Share Name Share Symbol Market Type Share ISIN Share Description
Clarke T. 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
  +0.90p +1.12% 81.50p 81.00p 82.00p - - - 35,970 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 311.2 7.1 13.4 6.1 34.09

T Clarke Share Discussion Threads

Showing 3451 to 3474 of 3475 messages
Chat Pages: 139  138  137  136  135  134  133  132  131  130  129  128  Older
DateSubjectAuthorDiscuss
15/10/2018
19:07
Gervais Williams who runs a lot of Milton funds, (He is also Senior Executive Director ) will be presenting at the mello also, it will be interesting to hear WHY Milton are continuing selling ( CTO ) even at this low rating ?
igoe104
15/10/2018
14:59
thnx davidosh - can't make it I'm sorry to say...
skyship
15/10/2018
11:23
I do not do spam.....only appropriate posts and I am a shareholder in Tommy Clarke so every right to post here. Mello events sell out and they are very much appreciated by the investor community so why not give this one a try ?
davidosh
15/10/2018
07:37
£79 ffs lol, 100 spam posts this am and its only 7.37
opodio
15/10/2018
00:06
Just to let you all know that T.Clarke will be exhibiting and presenting at our MelloLondon investor event in Chiswick W4 next month. MelloLondon is a two day event and starts on Monday 26th November through to Tuesday 27th November which is the day that CTO will be attending. You can find out more here... Http://melloevents.com/mello-london/ There will be 60 quality companies exhibiting and presenting plus some very well known investors, entrepreneurs, fund managers and market commentators providing excellent keynote talks on a range of investment subjects. A number of investment workshops will be available each day and a ShareSoc MasterClass on the final day.
davidosh
14/10/2018
10:17
Trading update is Thursday 29th November Good to see the Company Secretary PCA buying. Fits with FD and PCA of the FD buying 140k shares in late June
cc2014
12/10/2018
11:22
Good news above for CTO re the demise of a major competitor - thanks for posting. Nice to see CTO holding up well in the carnage, and now we have a director (well, someone closely associated with him) buying 2,500 shares at 81.98p: Https://www.investegate.co.uk/clarke-t---plc--cto-/rns/director-pdmr-shareholding/201810121046348978D/ CTO usually issue a trading update in mid-November. I'm inclined to think this is more of a signal to the market than anything else given the rather paltry sum involved! Though perhaps this is a reflection of the wealth of the "associated" person....
rivaldo
12/10/2018
11:22
May be a very small director purchase; but counts as a positive nevertheless...
skyship
11/10/2018
07:50
https://www.building.co.uk/news/foster-creates-record-with-third-stirling-prize-win-for-bloomberg-hq/5095995.article Bloomberg another T Clarke job. T Clarke continue to be the go to contractor for high end work
cc2014
10/10/2018
10:55
I agree with you CC2014 that this industry is polarizing, perhaps rapidly,towards the fully integrated full service providors, of which CTO looks to be at the forefront. Contrast the three insolvencies this week with Morris & Spottiswood acquisition of Livingston Mechanical Services, in which they said that this " will enhance the firms rapidly expanding M& E division which remains a major growth market across the UK" I think we will see much better margin growth from CTO over the next two years than they are publicly targeting.
tuscan4
10/10/2018
09:42
Video of Battersea Power station project:https://www.youtube.com/watch?v=L3uSP4vBtZsHuge!
norbert colon
10/10/2018
09:18
It's interesting how many of their competitors are going bust SEE £50m turnover appeared to have expanded too fast. Last year directors paid themselves £1.4m in dividends so it's really odd things went wrong that fast. Vaughan https://www.bbc.co.uk/news/uk-scotland-scotland-business-43577101 Blamed on Carillion but I suspect issues were deeper than that George Birchall http://www.constructionenquirer.com/2018/09/20/141-jobs-axed-as-me-specialist-george-birchall-fails/ Dumped the M&E arm but kept the rest. I suggest the industry is evolving. Those that offer added value (e.g. joint M&E, off site fabrication, intelligent buildings) are out-competing those that aren't evolving or who don't have the capital to evolve.
cc2014
10/10/2018
09:18
NC, Thanks for this info. With apologies to SEE's staff and creditors, this is certainly good news for CTO. Notwithstanding any new business opportunities that arise, what we are starting to see is comeuppance for those businesses that have pushed M&E margins down to unsustainable levels. It is improved margins, rather than improved revenue, that CTO needs to drive its valuation upwards.
effortless cool
10/10/2018
07:22
SEE go into administration:https://www.constructionnews.co.uk/companies/administrations/me-firm-enters-administration-after-20m-growth/10036022.articleHopefully some of their work will come our way.
norbert colon
09/10/2018
09:35
Looks like T Clarke head office will be moving at some point in the future. I assume they lease it. https://www.building.co.uk/news/city-planners-ok-moorfields-tower/5095938.article
cc2014
08/10/2018
11:55
Link here: http://melloevents.com/mello-london/ I think the opportunity to get in at these levels is now time limited and a jump in share price will be triggered by the Mello Event or the trading update on the 29th November. Maybe it will move before as investors do their research before the Mello event but I think it more likely that meeting and hearing the CEO and FD is likely to have far more of an impact. The UK stock market is struggling at the moment, with FTSE down a bundle of points over the last couple of weeks. I have a number of stocks where good news has been released but the market response has been muted. The large buyers who use the order book seem able to sit on the bid and wait for the sellers to come to them. They therefore have little incentive to pay the offer price. Today things seem different and the selling that went on and on last week has stopped. The algo bots seem to be slowly walking up the bid as the sellers aren't coming to them. Today is one day in history though and whether it's a permanent change in pattern has yet to be seen.
cc2014
06/10/2018
11:53
Good to see these on the mello list in London next month, With CTO low p/e and fairly large cash-pot, and decent Divi, a lot of those canny investors should be interested in these.
igoe104
28/9/2018
08:20
Miton are selling. RNS's as follows. 12/07/16 starting point 7,385,611 17.66% 11/01/18 7,166,611 17.13% 29/06/18 6,818,221 16.30% - selling really starts here 03/07/18 6,056,923 14.48% 05/07/18 5,790,137 13.84% 05/07/18 5,488,041 13.12% 23/07/18 5,090,660 12.17% 25/07/18 4,521,777 10.81% 26/07/18 4,178,775 9.99% - thought they might stop here. They did for a month 07/09/18 3,539,847 8.46% Regent are buying. RNS's as follows. 03/07/18 1,440,000 3.44% 18/07/18 1,750,000 4.18% 25/07/18 2,585,000 6.18% 31/08/18 2,966,234 7.09% 31/08/18 3,466,234 8.29% 25/09/18 3,813,036 9.12%
cc2014
27/9/2018
18:25
Who is selling tho
deanowls
27/9/2018
16:32
Interesting to speculate as to where the price would be if Regent was absent. In the 60's?
tuscan4
27/9/2018
11:00
I really do shake my head at how easily Regent are able to buy this level of stock and how little attention is being paid by the rest of the market. Their 25k iceberg order at 81.6 filled this morning so they moved to 81.0. Now they are at 81.2 as well. Mostly the icebergs are 150k, sometimes 100k, sometimes 50k. It looks like this at the moment:
cc2014
26/9/2018
23:02
Worth noting that Regent Gas have again increased their stake - they now have 9.12%, or 3.813m shares: Https://www.investegate.co.uk/clarke-t---plc--cto-/rns/tr-1---notification-of-change-of-holding/201809261533160529C/ That's around 350,000 shares more than just two weeks ago.
rivaldo
26/9/2018
13:36
Thanks. I'm in agreement with you Tuscan about being too pessimistic about margin and dividend growth. I wanted to show in the modelling that even on a cautious basis the share price looks too low. In relation to the deficit in the pension scheme I didn't go into details. We both know rising interest rates and bond yields will significantly pull back the deficit. Of course the faster this happens the lower the amount T Clarke will have to put in as additional contributions. There must even be a scenario where bond yields rise to such a rate that the with the additional contributions, the asset value overshoots that required to support the liabilities. The latest inflation and retail sales figures have surprised the city last month and markets are now pricing in rates rising much faster than previously thought. The evidence of this can be seen in bond yields and savings rates which have moved already. Lasmo - your comments about the "commodity contractor" to "quality engineering services provider" hit the nail on the head really. T Clarke have always tried to differentiate on the basis of employee skills but it's evident management are actively focusing their resources on higher margin business I do think the things the management have put in place over the last 3-5 years are going to start showing through in the financials very shortly. Indeed with a £4m profit at half time vs expectations of £7m, I'm sure some of it is going to show through this year. The trading update on 15th November should give us a clue.
cc2014
25/9/2018
17:16
CC2014 Thanks for your assessment. I don't think the Miton selling is the full picture. I think the share price is being held back for a number of reasons:- 1) Brexit uncertainty 2) Currently, a low margin business 3) The pension deficit I believe that CTO is transforming itself from a "commodity" contractor into a quality engineering & services provider. The strategy the management have put in place will deliver this. This will completely change the way the business is valued. I bought these shares as a long term income provider. I'm not interested in what the share price does in the short term, only to say that my fear is that CTO may become an acquisition target, before the market realises its true valve. Hence Miton selling out should be seen as a positive. They would surely give their support to an undervalued offer should a Buyer appear.
lasmo
Chat Pages: 139  138  137  136  135  134  133  132  131  130  129  128  Older
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