Braemar Share Discussion Threads

[onehandeconomist] 09/5/2011 11:20

Agree drop looks harsh although some of this may be around earnings visibility. the divi has been increased but headline margins have compressed. unless there are some reasonable exceptionals, this puts further earnings growth and dividend growth at risk. would have been nice if management had made a comment on this. without it, you wonder if this is hope over plan.

[aleman] 09/5/2011 10:01

4% fall is a bit harsh.(BMS always volatile) Not as good as CKN but a P/E of just under 10 and yield of nearly 6% and rising seems good value for a company which gives good exposure to growing foreign currency earnings.

[go with the flow] 12/4/2011 19:11

Please be carefull guys comparing CKN & BMS as 'like for like'.
BMS has a more diversified business portfolio than CKN.

Must say the chart looks favorable for a rise to previous recent highs before results.

Flow

[squib3] 12/4/2011 16:48

Prelims less than a month away, £6 by then would be nice!

[aleman] 12/4/2011 14:21

CKN has risen further taking the discount here to more like 25%. Looks to be signs of turning, though. Time to have a go at £6?

[squib3] 07/4/2011 13:13

I have been watching the differing share performances Aleman, sold out of Clarkson and bought in here, hoping for a rise up to results.

[aleman] 01/4/2011 13:40

CKN still moving up. CKN up 20% since beginning of MArch. BMS up 3%.

[aleman] 17/3/2011 11:11

Does the market not believe forecasts?

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
28-Feb-11 128.40 14.30 51.68p 8.1 1.1 +8% 25.62p 6.1%
29-Feb-12 132.85 15.65 55.67p 7.5 1.0 +8% 26.12p 6.2%
28-Feb-13 139.85 16.50 58.94p 7.1 1.3 +6% 26.63p 6.3%

[spob] 11/3/2011 16:12

Yes, Clarkson now trading on just four times forecast earnings after net cash !

A bargain price to a potential acquirer.

[aleman] 11/3/2011 16:06

Bit surprised at the lack of movement here after CKN's stonking results.

[ambuchanan12] 07/3/2011 21:37

spoke to a mate of mine who is a tanker broker tonight. asked him if anything wrong with BMS - no to the contrary he thought A Marsh was doing well in the S+P side. so i continue to hold.

[ambuchanan12] 03/3/2011 19:01

is there a problem with this co that i cant find? i own other shipbrokers too and they are performing so much better. i love the divi and its held in my isa but the share price has gone nowhere for a year really. just have to enjoy the divi i suppose..

[muffinhead] 02/3/2011 16:03

Hi Aleman..on my first flight to Dubai about time of Iraq war, my Emirates plane flew over Iranian airspace. At about 3am, perfect sky, I looked down from ? 35000 feet and for at least an hour, I saw very bright lights on the ground ? every couple of miles ... these apparently were the gas being burned off while Iran was only interested in the oil and not the gas. I would have loved to see these at ground level

www.zerohedge.com very good for this sort of info lately...apparently the Germans have 3 warships off the coast of Libya!!

[go with the flow] 18/2/2011 15:14

Curt
The BDI is certainly not helping matters at the moment.
I guess the Somalian pirates have now got most of the stock - must be becoming a problem for them to administer all the ransom negotiations. Wouldn't be surprised if they hire BMS to broker the deals - now that would be a coup!
I'm sure the price will find support soon & don't forget the dividend.
Flow

[curt3] 15/2/2011 10:28

Quite a retrace here on very little volume !! Can this be justified ??

[phillis] 12/1/2011 10:51

Didn't really say anything did it

[go with the flow] 12/1/2011 10:23

Obviously price affected by IMS this am.

I guess we have to wait & see what develops based on this remark from the statement....

"The Group has a significant number of newbuildings as well as second hand vessels delivering in the next few months and the results for the year will depend in part on the timing of these deliveries."

Flow

[go with the flow] 08/1/2011 17:15

Price marking time but if CKN is anything to go by then we may well see a lift soon. If not I think we at least have an underpinning at this level.
DYOR
Flow

[grigor] 23/12/2010 23:12

Positive TS from CKN

[grigor] 20/12/2010 22:33

Big jump up at the close

[go with the flow] 16/12/2010 13:13

Dividend payment of 9p a share very welcome!
Share price will dip to take account of this.
Flow

[go with the flow] 07/12/2010 20:07

Having a breather I guess before the next hike.....or is that too optimistic!

[qs9] 09/11/2010 20:23

Don't often see that sort of rise, very welcome...