Carclo Share Discussion Threads

[spooky] 26/6/2020 08:47

Wonder if some news is leaking here. Results, refinancing, could be a number of things....or nothing of course.

[robow] 26/6/2020 07:53

final results

[ali47fish] 26/6/2020 07:50

what's f/r

[buywell3] 26/6/2020 04:05

dog being the operative word

when areas of trade are considered in the light of Covid wave 2 coming soon

[beeezzz] 25/6/2020 22:46

F/R end of July...some encouraging news on prospects would be helpful.

[1gw] 25/6/2020 16:09

Signs of life in the old dog, eh?

[9degrees] 25/6/2020 14:47

I have lost lots of money here in the past as a result of their poor management. However they have now finally shed Wipac and apart from the pension deficit should be ready to go places. I was thinking the other day that their business could benefit hugely from Covid capilliaries . I should have bought in then but have done so today . They are still a takeover target as well as having good business opportunities, Go carclo go !!

[9degrees] 25/6/2020 14:46

I have lost lots of money here in the past as a result of their poor management. However they have now finally shed Wipac and apart from the pension deficit should be ready to go places. I was thinking the other day that their business could benefit hugely from Covid capilliaries . I should have bought in then but have done so today . They are still a takeover target as well as having good business opportunities, Go carclo go !!

[laurence llewelyn binliner] 25/6/2020 14:40

Someone seems to have woken up the SP, thanks to the 270K buyer printed at 12:44 at 7p.. :o)

The group will recover over time IMO now the company making the repeat and extended losses from poor decisions has been separated/isolated and sold off..

Looking forward the next Q2 trading update as the recovery and rebuild starts after the Wipac disposal.., where they go with, and what decisions have been made on the pension fund deficit/premiums..

Mindful of the ongoing uncertainty presented by the COVID-19 situation, and the guidance from the Financial Conduct Authority that public companies should consider delaying preliminary announcements, the Board has decided to delay the publication of the Company's Full Year Results for the year ended 31 March 2020 beyond 30 June 2020, the date on which Carclo had previously expected to announce. The revised publication date will be published in due course.

[meijiman] 25/6/2020 14:13

Are there lots of Chinese in God's own country or should that be County?
Even if nothing coming from Avacta this is a lowly priced share.
Have noticed lots of companies coming up with smart solutions to pension deficit issues.Winn/win.

[spooky] 25/6/2020 14:12

Definitely looks as though something is going on.

[reddevil28] 25/6/2020 13:45

hello, is it me you're looking for, Carclo? Lionel Ritchie should get in now. i suspect Chinese Whispers but it is Yorkshire is it not?

[robow] 25/6/2020 08:19

Ah good enough. Thanks

[vsb234] 24/6/2020 10:08

robow - just that they were previously a supplier to AVCT and I would expect capacity issues within the industry due to high demand for medical products. Wigwammer's post 1637 also suggests a good fit.

[robow] 24/6/2020 09:34

vsb- do you have any reason to think that CAR maight be talking to AVCT?

[vsb234] 24/6/2020 08:52

Following the optimisation of the lateral flow test by Cytiva the design will then be "transferred to manufacturing partners in the UK" that are currently being put in place by Avacta. The Company is working with these manufacturers to compress the normal manufacturing, clinical validation and regulatory timelines in order to bring a product to market as quickly as possible.

[wigwammer] 19/6/2020 07:43

With 7 sites across the globe and lateral flow capability, surely Carclo have a significant role to play.. when are we going to hear about it! .. Carclo's R&D efforts are developing material solutions and technologies to meet new industries and ensure that our customers benefit from the most current and emerging technologies... Advances in surface treatment and tool construction for microfluidic channels and features on a micro-scale are delivering groundbreaking improvements in capillary action and lateral flow applications.

[meijiman] 18/6/2020 09:15

B/E..that's a new one on me. Something to do with buy in average??
I think Carclo could perform a bit like Renold..both out of favour low P/E stocks with big pension deficits. Renold has recently put out a bit of half decent news which has perked up the share price Come on Carclo....

[escapetohome] 17/6/2020 22:39

Im in and waiting patiently.

[beeezzz] 17/6/2020 22:08

vsb - That's the $64k question are the management up to the task, they have shown themselves to be complete incompetents so far.

Lets hope they prove me wrong, I've also been increasing my holding here, mainly to reduce my B/E.

[wigwammer] 17/6/2020 12:49

That's an interesting post, vsb. Thanks. I do not disagree with any of what you say. Avacta sounds interesting but after multiplying in this way it doesn't fit my approach - to look for out of favour ideas that can grow. When I checked, the average maturity of the pension liability here was around 14 years ie it is a very long term liability and this should give them options. I have built substantial position here in recent months.

[vsb234] 17/6/2020 12:22

Wigwammer, Avacta are under the wrong CV-19 obsessed radar. It is a multi-trick pony, with a series of potential inflection points.

It would be great if Carclo could benefit from and support instant mass population CV-19 testing.

I am invested in both Carclo and Avacta.

Avacta has done particularly well and looks to be positioned very strongly for the future. The opportunities for their CV-19 and other Testing Technologies are currently exceptionally relevant (and even more so as we have to learn to live with future CV-19 mutations and outbreaks), but I invested because of their Cancer Treatment Technology, which could potentially be much more significant. Both are great for society which is a bonus.

If Carclo do not take advantage of the supply shortages in the medical device market, then a competitor may buy them to instantly increase capacity/reach and to help them to meet global demand. This would provide instand synergies and would be quicker and would turn tricks way faster than extending capacity from scratch. The pension issue could effectively become a source of finance to an acquirer as it reduces the acquisition cost and could be easily cashflowed in a long-term growth situation and as investment values improve.

Carclo has legacy issues but has a good underlying business. It’s spread of manufacturing locations is great logistically and should appeal to customers who are adopting “China Plus One” procurement policies.

With a bit of luck, Carclo may be able to tap into the Government’s CV-19 busines loan support.

It would be good to see the directors rising to the opportunities and some positive communication from them would be a refereshing change!

[wigwammer] 17/6/2020 11:19

Charo - entirely depends what the earnings are. If earnings start to grow, and starting from a near zero market cap, all of the additional earnings will fall to equity holders = exponential rise in share price.