Share Name Share Symbol Market Type Share ISIN Share Description
Braemar Seascope Group LSE:BMS London Ordinary Share GB0000600931 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +2.875p +1.12% 260.00p 258.50p 261.50p 260.00p 255.00p 260.00p 40,580.00 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 159.1 9.9 23.2 11.2 78.31

Braemar Shipping Services Share Discussion Threads

Showing 2201 to 2224 of 2225 messages
Chat Pages: 89  88  87  86  85  84  83  82  81  80  79  78  Older
DateSubjectAuthorDiscuss
13/3/2017
07:51
Clarksons results today: down but not badly so. Their outlook: In the short-term at least, shipping markets seem most likely to remain challenging whilst current difficult market conditions and an unusually opaque global macro-economic environment persist, but there are now a number of indicators of improvement in the industry via measurable, if as yet relatively modest, demand growth and a slowing in the new capacity reaching the market.
edmundshaw
27/2/2017
08:38
Yes I had seen the Director deals, they are relativelty small but at least in the right direction. I am a big fan of directors having "skin in the game". The aggregate holdings are reasonable but more aggressive director buying would be very good to see I guess these are going to drift around until the full year results in May.
betman
24/2/2017
10:00
Gretel thanks for that With reduced final divi I make the current yield at 5.38% ( 14p/260p) which is very good when compounded up over years. I guess one risk is further cuts in divi if profits continue falling. Your numbers show the very opposite so I hope they are the more accurate reflection on the future It would be nice to see a share price low which is above the previous one at 235p so there is a definite trend change on the chart One thing that does concern me is the relative BMS performance vs other shipping businesses Ocean Wilsons OCN and Clarkson CKN
betman
24/2/2017
07:19
IIs adding
neilyb675
23/2/2017
22:55
Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield Good luck betman. Having only just bought in I see it as an income share for now. Quite happy if the share price stays steady at around current levels. Recovery would be a bonus
gretel1921
23/2/2017
10:46
Gretel thanks for all the data, could I be a pain and just ask what the heading of each column is I am new to BMS so would appreciate your views on the business going forward. My take is that with upgrades to Worldwide GDP growth I see these as a recovery share
betman
21/2/2017
21:59
Div Yield 9.7% 5.3% Div Cover 1.3 1.3 Op Mrgn 6.5% 5.5% ROCE 33.3% 2012-02-29 133.47 9.79 39.05p 9.9 -0.4 -27% 26.00p 6.8% 2013-02-28 139.68 9.65 34.47p 11.2 -1.0 -12% 26.00p 6.8% 2014-02-28 125.53 8.96 33.51p 15.2 -5.4 -3% 26.00p 5.1% 2015-02-28 145.60 5.13 32.28p 14.3 -3.9 -4% 26.00p 5.7% 2016-02-29 159.12 9.93 34.70p 12.1 1.6 7% 26.00p 6.2% 2017-02-28 138.52 2.98 7.65p 35.7 -0.5 -78% 14.00p 5.2% 2018-02-28 139.41 7.65 18.45p 14.5 0.1 141% 14.25p 5.3% 2019-02-28 144.80 8.50 19.33p 13.4 2.8 5% 15.33p 5.7%
gretel1921
01/2/2017
06:06
definitely re-assuring seeing all these managers buying their own company
neilyb675
31/1/2017
10:30
Director / PDMR Shareholding - HTTP://www.investegate.co.uk/braemar-shipping--bms-/rns/director-pdmr-shareholding/201701311010285927V/ David Moorhouse (Chairman) bought £124k at 252p on 30/1
speedsgh
30/1/2017
15:49
Director / PDMR Shareholding - HTTP://www.investegate.co.uk/braemar-shipping--bms-/rns/director-pdmr-shareholding/201701301539175006V/ NED Alastair Farley bought £49.5k at 247.5p on 27/1
speedsgh
26/1/2017
19:47
Yes of course I know that - you don't take the obvious point This is that their report of 8 months ago was in a very short time completely off beam What value the latest one? I know Edison I have employed them - when they were a start up operation They are the Southend United of the Premier League
phillis
26/1/2017
18:53
Phillis. Your reference to Edison's analysis from 8 months ago is a little out of date. Edison has done a couple of reports since then as well as one (which has been referred to on here yesterday) following the recent statement: http://www.edisoninvestmentresearch.com/research/report/braemar-shipping-services597572/full
grahamburn
26/1/2017
17:28
I spoke to the Company re the definition of an "appropriately covered dividend" and was guided that in time this would be in the range of 1.2/1.5x So if a 14p dividend is covered 1.2x then eps would need to be 16.8p This would require profits attributable to shareholders of £5m + EDIT Oh and BTW this is the Edison research from 8 months ago http://www.investegate.co.uk/braemar-shipping--bms-/rns/edison-issues-outlook-on-braemar-shipping-services/201605201537119156Y/
phillis
26/1/2017
14:51
Director / PDMR Shareholding - HTTP://www.investegate.co.uk/braemar-shipping--bms-/rns/director-pdmr-shareholding/201701261444272408V/ Wife of NED Jurgen Breuer has now bought £48k worth at 241p. At least there is no sneaky pre-Trading Update sale by a PDMR tacked onto the bottom of this rns!
speedsgh
25/1/2017
18:48
I have checked up, and based on a legal source, clearance to deal is required for the PDMR by an appropriate (designated) board member or designated PDMR. Also the clearance should have been denied. This appears to be a cut-and-dried failure to comply with FCA guidelines on listing rules and, if the FCA takes the issue up, could result in a sizeable fine either for poor controls or for non-adherence - this is irrespective of whether any detriment to the market or investors has occurred. Of course there is a question about whether the FCA will bother given the size of the deal, but it is definitely not OK. ref: hxxp://uk.practicallaw.com/9-518-6569?service=ld
edmundshaw
25/1/2017
18:42
Trading statement at similar time last year so update hardly a surprise Anyway a PMDR should ask permission It seems he didn't and was tardy in advising the Company anyway A call to the FD seems appropriate
phillis
25/1/2017
18:21
I would welcome some clarity from the co re this PDMR transaction 5 days before a company announcement with major share price impact, as by that point there would already be at least draft documentation in existence.
shalder
25/1/2017
17:48
Just got in and saw that RNS. Clearly it was a closed period, he knows he is a PDMR and presumably would have needed permission from the company to trade, and I can hardly believe that he was just lucky. So it looks pretty wrong to me.
edmundshaw
25/1/2017
13:52
Interesting RNS just out. Alongside the director buying I see Kevin Gorman (MD at Cory Shipping) sold £47,000 of shares at 306p on 18th January - just 3 working days before Monday's disastrous trading update. He's evidently a very perceptive - or lucky - guy. EDIT - sorry speedsgh, posts crossed!
rivaldo
25/1/2017
13:48
CEO & a NED dipping into their own pockets. Relatively small amounts (£39.5k & £49.8k) so not taking too much comfort from it. They were bought yesterday at 249p. Also slipped in at the end of the rns is notification that a PDMR sold just under £47k worth at 306p on 18 Jan. Trading Update was released on 23 Jan so would seem rather fortuitous timing! How that isn't insider trading I don't know. Not impressed! Director/PDMR Shareholding - HTTP://www.investegate.co.uk/braemar-shipping--bms-/rns/director-pdmr-shareholding/201701251336521083V/
speedsgh
24/1/2017
19:03
I agree. 14p seems to be the consensus view. Obviously depends on trading in FY18 but they have a very robust balance sheet.
topvest
24/1/2017
14:43
The clue is in the trading statement where it says: "The Board's intention for the medium and longer term is to pay a dividend appropriately covered by earnings from underlying operations." That covers the Board's back, though is slightly ambiguous with the words "appropriately covered by earnings" - is that covered once, 1.5 times or what? However, IMO the Board wouldn't have given the indication of a cut to a 14p dividend this year, only to cut it again next year. So, guess that Edison have it about right predicting the same for next year.
grahamburn
24/1/2017
12:16
Agree with all of that.
shalder
24/1/2017
11:33
I am not expecting a dividend at 26p any time soon either. Just think that reducing the dividend to around 13p-15p is enough provided markets recover through the cycle. That is what Edison are indicating, and their information should be more based on some contact with management. But they have left themselves wiggle room in case conditions continues to be tough, and obviously they would not want to have to make a further cut.
edmundshaw
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