An old metal basher (engineeer) reinventing itself as a high tech company I would say. Rolling P/E of circa 13.

RFID is poised to replace barcodes and magnetic stripes and will be in every product imaginable. By 2007, the worldwide RFID market is projected to be worth up to 2.5bn and 6.5bn by 2012.

"The total value of this market, including systems and service, will rocket from $1.95 billion in 2005 to $26.9 billion in 2015."

http://www.foodproductiondaily.com/news/printNewsBis.asp?id=58176

"A British injection moulding company was grappling with the problem of improving the decoration on mobile phones. Motorola wanted its silver logo on the units, but when Carclo tried to print them using inkjet, the metallic particles were too big to flow freely through the printhead.

In overcoming this, Carclo came up with a way of printing pure metal at two metres per second. And by switching copper for silver, developed the means to print RFID (see panel) antenna inline at label and packaging production speeds.

It was a completely accidental, but very timely discovery. The last 12 months have been packed with milestones in the development of RFID, the new generation of barcodes that many people see as the merging of printing and electronics. By 2007, the worldwide RFID market is projected to be worth up to 2.5bn and 6.5bn by 2012.

It is revolutionising logistics and in packaging and converting has trickled down to single-case use. Forecasts are that by 2012, 57% of all labels will be RFID enabled.

http://www.dotprint.com/fpack/rfid_04.htm

Brewin Dolphin Securities 24-02-05

'05 pre-tax: 2.80M eps: 5.48 div: 1.30
'06 pre-tax: 3.90M eps: 6.11 div: 1.50

We certainly have had a break out today aswell.

I hope to find up to date Broker forecasts.

Please DYOR.

cheers GF.

Flag arrived!

Hi All,

Here's the bits from my website ....

-----------
Carclo and Aquasol jointly own a patent for drug capsules

Page 1, Annual Report, 31 March 2004, Carclo plc, Registered Office: Ploughland House PO Box 14, 62 George Street Wakefield WF1 1ZF T +44 (0) 1924 330500 F +44 (0) 1924 339900 W www.carclo-plc.com Einvestorrelations@carclo-plc.com .... For a number of years Carclos medical operation has been pioneering the use of water soluble polymers in fine tolerance injection moulded applications. Since 1999 we have been working with Aquasol Ltd, an intellectual property company specialising in water soluble polymers and recently acquired by Stanelco plc. Carclo and Aquasol jointly own a patent for drug capsules manufactured by injection moulding from water soluble polymers. The capsule has unique features which provide improved control over the release of drugs and tamper evident protection. In collaboration with Stanelco plc we now plan to increase our market and business development resources on this important innovation.

See the Capsule details here, with pictures, in Adobe Acrobat(PDF) format
http://www.aquasol-ltd.com/seminar%20articles.pdf

Cheers,
PM
http://www.stanelco.devisland.net/

Still very much keeping this one warm. Could be big news out this winter , even earlier I am reliably informed.

cheers Gf.

Recent news article from Fat Prophets web site.........

http://www.fatprophets.co.uk/content.aspx?page=Greyhound%2c+Fat+100

GF,

A lot of RFID competitors announcing tag price drops in the last few weeks, but the actual tag price is only one component of the eventual success of RFID. Effective software development and strategic vision by companies seem to be prerequisites of any mass adoption.

RFID Conference in Amsterdam next week.

Seems to me that the widespread roll-out of RFID tagging is inevitable and could start picking up pace in about a year.

Cheers, Madison

Thanks for that news Madders. Im led to beleive that Carclos tags are one tenth the price of any competitors so they must have really dropped the price to get anywhere near and what effect will that have on competitors margins. I also agree with your technical point.

Ill try and get some news from my man in the know over at carclo, my neighbour, I think hes in the pub thursday night.

cheers GF.

Ps , if you get any news on the conference would you please kindly post it.

Well this one as pulled back with the rest of the market but not to worry.

Ive heard management are meeting Unions next week at the older textile plant in West Yorkshire. Looks like the Belgians have again been in for another purchase.

cheers GF.

Happening on thursday.

Cheers Gf.

Looks cheap at the present price. Think I will have a few more, looks like previous selling bout is over.

cheers GF.

'Carclo PLC (CAR) said first-half pretax profit was 773,000 stg compared to 2.19 mln stg a year earlier.
For the six months to Sept 30, sales were 45.2 mln stg against 54.3 mln stg last year and the plastics and wire products company will pay an unchanged interim dividend of 0.4p per share.
Looking ahead, the company said that it continues to see difficult and uncertain markets in automotive components, both in the UK and the USA and will manage its cost base and capacity according to demand.'