Tclarke Share Discussion Threads

[igoe104] 23/4/2020 10:52

4th May- I hear.

[santangello] 23/4/2020 10:32

.....alas my hoovering has temp stopped due to funds...but I am nicely loaded up here.I note more construction focused companies are coming out of this forced hibernation.

[igoe104] 23/4/2020 10:26

YEP, regent gas certainly have a plan ? its a great time for them hoover up the loose stock. They are privately owned so they can keep there cards close to there chest.

[santangello] 23/4/2020 09:20

Regent listening to you igoe ???

Another positive RNS.

[squarepeg86] 23/4/2020 09:20

RNS just out to say that Regent have increased their holding to 15.35%.

[igoe104] 22/4/2020 16:17

Several of my companies I own, the directors have purchased a decent amount of shares. and the share price improved significantly with those companies. Same old story with these directors. That's why the share price has underperformed for many years.

God only knows what the share price would be without Regent Gas share purchasers, I'm in hope they take the company over, ill take £1.25 at the moment.

[igoe104] 22/4/2020 15:55

This share is getting bad to worse, whilst other shares in my portfolio are improving this continues to go backwards. its a quality business that keeps underperforming on the share price side of things. This would make a great takeover target.

P/E of less than 5 and with a decent cash-pile, why wont the directors buy some shares ?

[lasmo] 22/4/2020 10:15

Not sure if it’s true but heard a rumour that Battersea will be back to work at end of April. Anyone else know about this?

[jeff h] 17/4/2020 09:49

As I alluded to above, large London building contracts are seeing construction work starting up again.

Multiplex where Clarke have contracts for at 22 and 100 Bishopsgate as well as one Nine Elms have began returning to site:-

[santangello] 14/4/2020 17:34

Thanks Jeff.Hope you are keeping well my friend :)

[jeff h] 14/4/2020 12:22

The below suggests to me that large construction jobs should be back up and running sooner rather than later:-

[edmundshaw] 09/4/2020 10:12

Agree. Maximum flexibility retained...

[santangello] 09/4/2020 08:11

Prudent and the use of the word postponed rather than cancelled is key.

[skinny] 09/4/2020 07:14

"The final dividend, which was due to be paid on 22(nd) May 2020, requires approval by shareholders at the AGM, therefore the postponement of the AGM means the final dividend will be postponed accordingly. In light of the market uncertainty arising from COVID-19, the Board will keep the appropriateness of the Group's proposed final dividend for 2019 under review".

[amch] 09/4/2020 07:09

Hmmm. I think the cancellation of the final dividend is the bigger news in today’s announcement.

[jeff h] 07/4/2020 16:02

A lot of the London contracts are on hold such as 1 Triton St (British Land) and the McAlpine work (ie Peninsula Hotel), having said that contractors are looking to return to site with Mace now returning to jobs and contractors at Battersea hoping to re-commence later this month. I think that Lendlease (which CTO have jobs with) have continued to work but could be wrong on that.

Nice to see the manufacturing side "working flat out" for multiple locations with lots of NHS work:-



Another CTO article highlights work continuing remotely:-

[igoe104] 07/4/2020 15:54

every other one of my other 20 companies up apart from these ?

[johndoe23] 07/4/2020 11:02

Market makers not helping with spread!

[santangello] 07/4/2020 10:40

Wise follow up to my simple post ThorpeMatt, and I echo your thoughts/observations.Once again the 'Shrewdies' are buying today....

[thorpematt] 07/4/2020 10:24

Well the value was there even prior to this crash in indexes.

I perceived that CTOs contracts would be largely unaffected by COVID moving forward. Any businesses with which maintainence contracts / work is held, may reduce in size theoretically (for any which go bust).

New build contracts should continue as before - except of course be behind schedule.

Mid to long term it depends on the wider economy (as do all stocks).

Strong management
Strong balance sheet
Largely unaffected business model

..were my 3 criteria on all recent buys. This got ticks, so in the words of Mz Grande, i bought it.

[santangello] 06/4/2020 18:05

I have added yet again.Interesting to see most recent trades of the last few positive sessions have almost all been buys......Looks like I am not alone in spotting value ?We'll see.

[igoe104] 06/4/2020 18:04

It's a mistake for anyone to sell just before a new tax year. Shares generally get jump with new ISSA money.

[edmundshaw] 06/4/2020 18:01

CC2014, I think you are making a mistake. Although it is impossible to tell at this moment, I have every expectation that business will be starting up again in May, albeit at a suppressed level and with some restrictions - pubs, clubs and football matches may stay closed for some time yet.

But if everyone is provided with and wears masks in public, and high levels of testing and tracing are (finally!) implemented, there will be no need for the general draconian lock-down once infection levels have dropped and deaths declined to perhaps single digits per day. Treatments and outcomes will also improve even before vaccination is available...

[igoe104] 06/4/2020 14:10

Everything up in the market apart from these.