Tclarke Share Discussion Threads

[effortless cool] 17/11/2017 08:34

I have added another £10k worth, in spite of this currently being my second least successful investment ever.

[cc2014] 17/11/2017 08:29

I wonder whether some small part of the selling first thing might have been margin calls related to CLLN.

Sense seems to be setting in now. Great update from Kier too.

[igoe104] 17/11/2017 08:25

T Clarke powers ahead on London major project wins.

[cc2014] 17/11/2017 08:18

Still soon we will have a market cap bigger than Carillion. Apologies to anyone holding CLLN

[ivancampo] 17/11/2017 08:05

Seller still there, need RNS confirming this to end imo

[xajorkith] 17/11/2017 07:59

Great update as others have said.

Must admit, I was a bit worried as the chart looked about as good as I've felt this week.

Market Cap of 31m....against PBT of 6.5m, year end cash of 9m & a 380m order book.

Way too cheap & must surely see a big move up from here.

[cockerhoop] 17/11/2017 07:43

Maths doesn't seem to be your forte opodio :-)

[opodio] 17/11/2017 07:34

in line. Rubbish.Nothing to see here. In line with the profit warning they put out a couple of months ago

margins of 1 per cent

[wjccghcc] 17/11/2017 07:33

If it's true to form, it will spike and then sell off as usual :-(

[igoe104] 17/11/2017 07:15

surely this has to be in the biggest winners of the day list ?


its now on a p/e of less than 5.

these should double at least, over the next week or so.

[rivaldo] 17/11/2017 07:12

That's a terrific update considering the share price gyrations:



Nicely in line, £9m net cash, looking for more acquisitions, a terrific order book and high revenue visibility.

Plus a second RNS with an impressive NED appointment emphasising CTO's transition to a digital future (emphasised by the new contract wins in both M&E).

Extremely reassuring.

[igoe104] 17/11/2017 07:10

Excellent update inline to make 6.5 million, 9 million in the bank.

market cap 30 million crazy.

There remains a clear demand for our specialist services in the markets in which TClarke operates. We have already secured GBP190m and GBP100m of our planned revenues for 2018 and 2019 and beyond, respectively, and we are encouraged by the number and quality of the opportunities that continue to be available both within our established M&E markets and from the new opportunities that we are pursuing, driven by sustained investment at national level in both technology and infrastructure. The future for the Group remains encouraging.

[effortless cool] 17/11/2017 00:03

D-Day tomorrow ....

[allstar4eva] 16/11/2017 22:31

Let's hope so. This isn't one of my larger holdings however it is not insignificant. I don't normally hold shares that fall below the 200 day sma and I don't like Friday trading updates - Monday is much better for good news - so I am not confident however I am hoping for the best. GLA.

[cc2014] 16/11/2017 16:47

I think tomorrow will be a great day. may the trading gods shine on us and see us on the leaderboard tomorrow.
Great article Turbo and here's the most important line...

The order book in London right now is not just standing at a record level in terms of scale. It is important to keep on emphasising that we’re at the sharp end of major technology advances in the built environment - with 22 Bishopsgate and the integration work which we, with our newly acquired business ETON, are carrying out. The picture is a good one.

So, the order book for London is a record level...

[turbocharge] 16/11/2017 16:36

hxxp://www.tclarke.co.uk/news/tclarke-london-moves-forward-with-next-round-of-landmark-projects

[allstar4eva] 15/11/2017 20:11

The date is also on their website under Investor relations.

[junior21] 15/11/2017 19:42

Hopefully.

[igoe104] 15/11/2017 18:43

Good spot junior, maybe we might see some life back in this company soon.

[junior21] 15/11/2017 18:22

Well the trading update has been confirmed for Friday, via Twitter

[royaloak] 15/11/2017 16:40

NTBR had similar happenings, sometimes no logic but it throws up opportunities.

[cc2014] 15/11/2017 16:39

No big seller today and he had several hours to take the volume off from 71.5 to 72.25 on the bid.

So, maybe he had finished. Maybe maybe.

[cc2014] 15/11/2017 11:39

It's bounced now back to where it was yesterday and more strangely on a day when the sector isn't doing very well. Kier down 2.5%, GFRD down 0.9%.

I would really like to understand what's going on but I suspect it's as simple as someone wanted out before the results and the market couldn't absorb the volume they wanted to shift. I think we also entered the area of sometimes when stocks are falling fast, instead of drawing out buyers more and more selling occurs.

I have been here so many times where I spend huge amounts of energy trying to figure out why such and such a share price seems irrational. History shows me that although a share price can remain irrational for years sometimes, if the directors are delivering profits it sorts itself eventually.

As long as I'm getting the dividend stream I'm happy to be patient.

[tuscan4] 15/11/2017 10:51

Just to cheer ourselves up,Bowman & Kirkland won the second highest number of places on the £8 bn. Schools Framework announced yesterday . CTO North are active with this company. See P 26 of the Annual report.
Slightly ominous when a share price falls ahead of an update like this. Could be just poor liquidity/ Brexit nervousness/ concern that the order book may be falling/problems in specific contracts etc. If none of the above materialize we can expect a decent bounce.
If I were the Directors I would be concerned (assuming nothing untoward is going on) about the obvious mismatch between market value and intrinsic worth.