Member Info for Norfolkian

Looking more and more to be a prime takeover target...

I'm thinking the only direct effects from the Iran war will be inflation in Asia and a helium shortage, used in chip making. Companies which outsource manufacturing to Asia won't be too much affected by UK energy costs, such as cml.

They have 2 offices in the middle east gulf region but, then, think of all the work that has to be done after Trump leaves the area

Results tomorrow, I believe.

Shame the Iran war getting in the way of a nice rise but that's pretty universal at the moment.

These are one to hold for another year as they have promised resumption of dividends, which the biggest holder (the Fisher Trust) has been pushing for in order to continue it's charitable works in Barrow.

Tons of cash after sale of property, nav of £3, destocking should now complete after a year, 70% gross market on chips and possibilities for large sales once India and China sign off their drm radio market regulations.

Legendary Nathan Zoomer bought in millions of shares and share downside is very low given the cash situation.

Have a listen to Vox Markets on youtube where cml is discussed.

Have been watching these for some time and have come to the conclusion that there must be an overhang of unsold stock as £20k worth of my buys have all been displayed as sells. My view is that chip manufacturing is coming out of a cyclical downturn so I'm happy to keep adding at these prices especially since so much is going to be spent on defence/marine./comms/space.

More of my buys stated as sells!

Sold £20k - there is good upside and a nice dvi but also risk of downside and the 7 shorts bothers me.

Better to wait on the sidelines...

Nice to see some movement at long last but £1.50 may be overly optimistic!

Had a look at the website over the weekend and, although its still under development, was impressed with the emphasis on automation efficiency. You may know that several years back Frank D. was involved with automation consultancy thingtrax and now Carclo is developing its own automation systems, c-mould and a link-up with syncura.ai (agentic ai). Which must be the force behind the new Specialist division.

I also like the fact that 80% of the shareholder register is with big institutional investors which I suppose has helped keep the support price above 50p. With about 15% or so left to private investors that means shares will be tight on good news.

I'm back in again in a big way after selling a load late last year.

New investor in cml here...my filtronic shares bought at 8p now £1.99 seem to have limited upside % so I bought a few cml.

Dont expect them to hit stratospheric limits but looks like a good buy.

All my buys registered as sells. Mm?

Looks like we will hit £2 this week and up again towards the spacex ipo.

I feel the % upside is limited and have bought into cml microsystems which seems to be in the doldrums.

Might be worth any medium term investors to check out (not for the day traders though)

After research I couldn't agree more.

Bought filtronic at 8p and just saw them at 199 today - feeling they have limited % growth.

Cml may have better opportunity to multi-bag and especially encouraged by nathan zoomer's half a million purchase at 262p

Https://www.youtube.com/live/0VJZALWou-s?si=38ZYDLoodasf78qE

At 54.50

Listening to c****** rebel live on vox markets on youtube...

He sold a lot out of carclo and is out of cash at the moment but says he is still keeping the faith and will sell one of his top shares in order to get back in later this year. For my part, I'm topping up again today and waiting for results

Posts in the King's English please, ntgu

FT says Spacex IPO is likely in June which I imagine will boost the shares of Fultronic and, who knows, may invite a bid or other.

Looking for at least £2.50 by summer

Just noticed the new carclo website which looks to push the specialist engineering and design angle.

I sold a load at 80p as my portfolio was too carclo heavy but have found myself recently buying more in the 50s. With institutional investors now on board I think there is real stability to grow the business - the only downsides being interest rates, a strong GBP and the pension deficit.

I don't like making predictions, especially with Trump in charge, but prospects look better for the company than they have for years. I can even foresee £1 a share in the short/medium term.

Over the past 5 years the sp has rallied up to results and then have always fallen off afterwards. Let's hope the factory reorganisation in the US is still producing gains this spring. New orders in the defence sector (I mentioned Bruntons was a target by anti-war activists last month) may help the sp.

Overall, it's an unusual company with many specialties in several sectors and with international reach. If it didn't have the large pension deficit then it would be a great takeover and break-up target. So, once the deficit is much much lower (in 3-4 years?) then the sp will reflect this (back to where it has been at £3-5). As C.Rebel says, despite multi-bagging there is still room for more gains.

6p was a long time ago!

I bought at 9p and have been sell slicing at 10% every time they went up 10%.

Might see another big jump when spacex goes public but I think there is a possible ceiling to the company's value now...to be honest I wouldn't object to a bid as there are many alternatives to spending the cash

With factories in US, India, China and europe, Carclo are well covered for trade tariffs. They should be an attractive bet now in time of Trump's Greenland tantrum. Still under the price of the last 2 director buys last autumn.