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Is CAR London's greatest 'secret' growth stock.... Http://money.aol.co.uk/2016/10/10/are-these-londons-greatest-secret-growth-stocks/ "Are these London's greatest 'secret' growth stocks? By The Motley Fool Oct 10, 2016 Plastics manufacturer Carclo(LSE: CAR) has seen its share value take a tumble in recent weeks, the firm's recent comments concerning a growing pension deficit taking a bite out of market appetite. The number crunchers expect this problem to weigh heavily on Carclo's dividends for this year and potentially beyond. Regardless, I believe the company's exceptional revenues performance still makes it a terrific pick for growth investors. Carclo advised in late August that its healthcare-geared Technical Plastics division has had "a very good start to the financial year," with additional volume wins leading the business to expand capacity in India. And Carclo commented that strategies to fill recent facilities expansions in China "are gaining traction." Meanwhile, Carclo's LED Technologies arm -- which designs lighting for premium vehicles and supercars -- is also pulling up trees, the West Yorkshire company advising of "good product demand" and that "all of the current design, development and tooling programmes are progressing as planned." Carclo has a terrific record of earnings generation in recent times -- indeed, the bottom line has expanded at a compound annual growth rate of 18.3% during the past three years -- and the City expects further double-digit rises in the medium term at least. Indeed, earnings growth of 10% is forecast for the period to March 2016, and a further 15% advance is marked in for fiscal 2017. And these figures make Carclo splendid value, in my opinion, with the plastics play dealing on P/E ratios of 11.9 times and 10.3 times for these years. And I expect strong growth in Carclo's end markets to keep profits rolling higher in the coming years."

Here's the conclusion - 250p would be a reasonable first stop, but if CHT continue to deliver on their strategy, along with further acquisitions, it should garner a much higher rating than a P/E of 11.5 at that 250p: "So, having weighed up the risks, and the current valuation, I feel Constellation's shares are being too lowly rated at the current level. In fact, I believe that a target price of 250p is not unreasonable, implying a forward PE ratio of 11.5 for 2017, and an enterprise value to cash profit multiple of 5.3 times. Interestingly, a share price move above the all-time high of 190p dating back to May 2015 would be a very bullish sign, and one that is likely once investors cotton onto the value on offer. Offering 40 per cent upside to my target price, I rate Constellation's shares a strong buy on a bid-offer spread of 173p to 178p."

CRE's TMW wins Ferrero Rocher account - pass the chocolates Ambassador! Http://www.campaignlive.co.uk/article/wins-week-western-union-estee-lauder-moneycouk/1410734# "Ferrero, the Italian chocolate company, has awarded TMW Unlimited a place on its digital and social roster following a competitive pitch handled by Roth Observatory. TMW Unlimited will work across three brands from the Ferrero portfolio: Kinder Bueno, Tic Tac and Raffaello."

Still looking good online - one can sell at least 45,000 at 101.28p, but only buy a maximum 15,000 at 102.75p.

Here's the Becton page for the Vystra injector pen which CAR will now be producing - note that its sister reusable pen has "•Millions of units sold globally, to multiple customers". Presumably the Vystra will sell even more since it's disposable: Http://www.bd.com/pharmaceuticals/products/self-injection/pens.asp Thanks for obtaining the confirmation re no divi being paid. The post re the divi is imo either a mistake or a wind-up . I haven't received a divi either and don't expect one.

Share.com has rather higher forecasts for this year than Hemscott, which I suspect are the analyst forecasts in dollars translated at more recent rates. These are: this year : 18.13p EPS next year : 20.54p EPS Https://www.share.com/find-investments/advanced-finder/company-overview/constellation-healthcare-technologies/financials/forecasts/23891/

Cantor Fitzgerald summarise as follows today - they have a 40p target price and a 70p target based on DCF with revenues incoming from all five OEMs: "Good commercial headway in FY2016 Surface Transforms' ('ST') FY2016 results highlight strong commercial progress for its differentiated carbon ceramic brake discs, where it is advancing discussions with five automotive OEMs. In particular, ST recently signed a pre-production contract with its 'German OEM three' customer and subject to agreed operational goals, it intends to introduce ST on a higher volume than previously discussed, with initial sales envisaged in FY2018. Elsewhere, retrofits and near OEM sales grew by 33% to £557k and ST's aerospace contract is still anticipated to commence production in early 2018. Investment to increase capacity and reduce manufacturing costs by 50% is also now well underway and management is now targeting relocation to the new Knowsley facility by 2016 end; ahead of schedule. We retain our Buy and TP of 40p in anticipation of further positive news flow over the coming months to support on-going share price momentum."

Share.com now has much higher forecasts than Hemscott, which I suspect are the analyst forecasts in dollars translated at more recent rates. These are: this year : 18.45p EPS, 6.18p divi next year : 19.61p EPS, 6.52p divi At 182p that makes SOM pretty good value. News of a new trademark applied for by SOM: Https://trademarks.justia.com/871/90/sky-87190370.html Interesting to see all the various trademarks now owned by SOM, including some computer systems and software programmes: Https://trademarks.justia.com/owners/somero-enterprises-inc-2553857/

Today's RNS is fine overall, with OEM5 accelerating activity and slight delays elsewhere, as is to be expected in these large testing and scale-up programmes. 6 months here and there is nothing in the scheme of things. Meanwhile OEM3 is introducing SCE brakes to a new model with "significantly higher" volumes, which is extremely good news. OEM3 will now have higher forecast sales in year 17/18 (note, only 12-18 months away). The m/cap here is still only £21.7m. And unlike other such stocks, SCE is well funded and has continuing current profitable revenues and specific pre-production agreements with a range of multinational customers which would bring in secure and large annual revenue streams. Also good to see the military aircraft contract win going smoothly.

That's more than the company's entire £5.5m m/cap....fantastic news: The added visibility to revenues for both 2017 and 2018 is really encouraging. We should see further broker forecast upgrades, and this should initiate new levels for the share price: Http://uk.advfn.com/stock-market/london/petards-PEG/share-news/Petards-Group-PLC-Contract-Win/72626353

FYI this is how Numis summarised PTSG in their initiation note from last month, with a 125p target: "PTSG Initiating Coverage Strong growth, high returns Premier Technical Services Group (PTSG) offers an attractive combination of rapid revenue growth, high margins and ROCE. It is the market leader in the provision of specialist services in Access and Safety, Electrical Services and High Level Cleaning, yet has less than 10% share. We forecast an EPS CAGR of 19% (2015-18), but expect PTSG to continue its track-record of EPS upgrades. Trading on a 2016 PE of 11.5x and EV/EBIT of 9.9x, we think the shares are significantly undervalued. We initiate with a BUY recommendation and 125p price target (60% upside). Strong revenue growth. PTSG has delivered a 24% revenue CAGR 2009-15 (14% organic, 10% acquired, we estimate). Its addressable markets are worth around £600m, implying a PTSG share of c.6%. Its activities are highly regulated, creating both barriers to entry, and high levels of repeat business. Renewal rates on maintenance contracts are high (88% in 2015). PTSG has undertaken 20 acquisitions since its formation in 2007. We expect PTSG to continue taking market share both organically and through further acquisitions. Sector leading margins. PTSG has consistently delivered gross margins >50% and adjusted EBITA margins >20%, 2012-15. The specialist services, and unit rate pricing (rather than cost plus) lend themselves to high gross margins in inspection, testing and maintenance services. The attractive EBITA margins are generated through a combination of scale, national coverage, and use of technology, that serve to maximise engineer utilisation and leverage costs. Attractive returns. Between 2010-15, post-tax ROAIC has averaged c.42%. Post-tax return on operating capital, which more closely approximates the return on organic investment, has averaged c.74%. We think that management has established a strong track record of significantly improving the profitability of the businesses that it acquires, driving attractive returns on that investment. We estimate that the company has c.£5m of headroom against current facilities to undertake further deals."

ETO are launching Peppa in South Korea on TV and for product licensing - another 50m people set to succumb to Peppa: Http://worldscreen.com/tvkids/peppa-pig-launching-in-south-korea/ "Peppa Pig Launching in South Korea 22 hours ago LONDON: Entertainment One’s (eOne) preschool show Peppa Pig is debuting on South Korean animation channel CJ Tooniverse this month, coupled with the launch of a licensing program for the brand in the country. In addition to the October 10 launch on CJ Tooniverse, eOne is prepping a consumer products program for the brand, appointing Gideon as the master toy partner in South Korea. The company will distribute Character Options’ toy line, set to debut at retail this month. Additionally, eOne appointed YeaRim-I as publishing partner for the brand. YeaRim-I recently launched a bilingual series of Peppa Pig storybooks, with more slated to launch in the fourth quarter of the year. Peppa Pig merchandise is now available across Southeast Asia, including in Singapore, Thailand and the Philippines, as well as in several regions across China such as Hong Kong and Taiwan. eOne is gearing up for its first Peppa Pig brand conference in Asia, which will be hosted at the CJ E&M building on October 12 to network with potential licensees and trade partners. Dorothy Chan, the recently appointed head of Asia at Entertainment One Family, said, “We are delighted to be taking our first steps into the Korean market with Peppa Pig. Asia is a key strategic focus in the international expansion of Peppa Pig and by partnering with best-in-class broadcasters and licensing partners we are building a strong foundation for future growth.”"

Here's CAR's own version of the news - worth noting it refers to "Significant Business awards". And particularly that this is from the mighty Becton Dickinson.... Http://www.carclo-ctp.co.uk/media-centre/press-releases/05-10-2016.aspx "Significant Business awards drive additional expansions within Carclo 05 Oct 2016 LONDON, 5 October 2016. Carclo Technical Plastics Ltd (CTP) announces that it is expanding its medical manufacturing facility in Mitcham, Surrey, to continue the manufacturing scale-up of drug delivery devices and diagnostic disposables. etc"

Nice move up today. Big new report out about the carbon-ceramic brakes market, trends, growth path etc - SCE are a prime mover along with Brembo etc. I've sent away for a free report sample, but assume the entire report costs £'000's.... Http://www.openpr.com/news/365786/Impact-of-Existing-and-Emerging-Automotive-Carbon-Ceramic-Brakes-Market-Trends-And-Forecast-2016-2026.html Extracts: "Impact of Existing and Emerging Automotive Carbon Ceramic Brakes Market Trends And Forecast 2016-2026" "Over the last couple of decades, carbon ceramic has emerged as an important material of construction for manufacturing brake discs in automotive vehicles. Various automotive components’ manufacturers around the globe have implemented the use of carbon ceramic for producing brake discs. Due to their high performance, the demand for carbon ceramic brakes is expected to increase at an unprecedented rate over the forecast period of 2016-2026, especially for their use in high-performance vehicles and auto sports." "For enhanced safety of drivers, the use of carbon ceramic brakes has increased exponentially in motor sports due to stringent regulations as laid down by governing bodies running these sports. These advantages are expected to drive the demand for carbon ceramic brakes at a high CAGR between 2016 and 2026." "Automotive Carbon Ceramic Brakes: Key Players Some of the key players reported in this study of global automotive carbon ceramic brakes market include, Brembo S.p.A, SGL Group, Surface Transforms Plc, Akebono Brake Corporation, Fusion Brakes, LLC, Sicom (MS Production), and Rotora etc."

Great performance yesterday - effectively up 3p or so given the XD. And judging by online the share price should continue to climb - I can currently only buy a maximum 3k at 95.9p, whilst I can sell at least 45k at a big premium at 95.44p.

Finncap have increased their forecasts once more. They now go for: this year : 16.97p EPS next year : 20.75p EPS Pretty cheap against a 173p share price.

Great to see VLE doing some PR at last. And a 40 minute presentation too, so should really get into the detail. I hope to be there: Http://www.blackthornfocus.com/blackthorn-event/apply/477-2526d541608569dbbebdaffbcd1e136901192617 "Volvere is an industrial holding company. The company's track record of increasing net assets per share makes Volvere one of the most successful companies on AIM, with annualised increases averaging 15% per annum since 2002. The most recent balance sheet showed NAV was backed 2/3 by cash and marketable securities. Volvere's most recently completed deal saw the sale of JMP Consultants, netting Volvere £5.5m. JMP was acquired by Volvere in May 2013 for just £0.4m. Volvere will be represented on day by its founder and CEO, Mr Jonathan Lander."

Excellent news: Http://www.medicalplasticsnews.com/news/carclo-expands-medical-facility-to-produce-disposable-insuli/ "Carclo expands medical facility to produce disposable insulin pen Injection moulding and contracting manufacturer, Carclo Technical Plastics has announced an expansion of its Surrey site. The company will expand its medical manufacturing facility in Mitcham, Surrey, to continue the manufacturing scale-up of drug delivery devices and diagnostic disposables. The Mitcham site will see investments into new manufacturing space for injection moulding machines, ancillaries and specialist staff to support a range of projects. One such project is the partnership between Carclo Technical Plastics and pharma company BD Medical – Pharmaceutical Systems. The partnership was based on the development of the BD Vystra disposable pen which is used for delivery of insulin and other liquid pharmaceuticals. Carclo Technical Plastics is now contracted to manufacture components of the device in high volume. UK Managing director Patrick Ward stated: “Carclo Technical Plastics has long been involved in manufacture of disposable diagnostic and delivery devices and we are delighted to be involved in this exciting project. We wish BD (Becton, Dickinson and Company) every success in bringing the BD Vystra disposable pen to the market and helping patients worldwide.”

250,000 just bought at 174p. Good to see decent size trades - maybe more still to be reported.

on just a few buy trades - shows you how quickly it can move.