CALON WEN ORGANIC MILK CO OPERATIVE LTD

🌳Matureactive

03964543 · private-limited-guarant-nsc · incorporated 2000-03-30

Investment thesis

Looks cheap but ownership + security both unclear — probable value trap.

Why interesting: Headline metrics may be attractive.

Why risky: No PSC visibility combined with multiple live charges; transacting likely slow and expensive.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£246.7k

book net assets

Opportunity

80/100

Exceptional

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What this business does

Primary activity: SIC 46330

Sector: Wholesale & retail

Investor take

Pursue

Active trading company with a 73-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 67/100. Strong seller-intent signal (73/100, director aged 73). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 6 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

6 live charges · 6 lenders · oldest 26.0y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 26.0 years old — likely at or near maturity.
· 6 lenders named — inter-creditor friction likely.
· Legal-friction score 40/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (73/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

6 charges (6/6 with lender, 6/6 with type)

Directors & officers

17 officers (8 active, 17 linked, 12 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

9 connected companies via shared directors

Filing history

98 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £246,685

Cash YoY

+2%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£64k

↑ 1.9% YoY

Net Worth

£247k

↑ 12% YoY

Current Assets

£1.2m

↑ 8.0% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-03-31	2024-03-31
Total assets	£266.0k	£280.5k
Current assets	£1.20M	£1.11M
Cash	£63.7k	£62.5k
Debtors	£1.14M	£1.05M
Net assets	£246.7k	£220.5k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (55 events)Click to expand

2025-11-12
📄
accounts-with-accounts-type-small
accounts · AA
2024-09-17
📄
accounts-with-accounts-type-small
accounts · AA
2023-10-18
📄
accounts-with-accounts-type-small
accounts · AA
2022-11-09
📄
change-person-secretary-company-with-change-date
officers · CH03
2022-11-09
📄
mortgage-satisfy-charge-full
mortgage · MR04
2022-11-09
📄
mortgage-satisfy-charge-full
mortgage · MR04
2022-11-09
🔓
Charge satisfied #6
2022-11-09
🔓
Charge satisfied #5
2022-10-31
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-10-19
📄
accounts-with-accounts-type-small
accounts · AA
2021-09-23
📄
accounts-with-accounts-type-small
accounts · AA
2021-02-16
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-02-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-02-02
➕
EVANS, Hefin Arwel appointed
director
2021-02-02
➕
WARD, David Kenneth appointed
director
2020-10-16
📄
accounts-with-accounts-type-small
accounts · AA
2020-06-18
📄
termination-director-company-with-name-termination-date
officers · TM01
2020-05-21
➖
ROGERS, Edward Alan resigned
director
2019-10-31
📄
accounts-with-accounts-type-small
accounts · AA
2019-09-19
📄
change-person-director-company-with-change-date
officers · CH01
2019-02-12
📄
memorandum-articles
incorporation · MA
2019-02-12
📄
resolution
resolution · RESOLUTIONS
2018-08-02
🔓
Charge satisfied #4
2018-08-02
🔓
Charge satisfied #3
2017-10-20
➕
MORGAN, Arwel Brynmor appointed
secretary
2016-12-16
➖
MATHIAS, Clive resigned
secretary
2015-08-19
🔒
Charge registered #6
Lender: D J Edge & Partners Limited
2015-08-19
🔒
Charge registered #5
Lender: Richard Tomlinson
2014-01-23
➕
MATHIAS, Clive appointed
secretary
2014-01-23
➖
MATHIAS, Clive Stanley resigned
secretary
2013-12-02
🔒
Charge registered #4
Lender: The Co-Operative Loan Fund
2013-08-28
🔒
Charge registered #3
Lender: The Co-Operative Loan Fund Limited
2013-08-01
➕
MORGAN, Arwel Brynmor appointed
director
2013-03-01
➖
KERR, Roger Martin resigned
director
2013-02-20
➕
EDGE, David John appointed
director
2011-12-05
🔓
Charge satisfied #1
2010-04-08
➖
JONES, Iwan Wynne resigned
director
2010-04-08
➕
ROGERS, Edward Alan appointed
director
2008-03-11
➖
GEORGE, Geraint Laurie resigned
director
2006-03-31
➖
KERR, Roger Martin resigned
secretary
2006-03-31
➕
MATHIAS, Clive Stanley appointed
secretary
2005-04-12
🔒
Charge registered #2
Lender: Hsbc Bank PLC
2002-12-21
➕
JONES, Iwan Wynne appointed
director
2000-07-13
🔒
Charge registered #1
Lender: Triodos Bank Nv
2000-04-06
➖
RIDGE, Frank William resigned
director
2000-03-30
🏢
Company incorporated
As CALON WEN ORGANIC MILK CO OPERATIVE LTD
2000-03-30
➕
LORT PHILLIPS, Owen James Shoubridge appointed
director
2000-03-30
➕
MILES, David Thomas appointed
director
2000-03-30
➕
TOMLINSON, Richard James appointed
director
2000-03-30
➕
KERR, Roger Martin appointed
secretary

Showing most recent 50 of 55 events

Owner dependency

65/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-7 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 26 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 73 — succession pressure is live.

Succession & seller-readiness

90/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 73 years old. Natural succession window is now.
primary20+ year tenure: Director in role 26 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 26 years old and no new directors in the last 3 years — succession not yet being planned internally.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

Similar companies

Active · Wholesale & distribution · SA postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ARNOLD'S PC SERVICES LTD→ 15333087 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BASSET HOUND BLADES CYF.→ 16192417 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
BROOKBOROUGH TRADING LIMITED→ 13939305 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
BUNNY HOLDINGS LTD→ 14114910 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
BWLCHWERNEN FAWR LTD→ 16622037 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BWYDYDD CONWY LTD→ 08967942 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
CACTUS & CO UK LIMITED→ 10926106 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
CAFE FAIR TRADE LIMITED→ 07317885 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
CALOENERGIA HEATING SYSTEMS LIMITED→ 14365304 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
CAMBRIAN VALVES LIMITED→ 02854684 · est 1993 · no financials extracted	—	—	—	—	32y	—	—
CANULET 2015 LIMITED→ 09590045 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
CARMARTHEN LIGHTING CENTRE LIMITED→ 04646594 · est 2003 · no financials extracted	—	—	—	—	23y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →

🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive

Typeprivate-limited-guarant-nsc

Incorporated2000-03-30

Jurisdictionengland-wales

Primary SIC46330 — SIC 46330

Registered office

Plas Y Coed Warehouse Stores Pantyfynnon

Llandarog

Carmarthen

Carmarthenshire

SA32 8BH

Wales

Filing status

Accounts

Next due: 2026-12-30

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-04-13

Last: 2026-03-30