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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
  -2.65p -8.59% 28.20p 27.30p 29.00p 29.00p 26.10p 29.00p 229,762 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 146.2 8.2 11.6 2.4 20.67

Carclo Share Discussion Threads

Showing 17976 to 17997 of 18075 messages
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DateSubjectAuthorDiscuss
28/3/2019
10:24
15 year lows... G.
garth
28/3/2019
08:16
It does feel depressingly like it.
1gw
27/3/2019
21:32
Looks like a cash call coming soon....
beeezzz
27/3/2019
14:58
Frightening.
escapetohome
27/3/2019
13:52
Might be best to throw in the towel...........
meijiman
26/3/2019
21:50
They've never recovered from the disastrous printed electronics failure, why did they not pursue other avenues for print film projects. Management have run out of ideas, they don't know which way to turn, markets seem to falling away in all their sectors... Maybe concentrate on the medical side.
beeezzz
26/3/2019
14:37
I don't think Duroc are here as long-term passengers. But whether they've got the will and the finance to bid for the whole lot, I don't know. And even then, without some competition, we're not going to get a big premium on the prevailing price. I read Lakestreet's interest as suggesting they see the possibility of something (breakup, sale, who knows?). One option presumably would be sale of CTP and then get in a turnaround specialist (Duroc-sourced or otherwise) to try to get Wipac in shape.
1gw
26/3/2019
14:24
not sure waiting for corporate action is a good idea, who in Automotive industry is flush with cash, business booming, to bail them out? You only have to look at plight of Swindon Honda, and JLR group to see everyone will be tightening belts and cutting back. How can CAR themselves turn this around? Wont they need some cash injection at some point, and I doubt banks will cough up, so its left to shareholders.
currypasty
26/3/2019
14:14
Yes, this is painful stuff, waiting and hoping for some corporate action to recover at least some of the recent shareprice losses. It wasn't a good idea to keep the additional position I picked up during the Consort interest.
1gw
15/3/2019
15:02
It wasn't expanding enough in any market, so I've now sold my remaining holding. Bye ... 👋
andrewbaker
07/3/2019
22:48
Come on now carclo, lets have a bit of positive news.
escapetohome
06/3/2019
21:31
Margins don't look that promising, also need to fund pension...Maybe concentrate on high margin sectors....
beeezzz
06/3/2019
09:05
Im wondering how many more the seller has left?
escapetohome
28/2/2019
13:43
......and to the operating profit (ebit) should be added ca £3.5m of deprecition to get to the ca £10m of ebidta. not too bad.
baner
28/2/2019
13:41
Sorry you’re correct that is only the U.K. entity...as you were🙂
rhomboid
28/2/2019
13:36
Are you sure rhomboid? From the annual report (page 77) it looks like £6.6m operating profit on (external) revenue of £90m for CTP. For 1HFY19 the equivalent numbers are £2.6m on £43m.
1gw
28/2/2019
13:35
rhomboid these numbers are of course not including all CTP entities in other countries. total turnover is ca 4 times the 23m and from the annual report you can see that the ebidta is likely to be ca 10m. carclo has invested heavily in the growth of this business and there is scope for significant expansion going forward. thus the suggested value of 8-10 times ebidta.
baner
28/2/2019
11:55
According to the latest accounts at companies house for March 18 CTP generated an operating profit of 634k on t’over of £23m
rhomboid
28/2/2019
10:00
arthur lame thanks for your feedback. i believe CTP generate £10m+ of ebidta and has excellent growth prospects. on that basis i assume an ebidta multiple of 8-10 is clearly achievable - 4-5 seems far too low to me.
baner
28/2/2019
09:27
baner I agree that a break up of the company is the best option and it's interesting that the shares have come to the attention of activists and trade buyers, but I think your estimate of the value of the CTP division is a bit on the high side. I would have thought £40-55m is more likely.
arthur_lame_stocks
28/2/2019
09:22
elsa/gekko i agree re your views on a potential fund raising - however, this assume the BOD does not work on other options - one very obvious one being a sale of the CTP division. last year there was a (tentative) bid for the whole of Carclo and there should be no doubt there are a great number of potential predators looking at the CTP unit today. realistically this could fetch £75-90m, wiping out all debt and leaving Carclo with £50m of free cash, the profitable LED business and the aerospace cable unit. if shareholders were presented this alternative vs the idea of a £10-15m placing, i guess the answer is obvious.
baner
27/2/2019
19:53
Ive noted the recent institution stake building activity, noted the concerns raised on this bb, and taken a very measured indeed “”gamble”” on this stock today, buying a few thousand shares @ just over 44p.
escapetohome
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