Tclarke Share Discussion Threads

[flagon] 16/12/2019 12:10

Trading Update due on 30/1/20 from financial calendar on TClarkes Investor Relations web page.

[santangello] 16/12/2019 12:02

Guys, I cannot find the date for the January 2020 Trading Update. Anyone been more Columbo-like than me and found it ?

[lasmo] 16/12/2019 12:00

CC014 well said. The only additional comment I would make is, data centres and CTO overall strategy to improve margins by focus on technology associated with intelligent buildings etc should also lift company P/E ratio.

[cc2014] 16/12/2019 11:30

The EPS 17.7p is the 2019 figure which will end in 15 days.

Is historical and has no growth in it going forward. Was produced before the election result and the committments to huge infrastructure spend. And ignores any potential large orders for data centres as the number is historical (up to £100m a centre).

The election would seem to have significantly de-risked investment in all construction stocks for the next 5 years as the industry does not have the capactity to immediately turn on additional work, which based on basic demand and supply ecomonics will lead to rising prices and margins.

T Clarke are better placed than most due to their large salaried workforce, rather than subcontractors who will quickly move to wherever they can get the best money.


(As an aside given the Conservative committments to the North based on election results I now see HS2 going ahead. Not that T Clarke will be interested in HS2 but more that this will keep the likes of NG Bailey very busy and further assist in turnover and margin improvement at T Clarke)

[cheshire man] 16/12/2019 09:54

Positive move on the chart this morning :-)

[santangello] 15/12/2019 20:12

As I have commented recently, it is only the distressed (still lurking) seller holding the share price here imho.An example of that being the MM play on Friday. Some observers would call the days price movement as pretty shocking based on the market backdrop of catalysts boosting certain sectors, one of which CTO sits in. The patient and educated investor here will be hoovering these up at current bargain levels, because once the seller clears, the move North will/should be quite sustained and leggy.....I am long, but 150/160p as the next pause for breath looks conservative (pardening the political pun).

[edmundshaw] 15/12/2019 09:44

A fair article, mfh.

But it misses a key ingredient. One of T.Clarke's big strengths is its training and retention of technical staff. In my view, that is a key to its success and growth potential.

[mfhmfh] 14/12/2019 13:08

hxxps://masterinvestor.co.uk/equities/big-possibilities-at-tclarke/

[cc2014] 13/12/2019 10:25

Suspect MM have got some left over buy orders from yesterday they are struggling with as they are sitting on losses on their position atm.

Certainly they aren't that interested in making a market at the moment. Possibly busy with higher cap stocks.

Cenkos house broker on 18pt spread. Was about 10pts yesterday when trying to keep book flat but 4pts a week ago. For the house broker that's taking the mickey and needs adressing if they keep it there long term.

Winterfloods on 15pt spread. 90% of the time they work on 5pts and the otehr 10% on around 8pts, so they aren't interested either.

CFEQ at 15pt spread which is about 5-7pts more than usual.

Only N+1 and Peel making any effort at 8&9pts respectively and interesting they are both sitting on the bid at 124 suggesting they would be happy to accept stock from sellers.


Not really bothered. With most of the builders up 10%+ and most construction up 7.5% T Clarke will move in due course.

[mfhmfh] 13/12/2019 09:40

Tories have a majority. Uncertainty over Brexit now surely over.

This is what CTO said in their half-year report on 1st of August:

'Our long-standing client base, particularly in the London market, is frustrated by the ongoing political uncertainty and we are seeing some new schemes being held back as a result. Despite this, we remain busy and there are many active discussions with our clients indicating that schemes could be accelerated once the political situation becomes clearer.'

[cheshire man] 13/12/2019 08:17

Good to see a move up this morning :-)

[manrobert] 10/12/2019 15:17

buyers and sellers more evenly matched today though sale price reduced by 4p looks a bit harsh,

[santangello] 09/12/2019 12:01

Agree CC....some mug selling going on out there, but to each their own.

[cc2014] 09/12/2019 11:39

Looks to me like 120p is holding with ease, buyers are being made to pay the very nearly the full 123p and a MM is collecting all the stock being sold at 120.55p for someone

Seems likely the share price will break upwards away from 120p soon as all the sellers willing to sell at 120p have nearly run out.

[manrobert] 05/12/2019 11:24

should have waited till friday after simons tip in I,c

[manrobert] 05/12/2019 11:24

should have waited till friday after simons tip in I,c

[cwa1] 05/12/2019 09:56

Blimey, must be short of Xmas spending money!!



The Company announces that on 5th December 2019, Andy Griffiths, a PDMR of the Company, sold 4,400 ordinary shares of 10p each in the Company at 118.45p per Share.

[manrobert] 04/12/2019 12:49

market makers certainly like fiddling with prices

[manrobert] 04/12/2019 10:21

th ink you are right.i bt 7500 earlier at 119.25

[cc2014] 04/12/2019 09:27

I've been watching the trades for a few days now and it seems to me someone is collecting all the stock they can get below 120p. More examples this morning as within 90 seconds of the 20k sell at 117.25, someone has bought them off the MM at 118, or rather if you look closely at the trades there is more than one party buying.

I can't help but feel that most of the short term traders who bought before the trading update will have moved on now and the flow of sellers from these traders will slow down leaving our buyers with a decision to make as to whether they start paying more.

[mfhmfh] 03/12/2019 11:14

15,000 buy followed buy a 10,000 buy both at 120p.

[lasmo] 03/12/2019 08:34

This is probably what sent it higher yesterday www.investorschronicle.co.uk/comment/2019/12/02/tclarke-s-investment-opportunity/

[cc2014] 02/12/2019 15:04

T Clarke presenting at Shares (marketing arm of AJ Bell) Growth and Innovation Forum on 11/2/20 in London.

Sponsored/jointly hosted (I'm not sure which) by Cenkos