2005, a pivotal year for Axis-Shield, with strong growth and profitability

I got a reply from Carclo:

Dear Mr ***

Thank you for your e-mail. Firstly apologies for the delay in coming back to you on this matter but I have been away from the office. The dates on the slide that you refer to are correct. The intention with the slide was to indicate the impact of the various new programmes in the current financial year and in the longer term when they are fully up and running. As with all new medical applications it does take time for the devices to win the necessary approvals and be brought to market. Therefore it was felt that providing an indication of the potential sales two years hence i.e. 2007/08 would provide a useful guide as to the impact of these programmes in the longer term.

Kind regards

Darren Rothery
Group Financial Controller
Carclo plc


The email refers to Page13 :


If we take ASD as being either Customer A, B or E and Carclo getting 45p a cartridge then ASD revenue generated from Afinion cartridge sales in 2007/8 can be calculated as : $30m or $10m or $7.2m.

So we have one ponderable answered....only two to go. My guess is still customer B.

Ian