Braemar Share Discussion Threads

[amencorner] 13/12/2021 08:26

A relation is a subscriber to Growth Co & told me over the weekend that BMS is a recommendation in the December 21 issue.

[rivaldo] 13/12/2021 08:20

I've seen the Buy recommendation in SCSW - was the Growth Company Investor tip also this weekend?

[amencorner] 12/12/2021 18:55

Also tipped by Growth Company Investor

[harry6804] 12/12/2021 18:48

Tipped by SCSW

[whittler100] 12/12/2021 13:51

For any potential investors in BMS, I would strongly advise viewing at least once the recent H1 presentation by the CEO & CFO of BMS on Investor Meet Company & taking notes. Then accompanied by recent trading updates from BMS & CKN, build your Bull & Bear Case to assess the opportunity & of course, risks as we move forward. I posted my fairly lengthy notes on a private site last week. Also just to be clear, I started building a position following that presentation and for now, will sit and wait for a potential rerating possible boosted by an acquisition or two as the deployment of the strategy unfolds.

As ever, DYOR

[whittler100] 12/12/2021 13:08

BMS is a main listing; not AIM. Subsector Transportation Services: Closest other company listed is Clarkson.

[ali47fish] 12/12/2021 12:49

is it on aim? which index please?

[rivaldo] 10/12/2021 12:35

Continuing to bounce - hopefully just the start. Lots more upside from here imo.

[1knocker] 10/12/2021 01:02

Commiserations sphere. I topped up at 234, which seemed good when it had been pushing 300. I sat on my hands all that time it when it was becalmed, and then it dropped back below 200 after I had topped up at 234.... Hindsight is a wonderful thing!

I did buy some Star Bulk Carriers though, before it went ex div - a significant consideration as the divi (paid quarterly) was 23%pa at the price I paid. Even after it went ex div today, I am still in the blue. A ship owner, and seems well managed. The div is artificially high at present of course, because of sky high shipping rates, but even if it halves it will be a nice little earner - and provides a bit of dollar exposure for diversification. If the price stays around current levels and sterling does not weaken unduly I shall probably buy bit more, as I have a lot of divis paying this month; whether covid continues to cause dislocation, or if it does not and world trade grows with a return to normality, shipping rates should remain pretty firm for a while.

[deadly] 09/12/2021 09:40

As usual, strange that it's a tip that moves the share price rather than actual results. Most investors seem incapable of making their own assessments.

[cwa1] 09/12/2021 09:33

Solid share price performance so far this morning

[sphere25] 09/12/2021 09:08

Ah balls! Missed it.

Not a chaser.

Well done to those sharper than me

[rivaldo] 09/12/2021 08:32

Great to see the CFO buying a decent £21,400 chunk of shares - if anyone knows how trading is going it's him. And he's normally the lowest paid exec director, often from a non-wealthy background, so the funds spent are more meaningful.

And tipped on Master Investor too (cheers Tole). Looks like (hopefully) the seller has been cleared out and this ridiculous share price is now set to recover quickly.

[tole] 08/12/2021 18:24

https://masterinvestor.co.uk/equities/time-to-clean-up-with-the-small-cap-picks/Braemar Shipping Services (LON:BMS) – great value not to be missedDid you see this week's statement from this group's peer Clarkson (LON:CKN)?That group reported that trading was upbeat in all its divisions, especially in its broking and financial divisions, with City brokers raising their current and coming year profit projections.Braemar is a real favourite of mine and I see it emulating the Clarkson trends, where that company is on 22.5 times 2022 price earnings estimates.Indications are that Braemar's February year-end figures will be very good and justify a rise back over the 310p level for its shares, which are now just 216p.That 310p peak was reached towards the end of July this year, I predict that the shares will be back there again very soon.Great value not to be missed.

[cwa1] 08/12/2021 17:16

And another modest director, CFO, purchase:-

8 December 2021

Director / PDMR Shareholding

Braemar (LSE: BMS ), a leading international Shipbroker and provider of expert advice in shipping investment, chartering, risk management and logistics services , announces that it has received notification of the purchase of ordinary shares of 10p each in the capital of the Company ("Shares") by Nick Stone, Chief Financial Officer.

Nick Stone bought 10,000 Shares at 214p per Share on 8 December 2021. Following this transaction, Nick Stone's total holding of Shares (including those of persons closely associated with him) is 10,000, equal to 0.03% of the Company's issued share capital.

[rivaldo] 07/12/2021 13:58

Great to see the CEO spending almost £50,000 on more shares. CKN's upwards revision yesterday should have flagged the potentially substantial upside here to many who've been on the sidelines.

[sphere25] 07/12/2021 08:32

That looks interesting. CEO sending a little signal that trading will continue to be strong and maybe even upgraded again?

Price is clearly substantially off its highs and could form a bottom on that CEO buy.

Selling overdone here?

On the watchlist it goes.

All imo
DYOR

[cwa1] 07/12/2021 08:10

7 December 2021

Director / PDMR Shareholding

Braemar (LSE: BMS ), a leading international Shipbroker and provider of expert advice in shipping investment, chartering, risk management and logistics services , announces that it has received notification of the purchase of ordinary shares of 10p each in the capital of the Company ("Shares") by James Gundy, Group Chief Executive Officer.

James Gundy bought 23,000 Shares at 210p per Share on 3 December 2021. Following this transaction, James Gundy's total holding of Shares (including those of persons closely associated with him) is 657,436, equal to 2.04% of the Company's issued share capital.

[rivaldo] 06/12/2021 07:53

CKN's "ahead of expectations" RNS this morning notes that its broking and finance businesses have been performing "particularly well". This must surely reflect well on BMS's prospects too? Especially since BMS has been refocusing on these very same two divisions.

[cwa1] 01/12/2021 15:44

SP looking a little perkier today...so far...

[1knocker] 01/12/2021 00:41

shipping rates have been elevated this year, but have softened recently. Star Bulk carriers is a low cost outfit worth looking at for those who want to diversify a bit within the sector. A ship owner rather than a broker.

[shalder] 30/11/2021 20:25

Might be worth noting that today the CKN share price dropped by a similar percentage to BMS, although the cumulative CKN fall from the recent peak remains much less. This could reflect fears re the impact of Omicron on shipping markets generally. It will still be interesting to see if the upcoming presentation cites company specific reasons for the share price weakness.

[cwa1] 30/11/2021 16:21

Ah, OK, thanks. I picked up a handful more just below 200. Time will tell I suppse!

[tole] 30/11/2021 16:02

Was sold out of the stockopedia SIF folio today hence the weakness.

[cwa1] 30/11/2021 15:49

Was just pondering similar thoughts myself. THINK 150p is over optimistic, but who knows? :-)