Primary Recommendation

T Clarke - Electrical contractor with buoyant order book on low PE

June 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.

Sometimes a micro-cap can languish in the box marked “deep value” for many years because they are too small for the tracker funds to bother with but there are occasions when they can take off spectacularly, particularly when on the cusp of a new growth era. I think that mechanical & electrical contractor T Clarke could belong to this camp following a useful meeting with CEO Mark Lawrence and CFO Trevor Mitchell last month. Carrying out this type of work requires precision, strong cost control and timeliness - clients hate late work – and Clarke enjoys an excellent reputation within its main markets of infrastructure and commercial property development. One thing that struck me is that 90% of its business is from repeat customers, whi ...

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TClarke (June 2024)

TClarke (May 2024)

TClarke (September 2023)

TClarke - Huge growth in data centre business drives order book gains (July 2023)

T Clarke (April 2023)

T Clarke (March 2023)

T Clarke (January 2023)

T Clarke (September 2022)

T Clarke - Order book up 24% year-on-year (July 2022)

T Clarke (April 2022)

T Clarke (March 2022)

T Clarke (January 2022)

T Clarke (September 2021)

T Clarke - "Activity remains at a high level" (September 2002)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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