Carrs Mill. Share Discussion Threads

[sammu] 11/11/2013 10:14

Ha ha. If it were that simple even an inbecile could make consistant money in the stockmarket.
The share price is up about 70% over the year. The EPS uplift (plus maybe a bit more) was priced in.

[sheyac] 11/11/2013 09:54

What is it with the share price diving? An increase in 30% EPS surely should reflect an increase of 30% in sp?

[wjccghcc] 11/11/2013 08:26

Not sure it was the best performer as engineering PBT down 11% last year. Also it seems 2014/15 is shaping up to be much stronger for nuclear.

Food results should more than compensate as the new mill gets up to speed.

Strong start to current year. I expect forecasts to be at least maintained and possible raised.

[westcountryboy] 11/11/2013 08:15

Profitability warning for engineering division, the best performer of the last couple of years. Heavy capex and a turn to net debt: will be interesting to see if that pays off.

[broadwood] 11/11/2013 08:04

Stand out results. But largely expected, so we'll have to see how the price reacts.

[pjhutchy] 16/10/2013 22:22

Excellent. The share just keeps gradually rising. Seems like a very well run company with a bright future. The chart is very strong.

[broadwood] 16/10/2013 15:52

Held a good part of the rise. Low volumes but then that's normal here.

[shauney2] 16/10/2013 15:18

Lovely rise,lovely chart.
Mid price around 1710p as I speak.

[broadwood] 16/10/2013 13:06

Lorks - what's going on?

[broadwood] 14/10/2013 14:28

Monday 11 NOV - next crucial date.

[broadwood] 10/10/2013 20:30

Investec Carr's Milling Industries PLC 10/10/2013
Retains
Buy Buy 0 1,400.00 1,710.00 1,600.00

[broadwood] 01/10/2013 13:24

Nearly a three bagger now.

Another jump so far today but wide spreads.

[pjhutchy] 17/9/2013 16:42

And with the new plant up and running on schedule we should be able to increase margins nicely

[broadwood] 13/9/2013 13:28

Watching the Harvest programme on the tele last night, we are still going to have to import a substantial amount of wheat this year.

Carr nicely placed for that.

[ganthorpe] 12/9/2013 15:16

Nudging 1500P but still looks reasonably priced with all divisions going well.Would not be surprised to see EPS of 140P for the year ended 31 August.
GAN

[pjhutchy] 10/9/2013 22:09

Looks like we are moving higher into new territory

[broadwood] 20/8/2013 07:31

More US expansion.


Shore Capital Carr's Milling Industries PLC 20/08/2013
Reiterates
Buy Buy 0 1,415.00 0 2

[nw99] 13/8/2013 13:50

Thx good post

[wjccghcc] 13/8/2013 11:32

PE is still only 12.

You can argue the more weather dependent feed side should have a low PE (though global weather seems to be getting more erratic which increases demand). However the flour division looks like it's set for a good run after years of attrition in the sector - it is now one of the lowest cost producers.

The main reason it's my second largest holding is actually the engineering side which took off in 2012 and is growing at 50-100% due to demand from the energy sector - the main risk here is capacity constraints.

[nw99] 13/8/2013 11:27

Share watch tipped it last week more influential

[pyemckay] 13/8/2013 11:26

think it was tipped in shares magazine last week. nice rise regardless.

[sheyac] 13/8/2013 11:12

Does anyone have any idea why this is rocketing up after being fairly steady for a while? Volumes are unusually very high too.

[malcolmsm1th] 13/8/2013 09:27

I went into Carr's yesterday and, for once, I am pleased not to have been the Harbinger of Doom.

Wow is a wonderful understatement indeed.