I just have this feeling it will end up blue. On initial reading it doesn't sound good but this is a turnaround. It doesn't take 6 months or a year so we have to look 3 years from now.
So far so good. |
A few people taking a dip after the fall, mixed views from retail investors |
The market doesn't think so so far. It's being primed for a fundraising. |
House broker Panmure has this morning increased target price,from 30p to 47p,and their note rather implies that the risk is to the upside . |
Not this one. |
The recovery under this management is exceptional. What companies are throwing off 8m profit with a market cap of 25m |
It's a junk investment that badly needs a lot of new capital. |
I'm sorry but I'm right. |
From July results.... · Statutory operating profit from continuing operations was £1.8m (FY23: £1.2m). |
Cash Net cash inflow from operating activities during the first half was £3.4 million. |
You're on the wrong board pal or you can't read |
They lost money and generated no cash. |
Market cap sub 28 million with profits forecast at 8m, it looks too cheap.The stand out for me was the rise in ROCE doubling to near 18%. |
£3.4m underling operating profit is up from £2.2m compared to same period last year year. On track to make £8m for the year . Strong cash inflows too. |
Let's see how the market responds, I am not sure what expectations were |
Excellent results and on track to meet full year guidance |
Carclo will also benefit from having plants in Asia, USA and Czech Republic. Less exposure to U.K. tax system the better. Roll on tomorrow |
Yes it will do based on the 5.2m exceptional cost. I'm using the underlying profit of 6.6m as the exceptional is non recurring. Let's see where we are on Thursday. |
Current pe according to Sharscope is 29 |
PE of 3.5 is absolute nonsense. Looking forward to seeing Thursdays numbers. |
We probably need to see some positive news on the pensión déficit to get to 80p, but i do agree that the market cap is currently way too low. |
Wigwammer - this company made an underlying profit of 6.6m and since then every metric has improved. Market cap of 24m is way way too low here and Thursday should be the turning point. 80p fair value |
Up 9% ahead of results on Thursday |
Numbers next week. I don't think these will be much to write home about, but hope to be proven wrong. But guidance will be interesting as we move toward 2025/26 - this is when we should start seeing material benefits from the restructuring coming through.. GLA |