gretel
08 Mar 2017
RNS : Hendersons buy above 13% Hendersons are in a hurry to buy shares. Last month they bought 1.25m sharers to go above 12%, and now they've bought another 300,000 shares to go above 13% with 9.55m shares in total:[link]
Lupo di mare
07 Mar 2017
Re: Word of caution Hmm, still not achieving the levels that their house broker has been pushing. What's holding it back?Firstly, of course, there's the debt and, more significantly, the information in the latest update that debt would be "broadly in line with expectations".Then there's always going to be some slight concern that the acquisition of PTD might come with some problems; although having directors staying o.b. is comforting. Does anyone know if it came with debt? I couldn't find any mention of that. Or did CTP Carrera offload it debt free? Unlike Carclo to avoid mentioning it.Then there's the likelihood that those institutions who stumped up for the 120p placing will be selling them on at this price, some of their shares anyhow.Personally, I'd like to see it fall further before I'd buy into it again, and then mainly for the prospect of a spot of corporate action.
Lupo di mare
05 Mar 2017
Re: Word of caution paul - "Thanks interesting as a holder takeover?"I'd say that it probably is worth holding on the off-chance that there'll be some such activity.I know not much about these matters, but to my salty mind I'd flog off the LED at 10 x ptp, which hopefully would yield some £50m. Of course, it could be equally attractive to sell-off the TP, but that's just me believing that TP has a better future. That could very well be wrong.Thing is that I see it struggling in its present form. I'd keep Aerospace as it provides good cash flow with little expediture required.Will Carclo take such action, or will someone else do it for them?The only stumbling block preventing me from investing a few quid on the above basis is the chart. Problems, problems, what shall I do.
gretel
02 Mar 2017
Peel Hunt reiterate Buy and 190p target Peel Hunt today reiterated their Buy and 190p price target:[link]
paul1945
28 Feb 2017
Re: Word of caution Thanks interesting as a holder takeover?
Lupo di mare
28 Feb 2017
Word of caution Not wishing to knock Carclo in any way, but I advise investors not to mortgage the house and buy Carco based on gretel's incessant BUY recs. Carclo are not the only LED supplier, and are up against stiff competition. When i spoke of possible Aston Market discount, I was considering the possibility that Carclo might have supplied them at a discount to get the publicity. I do not know that that was the case, but personally I consider it to be reasonably possible.Here's a link that should be of interest:-[link]
shugg1e
27 Feb 2017
Re: No Progress i lost patience weeks ago sold at a small profitits wasted money as no dividend better of in capita
Lupo di mare
27 Feb 2017
Re: No Progress Might be the chartists.
Lupo di mare
27 Feb 2017
Re: No Progress Dateraider - "What is going on?"Simple, m8, just need more BUY recs from gretel, lol.Shouldn't have said that, but there you go. I can't really help. Might be a one-off. Wonder if the new "lights" (ahem) on Aston Martin cars came at a discount. Still, mustn't be negative.Lupo, still not convinced and watching from the sidelines.
Dateraider
27 Feb 2017
No Progress Despite positive broker notes,fund managers buying and optimistic noises from the company the share price goes into reverse .I am losing patience here.What is going on?
gretel
24 Feb 2017
CAR lights on new Aston Martin hypercar Here's the awesome new Aston Martin hypercar just unveiled in public for the first time - CAR's Wipac are named as supplier of all the LED headlights and taillights:[link] car is designed by Adrian Newey, the legendary Formula One engineer - if he wanted Wipac's products you can be sure that they're the best.
Lupo di mare
20 Feb 2017
Re: CAR tipped as "stunning value" "And these projections make the engineer stunning value for money, in my mind. For the current period Carclo deals on a P/E ratio of just 12 times, and the multiple topples to a mere 10.6 times for next year and 8.8 times for 2019.Furthermore, sub-1 PEG multiples through to the close of 2019 illustrate Carclo’s stunning value relative to its growth prospects." Sounds a bit like a hopeful in Dragons' Den. Having been a shareholder here for many years, and only fairly recently having sold out at 140p, I still keep an eye on it. The question is, "If it's that good, why doesn't the sp reflect its stated growth prospects?"Well it let shareholders down badly with the hype, and then the let down, over CIT. Then it let us down again over CDS, which they only dropped after the auditors advised them to drop it. Then there was the pension deficit/dividend issue; so it's no wonder that the sp isn't reflecting what we are told are the "growth prospects".Personally, I won't be investing again until the June Finals, or possibly the year end trading update in March - all depending on what I read, or don't read for that matter.
gretel
20 Feb 2017
CAR tipped as "stunning value" CAR have just been tipped as "stunning value":[link] steady stream of contract successes from the automotive sector looks set to keep earnings at Carclo (LSE: CAR) surging in the years ahead, in my opinion — here’s why!Carclo advised last month that at its LED Technologies arm, its Wipac supercar lighting products keep on making a huge impact with the world’s car manufacturers, with the business noting that the segment “continues to win new lighting programmes within the low volume sector”.And Carclo added that it “remains focused on securing a further mid volume programme in the new financial year, which will support the anticipated strong growth of this business”.But the huge potential riches afforded by the fast-growing premium and supercar segments are not the only reasons to get excited about. Carclo’s Technical Products division is also gaining momentum, helped by shrewd bolt-on buys like Precision Tool & Die in October. And the West Yorkshire business is looking to ride this wave by turbocharging its manufacturing capacity in China and India.The City expects Carclo to keep its record of double-digit earnings rises trucking long into the future, and predict a 13% rise in the year to March 2017 to be followed by increases of 13% and 21% in fiscal 2018 and 2019 correspondingly.And these projections make the engineer stunning value for money, in my mind. For the current period Carclo deals on a P/E ratio of just 12 times, and the multiple topples to a mere 10.6 times for next year and 8.8 times for 2019.Furthermore, sub-1 PEG multiples through to the close of 2019 illustrate Carclo’s stunning value relative to its growth prospects."
true shares
09 Feb 2017
Re: RNS:Henderson increase stake looking good, Ive incresed mine today
gretel
09 Feb 2017
RNS:Henderson increase stake Henderson have significantly increased their holding, buying another 1.25m shares or so. They now have 9.24m shares, or 12.66%:[link]
