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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
  +0.70p +2.22% 32.20p 31.50p 32.90p 31.60p 31.40p 31.40p 57,138 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 146.2 8.2 11.6 2.8 23.60

Carclo Share Discussion Threads

Showing 17776 to 17799 of 18075 messages
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DateSubjectAuthorDiscuss
07/8/2018
09:58
Should read white knight
remslie
07/8/2018
09:53
There is another interpretation which is that Carclo have always had more viable acquirers than consort. When the bid came in they turned to a white night to bid and these negotiations are on going. Their pension deficit is now going the right way and they are rebuilding their balance sheet The game may not be over..... Either way it does sound as if the company is on the turn if we can avoid a recession in the next 24 months and we are a long way off previous highs. It is hard to believe if they wanted to extract shareholder value they would not seek out a stalking horse.
remslie
07/8/2018
09:25
Initial thoughts: As usual no statement from Carclo. This *should* mean that they are surprised by this morning's announcement, rather than simply incompetent or having nothing to say ("confident in independent future, always unsolicited and unnecessary approach, etc etc") but it's hard to tell with them. IF they are surprised, I'm surprised, and have no idea what to think, except that discussions were not entirely amicable, Consort felt unreasonable in terms of give and take, CAR playing too much hardball on price/terms? This doesn't feel right to me though, unless the new Chair brought a whole new dynamic and relishes the job for the next few years, rare for a deal like this to just self-destruct like this. The most gloomy interpretation for us is of course that they had a good look at the books and a week before they needed to ran away screaming shouting 'fire'. In which case (or in either case really) we are back to what's it worth. After a month of eye off the ball and some exceptional costs. The one thing I do not see is this deal back on.
queeny2
07/8/2018
09:06
What chance share price now drops back to the 80's? High (imo)
pugugly
07/8/2018
08:48
It means carclo have to improve the business to get the share price value back, unless someone else wants to do it for them, but at what price takeover?
nick rubens
07/8/2018
08:36
Oh dear. That's not so good...
1gw
06/8/2018
21:31
Since 23rd July the only declared Carclo 8.3 activity I have seen, other than Dimensional picking up a few on 25th, has been Axxion buying. As well as a few small purchases, Axxion bought 95,020 at £1.20 on 25th July, 93,297 at £1.18 on 26th, 77,075 at £1.187 on 31st and 22,925 at £1.185 on 31st. So it appears Axxion was picking up pretty much any that were being sold and was happy to pay up to £1.20. It then appears not to have bought any on 1st, 2nd or 3rd August and the price fell back. It will be interesting to see if it was Axxion again today or whether someone else is buying. None of the other declared holders seems to have felt brave enough to buy in the last few days (before today), but equally none have declared selling. Wait and see seems to be the prevailing mood.
1gw
06/8/2018
21:19
I want at least 160p what is the score so far????
beeezzz
06/8/2018
16:22
PUSU expires a week today unless extended . so action this week hopefully
9degrees
06/8/2018
15:45
Snap rivaldo
queeny2
06/8/2018
15:44
Must be going better now.
queeny2
06/8/2018
15:44
...or on the other hand....
rivaldo
06/8/2018
14:51
What is up with the share price weakness? Makes me think the negotiations between Carclo and Consort Medical can not be going too well...
gordongekko4
04/8/2018
15:43
Another quiet week on the 8.3 front. Axxion continues to accumulate Carclo while Legal and General resumed selling down Consort, after the boost in its holding from the transfer in last week.
1gw
31/7/2018
12:51
Welcome queeny2. Appreciate your contributions to recent discussion here which, as a relative novice, I have been reading with interest.
gleach23
31/7/2018
12:27
gleach23 thank you, unaccountably I missed that reading on my phone. That's good. If auto-selling to cover tax liability is completely standard, with complete precedent, then that's fine in an offer period, to NOT do it would be wrong.
queeny2
31/7/2018
12:16
I see Axxion have bought more shares today
thechurch333
31/7/2018
11:55
Agree, very unusual. There may be something in the takeover code that allows him to sell to meet tax liabilities. Either that or the sale was pre-arranged and agreed by the board, so it has to go ahead. Don't think it tells us anything either way about bid talks.
thechurch333
31/7/2018
11:40
The RNS states that the sale of 30k shares is to cover the attendant tax liability on the 64k PSP shares that vested. The net result is a actually an increase in his holding of 34k shares.
gleach23
31/7/2018
11:12
I'm being thick I think - what's this sale by CEO of 30k shares at 118?Extremely unusual, is there an explanation?
queeny2
30/7/2018
11:12
Thanks 1gw
thechurch333
30/7/2018
07:32
On the 8.3 front, the main feature of last week's declarations for Carclo was that Axxion continued to increase, while River & Mercantile decreased. On the Consort side, main changes were Mirabaud decreasing due to a transfer out (which seemed to be picked up by Legal & General), while Blackrock and M&G increased. Legal & General sold Consort but this was more than balanced by the transfer in. E&OE.
1gw
27/7/2018
11:09
In addition to a host of trade buyers, there are probably a dozen private equity firms looking at Wipac right now. It is a good standalone business with decent revenue growth and margin recovery prospects. I'm sure the management team would be up for an LBO.
thechurch333
27/7/2018
10:43
The diveregent nature of CAR's activities is the main difficulty in arriving at an optimal valuation. Ideally it requires the simultaneous interest of two other parties, one for CTP, which we have, and one for Wipac. (I don't see the Bruntons/Jacottet business as a major obstacle.) No doubt the directors are working on this to maximise values (at least, one hopes so!) but it doesn't look that easy. The only UK company which immediately comes to mind is Dialight and I rather doubt they would bite. A larger group, ZKW group, based in Austria and with operations in the Czech Republic seem to be suppliers to much of the motor industry. Annual turnover about £1 billion and 10k employees (round figures). It could perhaps represent a step up into the premium range for them and the current low value of sterling could make it an attractive purchase. Any thoughts? HTTPS://zkw-group.com/en/home/company/locations/ HTTPS://zkw-group.com/en/home/company/key-figures/
boadicea
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