Updates

T Clarke - Record Q4 for sales and no supply chain issues

December 2021

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

TClarke has said datacentre work continues to balloon. Sales for Q4 21 are at a record high and it has not experienced any material shortages that impact its ability to meet delivery on its projects.Even before entering the new financial year, the forward order book has increased to £525m, of which >£320m is already secured for 2022. It therefore expects sales for 2022 of £410m (£30m ahead of market expectations), of which Technologies (data centre and smart buildings work) is expected to be a third. Cenkos forecasts £8m pretax profit for the year about to end lifting to £11m next year. Corresponding eps is 15.5p and 21.2p. Buy. ...

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Tracsis

Reach - Digital continues to accelerate

TClarke - 160p cash offer from Regent Gas (May 2024)

TClarke (April 2024)

TClarke (August 2023)

TClarke (June 2023)

T Clarke (February 2023)

T Clarke (December 2022)

T Clarke (August 2022)

T Clarke - High confidence to beat forecasts (June 2022)

T Clarke - Eps of 21.1p forecast this year (April 2022)

T Clarke - Data centre wins balloon order book to £503m (September 2021)

T Clarke - Cash adjusted PE of 4.7 (February 2017)

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