Carclo Share Discussion Threads

[bigbigdave] 23/5/2025 10:03:21

Several of those buys my top ups :o)

[saadia110] 23/5/2025 10:02:18

Not sure but 41p now :)

[mesquida] 23/5/2025 08:36:53

Five buys ( reasonably large ) in first half hour of trade today. Has it been mentioned somewhere ?

[mesquida] 21/5/2025 08:05:46

I suspect that we will shortly see a move up into the 40's, yesterday there was definitely evidence of a quality buyer operating here. On a P/E basis the share price is way too low, although obviously the debt, combined with the pensión shortfall, is a worry, But i reckon that it is well discounted in the price.

[rivaldo] 19/5/2025 10:41:50

CR this weekend described CAR as one of his 4 most exciting small cap holdings, and writes (excluding the parts lifted from the trading update):

"Carclo manufacture precision plastics, automotive and aerospace precision parts and optics. I won’t run through everything again but I covered Carclo here back in July:

The refinancing was critical to securing the future ability to plan and invest. The reduction in the pension deficit leaves them nearer to the point where it can be farmed out to a private pension scheme but that is still some time off.

So now it’s about how big and how fast CAR can grow earnings. There has been just 2% share dilution since the 2012 high:

Forecast to do 5.1p eps this year (2025) the PE is a meagre 7.

Forecasts for the year closed are for 2.42p, so we are looking at earnings growth of 100%, They made a 0.8p loss in H1 so set to do 3.2p eps in H2, making the 5.1p eps for the coming year very doable.

Results in July."

[volsung] 18/5/2025 08:48:56

Someday I’m going to research how many guru picks actually multibag.
Mind you I do have a soft spot for CR and Paul Scott. Paul Hill is another intersting guy. I like his honesty in speaking about Argentex.
Anyway they are all heuristics. Don’t take anything they say as gospel.

[mesquida] 18/5/2025 08:18:39

Crockney has written about Carclo once again in his weekly review. Apparently it is now one of his four key holdings.

[mesquida] 14/5/2025 12:24:05

Fairly normal pullback today after such a sharp rise ( + 50% ) in a short space of time. Leaves the stock better primed for a move up into the 40's , maybe even as high as the 53 level that Zak Muir has predicted !

[volsung] 12/5/2025 10:56:00

I know I’m buying on a big spike but I just dunnit

[spudders] 12/5/2025 09:36:36

O/t CR used to have a good thread on advfn but the trolls took over,there's only so much a man can take before he gets p1ssed off. Anyhow, good to see some old handles back(Rivaldo) hopefully queeny will reappear as he/she has good Knowledge in this field. GLA

[ayl30] 12/5/2025 09:15:57

Very respected

[grantley] 12/5/2025 08:58:11

Yes he has X and weekly Substack update with +7k readers and is quite well respected /listened to by followers.

[volsung] 12/5/2025 08:22:58

Be interesting to see if this can hold a break above 40p

[mesquida] 12/5/2025 08:06:18

A flurry of trades in the first 5 minutes today, did i miss something in the weekend press ?

[1gw] 11/5/2025 17:08:27

For anyone who thinks the charts in the header look a bit toppy, a longer-term perspective might suggest early stages of recovery off a double bottom...


free stock charts from uk.advfn.com



free stock charts from uk.advfn.com

[hopeful holder] 09/5/2025 10:19:13

When your margins are low, as in Carclo, just a 1% overall gain is a huge benefit to the bottom line and results. With around the same number in circulation as there were a few years ago, the potential for this to have strong growth and a far higher share price is very high, potential for reaching previous highs is not lunacy but potential. This current group of execs appear to be in control and understand the current state and future state of the business. I remain positive and in a long term hold for these. (I.e. year minimum).

[arthur_lame_stocks] 03/5/2025 09:12:50

William Black is First Equity, a bucket shop broker that helps large holders get out of illiquid positions.

[mesquida] 02/5/2025 22:06:44

I know where you are coming from Frank, but would refer you to the increased holding detailed in an RNS on 19th December last year.

[frankseluk2] 02/5/2025 21:24:37

Mesquida (excuse spelling if incorrect)
William Blacks sales are made by his executors. "THE ESTATE OF WILLIAM BLACK"
There will be no more purchases.
The beneficiaries of his estate are now the owners.

[mesquida] 02/5/2025 20:17:18

Thanks for that info saadia110, cannot say that i am surprised! Next week could be very interesting indeed.