||EPS - Basic
||Market Cap (m)
|Construction & Materials
T Clarke Share Discussion Threads
Showing 2526 to 2550 of 2550 messages
|Support at 60p on chart|
|Down again today|
|Good news that, thanks rivaldo.
Just checking the forum, first time in 11 days.
I`M in the hotel (Westgate Villas) Orlando USA, lobby.
killing time, Checked out waiting for the taxi to Orlando airport for a flight to Manchester.|
|Impressive new contract win:
"Central team wins M&E for Royal National Orthopaedic Hospital
Posted: 18th April 2017
TClarke has been awarded the M&E contract for the Royal National Orthopaedic Hospital’s major new development, as TClarke Central & SW MD Kevin Bones explains:
This is an excellent, large scale Hospital M&E project, including a Combined Heat and Power plant, HV works, Two 700Kva Backup Generators and a Photovoltaic installation. It is significant for our business for a few reasons.
Another Targeted Tendering success
Firstly, this is yet another major project which we have targeted and won, following our targeted tendering approach that has aimed our resources at the kind of projects where we can best show and deliver value for all our stakeholders.
This job is a portfolio job on a large scale, it gives our teams the opportunity to help deliver something they can be proud of, it allows our Central teams to show and to further develop their skills in delivering large scale M&E projects.
Further strengthening of our healthcare credentials
Secondly, it further strengthens our Healthcare credentials, nationally and in this region. The chance to show skills and deepen our relationships and knowledge within the sector is extremely valuable to us.
Evidence of our high quality order book
Thirdly, this job shows everyone with an interest in TClarke, the kind of high quality jobs that our record £350m order book comprises. It is another signal of the confidence that the business has going forward - not just in London - but across our regional operations too."|
|It's going to take that trading statement to shift the price Rivaldo as the sells keep coming in volume every day. I'm not sure why because the overall picture here is completely predictable and fairly easy to work out but clearly somebody or somebodies don't agree with me. I may go to the AGM.|
|The AGM trading update is in only 2 weeks' time on 5th May. Given the outlook in the finals I suspect it will be very positive.
CTO's going ex-div last week is responsible for 2.7p of the recent fall.|
|70p seems to be support on the chart. Question is whether they will test that support?|
|Games being played methinks by the look of L2. I suspect they are trying to hold it down to get stock to fill my order which will get reported in around 45 minutes which is a buy but which no doubt will get reported as a sell|
|Good chart support at 75p me thinks.|
|better off waiting could get 70|
|I've put a 40000 buy order in at 75p.|
|Stocks drift because they do. Sometimes for no reason.
The next trading statement is in a few weeks and shock horror the order book will have gone up a bit, the directors will say they expect to beat consensus numbers and it will be surprise to some.
I don't need a trading statement to tell me all that - just looking at the time and energy all construction companies are putting into recruitment (apprenticeships) tells me they are busy.
I held NMD for about a year before the market re-rated the stock. Same pattern here although it would be helpful if we could get through the trading update without yet another substantial one off cost hitting the bottom line.|
|The market is looking further ahead when work might trough if there is something of a Brexit hiatus. Good for the long term though at this price IMO.|
|Lack of buyers, Easter Hols, trading without the dividend and searching for a support level on the chart. I have a few already but looking to double up as low as possible. Extremely good value with 50% upside from this level though.|
|Anyone know why they are dropping the share price? Look undervalued from what I have read. Pondering whether worth buying.|
|And finally as I'm feeling grumpy someone is trying to lock the price in a range of 75-80 by using large orders on L2. This is very unusual as normally the lock is only on one side.|
|So, all builders and housebuilders are up today except CTO. For reasons I don't understand. The exchange rate move will be positive as that will reduce import prices.
It seems someone set out this morning to turn CTO shares into cash, presumably to spend on something else.|
|Good support at 70 I may buy back in there|
|A good day yesterday. Share price down a penny whilst receiving the 2.7p dividend.|
|Ex Div today for 2.7p. Nice quick payday on 12th May.|
|The Office for National Statistics said industrial output fell 0.7% compared with January, when it dropped 0.3%.
Unexpectedly warm weather drove the change, because it led to a fall in electricity and gas demand, the ONS said.
Construction output fell by 1.7% in February, down from a revised January reading of zero growth.
The construction figure, the biggest drop in nearly a year, was mainly the result of a 2.6% fall in the housebuilding sector.
Hmm - I can't dispute the figures but they don't seem to match when I see what people are telling me.|
|The sells keep flowing which by the look of the trades seem to be from one party who appears to want just over 80 to sell them. All a bit frustrating but happy to be patient|
Interesting post, thanks. I hadn't paid much attention to the assumptions underlying the goodwill assessment but, now you mention it, it does potentially give good insight into the company's expectations for the next few years.|
|A helpful article on annuity rates
The pullback in annuity rates since December has probably not been helpful although I suggest any impact has been offset by rise in equity markets|
|Thoughts on the Annual Report.
Slightly concerned about the CGU assumptions on P 112. Seems to have been a marked slowdown in Revenue Growth Assumptions out to 2019. Also Margin expectations lower also beyond 2019. Discount Rate however is lower and Life expectations are now Falling . Not sure how academic this exercise is.
Comfort taken from the available market for the group More Than Doubling, also the increasing technology within the business which should raise barriers to entry.
Workforce structure is great with commitment to apprentices. Fairly high average remuneration but pay rates not leaping away. Directors seem a little overpaid. They act like managers rather than owners hence their limited exposure to the Equity and indeed their apparent unconcern over the value of the company.
Small dividend increase almost certainly due to Pension shortfall. No real worries on the Deficit, easily manageable I believe, but a rise in yields would eliminate worries.
Why no increase in Capital Expenditure with the new Stanstead facility almost up and running?
Some worries on rising input costs, but presumably they make allowances in their tender pricing.
Looking for £8m pre-tax this year,share price well north of 110p Brexit or not.
Management deserve applause for the transformation of the group over the last 5 years.|