Tclarke Share Discussion Threads

[mrphil] 14/1/2011 08:24

Morning jab118. After losing my shirt on ROK this wasn't the most welcome situation this morning I must admit. Completely different scenario IMHO, but it does give you the jitters nonetheless! Maybe we'll be wishing we topped up earlier at under 90p? :-)

[jonwig] 14/1/2011 08:24

But wasn't the share price telling us it would be something like this? A historic yield of 13% on a market-leader with a strong balance sheet couldn't be sustainable.

As it is, we can expect a full year divi of 8.5p. Maybe eps of 10p this year and next before an upturn.
The share price of 100p or so looks about right. FWIW, I bought at 110p and aren't in shock.

[jab118] 14/1/2011 08:19

everyone must be in total shock !

I must admit I am ;-)

[jab118] 04/1/2011 10:21

Blimey ! what a power surge, good news on its way hopefully or has a broker up graded us ?

[hew] 23/12/2010 17:17

The FD's buy can be seen as just a nonsense, but in fact it is a stupid and irresponsible thing to have done. It knocks my confidence in his judgement and, given his recent promotion by others, in the management more generally.

I hold shares. No advice.

[jonwig] 23/12/2010 16:07

Although he's only been FD since October, he's been with the company as Financial Controller for a couple of years. So he ought to know his way around!

Maybe he even reckons he's being too reckless.

[mrphil] 23/12/2010 14:40

Bet he wishes he'd waited!

[joe say] 23/12/2010 12:49

yep - pathetic amount and suspect its merely done out of duty

[mrphil] 23/12/2010 12:08

Have dealt with CTO and ses and have a high regard for both companies. Good to see CTO finance director making a share purchase but would like it to have been for a few more!

[willsy50] 22/12/2010 20:03

I'm not invested here, but keep looking in now and again.
T Clarke (Veale Nixon) are one of our competitors, and competition in the M&E industry is very keen to put it mildly!
Our MD holds T Clarke up as a target to match as a well run and profitable company.
Although competition is keen there are still profits to be made, as in this article about Shepherd Construction and their M&E division SES.

[mrphil] 22/12/2010 17:00

Encouraging day today jab118!

[jab118] 21/12/2010 14:44

MRPHIL
Hoping and praying ;-)

[mrphil] 17/12/2010 10:17

Hopefully we have seen this bottom out now, bit surprised it fell so much but I guess partly down to sentiment after Connaught & Rok?

[solarno lopez] 03/12/2010 14:50

Anybody got a view on this stock

[jab118] 26/11/2010 17:36

well well well !

[jab118] 26/11/2010 12:35

Wouldn't be surprised to see a massive order placing here, so the mm's are walking it down, to shake out the weak ;-)

[kirbydon] 26/11/2010 12:29

Thanks Joan. So Hold & Hope.

[joan of arc] 26/11/2010 10:58

Because capital projects are being canned all over the place and there isn't much revenue visibility in the medium term. But I agree it is still a strategically sound business and they will be one of the ones left standing when we come out of all of this.

[kirbydon] 26/11/2010 10:45

Why are they going down down down ?

[exit234] 26/11/2010 10:33

Got to be a bargain. Surely. No debt. Increased earnings base with the acquisitions. 100+ year reputation. Competitiors going bust. History of solid ROE and yield.

Sure, a couple of tough years ahead maybe, but a sound investment.

[mrphil] 25/11/2010 15:15

Agree, just added a few more. ;-)

[jab118] 25/11/2010 15:07

Oh dear

Really rude not to buy at this level IMO. ;-)

[jab118] 05/11/2010 15:41

tedg. mid price is at 126.75.. the mm's has narrowed the spread due to L2 with orders on the book.. a week ago there was no orders placed, so more interest less spread.. good sign