Carclo Share Discussion Threads

[wigwammer] 05/12/2024 08:56

Back to the results. As I suggested the other day, the results themselves are nothing to write home about, but moving in the right direction toward inflection 25/26. The really interesting positive is the material fall in net debt - which I believe is related to expiring leases as a consequence of the restructuring. ATB

[wigwammer] 05/12/2024 08:53

And I've done it here twice. Cos it 10 bagged after dropping to 5p during covid. What a dullard you are :)

[wigwammer] 05/12/2024 08:52

I haven't owned it over the medium term. I've made 300% over the short term :)

[muffster] 05/12/2024 08:52

Great answer and I agree But revenue down. Yes we know why but selling is happening as there's not a line that reads....revenue growth.Maybe next results

[arthur_lame_stocks] 05/12/2024 08:52

I'm very right about this as an investment.

[wigwammer] 05/12/2024 08:50

He's very drab :(

[arthur_lame_stocks] 05/12/2024 08:50

Not in the medium term you haven't.

[zaksab] 05/12/2024 08:49

Stunning answer - so much incremental depth of thought

[wigwammer] 05/12/2024 08:49

"Wigwammer. Price is what you pay and value is what you get." ... What I've got so far is around a 300% capital gain. Enjoy your paltry dividends :)

[zaksab] 05/12/2024 08:39

Lame which stocks are you most bullish on? Asking for a friend.

[arthur_lame_stocks] 05/12/2024 08:33

Wigwammer. Price is what you pay and value is what you get

By the way, enjoy your dividend.

[drsmessguide] 05/12/2024 08:27

Contrary views are essential to ensure one is not carried away by the crowd I know of no other company returning 18% ROCE, profit estimated at 8m, market cap 27mDebt being paid down relatively rapidly

[wigwammer] 05/12/2024 08:26

Lame isn't an investor here. Nor has he been all the way up :)

[johnrxx99] 05/12/2024 08:26

I just have this feeling it will end up blue. On initial reading it doesn't sound good but this is a turnaround. It doesn't take 6 months or a year so we have to look 3 years from now.

So far so good.

[drsmessguide] 05/12/2024 08:24

A few people taking a dip after the fall, mixed views from retail investors

[arthur_lame_stocks] 05/12/2024 08:06

The market doesn't think so so far. It's being primed for a fundraising.

[mesquida] 05/12/2024 08:05

House broker Panmure has this morning increased target price,from 30p to 47p,and their note rather implies that the risk is to the upside .

[arthur_lame_stocks] 05/12/2024 07:51

Not this one.

[imjustdandy] 05/12/2024 07:49

The recovery under this management is exceptional. What companies are throwing off 8m profit with a market cap of 25m

[arthur_lame_stocks] 05/12/2024 07:47

It's a junk investment that badly needs a lot of new capital.

[arthur_lame_stocks] 05/12/2024 07:46

I'm sorry but I'm right.

[hopeful holder] 05/12/2024 07:45

From July results.... · Statutory operating profit from continuing operations was £1.8m (FY23: £1.2m).

[imjustdandy] 05/12/2024 07:42

Cash Net cash inflow from operating activities during the first half was £3.4 million.

[imjustdandy] 05/12/2024 07:41

You're on the wrong board pal or you can't read