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TClarke – Confirmation of good prospects in an interview

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If you are interested in TClarke you really ought to listen to an interview with the CEO and CFO.

Paul Scott, a regular contributor to ADVFN bulletin boards (PaulyPilot), with a particular focus on value investments, conducted the half hour interview yesterday, and kindly made it available to us all http://qualitysmallcaps.co.uk/

The main points that came across to me are:

• The London commercial construction market is booming. Main contractors are very keen on getting the most able sub-contractors signed up so that they can complete the build. This puts TClarke in strong bargaining position. Thus profit margins will rise over the next few years. A large number of schemes coming on stream now with a “huge” demand for labour. They say to main contractors: “lock us in now and you can be reassured about completing your project.” “The lion’s share of London projects are available to us.”
• They are the “go-to” subcontractor for big complex builds in London. In the regions they have more competition.
• Their business cycle lags by about a year the general industry upturn.
• They can be choosy about which contractors they are willing to work with – only the most efficiently run.
• While the contracting boom continues TClarke will try to reduce vulnerability to the next downturn in the cycle by building up its facilities…….

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