Member Info for Beza

What the views on todays news guys? Do we think that the headline regarding the government bringing free Lateral Flow tests to an end is bad news? Or, do we think that demand has been outstripping supply so it’s of limited consequence for companies like Carclo?

AB, what do you calculate the cash is here? Something like 35p per share with no debt?

I note that the 2022, 2023 earings forecasts have been revised slightly. 2022 is showing an eps of 4.4p and 2023 is showing an eps 5.5p. This is a slight revision downwards as 2023 was showing 5.86p previously but the trend is still positive, with forecast revenues increasing to £129M.
Figures taken from Stockopedia (which I assume use the house brokers forecasts).
Regards.

Another great rns from Beximco. I appreciate that this company isn’t just listed on the LSE but it would’ve been better for us if this news had been released next week when the market is back after being in holiday mode.

That’s interesting to hear Frank. What figure do you have pencilled in for Carclo’s EBITDA?

Quite possibly. I work shifts, mornings and night shifts and the rota continues all year round regardless of Bank Holidays, that’s why we get shift pay. Some companies pay an overtime rate too. I was wondering if Carclo would make any New Years tip sheets..?

It was interesting to read that France has had to take 4 of its reactors out of service as a precaution after finding a fault at one whilst at the same time Germany have stated that the signing off of Nord 2 will not complete this winter… It looks as though high gas prices, high electricity prices and high coal use are going to be with us for the next few months.

It was good to see another director share purchase, revealed to the market after close. I make that about £116K’s worth since May.

If the buy / sell volumes can be believed here then there is a lot of selling today. Strange considering we are showing a small rise in the share price.

… yes, we’ll spotted Frank and this kind of news shouldn’t do the share price any harm either.

Thanks for sharing that Mullins. It provides some reassurance.

I thought market volatility was supposed to be good for TCAP! I didn’t except this to be so badly affected by today’s COVID / lock down news.

Excellent find and thanks for sharing this Suggins. It’s frustrating that the price is not higher, despite Beximco’s positive rns. At least we have a respectable divi to look forward to while the price is where it is. Plus, if they keep ramping the divi up, those of us who have purchased around 100p or below will soon be getting over 5% yield on a growth company.

What is reassuring though is that Nick Sanders must have purchased around £150K - £170K of shares of the last 18 months and to my knowledge he’s not sold any, even when the price has ridden high.

… I actually made another purchase yesterday myself but unfortunately for me my buy was closer in quantity to the 20K purchase than the 197k one!!

… plus it’ll be interesting to note if any of the directors choose to increase their personal holding in Carclo now that the closed period has passed.

T2R, I think we all share your frustration. They’ve just delivered a solid set of results, accompanied by a fairly bullish statement and indicated that they’ll slightly beat current market expectations and the shares have dropped! If you believe the trading volumes here then it’s because (potentially) an institution is unloading shares.

… would it be normal to get an update a week before the results which are due a week on Monday?

Out of favour but TCAP? As always dyor

The celebrity share trader known as Evil Knievel follows this stock, in fact, I think he’s a holder. I expect his weekly column to cover this again soon and that could give the share price a further ‘shot in the arm’.