Tclarke Share Discussion Threads

[p bear] 19/8/2011 21:15

What are you expecting div wise then?

[jonwig] 19/8/2011 11:30

O - you aren't expecting a divi of 8.5p for the full year are you? That would be unwise.

[orchestralis] 19/8/2011 11:13

Me watching to. Yield +11% now

[mrphil] 15/8/2011 15:45

Blimey have you tried delivering anything to their Westfield site?! You almost need a personal recommendation from the Queen!

[mrphil] 10/8/2011 14:20

Well done Monkey Puzzle, nice quick profit there!

[monkey puzzle] 10/8/2011 12:54

Now we'll see if this has the strength left to move back up to the next point of interest...85p..maybe asking too much today.

[monkey puzzle] 10/8/2011 09:27

Very happy with my buy point earlier this week here.

[monkey puzzle] 09/8/2011 19:45

Are you HVS positive? You sound like you have a dose of something nasty in you.

[hvs] 09/8/2011 19:37

Have u got balls ?

They are very nutty.

[hvs] 09/8/2011 19:36

Have u got balls ?

They are very nutty.

[monkey puzzle] 09/8/2011 19:35

I prefer nuts

[hvs] 09/8/2011 19:31

Have a nana and then u will get the answer,

[monkey puzzle] 09/8/2011 18:25

I wonder how much work will be coming here after this week's events?

[monkey puzzle] 08/8/2011 18:25

Can't see much more downside here so bought today fwiw.

[mrphil] 08/8/2011 16:20

Anyone have any idea why this seems to be being hit even harder than most?

[goliard] 05/8/2011 09:44

Finally it's dropped through the magic 80p mark in style. Only 72p if you need to sell. Starting to look like decent value, but I think I will wait for the next trading statement.

[mark1000] 26/7/2011 19:35

lord Gnome - Yes for many City types and keen PI`s its in the price but the guy who invested for his 12p or 13p 10% divi knowing its halved may sell out and head for Greek bonds or whatever pays a higher dividend giving rise to a short term opportunity to buy under 80p I have held this view for about 2 years I am not a shorter not brave enough and have it on my watch list.

My guess is management will say order book improving but margins remain tight the Olympics ahould provide additional opportunities and overall 2012 is anticipated to be an improvement on 2011.

[lord gnome] 26/7/2011 08:47

I think the divi cut is already baked into the price. Any move in the share price will be dominated by the outlook statement.

[mark1000] 25/7/2011 18:40

When they announce a big cut in the interim dividend halved to 2p share price may fall to 80p giving an opportunity to buy into a company with say an ongoing 6p div - with the share at 80p = 7.5% yield. With 2012 likely to be better than 2011 one can look forward to the share going back to a 1.00 so giving an annual return of 26p on an 80p investment equating say to an annual 30% + return. Would feel a lot happier if the directors were of higher calibre seem exceedingly pedestrian also seem to have no great desire to invest their own money in the company so for me it will be 30% return and sell.

[pifedayo] 18/7/2011 12:15

Henderson Global Investors must like it as they have increased their holding.

[envirovision] 18/7/2011 09:23

yes shocking and whats worse is looking at the medium term tend on the graph there is no telling where the bottom could be.

[calahan] 18/7/2011 09:01

This years interim dividend is very likely to be cut to the same degree as the final dividend was (from 8.75p to 4.25p). The last interim dividend was 4.25p, so this years is going to be around 2p - 2.15p. Most brokers are forecasting the total dividend to be 6.38p, which gives a ~7.5% yield at today's price.

Thought I did well recently by slowly building up a decent holding here at below 85p (to add to a few I picked up at ~110p at the end of last year). But today's drop shows I should have waited a bit longer. Plan on holding for 3+ years anyway, so hopefully won't mean much in the long run. But the new low is still a bit annoying all the same :( (especially if it falls below 80p). Hopefully the interim results will bring a bit of positive news to get the price back above the £1 mark. (All IMO)

[masurenguy] 18/7/2011 08:39

Down 5% again today on no newsflow and miniscule volumes. Share price has more than halved over the past 15 months and is also down 35% since the start of this year.

The company has no debt and a forward order book equivalent to a years sales. Last years yield is the equivalent to circa 10% at the current shareprice and the trailing PER is under 10. Even if this years dividend was halved it would still be attractive at 5%. The May AGM statement was very cautiously optimistic so one should not expect any significant deterioration in H1 performance - results are due on August 26th. Fall in the price seems to reflect poor sentiment rather than deteriorating fundamentals.

I've been watching this stock for the past year but have remained on the sidelines so far. However the value is looking more attractive by the day and it will be interesting to see whether the price has bottomed out or whether there will be any further decline in the 5 week run up to the interims !