Braemar Shipping Services Share Chat (BMS)

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
	+1.50p	+0.58%	261.50p	258.00p	265.00p	261.50p	257.50p	260.00p	28,168	15:41:18

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Transportation	133.4	-1.5	-9.7	-	82.21

Braemar Shipping Services Share Discussion Threads

Showing 2401 to 2421 of 2425 messages

Chat Pages: 97 96 95 94 93 92 91 90 89 88 87 86 Older

Date	Subject	Author	Discuss
13/8/2018 15:11	I wouldn't be surprised to see BMS start testing the 300p mark soon.	boonkoh	Read Full Thread Reply
13/8/2018 12:22	As expected, with the Baltic Dry Index rising close to 50% since Q1/2018, the world's largest shipbroker Clarkson's has experienced a stronger Q2/2018 across most of its main shipbroking and sale&purchase markets. The oil tanker market although still the exception is now seeing green shoots, moving up strongly off multi year lows; vessel charter rates have increased by over 100% since the start of Q3/2018 which should bode well for H2/2018 and 2019. Likewise the oil services sector, has recently made a bottom and entered a new cyclical recovery phase following a brutal 5 year recession which brought the industry to its knees. Clarkson's highly expensive takeover of Platou some 3 years ago - a specialist oil tanker and oil services sector shipbroker - could not have been more badly judged/timed but, following an awful post acquisition period should now start to generate better news and results going forward. Oil tanker rates dropped over 10 fold peak to trough following Clarkson's takeover of Platou and the oil services sector completely collapsed, with large sections of many major fleets put into long term lay-up. With many sectors of the shipping markets forecast to be at/close to a demand/supply balance for the first time in a nearly a decade in 2019, the shipping markets should now continue to strengthen into this new shipping /commodity cycle recovery stage, which like all previous recovery stages will come with the high stomach churning volatility these markets are renown for. The shipping and commodity markets may not be for the fainthearted, widows or orphans perhaps - but for those with the constitution to withstand the volatility, with careful stock selection the once in every 15-20 year recovery/boom stage of these long term, highly cyclical markets offer investors the opportunity of tremendous multi year outperformance compared to the wider market indexes.	mount teide	Read Full Thread Reply
13/8/2018 10:33	Obviously a kick up from the good Clarkson update this morning?	warranty	Read Full Thread Reply
07/8/2018 16:25	edmund - a year ago were no US sanctions crafted to close down Iranian oil exports - the overwhelming majority of which has historically left the country on very large crude carriers. The mere threat of Iranian sanctions has been probably been responsible for much of the downside pressure on tanker charter rates in 2018. Having spent a month in Basra, Iraq and Kharg Island, Iran on shipping related matters as a much younger man: places where the June - August average midday temperature is 40 - 50 degrees centigrade, i have nothing but admiration for anyone that has to live in such places.	mount teide	Read Full Thread Reply
07/8/2018 11:16	Hm, "fleet growth is likely to remain a key challenge through at least the end of 2019" - a year ago it was the end of 2018, into 2019. That has been put back a bit. Still, rates and capacity have to turn in our favour in the end, just need to wait a year more it seems...	edmundshaw	Read Full Thread Reply
06/8/2018 16:42	Delivery of new LNG carrier to Uniper Global - HTTPS://www.investegate.co.uk/braemar-shipping--bms-/rns/delivery-of-new-lng-carrier-to-uniper-global/201808060700078464W/	speedsgh	Read Full Thread Reply
06/8/2018 10:05	warranty - such has been the collapse in tanker charter rates over the last 2-3 years i suspect drip feeding resources into BMS over the next 12 months could prove very rewarding over a 3 year outlook. BMS's shipbroking business earns a fixed percentage of each charter contract - so, BMS would see some very serious revenue upside should charter rates return over the next few years to even 50% of where they were in 2016 AIMHO/DYOR	mount teide	Read Full Thread Reply
06/8/2018 09:46	Interesting post again MT, could this be a good time to add in BMS in advance of a pick up next year and onwards for the currently depressed tanker market. The dividend is reasonable for now whilst waiting and could pick up quickly with increased profitability.	warranty	Read Full Thread Reply
30/7/2018 19:07	Spooky - 'Mount Teide, i don't remember you posting that you had 'sold out of Braemar at a small loss and re-invested the proceeds into much more diversified sector leader Clarksons'. You have primarily talked about the fact that they are well positioned for a recovery over the long term. Slight change of tune?' As mentioned previously, BMS are heavily overweight in the oil tanker and oil service sector - after signs of a positive improvement during last year that sector again fell back to daily rates that were barely one tenth of those achieved in 2015/16. This was why i switched by BMS funds over to a long term position at CKN which is more diversified busienss. DR2 'In fact teide posted the rosy parts of the latest BMS statement on the CAML thread.' I posted the elements of the update on the CAML thread that are relevant to CAML - notably the strong performance of the dry bulk sector, in which unfortunately BSM remain very much underweight! Additionally, i like to see NoN Execs in these type of companies with strong shipping/ports backgrounds - Clarkson's over the years has greatly benefitted from having such people on the Board - BMS needs to do more in this respect as their business performance is increasingly suggesting that their current Board is technically and operationally under qualified.	mount teide	Read Full Thread Reply
30/7/2018 18:42	Halifax sharedealing	neilyb675	Read Full Thread Reply
30/7/2018 13:49	What broker do you use? I haven't had my dividend yet. I'm with IG and they usually send it out next working day but sometimes it can take longer, which makes me anxious. I should look into changing as I'm not into spreadbetting or CFDs and they've stated that they don't really want infrequent buy-and-hold investors, as evidenced by their recently added inactivity fee. It's a shame as I like the platform a lot and the costs are still very low, even with the inactivity fee.	psync	Read Full Thread Reply
30/7/2018 12:34	Divi reinvested at 260p	neilyb675	Read Full Thread Reply
28/6/2018 12:33	Double lol	neilyb675	Read Full Thread Reply
28/6/2018 12:10	In fact teide posted the rosy parts of the latest BMS statement on the CAML thread... hmm!	danieldruff2	Read Full Thread Reply
28/6/2018 08:02	Mount Teide, i don't remember you posting that you had 'sold out of Braemar at a small loss and re-invested the proceeds into much more diversified sector leader Clarksons'. You have primarily talked about the fact that they are well positioned for a recovery over the long term. Slight change of tune?	spooky	Read Full Thread Reply
27/6/2018 17:22	They have drifted the last couple of years for sure. Perhaps someone will scoop them up in the post-Brexit slaughter of British business.	danieldruff2	Read Full Thread Reply
26/6/2018 16:26	Also if QS has something to say, imo it is worth listening. Sold at a small loss.	shalder	Read Full Thread Reply
26/6/2018 16:05	Braemar's performance since the BDI bottomed in Feb 2016 and entered a new shipping/commodity cycle recover phase has been characterised by two issues. Firstly, the management decision to go heavily overweight in the oil tanker sector and service sector in 2014/15 - the market crashed shortly afterwards and is still only in the very earliest stage of recovery. Secondly, this is a Shipping and Ports sector company with no one as far as i am aware at Board or Senior Management level having any first hand senior management experience or professional qualifications for either industry. I wrote back in January: 'The bulk carrier, container and LNG tanker spot markets have performed strongly in H2, while the oil tanker spot market has been much weaker by comparison. As BMS is overweight the oil tanker sector and the equally weak oil service sector, the market may be speculating on a weaker H2/2017 result than Clarkson's which has a more diversified shipbroking exposure. This scenario continues to play out in comparative valuations, with Clarksons breaking out to set a number of new all-time highs while Braemar continues to weaken. A tale of two shipbrokers! Being heavily overweight in the oil tanker and oil service sector did BMS no favours after tanker rates weakened in mid 2016 just as a surge of new capacity hit the sector. The comparison with sector heavyweight Clarksons more diversified shipbroking approach is stark. Since mid 2016 the relative share price performance is astonishing considering they both operate in the same industry: -40% BMS +75% CKN ' As posted last year, i sold out of Braemar at a small loss and re-invested the proceeds into much more diversified sector leader Clarksons, after feeling Braemar's management were likely to continue to underperform as a result of poor decision making. It seems nothing much has changed since to the prospects of the oil tanker and service sector and composition of the management to suggest a turnaround in their fortunes relative to Clarksons.	mount teide	Read Full Thread Reply
26/6/2018 15:20	>>Can anyone post a link to the Arnold article?>> https://uk.advfn.com/newspaper/glenarnold/47860/braemar-a-humdinger-agm-verbal-fisticuffs-fd-resignation-and-i-sell-immediately	zho	Read Full Thread Reply
26/6/2018 15:16	Can anyone post a link to the Arnold article? There has also been -ve feedback on Twitter from the BMS AGM by Mark Bentley who is a highly respected investor & director of ShareSoc - HTTPS://www.sharesoc.org/about-us/directors/ HTTPS://twitter.com/marben100/status/1010654426581880833	speedsgh	Read Full Thread Reply
26/6/2018 14:54	This may have taken quite a hit from the Arnold article. I know ex-div occurred last week but around 5% fall today...	kiwihope	Read Full Thread Reply

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