CALON WEN DAIRY PRODUCE LTD

🌳Matureactive

04616409 · ltd · incorporated 2002-12-12

Investment thesis

Established operating company — standard diligence applies, no dominant angle.

Why interesting: Live, filing, normal profile.

Why risky: No standout signals in either direction.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 23.2y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£122.0k

book net assets

Opportunity

83/100

Exceptional

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What this business does

Primary activity: SIC 10511

Sector: Manufacturing

ALSO REGISTERED FOR

10512SIC 10512
10519SIC 10519

Investor take

Pursue

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

Opportunity 83/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 73). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

2 live charges · 2 lenders · oldest 23.2y

70/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 23.2 years old — likely at or near maturity.
· Two lenders — manageable, but coordination required.
· Legal-friction score 20/100 — clean.

Data confidence

Overall: high (81/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile

address, 3 SIC codes, incorporation date

100

Financials

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

Lenders & charges

2 charges (2/2 with lender, 2/2 with type)

Directors & officers

15 officers (8 active, 15 linked, 11 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

7 connected companies via shared directors

Filing history

90 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

83/100Exceptional

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 £121,989

Cash YoY

+126%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£25k

↑ 126% YoY

Net Worth

£122k

↑ 7.9% YoY

Current Assets

£371k

↓ 30% 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	£146.9k	£137.7k
Current assets	£371.3k	£531.2k
Cash	£25.3k	£11.2k
Debtors	£203.7k	£244.6k
Net assets	£122.0k	£113.1k

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

🔒Filing-note intelligence

1 signal 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

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (41 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
2022-10-31
📍
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
2018-10-18
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2018-10-18
🔒
Charge registered #2
Lender: Hsbc Invoice Finance (UK) LTD
2018-09-07
📄
accounts-with-accounts-type-small
accounts · AA
2018-04-09
📄
capital-allotment-shares
capital · SH01
2015-10-22
➕
EDGE, David John appointed
director
2015-10-22
➕
LORT-PHILLIPS, Owen James Shoubridge appointed
director
2015-10-22
➕
MORGAN, Arwel Brynmor appointed
director
2015-10-22
➕
ROGERS, Edward Alan appointed
director
2015-09-22
➖
KERR, Roger Martin resigned
director
2014-09-23
🔓
Charge satisfied #1
2014-01-23
➕
MORGAN, Arwel Brynmor appointed
secretary
2013-12-12
➖
KERR, Roger Martin resigned
secretary
2010-04-08
➖
JONES, Iwan Wynne resigned
director
2008-03-11
➖
GEORGE, Geraint Laurie resigned
director
2005-01-19
➕
TOMLINSON, Richard James appointed
director
2005-01-19
➕
GEORGE, Geraint Laurie appointed
director
2005-01-19
➕
JONES, Iwan Wynne appointed
director
2003-03-21
🔒
Charge registered #1
Lender: Triodos Bank
2003-02-01
➕
MILES, David Thomas appointed
director
2003-02-01
➕
KERR, Roger Martin appointed
secretary
2003-02-01
➕
KERR, Roger Martin appointed
director
2002-12-12
🏢
Company incorporated
As CALON WEN DAIRY PRODUCE LTD
2002-12-12
➕
EXCHEQUER SECRETARIES LIMITED appointed
corporate-nominee-secretary
2002-12-12
➖
EXCHEQUER SECRETARIES LIMITED resigned
corporate-nominee-secretary
2002-12-12
➕
EXCHEQUER DIRECTORS LIMITED appointed
corporate-nominee-director
2002-12-12
➖
EXCHEQUER DIRECTORS LIMITED resigned
corporate-nominee-director

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 23 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 23 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 23 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

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Calon Wen Organic Milk Co-Operative Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Calon Wen Organic Milk Co-Operative Ltd

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

CALON WEN DAIRY PRODUCE LTD

This company · 04616409

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Calon Wen Organic Milk Co-Operative Ltd Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒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 →

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BARTI RUM LTD→ 11287078 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
BLASUS WELSHCAKES LTD→ 15168099 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BLEWIN TRUST LIMITED→ 00390829 · est 1944 · no financials extracted	—	—	—	—	81y	—	—
BLUESTONE BREWING COMPANY LIMITED→ 08450939 · est 2013 · no financials extracted	—	—	—	—	13y	—	—
BRECON CARREG LTD→ 12212678 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BUG FARM FOODS LTD→ 10803656 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
CAMBRIAN TECHNICAL SOLUTIONS LIMITED→ 09253230 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
CAPESTONE FARMS LIMITED→ 14535283 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
CAPITAL ROASTERS LIMITED→ 03898064 · est 1999 · no financials extracted	—	—	—	—	26y	—	—

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

Typeltd

Incorporated2002-12-12

Jurisdictionengland-wales

Primary SIC10511 — SIC 10511

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: 2027-04-21

Last: 2026-04-07