Member Info for Lindon

I know where mine is being reinvested! Wishing the damm sp would stay down, too much to hope for another director to pocket some of his options before the TS next week I suppose!! :)

I note that someone spent £240,000 buying the FD's shares @ £4 per share. Nice one!

Thanx booboodog... I think it's often forgotten by those who have been interested & sort of close to Carclo... just how tiny a company it is, & how VERY tightly held CAR's shares are... & as a result the 'float' is extreamly small... add in the the fact that its well under the radar of most & as a consequence of that THAT trading volumes are very thin.... you have all the ingredients for voltile share swings. Those swings can at times look worring & quite spectacular & yet nothing to be really concerned about at all. I actually view the FD's sale as POSITIVE event simply because it made me realise the he has 196,000 left... more than likely to expire within the next year... & yet he's hanging on to them! I don't think you can get more positive statement from an insider than that. The none exec's buy today of 5,500 shares will have cost him around 20 grand.... these are the first CAR shares this guy has purchased... That's not a bad statement of confidence from an insider either! I think we are on the brink of some VERY good news!

Correction... 5,500 shares

So Mr.Robert Rickman, (none exsecutive officer) has purchased just over £5,000 worth. Not a great sum by any means but it shows confidence in Carclo from an 'insider' I agree with him... this is an unexpected opportunity to fill ya boots!!! It should be remembered that Carclo are a VERY small company, they are an absolute tiddler & ANY... even slightly worrying news for a company of this size is going to have a large & detrimental effect on the sp. The shares are pretty tightly held & the consequences of last weeks directors sale will be pretty noticeable & entirely predictable. It should also be remembered in respect of the FD's sale last week that there had to be a buyer!

stockpickfree... I respect your views on that & think many others will share a similar view & what is more I think those views will have been expected & taken in to account by the FD ( & the rest of the boards advice) over his decision to sell at this time. I think it's relevant to note that the FD is £64,000 a year salary. He's not on a multimillionaires salary by any definition. He may have needed that sum quickly for any number of reasons... including for a family member or to complete a contract for a property transaction. Simply because it undoubtedly WOULD have been projected what the likely outcome on the sp would be... the more reason (I think) to believe that this IS a good time to sell because the effects will only last till next week when there could well be a very positive trading update & therefore an instant recovery in the sp. Another way of looking at is that he still has 196,000 remaining & if he is acting purely on some detrimental inside knowledge then common sense denotes that he would have cashed in far more of these options (which he is quite entitled to do) in order to secure the benefits of them. The fact that he has left 196,000 untouched cannot (I think) & that he could have cashed in a massive amount if he wanted ... be construed as him seeing that CAR's future prospect are not looking so good. I truly don't think... with all the options open to him... that pocketing a sum of around 120 grand has ANY relevance whtsoever. Also don't forget that the ITERIM statement is due Nov 19th... there is rarely ANY good time for director to cash some options without being considered suspicious... but of course it nearly ALWAYS is... & if I'm right & these are 10 year options coming up for expiry unless realised... they simply have to be cashed in if these guys are to enjoy the fruits of their labour. The last Atmel statement claimed that a teir one OEM will be releasing news of an XSense only device either late this quarter ( which ends today) or early in the 4Q .... that timescale has not yet passed! My advice is not to get windy over comparative peanuts!

CAR's FD has cashed 60,000 of his 2004 share options. He has 196,000 options remaining. They are probably 10 year options meaning he has around 11 months left before they all expire. The sum he has realised @ £4 per share equates to £240,000 less costs & taxes... means he will probably trouser around £120,000. Any sale only a couple of weeks before a major trading statement is due (Oct 7th) will be construed by many that he has exercised these options due to him having insider knowledge that the trading statement will contain some bad news & consequently we can expect to see a subsidence in the sp. The alternative view that I hold is that this sale is a paltry sum of money & there are many reasons why a director might want to get his hands on a sum of money to fund an expenditure & you don't normally keep this sort of sum in an easy access account. I expect a short term sp subsidence which will be over & done once the trading statement is released... In other words, nothing to worry about!

Every little bit helps but this DM report is not correct. The TRADING update has NOT been brought forward. It always was scheduled... as in every other year for around the start of Oct. The INTERIM date is due Nov.19th. & that is still in Carclos 'fianacial diary' It maybe there is some confusion over the two events by the DM but that report & the reasons given are plain wrong. There must be some other reason for the recent tick up in the sp. Whatever the reason maybe... It's good to see!

Google 'The Worlds Slimmest Keyboard' to read a Mail Online article about a CIT/Atmel collaboration for a keyboard only as thick as a half millimetre sheet of paper.

Sorry... A day out Thursday is the 5th!!

... AGM on Friday 5th Sep.

Morgan Stanley now gives overweight rating to ATML.

Sammobile giving confirmation from Bloomberg of new Samsung galaxy gear smartwatch & new note 3 mobile to be unveiled on Sep 4th. Also see techradar.com for long speculative article on the note 3

... Breaking news & Interesting speculative article, type Samsung smartwatch in the search box.

Nothing new reported at today's 'do' but reiteration of an XSense product announcement expected by end of this 3Q (end of Sep) or early in the next. Lots of new product releases are due very soon not least a reportedly new curved Samsung Iwatch which can also double as a mobile with Internet & GPS. Apple reported to be doing the same... plus a range of new tablets from various sources. All getting ready for the back to school & pre- Xmas buying season. Me thinks its gonna be an exciting time & I think at long last the shorts are now starting to retire into the mist. They can't complain... CAR really WAS an excellent company to short on the back of of all the delays & missed target dates prior to validation... but that time is now over. This is now a megga strong buy... there has never been a better time than now!

Despite all the industry speculation & excitement about the Moto X..... It's no kind of super phone, no wrap rounds & will probably be only released in the states. Forget that one!

We-are actually in Atmel's 3Q. July is the 1st month of their 3Q. Unlike Carclo... Atmel's financial year runs from Jan to Dec.

Design wins are design wins, but actual orders are actual orders... that's what is now needed over the coming months. I'm not sure but my impressions are that Carclo are traded in 'sets'... matched trades only & gave the mm's to much 'power' as they didnt HAVE to buy if no buyer to match with was available & was maybe one of the reasons for relatively poor sp performance. Is this the way it works? Anyone know for sure?

Unrealistic to expect the new motorola mobile to have Xense I suppose but with Corning being an Atmel buddy & me feeling Xsense SHOULD be renamed FleXsense.... industry speculation about the phone having wrap around glass, android being Google's baby & Motorola being Google's mobile company it has all the makings of being the android mobile to out Samsung the new Samsung... if Google have got their act together a far bigger sales potential than the new Nexus 7. Here's hoping!

Expect RNS from Carclo for confirmation of their delight!!! Mine too!!!