Member Info for sidge2222

I understand your frustration, Ade.

GB metals and mining is up 73.9 % in the last 12 months, whilst POLY is down 4.2%.... It is extremely frustrating and makes little sense. Lets hope the market is late to react and us patient investors get rewarded. GLA

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I have just been reading on Simply Wall Street and their in depth analysis and forecasts have CTO's fair value of £2.55!!!!! Lets hope this great rise continues for us all. Good luck everyone :)

Hi QD.

I thought the exact same. The trading volume has significantly increased compared to our usual levels. Ex-divi is only 3 days away so that could be playing a part, however, I've never seen this level of trading volume with CTO so maybe something else is happening that we're unaware of.

It makes little sense, Ade. I'm sure it'll rise as we approach the ex-divi date though.

The fundamentals here are outstanding, short term dips are not great to see but in the long term they shouldn't make any difference. GLA

Ade, I came on today to ask the exact same question. Each day that I have checked there are much more buys than sells, yet, the SP has decreased... It makes zero sense.....

First time buying into POLY for myself. I didn't hold any miners but the fundamentals are incredible here so I didn't want to miss out. I will be topping up if they stay at these prices and will be looking forward to a solid div payment. Good luck all, and happy to be here :)

So, the positives are that CTO generated profit in 2020, despite lockdowns, COVID outgoings and a 3.7m one off restructuring cost, which will inevitably save money and increase future profits. The forward order book is at a record high, and this does not account for delayed, uncompleted work in 2020 due to lockdowns etc. They have kept the dividend and appear extremely optimistic about the future, with record revenues of 500m anticipated.

The negatives, imo, are the increased debt to profits ratio, and I suppose the general uncertainty that all sectors are facing. The quotes below stood out to me:

"In common with many businesses throughout the UK, TClarke faced significant and unprecedented challenges in 2020. It is therefore particularly pleasing that TClarke has remained profitable and our average daily net cash balance was positive throughout 2020. It is also a year in which emerging opportunities for top line growth allows us to announce a three year plan to deliver £500m of revenue whilst maintaining our margins.

As we look forward the opportunities for growth before us are of a considerable scale, we are extremely well positioned to take advantage of opportunities particularly in Data Centres, Healthcare and Smart Building Technologies.

Swift and effective management responses and actions in response to the pandemic have positioned us strongly for the future. Our forward order book stands at a record £456m, an increase of 13% on the year. This increase is not represented by work delayed from 2020. It results from new projects, many from existing clients who value our stability, our relationship with them, and our proven ability to deliver quality.

As I look forward into 2021 and beyond, I am optimistic. TClarke is very strongly placed to continue to grow and deliver outstanding performance and results. This comes from the success of its strategies and deliveries, the quality of its products, services and methods, and from the strength and depth of its client relationships."

Finderskeepers, can I pick your brains regarding simply wall street please mate? I tend to manually research companies based on their updates, but I've recently come across SWS . Would you recommend a subscription with them?

;)

Welcome to the CTO club, Nicton.

Onwards and upwards from here :)

Please correct me if I'm wrong, but the £178m purchase of CEMEX will have reduced profits, but, will advertently raise profits significantly in the near future.....?????

Revenue actually remained the same, which, considering the pandemic, is actually quite amazing... Assets have increased, as has free cash flow. However, expenses have expectantly increased, bringing profit down.

Hopefully it won't dip too much and it'll recover in the coming months. GLA

MASSIVE buys have been going through! This is just the start :)

There have been a lot of huge buys going through. It's only a matter of time now before we see more significant rises.

Holy s**t! Just seen! Someone has bagged 6 millions worth!!!!!

Hi Ade.

That's good to hear. Thank you for sharing that with us. I have been invested in Breedon for a couple of years now and, despite continuous growth, the SP has been quite rocky. I think its only a matter of time before we see some incredible rises :)

Thank you for that info, Scooby.

That is excellent news. I wonder why they haven't updated us with an RNS? I should stop being lazy and check their website, I just assumed that any news update would have made its way to us via an RNS.

Definitely a good time to top up then. Lets hope it's the excellent news that we know this company usually delivers.

That's interesting. Lets hope for a good update. They reduced their outgoings in the initial lockdown, so, now, profits should be even higher whilst the SP is still massively undervalued!

Fingers crossed for a positive update

Its interesting because, over the last 5 years, revenue and profit have increased year on year, yet, the SP remains practically the same....

Overvalued previously, or undervalued now? That's the question I think we all know the answer to.

I have been closely following the trading activities over the last few weeks and I have noticed significant amounts of high volume buys creeping through. Literally hundreds of thousands. I wonder if there is some inside knowledge about the fast approaching trading update?

GLA