Member Info for Norfolkian

It might appear that Pay's sp is inverse to the price of energy (given that pay's customers will use less the more expensive it becomes). However, with the latest Spanish shareholding it looks too good at this price so I am topping up - Ukraine & Covid won't last forever (until the next crisis comes along).

Like most I am shocked at the sp post-Ukraine invasion - I thought 30p was a great buy but 20p is even better. Still can't see any material change to Car's future prospects (and thus, won't be selling) given that factories are still running 24/7 (bar the effects of rising inflation on costs & wages)...and even though free covid testing ends in UK at the end of March there are still many parts of the world (ie. Latin America & Asia) where lfts will continue to be in huge demand for some time. Whilst Ukraine is consuming everything in the news a disaster is unfolding in Hong Kong. Exports to China? Let's hope so as their home-grown vaccine shows no affect on Omicron and their zero-covid policy is starting to unravel. That may be natural justice to some but there still remains huge demand worldwide for medical plastics due to the backlogs caused by covid. Just my view but there are big rewards for those who keep the faith in the medium/long term.

Mention in the Telegraph that Russia announces their right to stop flows through Nordstream1...which would mean lots of new work for PFC (but I wouldn't be surprised if it led to calls of direct 'assistance' to Ukraine by Nato)

With comms playing such a big part in the situation in Ukraine I can imagine that previously delayed orders from the the military/defence Will be accelerated. FTC is definitely looking like a growth/niche stock for the future.

FRES should be held as an insurance policy against the worst happening in Ukraine...for example, accidental or otherwise bombing of Nordstream1 pipeline, which would explode gas prices and put a bomb under Germany's energy supply (would Germany then immediately certify Nordstream2 but incur the wrath of the rest of the EU?). So many things could go wrong that I was surprised to see markets in the blue...must be a false dawn as this war could continue for some time

Thanks Steel, 24/7 working at the factory is a good sign. So is the sp support at 31p. If we can wait out the situation with world markets we should, hopefully, be rewarded with a fully charged and recovering manufacturing company with excellent future prospects.

Classic MM manoeuvring...
Price collapse followed a few days later by a press release for a new large contract!
Still a bargain though at 2.7p if you can wait until late 2022 or 2023.

I very much doubt this would be a problem as Germany needs to import gas from Russia.
The fact that Germany prevented the SWIFT system to be used as a sanctions tool in the event of an invasion tells you everything about German-Russian relations. Gas prices are predicted to remain high for several years in which case prospects for future gas- related contracts in Russia/Oman etc look promising.
He who keeps his nerve over the next week or so could do very well here!

A takeover would be nice but I think it is just returning to levels before the recent dip (which I hope was the last decent opportunity to buy cheaply) - from £7.4 to £6.05

There has been no news regarding any tie-ups with any other company over lfts and you won’t be able to find anything except by following a carclo lorry to see where it delivers plastics to!
Expected this dip before results - as pipedragger says, another chance to top up cheaply again before the market starts to take the company seriously.

Do I wake or sleep? ...I just had a strange dream that the LPA sp moved!

Bizzare indeed but also an opportunity. As Mr Iskander writes, PFC is "well positioned with a healthy pipeline of opportunities scheduled for award in 2022". Buy now and be patient for headline contracts next year.
The UK market is pretty much unloved at the moment but it could be the first to recover from covid in 2022.

I've finished work for the rest of the year & thought I'd review 2021 for Carclo (as I hold nearly half a percent of the company since buying at 5-18p). It has been a great year so far (up +100% in 2021) and the prospects for 2022/2023 look good, tech plastics being a growth market. Directors have put their money where their mouths are and they appear to be working flat out.
The current price is still cheap although in the short term I am hoping for a quick dip to 35p-ish before pledging my wife's savings in (she works as a nhs covid tester and reports that pcr testing is going through the roof as omicron continues, so short term market optimism may get a short hit).
In summary, I still don't think you can lose money here (even if a factory temporarily closes as it did for Itaconix recently). Maybe a takeover target in 2022 but I think sharp share price growth will be in 2023 with possible resumption of dividends. If you can wait for a year or two then the returns could be x3, x4 or x5 with a very low risk attached. Merry Christmas!

Have been a shareholder for several years watching the paint dry.
To be honest I don't expect anything until mid/end 22, which is when their investment in the micro business end and US ticks up. Due to having a subscription income stream I can't see the sp falling (unless the £6mill investments utterly fails which is unlikely given Whipps last statement) so it is a wait and hold situation until sp rises. Definitely a better option than putting savings in a bank account given the low risk/high reward.

Interesting article in the ft…nft art market increasing!

Hopefully good for start.art, despite my earlier misgivings about the company investing in this business

If you've got any real inside information (ie. Details of a big middle eastern deL) please share it with the group. Beware: shares always go down before they go up and vice versa!

The answer is 42. Your question should really be: "if others aren't valuing the company as I do, after such impressive results, then is it cheap in the current economic climate?"

I've countless other small-cap shares in the same boat. No conspiracy. With more good results next year it may look like a potential takeover target. I still own 0.4% of the company and intend to wait until resumption of dividends, hopefully, middle or end of 2023.

Agree. Results may be underwhelming due to supply issues but the longer term is very positive given involvement in railway contracts. Opportunity for a takeover bid or private delisting

SP looks way way oversold…have topped up like many others

Sp rising to 40p today is giving encouragement...also expectations of solid manufacturing progress and good results in November...and news about covid contracts made earlier in the year would be icing on the cake.