reports
- Paul Hill
Resetting the bar
Carclo is a leading global designer and contract manufacturer (FY17 sales 70% non-UK) of fine tolerance and often mission critical components for the medical (46%), optics (5%), aerospace (5%) and luxury/supercar (27%) markets. Although clearly disappointing, we think today’s update of a ‘near-perfect storm’ should not be viewed as materially damaging to Carclo’s longer term prospects. Here, underpinned by the positive secular tailwinds of rising healthcare spend and increasing model fr...
- Paul Hill
On track for FY18 with strong H2 expected
Carclo is a leading global designer and contract manufacturer (FY17 sales 70% non-UK) of fine tolerance and often mission/safety critical components for the medical (46%), optics (5%), aerospace (5%) and luxury/supercar (27%) markets. One of Carclo’s many attractions is its broad spread of activities, spanning multiple geographies, technologies and vertical markets. When one division stumbles another picks up the baton. And so it has proved today, with the group saying this morning that it is ...
- Paul Hill
Carclo plc: High growth stock trading >30% below SOTP valuation
Carclo is a leading global designer and contract manufacturer (FY17 sales 70% non-UK) of fine tolerance and often mission/safety critical components for the medical (46%), optics (5%), aerospace (5%) and luxury/supercar (27%) markets. Carclo has shown that you don’t have to be a ‘Silicon Valley’ tech start-up to deliver double-digit top line growth, as the group has been doing exactly this for years. Its strategy of dove-tailing front-end innovative design, prototyping and tooling capabil...
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