Tclarke Share Discussion Threads

[standish11] 23/3/2020 19:31

Extract from Simon Thompson’s update today:-

A PE ratio of 4 suggests a collapse in earnings for many years to come which is completely at odds with how the company is trading. Buy.

[squarepeg86] 23/3/2020 10:59

2 large buys this morning @ 250k and 100k

[grahamburn] 23/3/2020 09:30

Speedy Hire are hardly the same type of business as T Clarke, though undoubtedly the current situation may well affect the operational capabilities of the latter.

[owenski] 23/3/2020 07:15

Speedy hire, same sector support industry giving realistic C-19 comments today, unlike CTO.

CTO will be feeling the effects soon enough.

[owenski] 22/3/2020 10:18

This is from Italy, but it's reckoned UK is a couple of weeks behind -

"Businesses have been asked to close all operations excluding "essential" supply chains. Work on building sites will be stopped apart from those working on hospitals, roads and railways."

Could have the same measures here. I dont think CTO are being realistic in their recent forward statements.

[cc2014] 20/3/2020 15:00

No comment on L2? 400k buyer at 76, another 100k at 74, 249k (which is a part filled 250k from the other day) at 72 and 50k at 69.

100k ish of sells soaked up today at 80.555

50k lumps going through yesterday.


None of this is usual. 400k is nearly 1% of the total share capital.

[royaloak] 20/3/2020 08:06

400K on the Bid at 76p

[edmundshaw] 19/3/2020 14:11

Legal and General is on a yield of 12%. Hard to imagine this is anything other than utter panic or forced selling...

I am now overweight in LGEN and here.

[cc2014] 19/3/2020 11:19

Morning all.

Not sure what to say really. In normal times the results would be seen as stellar and we would be moving up to 150p.

However, it's not normal times and I guess your view on the shareprice depends on how far you are looking ahead. Since the government model on the spread of Covid-19 is changing daily I'm not sure I'm able to quantify it any more than they are.

I do have a belief that having worked out the worse case scenario on Covid-19, efforts over the days, weeks and months will turn to mitigiation and solution strategies

[edmundshaw] 19/3/2020 10:36

Can add here at 80p right now... EPS 18.8p, dividend 4.4p (yield 5.5%) covered four times.

Construction is probably one of the better sectors to look at right now, and hard to beat CTO for quality.

[owenski] 19/3/2020 09:09

That's last years results, which were very good. However, I believe they are being ignorant or disingenuous over this coming year re- Covid. Projects are likely to be delayed, possibly some cancellations and any London area potential lock down is not factored in. The next half years results are not likely to look so rosy, imo.

[santangello] 19/3/2020 08:14

Content here, will now accumulate accordingly whilst sub 100p.

[edmundshaw] 19/3/2020 07:50

Superb results, 10% dividend hike and very bullish considering all the challenges of Brexit and CoViD-19.

[squarepeg86] 18/3/2020 13:36

Very tempted myself, just worried that we might not be anywhere near the bottom. Did not think we'd see these levels ever again. My first buy was around here in early 2018

[santangello] 18/3/2020 13:32

In for more today....looking forward to tomorrows RNS :)

[lasmo] 17/3/2020 10:05

Hint of blue in a sea of red

[symbiote] 16/3/2020 16:54

Yes, looks like a good buy point. It will be interesting to see how the pipeline is affected when the peak is over.

[kneecaps2] 16/3/2020 16:43

I am the proud owner of 15000 @ 82.5 !!!

[owenski] 16/3/2020 16:03

Whole company worth 35m, the virus will go, economies will recover.

[edmundshaw] 16/3/2020 14:39

Probably too early, but I couldn't resist adding at 83p...

[squarepeg86] 15/3/2020 14:42

Thanks Fred! I thought as much but haven't been investing long enough to see times like this before. I'm in long term but I did say to myself if it dropped back to 100ish I'd go back in for more, short term. Thanks for sharing your view.