Tclarke Share Discussion Threads

[john09] 06/9/2021 10:29

That’s some move

[darrenp746] 06/9/2021 10:17

Wanted to buy this morning, was offered 139.8 didn’t take it……R30;.plop….now got to wait and hope it drops back in the next few weeks

[dougmachin] 06/9/2021 10:04

It was also tipped in TMI (The Momentum Investor) a few months ago.
SCSW's lesser followed sibling.
Less of a spike from that, in fact tipped at 141p.
Point is, when they both (TMI & SCSW) end up tipping the same share, it bodes well.
They previously did for Reach and Menzies too.
RCH is reaching for the stars, but MNZS yet to take off... time to get stuck in!
Cheers

[tiswas] 06/9/2021 09:28

IanDippie

Absolutely right, just because it worked last time does not mean it will work again.

The point is I sold 50% and I am comfortable with my remaining holding so fingers crossed it is win/win.

[fredfishcake] 06/9/2021 08:59

It's a strange world where a tip produces more of a spike than the half year results did in July. Does anyone have anything they can share from the SCSW writeup?

[iandippie] 06/9/2021 08:50

Scsw call it right way more than they call it wrong. And if they are right, you won't be seeing 130s again.

[tiswas] 06/9/2021 08:24

Thanks for that CWA1. I did what I did last time and sold 50% on the spike at 152.4.

Great trading share thanks to SCSW. Would hope to buy them back in the 130s

[nw99] 06/9/2021 08:08

Great must be

[tanneg] 06/9/2021 08:05

Nice start - tipped somewhere?

[cwa1] 06/9/2021 08:04

Tipped in SCSW in case anyone was wondering!

[santangello] 02/9/2021 16:23

Cheers CWA :)

[santangello] 02/9/2021 16:06

Time to stop the red wine before posting.....doh

[cwa1] 02/9/2021 16:06

No worries SANTANGELLO, thought I had missed something! As mentioned above definitely not reinvestment as cash hasn't been received yet ;-)

[grahamburn] 02/9/2021 16:03

Unlikely..... shareholders haven't received the dividend yet (it's only ex-div today), so difficult to reinvest the cash.

[santangello] 02/9/2021 15:54

Lol, I thought it was tomorrow :(So probably dividend reinvestments then ?Either way, strong performance when going xd.

[cwa1] 02/9/2021 15:51

Not entirely clear what you mean by...

Last day for the 0.75p Dividend seems to be attracting investors

...as it has already GONE XD this morning

[santangello] 02/9/2021 14:00

Last day for the 0.75p Dividend seems to be attracting investors ?I like the fact CTO will only be xd till 01/10.

[thorpematt] 18/8/2021 07:46

igoe104,
I suspect that during that time you will have been witness to some strong progress from the company with respects to :
bottom-line margin-growth
consolidation and cost-cutting
top line sales growth


In addition what I expect to continue to see is structural change within the marketplace which favours CTO

i.e more complexity in buildng services from a technical perspective (Data, passivhaus, DALI lighting, transition to new heating technoligies etc).

In many regards I see less competition at the top end (size-wise) for CTO than there was in the past. End clients and contractors alike seem to be increasingly prone to nominating CTO as preferred bidder status as a result of a lack of strong competition as well as a consistent and proven track record of success from CTO.

In contracting, there are no certainties when it comes to projected earnings for indefinite periods of time, but for me, CTO's progress and present tailwinds mean that this stock has a greater probability of sucess than its fPER warrants (particulrly if we compare it to the wider market PER if above 17 times earnings and if we consider bond yields as an alternative).

Like you, I am a happy to have this one in the portfolio.

[igoe104] 17/8/2021 15:03

I've held a decent amount of these for nearly 5 years now. But more than happy to keep holding as CTO future guildance looks very good....

[santangello] 17/8/2021 13:44

Love a Director buy.....and 20k is a decent amount too.....always encouraging.

[johnrxx99] 10/8/2021 05:50

Does anyone know which other companies were selected?

[edmundshaw] 09/8/2021 08:40

Good news for sure.

[igoe104] 09/8/2021 07:50

6 years of work as well, understandable no numbers, as they don't want competitors to know what they are bidding...