Member Info for Lindon

stockpickfree... there is no longer any doubt about the win & once it got confirmed this morning I moved my stop back down. But this IS a very small volume device win as far as revenue is concerned & would have been known about & taken into account when Atmel withdrew guidance & Carclo guided down. I know folk will get all excited about it & were expecting shooting stars as soon as a win was announced but that is not going to happen yet, we need far more than this to change the market sentiment back around to what was. As I said yesterday... confirmation should help with consolidation, don't expect a great mark up. It looks like that has happened & just hope that there won't be a RNS telling us that one of the big guys has substantially reduced their holdings... that could send the sp plummeting! The tablet will probably be showcased at the investor show next week & we'll see what shakes down from that. I feel some of the prevalent risk has come out of Carclo with this small win but there is still along way to go. Much is made of the HP potential but HP may only be treating this as a trial... much the same as Asus did... nothing came of that. HP do have other alternatives so it is not necessarily the case that they will continue to use XSense in future products. A large PO from ANOTHER major is needed before this stock really starts to motor again.

A report from American Banking & Marketing Association states that Needham & Company (analyst ) have received confirmation from Atmel that the Omni 10.1 tablet has XSense!

Hi Hawker & welcome.... No idea why ur links were removed, does happen occasionally, probably an electronic TS blip!!!!.... in any event its nothing to be concerned about.

gocarclo... re ur question about the Atmel/Carclo 10 year preferential agreement. Its a good & imo VERY important question. As I understand it the preferential 'bit' means exactly what it it implies in the mobile/pc arena, but does not preclude Carclo themseves from wining their own customers for printed electronics in other areas away from the TS space. I feel it should be remembered that apart from Atmel continuing with their capex this quater to support $100m possible revenues in 2014 from the TS space.... Carclo are also continuing capex associated with fitting out the original Cambridge site for printed electronics. My view is that neither company ( but especially a tiny company) would continue allocating expenditure unless they were entirely confident & comfortable that PO's will eventually forthcoming. Hopefully when the HP win is officially confirmed it will help consolidate the sp at a reasonable level for the time being, I don't think we will see a massive tick up just yet tho!!

Okay... I've just been buzzed that there is NO official confirmation from Atmel but that the win is true. The HP 10 inch tablet is a small volume Windows 8.1 slate. Nothing to write home about but its ok... ish. It should IMO also be remembered that Atmel will have known about this win BEFORE they withdrew guidance! It's the implications of Hewlett Packard being the first OEM to commercially release a device with XSense (apart from the Asus trial) means that it is IMO a most important milestone in the Carclo story.

Hi gocarclo... very apt moniker! I have no doubts the Carclo story is NOT broken. My very short term bearish view is entirely due to my belief that some longstanding institutional holders have reduced their holdings & taken the opportunity of selling to the MSCI trackers. IF & when the info of who sold becomes public knowledge & IF my view is correct then the question is WHY are institutional long term holders selling & the market sentiment will act accordingly! ALL THAT HAS BEEN OVERTAKEN BECAUSE AS I HAVE BEEN WRITING... I JUST BEEN NOTIFIED THAT ATMEL HAVE CONFIRMED XSENSE HAS WON THE HP TABLET!!!! REMEMBER FOLKS... HP IS THE LARGEST MANUFACTURER OF DEVICES IN THE WORLD!!!!!!!

The next official remarks on XSense will probably be made during Atmel's next presentation which is scheduled for Dec 4th at the NASDAQ OMX International Investors Programme in London.

Whoops... hate touch screens! Was going to say that it IS only my opinion but I think the red flags are waving! Anyone who is not comfortable with another nosedive to much lower levels than at present should consider taking the opportunity to lock in any profit they may have gained over recent events If the sp shows another spike above 300p tomorrow.. with a view to buying back when normal volumes are resumed even if that means excepting a short term loss. Only my opinion!!

Big one went through at the end but where are those shares coming from? The float? MM stockpile? Institution? Obviously an institutional buy at £1.3million but whose the seller? I feel that under normal circumstances the MM would have marked the sp well above the current level given the large volumes over the last couple of days IF they had been normal free market institutional trades. But that has not been the case, so can only see this as an institutional swap over to a MSCI tracker fund in preparation for tomorrow's Carclo MSCI listing. There may well be more of these institutional trades to go through this week. I've got a bearish view at the moment.

Uncertain what to make of today's activity. One possibility is institutional swaps which concerns me. If a longstanding holder sees this as an opportunity to get rid to an MSCI tracker it doesn't bode well for how they see things panning out. I did have a 235 stop but moved up to 280 for now & see what happens when a normal market resumes.

stockpickfree... well done buddy! To read the runes & sell... & then disappear for a couple of days isn't luck, its natural talent! Looks like this mornings large portions were due to institutional activity... given the like for likes sizes, probably inter-institutional activity with an arrangement fee add on. It's given an unrealistic view of total volumes for the day & normal volumes seemed to have been resumed... but good to see the sp staying reasonably stable. It's quite possible there may be more of the same this week due to institutional activity connected with Carclo joining the MSCI global small cap. Good luck to all.

Mmm.. some very large trades going through giving volumes at 3.7 mill so far. Excellent to see it rising on these volumes... but just wondering if it actually means much & if its just selling to trackers getting involved ahead of the game.

good luck this week... I'm not involved in foreign stocks, just keep an eye on the competition. Unipixel have similar market cap to Carclo, in the ramping up stage for their copper mesh, much cheaper than any competitor, 3 PO's now received, supply agreements with Dell & others, Intel as Eco partner & Kodak has joint manufacturer, also claim to have built loadsa print lines. perceived as possibly the biggest challenger in the field. SEC have issued supeanas for info relating to all their claims. The shorts case is they are a fraudulent company. IF that proves to be true it can only be seen as VERY good news for Carclo. But there are MANY other substantial players who have joined or are about to join the party. This is just 2. http://uk.advin.com/news/PRNUS/2013/article/6010565 Also. http://www.prweb.com/releases/2013/11/prweb1136410.htm It also apparent that their is substantial overcapacity with many reporting mothballing of mesh manufacturing plant & prices nosediving. Cambrios Tech. silver nanowire is already on the shelves, say more to come. All this put together with ATML not getting one single PO despite being production ready for 5 months is IMO showing in CAR's current sp. I wouldnt be surprised to see a downgrading soon. Hope ur toothache gets better very soon. Good luck buddy

Hi Stucki... I'm presuming that the trackers of this index HAVE to buy all members of the index in order to call themselves trackers...but don't know for sure, as its global it could be they only have to have ' samples' from each country. I don't expect great things either way.... It's only small cap so wouldn't think there would be any enormousness buys... But no harm hoping! I See UNXL's got problems... SEC now investigating. Looks like they are about to go belly up! Down $4 after hours on Friday.

Carclo will join the MSCI global small cap index after close on Tueday 26th... that should bring a few tracker fund buys in.

Well done mate! I'm a bit in the red, but no concerns at these levels even if nose dives again, I'm half expecting it to! One of the very best things about this stock is the the intrinsic defensive qualities that the core business brings to the party. What that is actually worth depends on how individuals see it but there's not going to be any wipeout!!! Carclo ain't gonna be bringing the receivers in!! Not yet anyway!!!

Atmel is a multi billion dollar company... there is little excitement for XSense amongst their investors, if it happens it happens... they are mostly excited & focused on the new microcontrollor (which for the time being is the new bees knees in that space) & other aspects of Atmel... they just have a different perspective to a tiny companies investors, so tho their IS obviously a link in the respective sp's Xsense is mostly an incidental to Atmel's investors. Carclo suffers carnage but Atmel sails serenely upwards.

Hi buddy... yes, the bears are having fun & there'll be a loads of stop loss positions in operation, I feel more sorry for those who are feeling as tho they have lost their shirt when this sort of crap happens but they need to remember the buy up to £5 recomendation. Lemmings & cliff tops spring to mind & I can only suggest that the wise don't follow them over.

No telling where the bottom might be at the moment... 280 or even lower. Always a fools game to try to call tops or bottoms. The market & its makers will do whatever they wanna do as they always do! The only thing that really matters is the fundemental medium to long term case for the technology. We are fully validated & qualified... we are in at the birthing & disruption of the recognised touch screen market... that 'disruption' battle is exactly what is being played out now... & those who have followed the story will realise that it will take time for the OEM's to gear themselves up for the change to copper mesh. Don't forget... ATML/CAR are mainly after the lager touch screen market, that's a relativley new market for touch screens, its one that Intel & Microsoft are now pushing hard for its adoption... & neither ITO or any silver solution can compete with copper in that market.

I dunno what the 'corporate' bit means for sure. I've always made an assumption that its a recommendation for the big guys, the likes of Legal & General etc. BUT... they HAVE maintained at their last projection of it being 'neutral' so whatever it means & considering the higher sp level when that recomendation was issued... I view it as a positive.