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IMO only, the only reason for the sp to recover some of the losses from the profit warning was more about an 'over buy' reaction from what some may have assumed was an 'over sold' & level. I think it was but not by much!! Its difficult & pretty much impossible to put any sensible price on the core business at the moment... maybe that will improve with the year end results... but I would suggest 150p is not unreasonable. The possisibilty still exist that XSense may not sell in any great volumes... we know that EVEN if it does... revenue & margins are going to be reduced versus the previous expectations due to pricing pressures. That was the essence of Carclo's profit warning. If we say the 'core' is worth around 150p then how much can we allow for XSense? At the moment & given there are a couple of low volume devices on the market... I would say something in the order of 60 to 70p would be a sensible premise. To me 200p is about right for the time being... anything more I would class as 'over exuberance'. Other things which also may have a calming effect is the World Mobile Congress which started on Monday in Barcelona... it ends tomorrow. Many new mobiles & tablets have been showcased by a majority of the usual suspects. Many of these devices won't be released till later in the year... & one omission I have noticed so far are the words 'curved screen'.!!!! Together with going ex div & volumes that have now subsided to the more usual levels... it seems to me that the current sp is about right. Unless or untill we get news of a high volume popular device being announced then I expect the voilitility to contine but without much overall movement till the final results are announced.

An unconfirmed report from a source close to the Atmel's Colorado Springs XSense fab yesterday said that the first week of a two week planned shutdown, previously announced in the 4Q earnings call, was partially cancelled. Apparently only the night shift had to be stopped & the day shift were able to continue. The report states that several problems which were causing wastage have been resolved & they are now shipping higher volumes of product.

Although the recent uptick is good & obviously great for those who bought in recently after the drop & will hopefully inspire a more feel good factor & confidence in the stock I dont think it matters that much at the moment. How it goes from here is still going to depend on the day to day volumes (today was just under 330k) until the finals are announced. Its equally possibly that thinner volumes & consequent volitility will continue for a while yet. IMO it was well over sold & 220 -230 is certainly a more sensible range even without the sensor potential ... & that level could well be on the cards IF the volumes hold up. I doubt we will get any more sensor 'news' for a while.. . although the Bacelona world moblle congress show in a couple of weeks may provide some interest... so I think the next big thing will be the finals. All the signs for the yr end results are positive & should indeed prove to be quite exceptional... the nearer we get to the end of March the more likely a rise to 250-275p might be seen on those sentiments... & that in turn should persuade folk to at least hold on until then rather than take profits on their recent gains. After results time I think there is strong chance of 300p being broken again. GL to all.

I doubt you have necasserily called it 'wrong' Mary.. we are most probably now going to be in a fairly long quiet period for a while as far as any further news is concerned. The sp could go either way at the moment. I wouldn't be in the least surprised to see it rise to around 220-230p next week & then subside back again. It seems to me that a re- run of the 360-390 levels of a few months ago could very well happen for the time being... albeit at a much lower level of course. 'Potential' is a remarkable motivator! But none-the-less good to see it being supported not too far from a couple of quid! As far as the market being forgiving.... of course it is... Its completely fickle!!

Although this report mentioning CIT actually first appeared several months ago its a timely reminder that Carclo is about so much more than mobile touch sensors. It should not be forgotten that Carclo are completely refurbishing & re-kitting out their original premises in Cambridge as a dedicated facility for Printed Electronics. That was expected to be fully completed early this year. With the advent of the Internet Of Things (IoT) which Atmel appear to going for in a big way... also known as All Things Digital (ATD) this also promises to be huge market for Carclo's coated film technology. Global PE Market to Grow Rapidly in Next Five Years Wednesday, February 12, 2014 | Live PR The global printed electronics market is forecast to grow at a CAGR of 20.6% over the period 2013-2018. One of the key factors contributing to this market growth is the growing need for eco-friendly electronics products. The market has also been witnessing the miniaturization of electronics devices. However, the lack of technology standards could pose a challenge to the growth of this market. The key vendors dominating this market space are Conductive Inkjet Technology, E Ink Holdings Inc., NovaCentrix, and T-Ink, Inc. Other vendors mentioned in the report are Litrex Corporation, THIN FILM ELECTRONICS AB, NTERA Inc., Xenon Corporation, and Creative Materials, Inc. The miniaturization of electronic devices is an emerging trend witnessed in the global printed electronics market. Increasing technological advancements in the market have led to the miniaturization of electronic devices, which in turn is resulting in the development of compact and flexible electronic devices. As a result, printed electronics solutions are the perfect solution for miniaturization of electronic devices. With the help of printed electronics technology, electronic components can be developed in various sizes. Moreover, these components are robust and consume low power. As a result of the advantages of miniaturization, electronic device manufacturers have been increasingly adopting printed electronics technology for their respective products. One of the major drivers is the increasing need for eco-friendly electronic products. As printed electronics use non-hazardous raw materials for the production of electronic products, this is the most suitable technology that can be incorporated for the development of eco-friendly electronic products. Further, one of the key challenges in the market is lack of technology standards in the development of flexible displays. As a result of this, the market vendors, to date, are not able to target all their customer segments. This is a major setback for the market. http://www.pcb007.com/pages/zone.cgi?a=98180

Not saying XSense will be in the new upcoming Apple offering (although that WOULD be rather good!) but its another example of where the industry is heading... also where iPhone goes so do all the others, they HAVE too. We also know that Carclo/Atmel have been developing fingerprint scanning & sensing technology. With his report the impetus & race is now very much on to see who can get a mainstream curved device to market first & claim the bragging rights!! This report also came across my radar which I found interesting; Nanowire technology doubles capacity of rechargeable batteries HardwareNews 12 Feb 2014 by Matthew Humphries, 12 Feb 2014News A research team working out of the Materials and Surface Science Institute located at the University of Limerick, Ireland, believe they have found a way to double the capacity of lithium-ion rechargeable batteries. The key to this capacity boost is a new nanowire anode made of germanium. Existing lithium-ion batteries rely on graphite (although silicon is becoming more common now as it provides up to 20 per cent higher capacity), and while it performs well, graphite limits the capacity of such batteries. So the research team, lead by Dr. Kevin Ryan, set about replacing graphite with a new element. They ended up focusing on germanium, a gray-white metalloid that's similar to tin and silicon. The problem with germanium is it doesn't handle charging very well–it expands significantly and after only a few charging cycles it falls apart completely. This may account for why we haven't heard of its use before. However, Ryan and his team managed to overcome these issues with the help of nanotechnology. They set about restructuring germanium using nanowires to create a porous material that remains stable during charging. In fact, not only is it stable, it also extends the life of any lithium-ion battery using it to over 1,000 cycles. Today's batteries are typically rated at hundreds of cycles. The good news doesn't end there, though. As well as producing a much higher capacity battery that lasts longer, the process of producing the new germanium anode is highly scalable, cheap, and requires very little energy. In a world where the use of such batteries is growing quickly, that's going to be a major plus for both manufacturers and the environment. When these new batteries make it to market, they can be used in anything from a smartphone right up to an electric car. All we need to know now is when that's actually going to happen. Published under license from Ziff Davis, Inc., New York, All rights reserved. Copyright © 2012-2013 Ziff Davis, Inc Read more: http://www.itproportal.com/2014/02/12/nanowire-technology-doubles-capacity-of-lithium-ion-batteries/#ixzz2t9gMh9WC

iPhone 6 Said to Adopt 'Bezel-Free' Display- http://www.macrumors.com/2014/02/11/iphone-6-said-to-adopt-bezel-free-display/ 2014-02-12 Apple's iPhone 6 will reportedly gain a "bezel-free" display when it launches later this year, according to a report from The Korea Herald focusing on both the next-generation iPhone and Samsung's upcoming Galaxy S5 smartphone. No significant details about Apple's plans for the iPhone 6 are shared in the report, with the majority of it focused on the Galaxy S5 and only a few sentences noting that Apple is working on a "similar" prototype with bezel-free display and fingerprint sensor. Samsung will reportedly be using a more standard fingerprint sensor than the display-wide fingerprint scanner or iris scanner that had previously been rumored for the device. “Scanning fingerprints on the entire screen, which was much talked about recently, will be available in the latter half of this year as there are still technological hurdles to overcome,” [the source] added, hinting that the production yield for the full-screen fingerprint scanner is still far from satisfactory. The source said that Samsung’s top rival Apple is also testing a similar prototype sporting a bezel-less screen that features a fingerprint scanner. Last November, Bloomberg reported that the iPhone 6 was planned to feature a larger display with "glass that curves downward at the edges", perhaps alluding to a bezel-less design in which the edge of the device is formed by the display glass itself rather than a separate bezel. A report last month from The Wall Street Journal claimed that the iPhone 6 "won't include a curved display", but it is possible that both reports could be correct if the design were to include a flat display panel fused to glass (or sapphire) cover that curved at the edges.

Hi chris211... I expect anyone who is new to this stock would express the same sentiments as yourself. For the regulars there have been so many disappointments, delays & false dawns, together with the profit warning coming right on the brink of when people were expecting a turn for the better... that for those who only hold it for its XSense potential... disillusionment & despondency has set in with a here we go again attitude & that is reflected in the sp level. You are correct of course, the present sp level is rather silly but it is what it is... & will probably drift around & only show any great improvement on the news of a major device release. There aren't many companies which will post a 50% yr on yr increase & drop like a stone!!! Its simply TOO tightly & thinly traded IMO... most don't look further than XSense & folk are fed up with hearing about 'potential'. Other than that... the end of yr results promise to be the best ever for the rest of the business, the 2nd half is when they REALLY earn! They certainly aren't about to call in the receivers so don't think you can go far wrong if you join the fray! GL.

...... Other Carclo's divisions also have a bright outlook. Carlo Optics should also see an upside as its LED lighting technology becomes a mainstream feature in the automobile industry. Carclo Diagnosis Solutions has a tremendous potential as its lab testing devices get qualified and commercialized. And Carclo Plastics' heavy investment in new manufacturing equipment in the U.K., Czech Republic and the USA should start paying in 2014. "The additional 30 machines will represent a 50% increase on the number of existing machines in Carclo's US manufacturing portfolio." "Carclo have stated that the main reason behind the expansion is significant new customer acquisition in the diagnostics and drug delivery markets so far in 2013." Another thing to consider is that Carclo is traded at the London stock exchange under the symbol of CAR.L and is only traded at NYSE as a gray market stock. When plotting Carclo use the data for CAR.L from the London stock exchange because CCEGF only shows the volume of the stock traded at NYSE that is only a small fraction of the real action at London. In conclusion, Carclo is a tremendous stock that has been beat down because of the wrong reasons. The recent earnings warning issued by Carclo only points to reduced revenue due to the slower than expected ramp up of XSense programs and clarifies that Carclo's other divisions are doing fine. This triggered a panic sale that pushed Carclo down over 30%. But XSense potential is still intact, HP rolling out XSense in a second product demonstrates that XSense is not a one hit wonder and it has a tremendous potential as an ITO replacement. Carclo's earnings warning was for its current fiscal year that will end in March and they haven't issued a forecast for 2014. I believe that Carclo has the potential to reach its 365-day high and that's over a 200% upside. On a recent note Carclo's CEO did a small purchase in the open market that confirms my bullish position.

For those who maybe interested NT updated his site at 1600 hrs on Friday to rate Carclo as BUY.

For those who maybe 'new' to Carclo this is the rest of the American introduction; Many of you have heard of Carclo PLC (OTC:CCEGF) as the Uni-Pixel's (UNXL) competitor that is currently suing Uni-Pixel for the unauthorized use of its technology in the development of the InTouch touch sensor. But Carclo is much more than just printed electronics and touch sensors. Let me introduce you to the innovative technology company Carclo PLC. Carclo Overview Carclo is a multinational conglomerate composed of multiple divisions that encompasses a broad range of manufacturing technologies. Carclo Technical Plastics is Carclo's biggest division. Carclo Technical Plastics specializes in the manufacturing high precision molded plastics fabricated under a clean room environment to support among others the needs of the medical and the pharmaceutical industry. Carclo Technical Plastics also manufactures protective lenses and visors used to diffuse and bend light to create different visual effects and laser guides. Carclo Optics is the division that specializes in the design of LED lighting solutions to be used on commercial and industrial applications. Wipac is the sub-division of Carclo Optics that designs modern lighting solutions for the automobile industry and sells aftermarket LED automobile solutions under the ULTRA and WIPAC brands. Lamborghini Aventador sporting Carclo Optics LED head lamps (click to enlarge) LED tail lights by Carclo Optics Carclo Diagnosis Solutions (CDS) designs and manufactures portable and disposable lab testing solutions for the medical industry. Currently CDS has three products under development. Micropoc-lite for blood group testing such as allergies. Micropoc-cat for blood coagulation rate testing. Micropoc-pro for ELISA testing. CDS has partnered EKF to use the Micropoc-pro platform in conjunction with EKF's Pi-GST to start test trials with patients at risk from acute kidney injury. "The trials, which will start early in 2014 and be complete by mid-year, will provide trial data supporting further commercial collaboration and a strong reference for broader external commercial engagements." "CDS believes that the technologies can potentially be applied to many tests requiring a quantitative result." (click to enlarge) Micropoc-pro & Micropoc-lite Brutons Aero and Jacottet Industries are manufacturers that cater the aerospace industry and produce components such as control cables, tie rods and aerofoil blading.

An interesting extract from an SA article introducing Carclo to American Atmel investors. The whole article highlights all the other attributes that Carclo possess but this portion about XSense is entirely in accord with my own views. The author is someone who I have conversed with privately on many past occasions. Carclo is currently trading near its 365-day low of $2.60 (£1.60) and has a 365-day high of $8.21 (£5.00). The recent drop was caused because the company lowered its forecasted revenue from the XSense touch sensor sales but Atmel on its 4th quarter earnings call reported a positive outlook for XSense. HP is currently using XSense in two of its products (the HP Omni 10.1 and HP EliteBook Revolve 810 G2). Atmel is not trying to market XSense as a replacement to ITO but as a superior product category. I believe that the slow ramp up on XSense is due to the fact that in order to utilize XSense's special features such as narrower bezels, thinner stack and curved surfaces an end unit redesign is required. In other words, XSense is not interchangeable with ITO. Once a unit is designed to use XSense's features it can only be manufactured using XSense or a unit redesign will be required. Atmel reported that it has multiple design programs in the pipeline and I expect multiple new products using XSense by the end of the year. "While the XSense revenue ramp has been slower than anticipated, customer design activity is steadily increasing and we anticipate multiple new designs, including with additional Tier 1 customers who will roll out throughout the year." Another interesting point is that Atmel reported that there are others interested in manufacturing XSense. XSense is manufactured using a special photo sensitive film made by Carclo's CIT division. Carclo's main interest is to increase its photosensitive film sales and it really doesn't care who does the photo-lithography. If a touch module manufacturer adopts XSense as an ITO replacement this could significantly increase its film sales.

From the Carclo Interim; "Further programs are expected to progressively come on stream through the first half of 2014, benefitting from the superior capabilities of XSense™ (including narrow bezel capability) versus competitive offerings". From the Atmel call; And just to give you guys a little bit more color on that, we are focusing -- we're not going after, I would say, the commodity sensor business. Our focus on this is to go after where we can differentiate our product and there's a number of places. Now, for example, the narrow bezel, you're going to see some customers coming out with different form factors, that would be one of them. Places, where, for example, the curve surface is important to customers. Places where very thin and light stackups are for certain products and obviously provides a better touch performance generally. But we're going after where customers appreciate, differentiate and will pay for greater value as part of that. The reason I stated that we're going to be targeting more place with differentiation, it's a huge market. And from our standpoint, the best place to target is a place you can garner the highest margins and the highest value from your customers. And so that, just wanted to give you guys some perspective on that as well. IMO its not just about the price war anymore, there has been a change of tack to concentrate on new form factors that ITO can't do at any price. It makes sense. Why have a price war when you have a unique product. Why use Xsense as an alternative if your not going to make full use of its curved screen capabilities? It explains the sudden calling off of providing $100m revenue capacity, on December 4th/13 it was due to be completed at the end of that month, now its been slowed down & it explains the slow ramp up.. they are waiting for new form factor designs for large screens... that's almost a new invention, it WILL take time for the OEM's to completely redesign the form & shape of large devices with curved edges & touch keys on the edges instead of mechanical buttons. And another thing! THIS comment has huge positive implications for XSense... Licensing a couple of ODM's to manufacture it would at a stroke cut the present inefficient long winded supply chain & kick ITO almost completely out of the game. "One of the things that we're doing currently today, just to share with you, we're doing the manufacturing of that today. There are a number of people who would like to partner with us, with this business, on the manufacturing side, obviously deferring -- different ways to go about the business in different ways to participate in that" They had no reason to make that comment but they obviously wanted it known. It was the most bullish comment of the lot. IMO its the best news for XSense since validation was achieved. Atmel were reportedly set some demanding targets in return for exclusivity... I would hazard a guess that the exclu

The Company announces that Mr Christopher Malley, Group Chief Executive has today purchased 11,452 Ordinary Shares of 5p each in the Company ("Ordinary Shares") at a price of 173.32p per Ordinary Share. As a result of this transaction Mr Malley has increased his holding in the Company to 19,612 Ordinary Shares, representing 0.03% of the Company's issued share capital.

Carclo don't have anything to do do with microcontrollors.

http://hexus.net/tech/news/laptop/63493-hp-810-elitebook-revolve-updated-g2-models-ship-soon/?print=1

HP's 11 inch Elite Notebook Revolve 810 G2 (Business Notebook/Tablet hybrid which cost approx £1300)

CIT & XSense has been pretty much discounted in the market, quite rightly IMO for the time being. There hasnt been any reason for any cats to start bouncing, actually good to know what the market thinks the rest of the company is worth without the cherry on the cake... tho a disappointing 'more of the same' from Atmel tomorrow could easily cause another knee jerk downward. I'm expecting much the same from Atmel as Carclo have already stated... slow ramp, price pressures, be ok next Quater, promises, promises!

... hottentot, sorry didn't notice it was your good self who started this thread...I'm a holder not a buyer of Carclo at the moment because I don't believe in averaging down after a large fall in ANY stock. i've always been content to top up & accumulate in the dips in the normal ebb & flow of the market. I've been completely out on a couple of occasions in the last few months but I always bought back to my previous size Carclo boots. I don't believe anyone can tell what is going to happen yet & I don't believe we will see much change in the sp till Atmel report & hopefully the case for XSense becomes clearer. I will only get really concerned if XSense is an outright failure. Until then i'm staying due to all the positives & growth that I see for the rest of the company. That is why i got into this stock in the first place. As long as that is not impacted by XSense I will be happy. I think tho that there is a very urgent lesson to be learned if XSense DOES gain some reasonable traction this year....IMO cit should be sold off first chance they get to protect the the rest of the company from having to pay for the financial implications any impact XSense's future demise might have. I think Carclo has a tremendous potential for medium to long term growth without XSense, that's why I'm IN. I just hope having to 'pay' for XSense' s failure doesn't ruin it!

stockpickfree... in truth.... I dunno what to think! Haven't a clue. All I can tell you is that Ian Williamson who was the CEO of Carclo till March last year, is still a large private investor. Ian is no longer an 'insider' he now only has the same access to information that we do... but has said he has every faith in his successor. For folk who know anything about Carclo's history & Ian's 'place' in it, then they will appreciate no-ones knows the current CEO better than Ian. Ian is maintaining his investment has a 'hold' for the time being. He knows no more than anyone else as to what is happening with the technology since he retired.... & that should be well understood by all. For those who missed my post to Carclo's past history here is the link again; http://www.customer-insight.co.uk/article/826