Tclarke Share Discussion Threads

[edmundshaw] 19/3/2020 14:11

Legal and General is on a yield of 12%. Hard to imagine this is anything other than utter panic or forced selling...

I am now overweight in LGEN and here.

[cc2014] 19/3/2020 11:19

Morning all.

Not sure what to say really. In normal times the results would be seen as stellar and we would be moving up to 150p.

However, it's not normal times and I guess your view on the shareprice depends on how far you are looking ahead. Since the government model on the spread of Covid-19 is changing daily I'm not sure I'm able to quantify it any more than they are.

I do have a belief that having worked out the worse case scenario on Covid-19, efforts over the days, weeks and months will turn to mitigiation and solution strategies

[edmundshaw] 19/3/2020 10:36

Can add here at 80p right now... EPS 18.8p, dividend 4.4p (yield 5.5%) covered four times.

Construction is probably one of the better sectors to look at right now, and hard to beat CTO for quality.

[owenski] 19/3/2020 09:09

That's last years results, which were very good. However, I believe they are being ignorant or disingenuous over this coming year re- Covid. Projects are likely to be delayed, possibly some cancellations and any London area potential lock down is not factored in. The next half years results are not likely to look so rosy, imo.

[santangello] 19/3/2020 08:14

Content here, will now accumulate accordingly whilst sub 100p.

[edmundshaw] 19/3/2020 07:50

Superb results, 10% dividend hike and very bullish considering all the challenges of Brexit and CoViD-19.

[squarepeg86] 18/3/2020 13:36

Very tempted myself, just worried that we might not be anywhere near the bottom. Did not think we'd see these levels ever again. My first buy was around here in early 2018

[santangello] 18/3/2020 13:32

In for more today....looking forward to tomorrows RNS :)

[lasmo] 17/3/2020 10:05

Hint of blue in a sea of red

[symbiote] 16/3/2020 16:54

Yes, looks like a good buy point. It will be interesting to see how the pipeline is affected when the peak is over.

[kneecaps2] 16/3/2020 16:43

I am the proud owner of 15000 @ 82.5 !!!

[owenski] 16/3/2020 16:03

Whole company worth 35m, the virus will go, economies will recover.

[edmundshaw] 16/3/2020 14:39

Probably too early, but I couldn't resist adding at 83p...

[squarepeg86] 15/3/2020 14:42

Thanks Fred! I thought as much but haven't been investing long enough to see times like this before. I'm in long term but I did say to myself if it dropped back to 100ish I'd go back in for more, short term. Thanks for sharing your view.

[fredfishcake] 13/3/2020 09:10

I suspect the results will be drowned out by macroscopic factors - unless they're bad of course, which I really don't expect. A good result could put 5% on the price, promptly reversed to -10% if Trump opens his mouth. All you can do is think to the long term.....

[squarepeg86] 12/3/2020 11:01

What are people thoughts regarding next week's results? With all the battering the market is currently taking even if the results are very positive would you even expect a rise in the current climate? As with everything there has been lots of selling recently and I imagine most people will be sitting on their cash until the market settles.

[f15jcm] 02/3/2020 14:12

Bought some more this morning. Valuation is incredibly attractive. If there is a downturn the government may try to support the economy with construction projects.

[kneecaps2] 28/2/2020 17:01

I bought 15000 @106 yesterday and I will buy another 15000@100

[edmundshaw] 28/2/2020 15:17

Well if someone is holding it up, they are vulnerable to a short attack. In the short term anyway... so who has deeper pockets?

[cc2014] 28/2/2020 15:10

Someone definitely soaking up all the volume paying 105-106. Seems they want plenty more



sorry I can't see to post the pic, only a link. My html skills are limited...

[lasmo] 28/2/2020 13:26

Without getting into a debate as to whether you believe the world is about to end or this is a storm in a tea cup, I’d like to inject a bit of positive thinking into the BB. Does anyone have a view as to what might be the opportunities for CTO at this time. Sure longer term their order book might take a hit, but over the next 12 months or so they are well protected. This should give them good forward planning for any downsizing which might be required, if a recession hits. They don’t have debt to speak of, so again shrinking the business will be easier than many of Tclarke’s competitors. On the upside stress in the sector should lead to consolidation.

[cc2014] 28/2/2020 10:05

My apologies. I know many people must be finding the fall in markets painful and my wording could have been more thoughtful.

The stock market has always been a game of fear and greed and is a very tough one to play and win. In my experience the best way to win is to buy when prices are low and sell when they are high, which sounds as obvious as obvious can be but I am aware is lot harder to actually do than say. It's a matter of timing.