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CTO Tclarke Plc

158.50
0.50 (0.32%)
Last Updated: 12:27:46
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Tclarke Plc LSE:CTO London Ordinary Share GB0002015021 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.50 0.32% 158.50 158.50 160.00 160.00 158.00 158.00 59,666 12:27:46
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Special Trade Contractor,nec 491M 6.5M 0.1230 13.01 84.56M
Tclarke Plc is listed in the Special Trade Contractor sector of the London Stock Exchange with ticker CTO. The last closing price for Tclarke was 158p. Over the last year, Tclarke shares have traded in a share price range of 105.00p to 167.50p.

Tclarke currently has 52,850,780 shares in issue. The market capitalisation of Tclarke is £84.56 million. Tclarke has a price to earnings ratio (PE ratio) of 13.01.

Tclarke Share Discussion Threads

Showing 4926 to 4949 of 5125 messages
Chat Pages: 205  204  203  202  201  200  199  198  197  196  195  194  Older
DateSubjectAuthorDiscuss
16/6/2023
11:52
Hospital Project win.



Also this.

igoe104
05/6/2023
20:41
This company is well under the radar, not many have cottoned onto the link yet. News next month, which is bound to be positive.

VLX is another with the link, to AI (cables etc) Some of these picks and shovels under the Radar will do extremely well...

igoe104
05/6/2023
19:59
igoe104
With respect to your comments on AI, I concur.


Recently the whole AI thing has become rather a bandwagon to jump on. But CTO has long since been identifying this (data centres that is) as a driver as per this on their website (posted 3 years ago).



TBH I haven't been shouting about the AI link to CTO because I was hoping to buy more stock before people twigged and started loading up themselves.

I guess the cat is no longer in the bag now!

thorpematt
05/6/2023
14:26
Nice contract announcement with inchcape.



Inchcape plc is a British multinational automotive distribution, retail and services business and the schemes range from Gas free facilities to the full integration of 80 showroom BMS systems nationwide to ensure Inchcape can monitor all energy consumption from one central head end.

TClarke UK South

igoe104
05/6/2023
14:14
With the explosion of AI, any companies that are in the Data centre business should do very nicely..
igoe104
21/5/2023
08:55
To me, this is just a lowly rated solid well run business with no shocks to date. Fairly safe to park some money in and earn a reasonable divi with a bit of capital growth longer term.
owenski
20/5/2023
22:00
Written up in the IC yesterday, seems lowly rated with some prospects.
clive7878
12/5/2023
09:06
The margins are low but that is the nature of the sector. Additionally there is inflation protection built into many of the contract tenders.

Those 2024 forecasts are very handy and Cenkos are also saying that there will be a £9.5m cash pile to add back in by y/e.

CTO has shown really consistent ROE and ROCE figures for the last few years. Despite the generous and growing yield it continues to build book value per share at a high rate. In essence it has many of the hallmarks of a quality business with a tangible moat.

I have held it for a while. Alongside one or two other of my holidings it is in part a play on the growth in its market place for the change to our modern world from an infastructure perspective. But it is also very much about the quality of what the business is able to deliver and the difficulty of reaching the position it has to enable it so do so. Thus far it has taken 134 years to be where it is...I have held the stock for a bit less than that I must add.

thorpematt
12/5/2023
09:01
It's been a well-run business, so I have held these at varying quantities since 2017. Sell a few when the price gets hotter, buy a few when it dips, and take the dividend.

Long term growth OUGHT to exceed inflation, and we have had over 10% of that for 9 months (so getting on for 21% over two years): that SHOULD lift all stocks up at some point (all else being equal)... theoretically...

edmundshaw
11/5/2023
20:05
That would explain the 3pm tick up. Last line states

My 185p fair valuation is based on a targeted PE ratio of 7.7 for 2024 and suggests 28 per cent further share price upside. Buy.

dr biotech
11/5/2023
19:53
Investment chronicle Simon Thompson tipping CTO...
igoe104
10/5/2023
11:57
T Clarke plc issued a positive AGM statement this morning. Trading in the early months of 2023 has continued to be strong, the Board remains highly confident that the Group will successfully deliver its growth strategy with revenues set to exceed £500m for the first time in the current year, i.e. FY revenue growth of at least 18%+. The Group's forward order book has strengthened significantly and now stands at £720m (FY22 £585m). Valuation is attractive with forward PE ratio at 6.7x in the top quartile for the Construction & Engineering sector. The balance sheet is solid, profitabillity ratios are decent. The share price has been drifting sideways for 2 years and lacks positive momentum, other than that there is a lot about the investment case to like. BUY...

...from WealthOracle

kalai1
10/5/2023
11:20
10/05/2023 7:00am

RNS Number : 8475Y

TClarke PLC AGM Trading Update

johnwise
10/5/2023
11:15
Also from Cenkos

It is encouraging to see continued growth momentum in the business, which it expects to be maintained going into 2024. There looks to be significant opportunities across data centres, healthcare and energy efficient smart building solutions and it’s encouraging to see the growth in larger projects. Importantly, the group continues to manage this growth effectively, proactively investing in both resources and capacity to support its growth trajectory. Overall, this is a positive update and should reassure on a number of fronts. This is a well-run business with a clear runway of growth ahead of it. On sub 7x FY23E PE the scope for a re-rating could be significant from current levels and we reiterate our BUY recommendation.

Obviously I should have sold back in March - its does seem a well run company, but I'm still concerned the margins are too thin for this to achieve the growth I'm hoping for. I'll continue to hold short term for a rerating

dr biotech
10/5/2023
09:36
Good to hear, so F.O. over there then.
owenski
10/5/2023
09:06
Switched to GATC which is rewarding
blackhorse23
10/5/2023
07:52
Cenkos note this morning introduces forecasts for FY 24:

Rev £600m (FY 23 500m)
Eps 23.9p (FY 23 18.9)
Div 6.5p (FY 23 5.9)

penpont
10/5/2023
07:48
Very pleased with that update - may have a day in the sun.
18bt
10/5/2023
07:26
Excellent update, the company looks in a very strong position going forward...

Big jump in the forward order book.

igoe104
09/3/2023
15:05
Happy to continue to hold these, dividend rises 10% over the last few years. CTO ssing very little inflation issues. Lots of future pipeline of work, data centres and Hospitals further down the line...
igoe104
08/3/2023
17:26
Zoom webinaer tomorrow at 14.00 should be worth listening to...
igoe104
08/3/2023
15:13
I'm currently up 2% on these, plus last years dividend. So have done OK but not exactly boomed. I'm tempted to sell - nothing wrong with the company except the thin margins on their work. I just don't feel they will achieve either a big leap in revenue or to widen their margins. Hence the share price to drift around a bit. I'll hang in for a few more days though.
dr biotech
08/3/2023
14:03
Those are good numbers and the CTO outfit are a well run business, picked up a few late last year, it seemed an anomalous valuation for where the business was at.
owenski
08/3/2023
10:38
Cenkos comment:-

 Outlook and view: There is strong growth momentum with the group at present,
with significant opportunities in data centres, healthcare and increasingly energy
efficient smart building solutions. It remains focused on delivering its growth
strategy and looks to be well on track to deliver its target of achieving turnover of
£500m by the end of 2023. Whilst the share price has enjoyed a recovery YTD, a
headline FY23E EV/EBITDA of sub 5x does not appear to reflect the clear growth
trajectory at present or the strength of its market position. BUY.

cwa1
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