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Share Name Share Symbol Market Type Share ISIN Share Description
Carclo Plc 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
  -0.20 -1.99% 9.85 9.70 10.00 10.05 10.00 10.05 162,527 16:35:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 144.9 -14.7 -25.4 - 7

Carclo Share Discussion Threads

Showing 17301 to 17325 of 18475 messages
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DateSubjectAuthorDiscuss
07/9/2017
11:43
Equity Development have also maintained their forecasts. They go for 12.8p EPS this year and 15.5p EPS next year. For the subsequent two years they go for 17.6p EPS and 19.9p EPS. They also believe the stock is worth 200p per share on sum of the parts, and "possibly a lot more" with predatory interest. The visibility I talked about is referred to in their report, with "the vast majority" of revenues tied to "long-cycle products, high client retention and OEM platforms with typical life-spans of between 5-20 years".
rivaldo
07/9/2017
10:47
Pension liabilities are becoming a millstone round companies necks....I could see this happening, Bill Gross has been warning with zero interest rates financial institutions are going bankrupt slowly but surely.. This highlights the problems facing company pension schemes, at some stage pensions will have to reduced to enable funding to continue, otherwise capital will have to be used to make up the short fall... hTtp://citywire.co.uk/money/carclo-cut-highlights-brexit-pensions-pressure-on-dividends/a945536
beeezzz
07/9/2017
10:43
Finncap have maintained their forecasts and their 165p target. They currently go for 12.6p EPS this year and 15.2p EPS next year. They note that their price target is less than 10% from their "current" 155p share price, which is why for the moment they go to Hold from Buy. Of course the share price is now 143.5p. So perhaps tomorrow they'll move back to Buy!
rivaldo
07/9/2017
10:34
Carclo Plc CUT to HOLD at Finncap
gordongekko4
07/9/2017
10:29
kazoom - just seen yours. Snap.
queeny2
07/9/2017
10:28
That's a very poor statement. It's a clear H1 profit warning because of CTP, with two reasons given - sales pipeline delayed - new operational issues still not fully resolved That's completely out of the blue if my recollection of the full year analyst presentation given exactly three months ago is correct. My natural scepticism does not like that at all. They are holding full year forecasts despite H1 missing on the basis that LED will outperform, probably with decent visibility, and CTP will improve over prior expectations, which reads more like hope than knowledge. I'll stick my neck out and forecast a profits miss for full year now. Not good.
queeny2
07/9/2017
10:01
kazoom:_ Very fair comment - I used to hold but with luck sold out in the £3 - £4 range - I like the current expertise but a very challenging and competitive marketplace. Their customers are often OEM's with very significant purchaseing clout. Still on the side (reasons very much as your above comments) but looking for a re-entry point.
pugugly
07/9/2017
09:52
I strongly dislike this tendency for companies to talk about "H2 weighting" when what they really mean is that H1 is poor and they hope that H2 will be better. "H2 weighting" is perhaps an appropriate term when you have significant business or contracts that were expected to bear fruit in H1 but have been delayed. In part though it might be an appropriate description here : "Technical Plastics has had a challenging start to the financial year with some key new programmes delayed into the second half and some operational challenges, which have now been largely resolved. " Worth noting also that the "operational challenges" have only been largely resolved. All in all it's a pretty poor statement IMHO, clearly flagging a poor H1 performance, but with no indication whatsoever as to how poor. Very tempted to sell and move on, but for the time being I'm sticking on the basis of the view that full year expectations are still retained, but it comes down now to how far that statement can be trusted. I'm not so convinced as some as to the forward earnings visibility, don't forget in June they said they had :   Strong order book and momentum into the new financial year A bit of a quandry for me as I still think it looks good value if the FY can be maintained.
kazoom
07/9/2017
09:27
Looks to be testing 140p - If holds OK and I would expect a bounce - If fails and stays below then next resistance seems to be at the 120p level- Technical plastics is a worry for me as (from memory) depends to a significant degree on approvals of pharma clients formulations - Could there be a knock on from the Vectura problems ?
pugugly
07/9/2017
09:19
My buy showing as.sell
jitters3
07/9/2017
09:05
Seems like a buying opp to me, especially if the whole company is starting out on a modest growth path.
yump
07/9/2017
09:04
Carclo have great visibility on earnings as product are designed in for multi year programmes , the H1 snafu in technical plastics was just that, they can clearly see order cover in all divisions in yrs not months
rhomboid
07/9/2017
09:03
N+1 Singer have retained their Buy with a 175p target. They also keep their forecasts of 12.5p EPS this year and 15p EPS next year. CAR have very good visibility over future revenues in both their core divisions, so my point is that with only a few months until the year end their assertion that they see H2 being much stronger has excellent credibility. The share price is bouncing now with common sense taking hold. And the MMs having screwed sellers with this morning's markdown!
rivaldo
07/9/2017
08:53
Rivaldo "given that we're already in September, CAR should have a decent picture of what H2 trading will be like" --- aren't you forgetting that CAR fiscal year ends 31st of March and therefore CAR is only one month into H2 !!!
gordongekko4
07/9/2017
08:49
Difficult to believe but this company's shares were once a whisker from £5. Perhaps that might be achieved once again..in 10 or 20 years.
meijiman
07/9/2017
07:35
Given that we're already in September, CAR should have a decent picture of what H2 trading will be like and have flagged that CTP has improved. Agreed that the additional H2 weighting is not as expected, but nevertheless the tone of the outlook is bullish enough. Particularly as I trust this particular company's management as open and honest.
rivaldo
07/9/2017
07:16
They may try to paint a neutral outlook for the rest of the year but "second half performance weighting will this year be more pronounced" is not what I was hoping to read in this trading update.
gleach23
07/9/2017
07:15
Today's AGM update is mixed, but fine overall with trading expected to be in line. The message is - LED division terrific, Aerospace good, CTP not so good in H1 with a few teething troubles but looking much stronger for H2. Most importantly, the outlook remains confident: "The Board continues to expect the Group to deliver results for the year as a whole in line with its previous expectations and is confident that all divisions are well placed to make strong progress thereafter." Happy to continue holding given expectations for around 13p EPS this year look as if they will be at least met.
rivaldo
04/9/2017
23:01
thanks gleach.
kazoom
04/9/2017
22:59
No guarantee I suppose but a cursory glance at the News history will show you that CAR used to issue an IMS in the weeks leading up to the AGM (certainly 2011 through to 2014). Then in 2015 they issued an AGM statement on trading. Last year was a bit different, perhaps prompted by the sudden dividend issue? Worth noting that we should expect a half year update in October too so there should be no shortage of news coming up.
gleach23
04/9/2017
22:49
By the way I'm curious to see that last year there was a trading statement three days before the AGM - which strikes me as a little odd. Are we sure they will give a trading update at the AGM?
kazoom
04/9/2017
22:38
Really annoyed with myself, got stopped out today for part of my position on that intra-day spike down at 145. I'd moved my stops up to increase liquidity when the price rose and forgot to monitor the ongoing movement with my stop. Will have probably cost me £1k - School Boy error and a note to self - keep a darned good view on where those stops are relative to live prices. :-(((((
kazoom
04/9/2017
14:36
Bargain time here imo. Volatile as usual, so an overdone drop on tiny volumes of only £50k or so today. Any buying would no doubt bring about an equally disproportionate rise. June's results noted: "Strong order book and momentum into the new financial year" and: "Having exited the year with record order intake and pipeline within CTP and with the early delivery of our objective for Wipac of securing a second mid-volume lighting programme, we remain on course to deliver strong improvements in returns over the coming years to our shareholders."
rivaldo
02/9/2017
14:01
A long term chart of at least 5 years gives a different perspective on the price movements. It looks possible that the move to 180p was an attempted breakout from a long-standing range and its dipped back for the time being. Given the relatively cheap rating, my guess is this is the start of a proper longer term uptrend.
yump
01/9/2017
15:33
Purchased some this afternoon on what looks a good point on the chart ahead of next week's AGM on 7th which should come with a trading update...hopefully along the lines of the ones we've had of late...
gleach23
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