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Share Name Share Symbol Market Type Share ISIN Share Description
Carr's Group Plc LSE:CARR London Ordinary Share GB00BRK01058 ORD 2.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.75 1.33% 133.75 133.00 134.50 135.00 133.00 134.50 19,411 16:35:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 417.3 12.1 8.3 16.1 126

Carr's Share Discussion Threads

Showing 326 to 348 of 350 messages
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
DateSubjectAuthorDiscuss
08/8/2022
10:26
Valuation: Releasing the value of divisions beneficial Given the ongoing strategic review, we believe a sum-of-the-parts (SOTP) analysis is appropriate because it shows that stocks engaged purely in engineering activities or providing speciality agricultural inputs command substantially higher multiples than those involved in supplying commoditised agricultural inputs. Our SOTP calculation gives a value of 257.5p/share, which suggests that any potential strategic activity that released the value of individual divisions by splitting up the group would be beneficial for shareholders.
somethingsup
07/8/2022
21:33
I guesstimate 180p+ being cautious. Much less and its not worth the effort imho as that value would out over time anyway. It was around 150p in Feb. Expectation of the results of the review accounts for the price rise on release of a less than ideal TU that was largely already priced in. Another waiting game.
p1nkfish
07/8/2022
18:27
Worth a listen to the NWF Video presentation…out last week. Lots of acquisition chat!
somethingsup
07/8/2022
18:19
SOTP £292.7p We’d all like that😁㊋6;
somethingsup
07/8/2022
16:34
Reminder of possible potential value to release. Https://www.edisongroup.com/publication/optimising-value-for-shareholders/30466/
p1nkfish
07/8/2022
15:51
Fwiw i thinks it makes a lot of sense for the engineering side to be sold/floated ,the fuel oil side to be sold to NWF and the rest to be merged with Wynn.However i am never right so i will have to await the review.As somethingsup has stated i am pretty sure its going to be radical and far reaching.As always GLA
andydaf
07/8/2022
15:10
……because there will be CEOs in the new companies; sold or merged?
somethingsup
07/8/2022
14:59
The PP CEO announcement indicates to me it is a temporary measure before the strategic review is revealed. Crossing T’s & dotting i’s is all that’s left so we must be in for something fairly radical in my view. Certainly a sale of the engineering and possibly parts of the Agri businesses. Could even be a merger of the Agi businesses into NWF or Wyn? Time will tell but I’ve never seen a non exec chairman go to exec chairman & then CEO unless it’s temporary!?
somethingsup
06/8/2022
16:58
Reading between the lines Pelham was a engineering man.The new ceo/chairman is farming/food man.I could be very wrong but i expect the engineering side to go when the strategic review is revealed.Trading update was good, no nasty suprises in difficult times.Cfo leaving for westmoreland tells a story of carrs becoming a smaller but more focused group.Looking forward to the strategic review.As always GLA
andydaf
05/8/2022
17:47
Review release soon. Price up on decent volume vs 3m average after the TU today that confirmed the bad stuff. Interesting. CEO transition not rushed too. If I had followed this more closely I might have a theory as to the CEO move related to the outcome of the review but have no clue. Current CEO come to end of the road and wanting a change?
p1nkfish
24/4/2022
13:57
With so many strategic possibilities I’m now of the opinion that all three Divisions should remain; a Holdings Company with two separately quoted companies; Carr’s Engineering & Carr’s Agriculture (combining Supplies & Specialty who do support each other!). That would create value and growth . Let’s not sell when so many parts of our company are looking very exciting. If there are sellers post strat review then rather sell shares with 20% CGT.
somethingsup
24/4/2022
09:01
numbers not well received, i liked them though. Took a bit more and also had a go at 141 but didn't materialize. Let's see what it will bring us the next few months.
kirmich
20/4/2022
10:19
Looking at the Edison report out today they have spent £400,000 on the ongoing strategic review. They’ve clearly got some heavyweight advisers on board and judging by the emphasis on Engineering I’d bet that will be sold next few months?
somethingsup
20/4/2022
07:47
Half year report out:- https://www.investegate.co.uk/carr--39-s-group-plc--carr-/rns/half-year-report/202204200700046697I/ "A robust performance in the period with full year expectations unchanged"
cwa1
16/4/2022
08:36
Agree no dividend. Shares up sell & pay 20% CGT, as you wish.
somethingsup
15/4/2022
17:44
Please no dividend , check out how Donegal over in Ireland did it a few years ago. Also in the farming sector, with a lot of farmers as shareholders. was a fun ride. Probably they end up saying, we stuff our plans in the backburner for now. As long as the results keep being ok, i don't really mind. But i do like the focus of Wynnstay, they prove that execution and good results do help the share price. What a ride there from the low 2's. I like the farming sector, hope to do a repeat here with carr, in with average 150.
kirmich
15/4/2022
09:04
My final thoughts based on the Edison report. Sell Engineering £70m Sell Agri Supplies £70m Keep Agri Specialty £190m (Re rated) Result £140m in the Bank. Special Dividend of £1.00 (£90m) from some of £140m proceeds. Hold £50m for acquisition/s. Renamed Carr’s Specialty Agriculture valued at £190m. International business with patents & profit margin. Now that’s what I call shareholder value! IMHO
somethingsup
12/4/2022
15:48
I think the most likely outcome of the review will result in a similar situation to what happened with the flour businesses in that they'll sell off at least some, but more likely all, of the engineering businesses to one, or more, other companies. I'd imagine there'd be plenty of interest in the Nuclear side of things. A spin off into a new, quoted company is possible, but, to me at least, seems pretty unlikely.
bareknee
12/4/2022
12:34
Thanks for that Bareknee, thats the bit I have been looking for. 3800
3800
12/4/2022
11:52
A Holding Company with three separately quoted business’s.28513;
somethingsup
12/4/2022
11:44
Thanks for that somethingsup, I couldn't find any company confirmation of a stratigic review. maybe edison were hoping for a fat fee for administering any split up. I cannot see management being keen on running a smaller part of the total group as running a smaller company would mean smaller recumeration for them. Aswell as less prestige. 3800
3800
12/4/2022
09:38
Woops sent twice 😡
somethingsup
12/4/2022
09:30
Nothing since the Edison report on 8th Feb Re SOTP. This was an independent report from Edison. Let’s hope Carr’s agreed with it…! The only way to create value for shareholders is to split the 3 business’s up (Aim perhaps) or sell one (Engineering) and keep the other 2. Or (!) merge one or more business’s with larger company and receive shares in lieu. (Think we avoid CGT & Income tax with that which is an important factor otherwise we end up in the same position if income tax…sale at plus 40%; income tax at 38.5% - GREAT! If no good news next week it will be concerning for the share price Fingers crossed?
somethingsup
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
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