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Share Name Share Symbol Market Type Share ISIN Share Description
Tclarke Plc LSE:CTO London Ordinary Share GB0002015021 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -4.00p -2.95% 131.50p 130.00p 133.00p 135.00p 131.00p 135.00p 112,291 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 326.8 7.8 15.0 8.8 56.48

Tclarke Share Discussion Threads

Showing 3826 to 3850 of 3850 messages
Chat Pages: 154  153  152  151  150  149  148  147  146  145  144  143  Older
DateSubjectAuthorDiscuss
21/5/2019
11:37
It looks like the seller at 130 may be finished and now we are ready for the next leg up.
cc2014
21/5/2019
09:58
Thanks for that EE
owenski
21/5/2019
09:49
A few notes from the Mello Chiswick presentation last week. T Clarke sees itself as a Tier 1 contractor. Typical contract size is around the £5 to £6m mark, however 10% of business is below £500K and 10% is over £25m. The company aims for a 3% margin, looks to increase it's technology market share and 88% of new business is from existing customers. The technology division accounted for £42.9m of turnover in 2018 and has forward order book of £53.7m. Management sees attractive opportunities for growth in data centres where there are not enough contractors to undertake this specialist work. The three market segments are: 1. Fit out contracts would typically be £5-10m, 2. Co-locations around £25m, 3. Wholesale £50-100m. Key target markets are Finland, Sweden, Holland and Spain. The objective is to win one or two contracts per year. T Clarke employs 1400 staff with extra capacity of 20% provided by known contractors. Management used the development of 22 Bishopsgate as reference of it's capability. The building has 65 floors and has facial recognition on entry. Wi-Fi, 4G and fire and security were also installed. Making buildings smart ready adds a lot of customer value and enhances margins. The management came across as competent and confident. Anyone investing here should be made aware of pension provision liabilities which the company is dealing with. Otherwise, this looks a solid business on an attractive valuation IMHO. Edit: The presentation was recorded, so I'll post the link when it becomes available.
eagle eye
21/5/2019
08:22
Great to see a big part of the Technologies division winning important industry awards: Https://www.tclarke.co.uk/eton-wins-twice-at-bcia-awards-2019/ "ETON wins twice at BCIA Awards 2019 17/5/19 : TClarke’s ETON Associates won two of the major awards at the Building Controls Industry Association Awards last week. ETON won the Independent Building Controls & BEMS Installer of the Year, as a result of their ‘lasting customer relationships, professionalism and understanding of clients’ needs’. Then Luke WIlliamson came through a record field of finalists to win the Young Engineer of the Year Award. etc"
rivaldo
20/5/2019
06:41
Terrific presentation at Mello. Will try to copy down some thoughts if I get time. Meanwhile, today's news shows that the London office property scene is still booming: Https://www.thetimes.co.uk/edition/business/new-office-sites-show-little-sign-of-brexit-blues-jh5wwqhc9 "The construction of office buildings in central London is at its highest level since the EU referendum.... ....Deloitte found that 37 new office schemes were started in the six months to the end of March, adding 3.5 million sq ft to the development pipeline. The amount of office space being built was 12 per cent higher than Deloitte found in its previous survey in November. New starts included the construction of two buildings in King’s Cross that have already been let to Facebook. etc"
rivaldo
18/5/2019
19:26
For those that haven't seen it. www.tclarke.co.uk/a-business-relationship-thats-still-strong-after-90-years/
lasmo27
16/5/2019
12:20
Presenting today at Mello too
owenski
16/5/2019
12:17
Strong Buy again just now from ST in IC
wynmck
15/5/2019
09:53
The investment in data centres is massive. Great to see TClarke targeting this market segment. hxxps://www.datacenterknowledge.com/google-alphabet/google-build-600m-data-center-denmark
lasmo
14/5/2019
18:11
Thanks to igoe
cc2014
14/5/2019
02:55
Just to mention T Clarke will be doing a presentation at the Mello2019 event in Chiswick, London W4 which starts this Thursday... Https://melloevents.com/upcoming-event/ CTO will be presenting on Thursday and there are over 60 companies coming to the event and some great speakers and panel sessions. You can get tickets at 30% discount if you use the discount code Advfn30 before 16th May
davidosh
13/5/2019
21:03
Just looking at T Clarke twitter feed, looks like they are targeting six European counties for Data Centre Projects.
igoe104
13/5/2019
17:10
Lol. Should've called it TClarpple and watch it blow a gazillion percent.
from8to800
13/5/2019
15:51
Just spotted the RNS re the name change. Here we go, I thought, something more flashy at last! Dust down the rocket emojis...TClarke Blockchain or maybe TClarke Graphene. But it's just plain old: TClarke PLC. Oh well...steady as she goes...
cwa1
10/5/2019
11:21
Just topped up. Great value here still. GLA
texaspete2
10/5/2019
10:16
OT : good point NC. Great to see MOGP moving nicely today - about time too, and hopefully just the start!
rivaldo
10/5/2019
09:23
Good read across to MOGP rivaldo.
norbert colon
10/5/2019
08:53
My interpretation of the EU office... Being as CTO have tier 1 clients, it looks like these clients are moving some facilities from UK to Europe due to Brexit and are taking Clarkes with them for the fit outs, so the regional EU office makes sense. Could also prove be a good bridgehead.
owenski
10/5/2019
08:48
Not a bad place to park ones money, hardly a demanding rating and thus downside looks supported. Their risk aversion to project work is reassuring. Interesting growth area of smart building and associated project work is a bonus and will be exciting to see how this grows. Opening an office in EU, plus offices opened in UK regional areas to support clients and gain work is suggestive of a growing order book going forward. Margin improvement is their aim and so far they're executing well. Decent enough and growing divi in the meantime, plus it looks like a circa 20% growth on EPS expected this year on a sub 10 PE rating... Suggests a bit of value here. imo
owenski
10/5/2019
08:34
N+1 Singer retain their 17.5p EPS and 4.4p dividend forecasts for this year, and have some interesting commentary about the European expansion for Technologies: "TClarke is pursuing opportunities for its Technologies business in western Europe, establishing a new subsidiary, TClarke Europe Limited. This decision was driven by demand from its existing large multi-national clients. A European presence potentially represents a significant opportunity for the Group, with data centre projects often worth £25m-£30m. Project wins here would represent upside to our forecasts. Again, the Group will maintain a disciplined approach to contract tendering and risk management in this region."
rivaldo
10/5/2019
08:15
Strong momentum ,140p soon.
its the oxman
10/5/2019
07:58
I think Eton is potentially, eighteen months down the road, worth all of the current market capitalization, leaving the bulk of the groups remaining, and traditional, business in for nothing. Status change could be under way. Further upside IMO.
tuscan4
10/5/2019
07:23
Technology strategy is the key. Don’t forget Eton’s order book quadrupled last year to £40m. 3% margin target is too low in my opinion. I’d like to see 5% as Eton’s businesses continues to grow.
lasmo
10/5/2019
07:15
Excellent update - really seem to be in a sweet spot at the moment.
podgyted
10/5/2019
07:15
Excellent AGM statement with a very positive outlook, and order books hugely up on last year and essentially stable since the year end. Great to see a company actually set out the expectations for a change - 17.5p EPS should bring home to people the miserly rating CTO is on. And VERY encouraging to see the expansion into Europe for the Technologies division.... Https://uk.advfn.com/stock-market/london/t-clarke-CTO/share-news/ClarkeT-PLC-AGM-Trading-Update/79883549
rivaldo
Chat Pages: 154  153  152  151  150  149  148  147  146  145  144  143  Older
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