Tclarke Share Discussion Threads

[cc2014] 19/10/2018 08:54

oh and there's something going on with the trades. Regent back again?

36k sells at 81.34 yesterday. Another 18k today

And I can get a quote to sell 100k on instant fill at 81.34 (which is usually the most you can get on one ticket)

[cc2014] 19/10/2018 08:49

A very exciting appointment.

A search of David Chipperfield Architects brings up an impressive portfolio of projects. All high end stuff. Exactly the sort T Clarke are the go to company for. Too many exciting projects globally to list. Includes the Sterling Prize in 2007 for the Museum of Modern Literature in Marbach which kinds of fits nicely to the Sterling Prize in 2018 for Bloomberg London where T Clarke did the building services.

Contacts, expertise. And her profile shows she's got a degree in law, was called to the bar and has also been head of HR in her career. A wide set of skills showing the ambition and aspiration of the directors.

It's always good news when directors surround themselves with heavyweight non-execs.

[skyship] 19/10/2018 07:29

Regardless of what the virtue signalling press might say, I know from a highly rated headhunter that it is very difficult to find really credible female NEDs as the pool is quite naturally limited. Louise Dier however certainly seems an excellent appointment.

[rivaldo] 19/10/2018 07:05

Now this is an impressive NED appointment today.....should bring in some decent contacts via her time at David Chipperfield Architects:

[igoe104] 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 ?

[skyship] 15/10/2018 14:59

thnx davidosh - can't make it I'm sorry to say...

[davidosh] 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 ?

[opodio] 15/10/2018 07:37

£79 ffs lol, 100 spam posts this am and its only 7.37

[davidosh] 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...



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.

[cc2014] 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

[rivaldo] 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:



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....

[skyship] 12/10/2018 11:22

May be a very small director purchase; but counts as a positive nevertheless...

[cc2014] 11/10/2018 07:50

Bloomberg another T Clarke job. T Clarke continue to be the go to contractor for high end work

[tuscan4] 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.

[norbert colon] 10/10/2018 09:42

Video of Battersea Power station project:https://www.youtube.com/watch?v=L3uSP4vBtZsHuge!

[cc2014] 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
Blamed on Carillion but I suspect issues were deeper than that

George Birchall 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.

[effortless cool] 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.

[norbert colon] 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.

[cc2014] 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.

[cc2014] 08/10/2018 11:55

Link here:

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.

[igoe104] 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.

[cc2014] 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%

[deanowls] 27/9/2018 18:25

Who is selling tho

[tuscan4] 27/9/2018 16:32

Interesting to speculate as to where the price would be if Regent was absent. In the 60's?