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.

Dont no what to say here, but it appears all the Carclo employees know the crack. Big things going on I am told.


cheers GF.

Lookslike CityWire like this one, lifted from anothe board..............

The CFDealer: how to profit from the invention that will replace the barcode
Published: 0:12:10 Wednesday 29 June 2005

While these two subjects continue to be in vogue I would like to prod into another potentially very exciting subject, namely radio frequency identification devices or RFID as they more commonly known.

At some stage RFID is tipped to replace the bar-code technology that we see and use to buy everyday goods in our supermarkets. The smallest RFID commercial tag is just 0.4mm which is thinner than a sheet of paper and is practically invisible. Current usage of RFID tags is primarily for tracking purposes such as that used in libraries, packaging, airline baggage and other uses such as tollbooths and animal identification.

The worlds largest retailer Wal-Mart is expected to make annual savings of $620 million (343 million) as a result of employing RFID tags on the goods it sells. According to market researchers Frost & Sullivan, sales of RFID tags should soar from $1.6 billion last year to $5 billion by 2010.

A UK stock I believe may benefit from the sentiment towards RFID tags is Carclo (CAR), which you should be able to trade on 40% initial margin or better.

The specialised plastics company recently issued its preliminary results for the year ended 31 March 2005 showing earnings per share of 3.9p versus a loss of 8.4p a share for the previous year.

The reason for such a turn-a-round is based on a significant rationalisation program at the company over recent years, combined with good performance from its automotive division.

Additional to this, Carclo received an offer to sell its card clothing business for 8.6 million, which should offset some of the 26 million worth of debt.

However it is the award winning Conductive Inkjet Technology, which is a joint venture with inkjet specialist Xennia that provides most of the excitement for the company. This allows for direct printing of metals with high conductivity, such as copper and gold on to plastic. Carclo says the level of interest from major players in the RFID field is high and expects commercial ventures to be signed during the coming year.

Carclo trades on a forward multiple of 11.6, which is about par for the engineering and machinery sector.

cheers GF.

Your not on your own Goldfinger, I have held these for a few months now.

Potential for RFID enormous, long term hold imo.

capa

Nice little move up today

I have a small stake

Baza

Moving up again, not much but its better than down.

cheers GF.

Just a snippet taken from last months end of year results.....................

The development of water soluble capsules for drug delivery is ongoing with our
partner, Stanelco plc. We are concentrating on increasing the starch content of
the capsules to allow us both to reduce cost and, more importantly, to
facilitate the process of regulatory approval. We are in the process of
presenting the capsule technology to a number of drug development companiesends.

Sounds like we could get some news out fairly soon.

cheers GF

Recent speculation about a bid for the whole firm. A little birdy tells me the big boys from Europe are giving the company the once over.

Hi Gf
Been on my watchlist for a while
not bought as yet but agree looks
interesting, and the sp is on the move.
I think you have found another winner
all the best
HUSTLER

Cheers Hustler.

Its a case of when, the boys from Carclo say?

cheers GF..

Point taken Gf.
Think i will have to come on board soon,
in the morning perhaps, if the sp goes up.
Wishing well
HUSTLER

a million shares (buy) just went through right on the bell ?

Baza

Yup Baza big stock building over the last 2 weeks, looks like we could have a bid here although I would prefer Carclo to remain as it is.

People still look upon it as an old metal basher which just isnt true. It forward P/E of 14 is way too cheap. Im adding by the day.

cheers GF.

PS, please take a look at its site to see the new tech products, UNBELEIVABLE.

cheers GF.

Hi Gf
I'm still not a player yet but
had a good look today and must say impressed,
feel tomorrow will join you
market being willing, you are
on a winner
regards
HUSTLER

A nice tick up on low volumes. I have also been adding.

I know someone who is very senior in the company that regulates the bar codes - I thought you might like to read his response.

"The market for RFID is growing fast - but not as fast as their statement indicates.

The Grocery sector reckons it will 2010 to 2012 before bar codes are replaced on consumer items.

The cost of barcoding a loaf of bread or a tin of beans is miniscule whereas a RFID tag still costs min 20p (each), which would increase the cost of a loaf of bread by a third. The industry is looking to get tag prices down to 5 cents but that would still rule its use out for small low cost items.

The grocery sector is concentrating on tagging cases (the boxes that contain the n loaves of bread or 20 packets of shredded wheat) and pallets to improve tracking, shrinkage and speed in the movement of goods from manufacturer to the back of the store.

Obviously the more expensive the item (e.g. consumer electronics, white goods, DVD's) the better the ROI for tagging.
But there is still very little implementation of RFID by major retailers. At point of sale Tesco has piloted RFID on DVD's, Razor blades & electrical goods - but has now put back all further roll-outs (including back of store) until the technology, standards and regulations are properly in place.

I don't think any company in RFID is making loads of money yet - but it's keeping us busy!"

Baza

Top notch info Baza. Im sure were on a winner here. A big one at that.

cheers GF.

Finished the day nicely up. Lets hope for more to come.

cheers GF.

Moving up on modest buy volume this morning.

cheers GF.

Mentioned as a stock ready to take off in Shares Mag yesterday

Concluded that despite the recent rise the share price is inexpensive

capa

Punted in shares mag again this week, they seem to have i hopes of this share, i need to take a better look.

It still looks like a winner Kivver.
unfortunatly not in myself as yet Should have been a couple of
weeks ago, but i feel it's not to late.
Regards
HUSTLER