Member Info for Norfolkian

Franks, methinks the MMs are messing us about and hoovering up shares in readiness for next week's results. Bought 2 lots of an odd number of shares from 2 different brokers and neither marked up at all. Also noticed the spread widened a bit as it fell close to 50p indicating they are getting a little short.
Re. Mologic t would be nice if the government responded to them in a sensible manner, as we certainly need decent lfts at airports as the current testing regime is an absolute farce (sadly, it really is all too easy to scam your way through airports). If there is a genuine problem with the kit then Carclo may suffer, but Mologic are defending it so this is very unlikely.
If you believe in Car then keep topping up at these bargain levels not seen since early May.

Should be about 5p but for the past 6 months the sp has been less interesting than watching paint dry.

Ahha, nice to take a profit but chopping in and out can be costly in the long run (have nasty experience myself from doing this). The last results were a covid consolidation but the next results later this month should be significatly better (new recruitment, machinery and contracts). Time to be greedy if you can afford it as there has been no dilution in the shares and the medical plastics division (in the middle of a pandemic no less) can only be a winner. They were even 80p in 2019 (before they tanked) which gives you an idea of their current relative cheapness. I'm actually convincing myself here that I should top up again, which I may do, so thanks for that!

Righturn, see that Stephen Grant has been a regular seller in the past couple of months. Any idea why? Divorce, needs the dosh, knows results aren't very good?

Am impressed that Tiger likes these and would like to buy in but my middle name is 'cautious'.

And up a further 7%, despite no news. I have been expecting these to rerate, especially given that last year they had a recruitment drive for new engineers and a new office in the US. Hopefully, it is insider info for a takeover or a huge order for equipment.
One thing that I have also noticed is a sudden new interest in small Aim manufacturing stocks, such as ftc and lpa. The sp of these companies have been languishing at very low levels this year and definately due for a re-rating.

Another very interesting article in the FT: Vignesh Sundaresan, It's the NFT that changed the world. If SmartArt can get in early with the K-Poppers then all could be forgiven. The only problem may be that art NFT's may prove to be as volatile as the real art market...so if you can sell at the top then there are big profits to be made.

Hi BEZA, Never heard of Beximco but will take a look. Re. lft testing, my teenage son received half a dozen of these quick tests from school and is encouraged to report the results on the nhs website. Looked at the packaging and they say Made in China, which may be why they are generally viewed as unreliable. The future market for UK made ones will be huge (for airports, sports and music events) especially now the Indian variant is taking off. It's all a matter of when the company is allowed to release news about contracts etc.
I only started investing in Carclo when they fell to 5p last year and was rcently shocked to discover I have .5% of the company. I sold a few at 60+ some weeks ago but bought back at 55p. The sp has had a stellar performance but there must be more to run given that factories are running 24/7 and they have bought new machinery and have been recruiting in US, India and Mitcham. I don't like to use the term, no-brainer, but with this share I think the risk v reward certainly is at the current price. The only thing that concerns me is the strongly over-valued US market but in Carclo's case it might be better to be in than out.
Cheers

Interesting article in FT, "Revolution in DIY testing that will outlive the pandemic", indicating that quick tests will be with us for years, for covid and other viruses. Am assuming that news concerning a tie-up with a.n.other pharma company will be disclosed with results this month. If the news is good then expect some unusual movements in the price spread and the mm's to artificially lower the sp beforehand.

Great start to the 1st of June...almost £200k bought with no sells in the first half hour!
60p appears to be a solid floor tor the sp...let's hope that the results which are due any day give justice to the genuine prospects of this company (principally in the medical plastics division).
As the SuperHero says: Up, up and away!

Never thought I’d be doing this, but I’m topping up at this price. Surely just nervousness about results due next month, however, with the factories working flat out 24/7 the risk v reward looks well in favour of good figures.

18% spread here. Is this a record for an AIM stock?

Thanks Phenom and good luck with the pension plan. I was actually 10 minutes too slow to buy when they shot up from 4p to 12p earlier this year! Am always wary when a stock shoots up too quickly and doesn't come down but I'll certainly be keeping a patient eye out on Piri.

I've been cnsidering the implications on the sp regarding Pluto. If you've had your eyes glued to coinmarketcap or similar over the weekend you'll know that Ethereum related cryptos have done very well since yesterday. I assume this may be a small contributing factor to the improvment in today's sp. As a crypto investor, however, I can't help feeling that a major downturn is due for the whole crypto market (binance going bust due to a Chinese crackdown or the Fed creating a crypto $, for example). What would then be the implications for Piri In regard to Pluto? Piri does have interesting investments but with a smaller Pluto is 10p a fair value?

I have to agree that the 16% deal over the new Arts company was scandalous. However, there may be some future value in the nft side of the business. Todays article in the guardian about Kate Moss selling a video of her sleeping via a nft provides possibilities for the blockchain technology, which people have been experimenting with for some time - selling pop songs was way too cumbersome but high art & video might be a leading way to profit from it...briefly.
I did have a limited edition prints business and all I can add is that if it does generate excitement amongst kpop-pers and the like and the sp shoots up accordingly, then get your finger on the sell button as these fashions can be as volatile as any cryptocoins. Although I dislike the way things have been managed I am keeping my shares in the belief they should rise later in the year.

It's always a good idea to take some profits but would have thought it to be more beneficial to wait until they release some news of the covid and other big orders that they're working on. Markets may be a bit jittery at the moment but once some news gets out then the price will jump and you could miss the boat.
Car is still in the recovery stage (what are we looking at? Not even halfway?)

In exactly the same position. Thought about offloading 5% at 80p or so after news of Avacta tie-up. Cash is good to have now that S&P is strongly overvalued but you might want to look into ftc & lpa, both are small manufacturing companies with physical assets and good prospects.

Wouldn't be surprised to see a whopping spread to prevent further selling!
I used to have a limited edition prints business...the difference here is the possible use of non fungible tokens which might create some digital value.
Was going to buy some more today but got beaten with this news. If the bricks business can support it then ok, but it may be worth exiting shortly after the hype of the Art sale in October. Shame

Have been holding LPA the past year...disappointing to see a drift lower to 63/70p, however, according to share-celebrity, castleford tiger, they should be at £1.50 late 2021/early 2022.
This could be possible given that they have new orders and may resume dividends soon.
Another point to consider is that a fair portion of the company is in private hands, so any large-scale disposals may provide greater liquidity, which in a company this size would be a good thing.
The small technical/electronics sector seems to be in the doldrums so it might be worth a punt and topping-up in my humble view.

Agree with yourself and Wigwammer...there is no imperative to sell so just let the shares roll. With continued machinery investment being made (see previous posts about the US and Mitcham plants) revenue and profits should increase over the next few years. By the time they restart paying a dividend their debt should also be reduced.

Am in the same boat and hugely overweight with Carclo. I shan't be adding though as the golden rule is not to put too many eggs in the one basket however optimistic the future! At 36p there are many other stocks which offer similar rewards, so I'm sitting and letting it roll.