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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
  0.80 1.38% 58.60 57.20 60.00 59.60 57.60 59.60 13,450 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 110.5 -0.5 -15.5 - 43

Carclo Share Discussion Threads

Showing 17501 to 17523 of 19350 messages
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DateSubjectAuthorDiscuss
25/1/2018
22:22
I like you, currypasty. Factual. £400k minimum package, probably £500k in practice as they won't zero bonus. Thanks for reference and link.
queeny2
24/1/2018
15:05
Overpaid by a factor of ten then.............
meijiman
24/1/2018
13:06
director wealth is probably non of our business, however salary and remuneration/ bonuses is.. http://www.carclo.co.uk/~/media/Files/C/Carclo-v2/investor-docs/results-and-presentations/annual-report-2017.pdf page 42 of the results suggests 'on target' package of £640k, rising to £1.04 million 'maximum' for CEO
currypasty
24/1/2018
12:46
If he was any good the share price would be back near 500p and everyone would be happy. Hardly rocket science.
meijiman
24/1/2018
12:34
Great to see the CEO splashing out £84,000 on shares at 83.87p. This is a significant move, given my understanding that CAR's directors are not particularly wealthy. It is indeed a large proportion of his net annual earnings.
rivaldo
24/1/2018
11:07
that is a decent purchase, IMO however, his track record at buying CAR shares is not so good 8/9/17 Bought 14k at £1.41 13/7/17 as a result of performance incentive, +31k shares at £1.56 16/12/16 transferred 16k to ISA at £1.29 perhaps this time he will be lucky?
currypasty
24/1/2018
11:00
CEO just spent £80k ish on shares? Anyone think he's trying to send a message? Or does he just think that 85p is good value? That's about 25% of his gross annual pay, probably more like 40% of his net?
illiswilgig
24/1/2018
10:55
wow can belive ceo buying 100000 shares!
ali47fish
23/1/2018
10:16
Bouncing steadily this week on excellent volumes, indicating good demand at these levels, be it Aberforth or others buying more.
rivaldo
23/1/2018
09:44
Credibility shot to pieces hence the recent changes.
meijiman
23/1/2018
09:26
Well imo they're all talking nonsense, as I cannot recall any company (especially a small one) whose profits reduced below previous years, for two years on the trot and then carried a p/e over 10. For the record the eps is going to be: 11.5p 9p 11p As for growth, they've had several attempts, claimed it was about to start and then failed. Unlucky maybe, but there's a limit. I really don't know what the analysts are on, apart from a quest to save face in the light of previous fails in getting it right here. 100p is certain at some point I think, but that could easily be the limit of any excitement.
yump
22/1/2018
12:31
A 154p share price would mean a current year P/E of 13.7 in only a couple of months' time, which is far below the sector average. A discount is necessary for obvious reasons, but a P/E of 13 or 14 is really not challenging given the potential for growth. All of the analysts have converged on similar EPS forecasts of around 9p EPS+ rising to 11p+, and similarly with their price targets, not just Edison. Assuming CAR deliver on those forecasts - and hopefully CAR have briefed the analysts to a conservative set of numbers if they're wise - then the market will react accordingly if there's news of those contracts coming back into play.
rivaldo
22/1/2018
11:16
New research note out from Edison today - they go for 9.2p EPS for the year ending soon, with 11.2p EPS to March'19 (with a 3.9p dividend): Http://www.edisoninvestmentresearch.com/research/report/carclo816392/preview/ Their new valuation range is 145p-154p. They also note that (1) their forecasts are "conservative" re the introduction of the mid-volume auto lighting programme commencing this year, and (2) they've as yet taken no account of the likely tax benefits to CAR of the Trump tax cuts. Given CAR's usual volatility I agree their conclusion that if CAR issue news flow confirming that the delayed contracts are being signed off, then there could be a quick recovery back to 120p-130p and then upwards from there: "We believe that newsflow demonstrating that the contract delays besetting both divisions are over should help close the valuation gap, with potential for further share price appreciation beyond this as Carclo begins to deliver on the mid-volume automotive lighting programmes."
rivaldo
19/1/2018
15:07
I think you're looking at the wrong business. Although wipac is experiencing order delays this is a normal risk, normal experience. As long term people here will know, I believe OEM motor suppliers are always doomed to be price takers, they have zero power however theoretically embedded in a supply chain they are. Carclo vs Porsche, who wins that negotiation?The statement on CTP, the real core business, was new news, and not good news.
queeny2
19/1/2018
14:48
With automotive NPI, it is common for negotiations on price and supply agreements to delay the contract award. They will have been involved in the vehicle development and hence are all but tied into the supply chain.
rogerrail
19/1/2018
13:32
PUGLY - I agree, all things considered, and extrapolating from past record, the vultures will soon be gathering. Glad I made a quick 25% out of them this year, but now would not touch with barge pole.
bigtbigt
19/1/2018
11:16
CURRYPASTY - To answer your 689 possibly sub 50p with a fund raise at >40p. Just a wild guess - 2nd option a very low ball take out / take private by a vulture fund.
pugugly
19/1/2018
11:07
" However, while the Wipac business has continued to operate well, delays in the award of three new contracts are expected to materially reduce the division's profit for the current year. It is still anticipated that Wipac will be successful in winning a number of these programmes despite the uncertainty on timing. " What if they don't win any of them ?
currypasty
19/1/2018
11:00
How bad can it be? Surely their luck must be due to turn? Not the most rigorous or conservative analysis, I know, but I've reinvested the money raised from my sale in August and got twice as many shares as I sold. Unfortunately I didn't sell my whole holding in August. As I read the TU, they are still expecting to be profitable in the full year, although 2H won't be "stronger" than 1H. Since they don't explicitly talk about "lower profitability" for 2H, I guess an outright loss for 2H is possible but profitable for the year. Then "healthy year on year growth" for 2018/19. Having said that, their recent track record on guidance hasn't been great, obviously. They also have a fair bit of goodwill sitting on their balance sheet which might come under pressure from a new broom in finance, and the falls in corporate bond yields in 4Q won't have done their pension liabilities any good.
1gw
17/1/2018
13:10
It's also presumably quite difficult for an insti to grab a significant number of shares anytime except when there are lots of keen sellers about. So if they believe in the medium /long term prospects this might just be an opportunity not to pass up.
kazoom
17/1/2018
13:06
I never read anything into fund holdings - it ain't their money.
yump
17/1/2018
12:05
Difficult to conclude anything other than Aberporth are party to more precise information than the woolly statement than was issued Monday as I cant see how they can base their subsequent investment decisions on that.
rogerrail
17/1/2018
11:54
RNS - Aberforth continue to mop up shares at these levels. They've now have 11.6%, or 8.48m shares and must have bought over another 600,000 shares on Monday and Tuesday: Https://www.investegate.co.uk/carclo-plc--car-/rns/holding-s--in-company/201801171127181432C/
rivaldo
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