Cavendish has taken an upbeat view of Poolbeg Pharma PLC's (AIM:POLB, OTC:POLBF) prospects after the company's anti-inflammatory candidate POLB 001 was selected as a central element of a major UK research programme into cytokine release syndrome. CRS is a dangerous immune reaction that can occur during advanced cancer treatments such as bispecific antibodies and CAR-T therapies.
Carpenter Technology (CRS) has transformed into a high-moat specialty alloys leader, supplying aerospace, defense, medical, and power sectors with unique, engineered metals. CRS reported record Q1 FY26 margins and income, with management projecting continued growth and margin expansion through at least 2027, driven by aerospace demand and long-term contracts. The Athens, Alabama expansion will add significant capacity by FY28 without eroding pricing power, while robust cash flow enables both reinvestment and shareholder returns via buybacks and dividends.
Carpenter has transformed into a strategic supplier at the core of the aerospace industry, benefiting directly from higher engine production. Its pricing strength comes from the scarcity of certified nickel-based superalloy producers, which limits competition. The company continues to expand margins through selective production, efficiency, and disciplined cost control.
| Metals & Mining Industry | Materials Sector | Tony R. Thene CPA CEO | XDUS Exchange | US1442851036 ISIN |
| US Country | 4,600 Employees | 21 Oct 2025 Last Dividend | 16 Nov 2007 Last Split | - IPO Date |
Carpenter Technology Corporation is a leading manufacturer, fabricator, and distributor of specialty metals, serving customers globally across the United States, Europe, the Asia Pacific, Mexico, and Canada. Founded in 1889 and based in Philadelphia, Pennsylvania, Carpenter Technology has built a reputation for innovation and quality in the metals industry. The company operates through two main segments: Specialty Alloys Operations and Performance Engineered Products, catering to a diverse range of markets including aerospace, defense, medical, transportation, energy, industrial, and consumer sectors.
Includes a wide variety of high-performance materials such as titanium alloys, stainless steels, alloy steels, and tool steels. These alloys are known for their exceptional strength, durability, and resistance to corrosion and heat, making them ideal for critical applications in aerospace, defense, and other technologies.
Offers a range of powder metal products designed for high precision, high performance applications. Powder metals are used in manufacturing parts with complex shapes and features, with applications in aerospace, automotive, energy, and medical industries, among others.
Carpenter Technology produces various metal-based additive manufacturing powders, designed to enhance the performance and functionality of 3D printed parts. These materials support a broad range of industries, including aerospace, medical, and automotive, by enabling the production of complex geometries that are difficult or impossible to achieve with traditional manufacturing methods.
The company also specializes in the production of metal powders and parts, catering to the specific needs of industries that require high-quality metal components. This includes the production of precision parts for aerospace engines and structures, medical implants, and energy applications, delivering products that meet stringent industry standards.