Member Info for WarrenBJunior

Wow , the valuation is super high for this company , these guys are competing with some huge players .

Yes I agree thanks for the heads up on those other companies. I have been studying quite a few , NCYT is a classic Covid share but has an awful lot of good news built into the share price.

Will start drip feeding some cash into batm tomorrow as I feel it is only just starting to get some attention and with a possible home test round the corner , that could be a real game changer.

GLA

Thanks for that , I had been thinking of selling my shares in BT and after looking at the debt they have built up feel it is probably a wise thing to do .

Will look to dip my toe back into Batm on Monday morning as while I still feel there is an announcement due from Telco once we get an update on the Covid home test that will be a game changer !!

Let’s face it with institutional buying in this climate that has to be a very positive sign . This is a growth stock and will not be paying a dividend anytime soon.

Can I please ask for some advice, should I sell my holding in Bt( which is considerable and sitting at a loss) and put my money in Batm .

Markets are positive at the moment due to everyone feeling the worst is behind us .
To be fair when the economy starts to recover there is a vast amount of cash sitting on the sidelines that is going to pour into the markets. Perhaps Mr Buffet will take a stake !!
I still feel something is brewing and that there is no real limit to the price.

Yes I have followed this company for many years but I have always thought the deal with Arm was the big money spinner .
Telco Systems is a fabulous company and I thought they might at some point float it to realise its true value.

I have in the past traded this share over the last 10 years on many occasions as I felt the price never reflected the potential . But in the end lost patience and sold up as .

Something big is going on , someone is quietly stake building . Just my luck if it turns out Telco Systems are on the verge of agreeing a huge life changing deal .
Their technology is fabulous , Oh well good luck to all the share holders , I will keep watching out of interest.
Sadly I have been building a sizeable stake in BT and as you will see it’s not been a great day !!

The trustees will be a mix of financial experts , administrators and ex Carclo staff who will represent the members. If the pension fund was put into the PFI , it would cause an instant 10% cut to all Carclo members who have yet to retire. Carclo is a very old company and has many employees who have been with the company for many years and built up a generous pension. The business itself is solid looking at the previous years results and has great potential for the future. Yes it is being effected by the virus at the moment but so is just about every other business in the world. Once things start to stabilise it will come back and with the amount of cash that is to be poured into pharmaceutical over the next decade it should be strong. Every DB pension in the U.K. is in deficit , it is absolutely meaningless.

Positive update from the company , strong end to the year and net debt is reduced. Great to see that as expected plastics is resilient during this unprecedented crisis . I did expect bad news from the aerospace section but as revenue is minimal it’s effect overall will be negligible.

Financial discussions are ongoing which is very positive, good deals do take time to agree.

Not saying that they will get funds from the government but in this climate a company which employs many people around the world and produces such critical components to a world crisis should get support .Just heard on the news that this virus can cause the kidneys to fail and now there is a worldwide shortage of medical parts such as plastic tubes etc dealing with such problems . All companies producing medical supplies and components have now become so important.
Looking to the future all governments must stockpile Medical supplies to ensure further outbreaks or the outbreak of a new virus can be managed .
Looking at the results announcement in January they had achieved substantial progress in stabilising the situation and the business was trading strongly.
They mentioned that the margin was rising which we all know has a huge impact on profit.

Once they have given the market a clear message of stability the shares should react positively.

Trading was strong in the first half with management predicting an even stronger second half with improving margins . Turnaround was on track before the crisis hit , with huge sums of cash being made available to business to keep them afloat, the crisis will help them improve the terms of the finance package they have been negotiating since early January.

Yes I totally agree , it wasn’t long ago that consort medical were after the business and back then they only wanted the plastics business .
It would not surprise me if someone might try and buy this business on the cheap . With the amount of cash that is going to be poured into pharmaceutical this decade they are uniquely positioned to capitalise on it.
Everything you read about that has seen a huge demand spike they seem to produce components for , insulin pens , inhalers , plastic tubes for ventilators and of course the big one ,parts for virus testing kits .
How many billions of testing kits are going to be produced in the next 6/9 months .
These big pharmas like Abbot must realise they need to secure supplies of such components if they want to take advantage of this potential boom.

Guys, Please don’t be so hasty in your disapproval of this company . Yes it has had a chequered past and not really delivered over the years. But now we have a new team in place and don’t forget there is a value in the company in the compounds they have been working on over many years and poured millions into.
The world has just been hit by this virus and it has changed forever. We are entering a decade where trillions will be spent of healthcare. Cancer rates sadly are going to look dreadful in the next 12 months and morally once we have defeated the virus we need to get back to fighting this killer.
This company while small has potential to help in this fight and will start to get recognition, the Japanese connection is a start.
It just needs one small contract to start things rolling and who knows where it will lead .
With such a small valuation it’s worth just tucking a few shares away and just waiting.
Remember Mr Buffet , be greedy when everyone is fearful and invest for the long term.
Looking at the NCYT and other related boards that are flying with their huge valuations , I am very fearful as everyone is so gready.They have a huge amount of good news already built into the share price .

Well I didn’t think the potential could be even more incredible. Start looking at press cuttings about Carclo’s operations in China . Basically they are making products for a huge variety of medical devices and as there are a billion plus people living there demand is some what huge .
Didn’t realise they make inhalers for Ventura , the demand of which has rocketed due to people’s concern over Covid .
As I said I am at a lost to understand their financial situation but mind you if look over the years it’s been pretty ropey for a while , they were talking about the pension deficit in 2011. Hopefully while this present situation is dreadful , the enormous spending on all things medical that is taking place and will of course carry on for some time will enable them to get their house in order and build this company into a power house in the future.

It deserves better than 5p a share for the enormous contribution it is making to this world crisis.

Up to 40 % , I would be more than happy with 10 % , as we all know such a rise would have a dramatic increase on the bottom line.

They reported a strong first half which is long before there was a need for all these extra products to be manufactured . This extra business is on top of all the contracted work such as the disposable insulin pens . The other great positive is the cost of raw materials in part is connected to the price of oil .

I must admit I am really enjoying looking into this business , will carry on digging as I want to know exactly what their huge plant in China is producing .

The more you delve into this company the more you realise how remarkable the business is and I am at a loss as to why it has such financial issues in need of resolving at present.

It’s U.K. plant in Surrey has a contract to produce a disposable Insulin pen for BD Medical who in turn produced 2.5 billion products last year and is a giant in their field , add to that the contracts they have with Siemens and Abbot to name just two , how on earth when you are dealing with three giant pharmaceutical companies of such size are you only worth £4m . Abbot alone are producing a 100,000 Covid tests a day and are looking to ramp up production .
It’s all very fascinating , the more I research them the more amazed and convinced with the new Management in place they have great potential once the financial uncertainty is removed. I would imagine we shouldn’t have too long to wait , the products they are producing are so critical to defeating this virus they are probably on some government lists of businesses that must be supported.

They are mass producing thousands of parts for assorted Covid tests for a number of large companies such as Abbot or Siemens .
This is all extra business on top of what was a strong first half in their medical division.
While I appreciate there is concern over their financial position , in this climate with billions being thrown at the airline industry , I would be very surprised that HSBC would not provide assistance to a company which is playing such a critical part in the fight against this virus. Yes the pension is also in deficit but so what , probably every DB scheme in the U.K. is in a massive deficit. It’s totally meaningless as it’s just a valuation, at no point will the pension scheme be required to cover all its liabilities at once.
While I appreciate there are still a number of issues to solve but once they are sorted this company has the potential to fly . The valuation of £4m is ridiculous for a company with such potential and don’t forget once the world has been tested, we will need to stockpile billions of testing kits just in case we get another outbreak in the Winter.

Carclo Plant Managers are reporting a 40% increase in production , having reported turnover of £52m at half year surely a potential increase of up to 40% of £52m must be extremely positive .