Carclo Share Discussion Threads

[spudders] 17/12/2024 10:28

New inhalers to be issued by NHS, this may be reasoning for drop back. 🤷🏼‍♂️

[its the oxman] 16/12/2024 14:05

Tempted to buy now it's in a dip on a poor market day.

[tradertrev] 11/12/2024 14:54

Pension deficits can be a great source of buying opportunities. Average (or below average) investors see them and think "OMG the company is bust" without realising that these are exceptionally long-dated liabilities. They literally do not need to be paid for about 30 years, although there are usually annual deficit reduction payments. These are of course drags on cashflow, but they are seldom a cause of insolvency.

[hopeful holder] 11/12/2024 11:12

I did ponder buying more myself and perhaps will kick myself for not doing so, but for now, I have plenty even though at this price, far better value than my current holding.

[mesquida] 11/12/2024 10:55

Buyers finally returning, should finish up today.

[hopeful holder] 10/12/2024 09:26

Research tree shows a header of interim target 47p, but the detail needs signing up (maybe paying) to see.Panmure ate the in-house brokers and perhaps optimistic, but it's a way off where we are which suggests 35p upwards in is a current fair price.The pension liability looks quite scary BUT if the numbers are good then perhaps that will ease some of the pressure.All we need now is a few decent orders and investment in new tools etc and we are looking really good. ?

[ayl30] 09/12/2024 19:51

Anyone got a copy of the Panmure doc?

[gswredland] 09/12/2024 18:39

Yes very wary but interesting to follow nevertheless
PP always seems to give a cautionary slant which I like
20p and I'm in! I'm sure it won't get there though!

[zaksab] 09/12/2024 18:02

Would be encouraging to see a director buy

[mesquida] 09/12/2024 17:32

Thanks for that, zho, the article appears to have been published yesterday ( Sunday ) so it explains today's weakness .
Shame that Pauly Pilot's followers apparently do not have time to read the Panmure circular that was published on Thursday.

[ayl30] 09/12/2024 17:03

I held onto mine. Thought PP was unduly severe in his criticism almost suggesting it was bankrupt company only surviving by collision with its bankers. His comments obviously frightened folk off which is a shame for us holders. He seemed to discount that the pension's revaluation will be beneficial to the company

[zho] 09/12/2024 16:48

mesquida - re surprise, see

[castleford tiger] 09/12/2024 15:13

bought a big chunk today.

unloved suits me.

tiger

[wigwammer] 07/12/2024 21:20

"words mean nothing, results mean everything..."... go back and read your own words from when the shares were sub 10p. Clueless

[wigwammer] 07/12/2024 21:16

"if your not receiving a dividend what are you getting out of your holding" .. about a 300% capital gain so far (about 400% last time).. but I believe you got nothing... atb :)

[beeezzz] 07/12/2024 21:00

Nope - words mean nothing, results mean everything...

[mesquida] 07/12/2024 19:32

So i take it that you have not read the broker's note ?
And as a matter of interest did you watch the Investor Meet presentation ?

[beeezzz] 07/12/2024 17:07

.Brokers notes taken with pinch of salt, all part of the cozy financial institutions club...Believe them if you like...if your not receiving a dividend what are you getting out of your holding...Likelihood of a dividend on these paper thin profits is never.

[mesquida] 07/12/2024 15:44

I wonder if beeezzz has read the Panmure note that came out on Thursday along with the results.

[beeezzz] 07/12/2024 15:26

I notice rebel doesn't mention his other favorite share which he piled into couple of years ago Xaar....wonder why...

Wig - Just because your in love with carclo doesn't mean the market is, wider world issues are at play here..

[petersinthemarket] 07/12/2024 10:44

I think CR was deep into this - has he changed his mind?

[wigwammer] 06/12/2024 19:43

Your points are as misleading now as they were when the shares were below 10p. I very much hope nobody acted on your negativity back then, though you evidently have little regret about it. I could answer your point - as I did earlier - but you would just move on to some other negative. Meh..