Tclarke Share Discussion Threads

[hvs] 21/3/2014 09:33

50K gone thru @ 74p

expect a SPIKE soon.

[hvs] 20/3/2014 16:31

Time to make DOSH.

[hvs] 20/3/2014 13:54

And the share price is improving.

[hvs] 19/3/2014 07:40

Like I said THE RECOVERY HAS STARTED.

[joan of arc] 18/3/2014 10:01

All the cash gone, bad debts and virtually zero margins. I guess all that's left for them is to be optimistic! It will be a long haul before this looks like a good value play.

[hvs] 18/3/2014 07:27

A very creditable result and a divi increase.

The recovery has begun.

[hvs] 06/2/2014 15:02

Its all about the BALLS.

lol !!!!!!!

R Ball 17 Jan'14 - 07:51 - 1241 of 1248

it's a profit warning in my book. expect -20% at open

[coolen] 17/1/2014 14:20

Does it not beg the question as to whether the director should be dealing ?

The query contract is of sufficient size to stand out in today's rns and the directors must surely have much more info about it (either good or bad) than other investors.

[ddahj] 17/1/2014 12:26

To me this statement says little but:- no rights issue for now. One contract is causing difficulty I guess quantum £5 to £10m. Business should still recover to value business at one fifth of T/O. Director purchase last week has been a distraction.

[envirovision] 17/1/2014 11:08

wonder how much is at stake

[a0148009] 17/1/2014 09:55

The warning was there in the IMS on 19th November, and obviously no comment on margins in this statement. CTO have always flattered to deceive periodically there are always banana skins in their path, 1m cash in hand does not count for much.

"Current trading continues to meet the Board's expectations. However, we are finding it increasingly challenging to agree final accounts promptly. The timing of final account payments will determine our year end cash position, but in the meantime our balance sheet strength enables us to take a robust approach to contract negotiations."
AO

[r ball] 17/1/2014 08:11

I suppose so. but the wind has gone out of the sails.

[gargoyle2] 17/1/2014 08:10

How about -6% ?

[r ball] 17/1/2014 07:51

it's a profit warning in my book. expect -20% at open

[huttonr] 17/1/2014 07:44

Not a very encouraging statement today - seems to boil down to:

'we are still arguing over a major contract but luckily we still have a bit of cash in hand'

I was hoping for something better but this puts a bit of a damper on things.

[ddahj] 16/1/2014 07:46

I agree with Dozey1, share price could treble. Some similar businesses have gone out of business helping the competitive position. Main danger is cash flow from late payments on old contracts. Also could be bought on the cheap by another company.

[mreasygoing] 15/1/2014 20:28

One thing is certain the chart looks great ! Plenty more upside to come yet. Buy the dips !

[micos] 15/1/2014 20:08

Well thought out reply Dozey, compared to the previous two posters.

[dozey1] 15/1/2014 18:11

The pendulum that is property is still swinging in the positive direction, and commercial lagging the housing market. My feeling is that CTO has further to go. They have continued to pick up contracts through the downturn, and have built a strong reputation. Now it is time for margins to increase a tad, and profits rebound to levels of five years ago. In the mean time the net cash and maintained divi lends a element of security, and also the possibility of takeover by a services company with an eye on their customer list.

[meanreverter] 15/1/2014 17:09

Why should the issue of whether these shares are a good investment now depend on the price that Mr X paid for them 2 years ago or on what Mrs Y paid 5 years ago?

[micos] 15/1/2014 14:23

I have held these for two years and am almost back to a profit. One more push tomorrow and the sell flag will be prompted. Do you think this is worth holding for further growth?

[ddahj] 10/1/2014 07:16

IMS 17th,
(Investors Chronicle had 10 Jan)

[meanreverter] 09/1/2014 16:37

According to Google, an interim management statement will be posted on 17 January. So the odds are that this will be positive.