Braemar Share Discussion Threads

[mw8156] 03/9/2006 15:21

Could get squeezed by the weak dollar ?

[smellysocks] 03/9/2006 09:07

Sunday Telegraph (3 Setember) tipped BMS as a buy in a good article by Iain Dey.

[thefod] 30/8/2006 15:09

Agree. However PE now just over 10 for current year less than 10 for next year. Considering over 20% growth, not including aquisition, on the fundamentals this looks good at this price.

looking oversold but would not like to still be in if price dips below 390

[grgkecer] 30/8/2006 11:20

Clarkson's results unimpressive.

[grgkecer] 23/8/2006 15:32

"It is logical that our successful container desk is wholly-owned within Braemar Seascope's broking operation and we are pleased to expand our interest in this important market."

Can't argue with that.

[grgkecer] 21/6/2006 12:56

"Sale and purchase activity has also begun well,
with an emphasis on newbuilding business which will benefit future years as
well. This business, coupled with an increase in our time charter activity,
maintains the forward order book close to a record high level."
Apparently no ill effect from Clarkson's poaching Case and Brynteson, then (see previous post).

[grgkecer] 23/5/2006 16:41

Clarkson PLC
23 May 2006

CLARKSON PLC



Acquisition of Sale and Purchase Team



Clarkson PLC ('Clarksons') confirms that it has now completed the acquisition of
a new Sale and Purchase ('S&P') team.



Clarksons PLC is delighted to announce that Andi Case and Julian Brynteson will
be leaving Braemar Seascope, to join Clarksons respectively as Managing Director
of H. Clarkson & Company Limited, the principal trading subsidiary, and Managing
Director of Sale and Purchase. Additionally, Simon Jones is joining from
Simpson Spence & Young ('SSY') and will add further strength to the London S&P
team. Julian and Simon bring a wealth of knowledge and experience to the S&P
broking business in London and their arrival coincides with the key additions to
our Hong Kong team where Martin Rowe will join from SSY Hong Kong, taking over
as Managing Director of Sale and Purchase, Clarksons Asia Hong Kong. Martin
will be responsible for growing our Asian S&P presence and will be joined by
Marco Chan, also from SSY Hong Kong.

For further information:



Richard Fulford-Smith Clarkson PLC
Telephone: [phone]

Rob Ward Clarkson PLC
Telephone: + 44 20 7334 3160

[philo124] 04/5/2006 10:12

I Agree, I hold modest amounts of both, BMS does look better, but i am hoping for industry consolidation in due course, just being patient.
Regards
Philo

[grgkecer] 04/5/2006 09:59

Rather better results than Clarkson's, as the market reaction reflects.

[grgkecer] 22/3/2006 15:42

Clarkson up 2.5%.

[glennborthwick] 22/3/2006 07:22

great announcement

[grgkecer] 22/3/2006 07:22

That accounts for yesterday's activity.

[wiganer] 19/12/2005 13:04

Damn- shoulda had a punt when I set the thread up...

[grgkecer] 18/12/2005 09:30

Yes. There used to be a lot more discussion on the Clarkson bb, but even that seems to have dried up. Presumably new building has restored the supply/demand balance in shipping and steady growth is now the aim, though container-port operators seem in demand. The outcome of current WTO talks could have some effect.

[deadly] 16/12/2005 18:46

This share seems to be completely ignored, which is how I like it. Should be heading back to 420p soon - at least!

[grgkecer] 29/6/2005 12:19

"In summary the current financial year has opened well and trading to date has
been encouraging."

[allin] 24/6/2005 20:50

Wonder if the proximity of ex-dividend trading will prompt buying on Monday.

[grgkecer] 08/6/2005 10:31

Mineral freight at 21-month low as China reins back

[philo124] 20/5/2005 14:01

I have bought this & CKN today; both undervalued.
Philo

[grgkecer] 18/5/2005 17:07

The results, while good, were very much in line with Clarkson's, and contained no surprises.