Member Info for Fostany99

Schroeder’s clearly has enough confidence

Market needs more confidence the revenue decline will stabilise/reverse — otherwise EBIT will eventually fall — next couple of years will be crucial to prove the turnaround is complete

Tough 2022, improved outlook in 2023 with a reduction in IAS19 pension deficit the best this will get to I suspect —

Bad news is best handled by staying ahead of it — I think it would now be damaging if the update was bad news due to the radio silence — which I am sure they would know so hoping this is not the case

As reported on 15 December 2021, the AffiDX® SARS-CoV-2 antigen test has been shown to detect the Omicron variant of the SARS-CoV-2 virus in patient samples in a small clinical study. Whilst the AffiDX® antigen test is effective at identifying high viral loads of Omicron, further laboratory analysis carried out by Avacta indicates that the sensitivity of the test is reduced at lower viral loads when compared with the sensitivity of the AffiDX® test with previous SARS-CoV-2 variants.

It’s a temporary move while they resolve however they haven’t been selling them in the UK since October, before the last trading update - not sure if Carclo are even involved

Possibly the news avacta removed their latflow testing from sale this morning and also the statements from Sir John over the weekend.

Possibly an overreaction — As not sure how much either has an impact on Carclo.

Also rose back to 40p on very little volume — now looks like a good opportunity to buy IMO

Importantly as well an improvement on the H1 2020 results all round……more in control now it seems

Is it just me being superstitious or is any else worried about the results being announced on a Friday?
Good to see this breaking out again

Possibly because it finished above the 35p pivot so may have broken the down trend - now need to break and hold above 40/42p

Is there are risk to Margin in the H1 results from rising energy and logistics costs??…the £2m in gov loans is due to drop in in H1 so should make the accounts look better —- if the rising costs have been offset by increased prices we should be expecting a positive half year result

If it’s a large seller would there not have been an RNS by now?

Great update…..This just needs some attention and volume

There was an update last year on 17th though before the AGM on refinancing and performance.

I’d like to understand more about the boards objectives and timelines — so far they have given no forecast due to ‘COVID’……would like to see them make some commitments around their objectives for 2023 when the pension agreement ends

No volume here since some large selling a few weeks ago — any idea when the next update is due? Will it be the half year results in November?

I got ‘my timing wrong’ here 8 months ago at 23p…..it didn’t work out to bad…

Maybe Im being optimistic here but I’m hoping this is so they can update on the Q1 results — which from all the noise should hopefully be positive and the only risk here is the pension deficit.

I suspect just profit taking have just bought back in here

Sold at 63 when it fell last week again made great gains here......same If it drops to mid 50’s will buy back in — possibly sold too early but really happy with what I made — really interested to see how the results will be received

Post tax profit and CPT revenue in line with last year — considering first half performance and many of the contracts didn’t start till Q4 I don’t think that is a bad position — good to see net debt hasn’t increased although I suspect the pension deficit has still risen year on year despite a final half recovery in the yield ——- glad to see a positive outlook — these results surely support current SP IMO

I have bough at 13p and 20p — making a very tidy profit here and was really tempted to sell and get back in today as it was bound to fall back....but didn’t risk it happy to sit and wait on this