Carr's Share Discussion Threads

[zipstuck] 10/6/2021 11:10

Looks like the australian trade deal might impact animal feeds

[zipstuck] 09/6/2021 13:56

Oil price highest for 2 years . Carrs should benefit

[dozey3] 20/5/2021 18:10

Split off the Engineering business - job done. 180p in no time. IMO of course.

[kinwah] 20/5/2021 15:37

Haha Somethingsup, it depends on your definition of soon. Maybe by 2025. These shares peaked at around 180p, £18 in old money. I think anywhere near 180p there would be a wave of selling.

[somethingsup] 18/5/2021 22:31

£2.00 got to be on the cards soon.

[s34icknote] 18/5/2021 21:48

On final results !!!

[somethingsup] 18/5/2021 13:28

When is she gonna blow?!

[s34icknote] 26/4/2021 13:18

She's gonna blow captain !!!

[s34icknote] 25/4/2021 19:23

Investor chronicle Says hold on a pe of 16 Even though we're on a pe of 8 !So should double !!!

[s34icknote] 22/4/2021 14:42

Seller clearing ???

[royaloak] 21/4/2021 19:49

50 K at 145 at the end of the day.

[s34icknote] 21/4/2021 15:45

A seller holding this back judging by large chunks !!! Going through .

[1tx] 21/4/2021 15:14

Pleased to see the improving trend,the engineering division is not quite as illogical as it seems.It has grown out of Bendalls involvement in the Nuclear plant at Sellafield.We might get a good price but Carr's Billington business has fairly modest growth prospects;interestingly all three listed agriculural businesses Carr's,Wynnstay,NWF cover in part the same area(I'm a shareholder in all three,and meet their trucks on a regular basis on narrow lanes here in South Lakes!)so the prospects of expansion are limited unless we move further into Scotland.On the subject of IC Mr Bearbull's value portfolio bought Carr's shortly before Covid,so will no doubt comment.The US/UK animal suppliments business is also undervalued.

[s34icknote] 21/4/2021 11:22

May be an Investor chronicle update friday

[s34icknote] 21/4/2021 11:09

I topped up this morning too

[s34icknote] 21/4/2021 11:08

Directors buying at 144

[s34icknote] 21/4/2021 08:58

160 today For starters and operates through COVID lockdowns What's not to like Market has missed this one

[dozey3] 21/4/2021 08:34

Yes, hope his plan is to see Engineering back to a profitable and upward trajectory and then sell it off. Plenty of prospective owners at the right price - Avingtrans for one. As it stands prospective investors are put off by the illogical mini-conglomerate nature of Carrs; sorting it would add value.

[s34icknote] 21/4/2021 08:30

Fair value min 160p

[s34icknote] 21/4/2021 08:29

8 p eps plus div that's under pe of 10 Looks like getting better in second half too

[kinwah] 21/4/2021 08:28

So as we suspected Specialty Agriculture is highly profitable contributing two thirds of operating profit. Previously this had been hidden by being lumped in with low margin activities such as feed and fuel sales. A few of the retail stores have closed in the last year or so. It will be interesting to see how the strategy unfolds with this activity while Engineering still looks to be an uncomfortable fit. Pelham does seem to be focused on unlocking value in Carr's.

[zipstuck] 21/4/2021 08:10

Looks very undervalued

[zipstuck] 21/4/2021 08:10

Looks very undervalued

[s34icknote] 15/4/2021 10:44

Bought in todayLooks solid with div

[zipstuck] 30/3/2021 16:22

AS the oil price is upto $60. Hopefully orders will start coming through now.