Tclarke Share Discussion Threads

[john09] 07/10/2021 23:18

what’ll happen is Either …

It keeps going down and snowballs

Or it bounces and you get fomo

Markets very odd atm but both moves would be exacerbated

[edmundshaw] 07/10/2021 22:14

Having top sliced my holding I would look to add on any serious dip. I am sure I am not the only one, so there is probably a good support for this share on any drop not caused by some kind of negative news.

Around 140p looks an obvious strong support level, and coincidentally (before upgrades to earnings and prospects) was the bottom of my original price target range.

[simski99] 05/10/2021 15:31

TClarke could do well if this happens. Politicians in Ireland thinking about pausing the development of more Data Centres. What would happen in that case?
Perhaps more Data Centre developers would consider switching to building in the UK instead? TClarke could be very well positioned to benefit.
hxxps://www.rte.ie/news/2021/0929/1249672-data-centres/

[mrnumpty] 03/10/2021 08:18

How many of us here have heard of Samlesbury , a town in Lancashire ? Today’s Sunday Telegraph reports on pages 1 and 6 that the Defence Secretary , Ben Wallace , has “ unveiled plans for a £ 5 bn digital warfare centre “ in the town . The new National Cyber Force headquarters “ is expected to employ thousands of hackers and analysts by 2030 . Ben Wallace claimed “ we will be one of the very , very few nations in the world with that scale “ . The Telegraph reports that “ The agency , which will be jointly run by the Ministry of Defence and GCHQ , will develop the ability to attack critical national infrastructure , such as power stations , in “ hostile states “ which carry out similar assaults on Britain “ . Obviously this project has only just been announced , so there is no guarantee whatsoever that T Clarke might benefit . However , there are surely very few other companies in this country which could consider tendering for the immensely complex cabling systems for this complex . Furthermore , it’s obvious that a very high portion of the estimated £ 5 bn cost would be needed for the installation of wiring , not only for the electrical systems but also for the computer systems . Good luck all .

[igoe104] 30/9/2021 11:52

Another new contract announcement today on CTO twitter site.

These are on a ridiculously low P/E for the amount of growth they are experiencing...

[santangello] 26/9/2021 16:04

Nice to see that 100,000 buy getting reported late on Friday.Plenty of traction and momentum here, and looking like that will continue to at least next results.

[gonzaloalves] 26/9/2021 07:05

3 quid, pe only 12 even at 300p

[igoe104] 23/9/2021 14:30

Lovely bounce back, expect these to be well over £2 sooner Rather than later.

[cwa1] 22/9/2021 07:47

Investor presentation:-

[gonzaloalves] 15/9/2021 08:41

TClarke: how the M&E firm plans to double its turnover




Mitchell says the company likes larger and more complex jobs, such as data centres, where clients are less cost-driven in procurement.

“Data-centre customers are desperate for them to be built fast and on time, because they’ve got their own customers signed up immediately wanting to use them,” he says. The need for certainty in delivery benefits TClarke when it comes to bidding. “We don’t need to be the cheapest,” he says.



hxxps://www.constructionnews.co.uk/financial/tclarke-how-the-me-firm-plans-to-double-its-turnover-25-03-2021/

[gonzaloalves] 15/9/2021 07:53

here's to 200p

[gonzaloalves] 14/9/2021 17:57

Their Medical division must be getting a lot of work from the 44 hospitals

Now covid is re-ceeding they will need to fit out old systems

[gonzaloalves] 14/9/2021 17:54

Happy Thought ! The new financial year stats in 3 months time , and the forecast Earning Per Share of 25 pence means that the prospective P E R is only 7 . 3


If the prospective P E R can get to only 10 - 12 x then the share price will climb to 250p - 300p

RNWH is on 20x which is a share price of 500p

[igoe104] 14/9/2021 17:14

Alot of usual buys late in the day. Even one @ £1.83, wonder if its been tipped again somewhere ?

[middlesboroughfc] 14/9/2021 15:57

Wish i had a bit more to throw in

[middlesboroughfc] 14/9/2021 13:53

Its amazing can buy and sell in 50k very good liquidity

[igoe104] 14/9/2021 13:38

Hopefully heading towards £2, the level it should be at least...

[middlesboroughfc] 14/9/2021 13:34

Clear blue sky now

[gonzaloalves] 13/9/2021 20:54

Happy Thought ! The new financial year stats in 3 months time , and the forecast Earning Per Share of 25 pence means that the prospective P E R is only 6. 6


If the prospective P E R can get to only 10 x then the share price will climb to 250p

[middlesboroughfc] 13/9/2021 14:54

Nice to see you. To see you. Nice.

[middlesboroughfc] 13/9/2021 14:28

Investors Chronicle

Trevor Mitchell adds that TClarke’s “long pipeline of data centre projects is worth billions and the company is actively bidding for £300m of contracts for delivery in 2022/23.”