|Braemar Seascope Group
||EPS - Basic
||Market Cap (m)
Braemar Shipping Services Share Discussion Threads
Showing 2151 to 2174 of 2175 messages
|if we are I hope its a gd one lol|
|Are we expecting a trading update soon as per last year?|
|nice picking up some momentum now.
|If oil picks up £5.|
|I'm hoping for one Gateside and after Clarkson's hope it's a positive one and the dividend is held. If that happens we should see a major uptick and hopefully a rise back to fair value around £4 in my view. Fingers well crossed.|
|Trading update last year on 14th January, so hopefully we'll soon get an update.|
|Full steam ahead (hopefully)|
|are we going to close above 300
|We shall see...|
|insert 'overly' before 'optimistic'.|
|350p VERY much on the optimistic side for a few months....|
|No resistance until 350p ?|
|Looks like the worm could be turning, guess we are looking for a close above 340p
to signal a break out.
|Short trading statement from CKN.... earnings on target for 2016|
|Looks as though it may be trying to gain some traction.|
|Anybody selling a stock i hold is a nasty piece of work as far as i am concerned. Currently only hold a starter position.|
|he sounds like a nasty piece of work....|
|He still appears to be loitering around this morning, i don't currently have the confidence to take him out. I have never been convinced by management so i will probably need some more hard facts before piling in.|
|Hopefully it was just year end selling by a fund to remove a losing position from their figures.|
|There is a fairly persistent, sizeable seller. I agree with you on the valuation,the question is whether there will be one more lurch lower.|
|Well, I value it at over 400p so have been increasing my holding quite a lot at 275p. The dividend may be cut but remember they're also going to receive 2mm from the sale of the Baltic Exchange in H2.
The broking division should make 8mm even with the depressed rates, which, given 20% tax and a PE of 15 gives a value of 100mm. Logistics makes 2mm which on a PE of 10 after tax gives 16mm value. So those two divisions alone are worth 380p. They have an average net cash position during the year so nothing off for that so even if the technical division is worthless (which it isn't) that's 40% upside.
If you estimate around 1 x sales for the technical division since it's a people rather than a product business, that gives a total value of 450p.
There's always a chance of more nasties in the technical area but it wouldn't surprise me to see them bid for by someone like Fisher.|
|If the dividend is halved there will be a progressive policy and the dividend will recover, as will earnings with the shipping cycle.
With patience, this share will be profitable as long as management continues doing an OK job and shipping is not superseded with, say, teleportation, or antigravity :-)
Of course if your target is 25%+ capital growth per annum, perhaps this is the wrong share for you. Though, realistically, no-one achieves that kind of return year after year without a massive dollop of luck.|
|if the dividend is halved its still over 4% I'm not saying it will or won't be just not that great a deal really well not in my eyes anyway|