either secured loan notes or cash. CIT has also granted a royalty free Intellectual Property License ("IPR License") for UniPixel to use CIT's know-how for metal mesh touch screen technology. UniPixel has been granted an option to extend the Patent and IPR Licenses beyond the initial five year term for a further 10 year term in exchange for annual royalty payments of 1.67% of net product sales. During this renewal term, total cumulative royalties are capped at US$8.25 million. The maximum amount of royalties payable under both the initial and renewal agreements is capped at US$30 million (equivalent to approximately GBP20.2 million at completion). Both the Patent License and the IPR License are exclusive for two years in the field of metal mesh touch screens. .
9degrees
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
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