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
  +0.025p +0.20% 12.775p 12.50p 13.00p 13.55p 13.00p 13.50p 474,082 16:35:08
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 146.2 8.2 11.6 1.1 9

Carclo Share Discussion Threads

Showing 17876 to 17899 of 18125 messages
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DateSubjectAuthorDiscuss
10/1/2019
14:32
They will not see fit.
queeny2
10/1/2019
09:57
Well the 6 months will be up on 7th Feb I think, so they will be free to try again with Carclo then should they see fit.
1gw
05/12/2018
13:59
Consort still looking for strategic aquistions
9degrees
28/11/2018
11:24
CAR usually issue a trading update in January (last year 15th January), so there's only just over 6 weeks until then. CAR are a £150m turnover group these days (against a £59m m/cap), so actually fairly sizeable. Edison's true value is 147p per share, so they've already discounted that to arrive at a current fair value of 125p-133p. With 11.3p EPS forecast this year, rising to 12.5p EPS next year, there's lots of upside assuming the H1 outlook is delivered: "The Board anticipates that the Group will trade in line with its expectations for the full year, and that it remains on track to grow substantially over the medium term." If the January update delivers as anticipated, then we may get quite a decent re-rating back to 100p and perhaps 120p.
rivaldo
22/11/2018
14:13
So the question is what discount to a sum of the parts should a tiny subscale conglomerate trade at, if you accept Edison's c. 130p. 25% puts it at 100p which isn't enough upside really to want to own it, esp when contingent on gaining ground in H2.File under watch for six months.
queeny2
21/11/2018
15:08
RNS - Schroders have increased their holding to above 12%. They now have 8.89m shares, so they've bought around another 730,000 shares..... Https://www.investegate.co.uk/carclo-plc/rns/holding-s--in-company/201811211449221110I/
rivaldo
20/11/2018
12:32
New Edison research note: Https://www.edisoninvestmentresearch.com/research/report/carclo888622/preview/ They essentially retain their prior forecasts, being 11.3p EPS this year (previously 11.4p) rising to 12.5p EPS next year. Their valuation/price target drops in line with sector average multiples to 125p-133p. There's still some reliance on the various delayed programmes for H2, but management seem confident that these have already now begun. It would be pretty naive to guide analysts otherwise if this were not the case. Edison conclude: "H219 recovery to support 21% full-year PBT growth Looking forward, management is confident of a recovery in H219 because the delayed medical programmes have now commenced production and the inefficiencies resulting from multiple production start-ups in the LED division have been resolved. There are signs too that the initiatives to improve CTP margins are gaining traction. We leave our group forecasts broadly unchanged after transferring £0.2m FY19 EBIT from CTP to Aerospace to reflect first-half underperformance in the former and outperformance in the latter and raising FY19 interest by £0.1m. Valuation: Trading at a discount to peers We use a P/E-based, sum-of-the-parts methodology with three sets of sample peers drawn from the medical device manufacturing (P/E of 13.8x), automotive (mean P/E of 10.6x) and aerospace (mean P/E 19.7x) sectors to reflect the diversity of Carclo’s operations. This gives an indicative valuation range of 125- 133p (previously 144-153p). Newsflow demonstrating that management initiatives are driving margin improvement should be supportive of the valuation helping to close the valuation gap."
rivaldo
18/11/2018
00:25
Revenue down Costs up Enough is enough
overmars
13/11/2018
11:25
If you've got spare cash to invest there's a lot of other companies floated. I keep reminding myself of that every time I think I've cleverly spotted the bottom in some stock that has disappointed a lot.
yump
13/11/2018
10:22
Would be better if they had a div to rest on whilst waiting, but they aint, and the problems here SP,wise, haven't changed since they axed the divi. Cant beat a divi to show real cash flowing back to investors.
owenski
13/11/2018
10:18
PUGUGLY's right, House Broker PH have been bigging CAR about as long as Rivaldo - a few years now.
poikka
13/11/2018
10:11
No major positives in the report And we've broken through the 80p barrier, as I predicted/feared we would. ...all of which suggests a big downside risk in near term, as no reason for a share price rise to happen.
bigtbigt
13/11/2018
09:42
Ricaldo - House broker - Always looks on the sunny side if they want to keep their appointment! Sorry have been stuffed by PH too often to take much notice of their sunny projections.
pugugly
13/11/2018
09:31
Peel Hunt retain their Buy and 130p target: Http://investing.thisismoney.co.uk/broker-views/
rivaldo
13/11/2018
08:58
Not invested. Same old, same old. Note that they inserted this little rider. "As is normal within the Group's business, the achievement of its anticipated performance for the full year is dependent on key customers, particularly in Wipac, awarding new programmes in line with planned timescales in the second half." Maybe one day they'll achieve their goal, but the best bet would be for some enlightened CEO to flog the LED (hate the sodden things, anyway) and big up on TP. Keep the Aerospace as it provides a spot of sorely needed cashflow - all those tooling programmes need cash. No point to but CAR, though, as there are better bets around.
poikka
13/11/2018
08:48
The problem is we have been promised 2nd half groth for more years than I can remember BUT very rarely met - However some brave sole probably II bidding 77p for up to 82K shares on L2. Not their money !! We also have to consider the BREXIT implications No mention that I can see -
pugugly
13/11/2018
07:56
Think we've hit the bottom at last. Strong second half and future growth curve back on track. Back over £1 again v soon.
imjustdandy
13/11/2018
07:37
The interims read pretty well overall given the prior warning re production delays. CAR still made 3.7p EPS in an under-performing H1, and H2 looks good with the core divisions now ramping up production on what had been delayed production programmes. It's particularly good to see Wipac winning contracts for two mid-volume electric vehicles. Retaining the Aerospace division now looks like a good decision given its excellent performance :o)) H2 results are still slightly dependent on Wipac and programme timings as usual, but CAR are happy to reiterate full year expectations - which stand at 11.4p EPS per Edison - and "substantial" medium-term growth. Even if CAR only repeat H1 performance in H2 with a small improvement, then they're on track for say 8p EPS at minimum.
rivaldo
13/11/2018
07:33
I think we will rise from here. Results not as bad as feared and second half looks v strong
imjustdandy
13/11/2018
07:23
First take: grey. Or mud coloured.For bulls: grow substantially in medium term. That's it.For bears: almost every £ and % detail in there! Crowned by another £3m regulatory hit in pension fundFor students of CAR: remind me which year these interims are from?For third parties the questions are: A) do I think the new chairman FD and non exec from Cape will make a real positive difference? That is needed. B) do I like the two sectors and their positioning in them?Price prediction: meh to down a little but meh really
queeny2
13/11/2018
07:09
Reads very well. "Group to grow substantially in second half"
imjustdandy
12/11/2018
21:45
Should read.. signed up!
dontay
12/11/2018
21:44
A long promised transformational LED contract igneous up for a major higher volume auto manufacturer could do the trick. But if the interims go as they historically do... we'll probably get yet another profit warning ?
dontay
12/11/2018
19:59
Should be fun tomorrow. Pick your range - anywhere between 60p and £1.30
imjustdandy
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