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
  +9.00p +3.42% 272.00p 266.00p 272.00p 272.00p 263.00p 263.00p 21,214 16:20:14
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 139.8 -0.6 -1.7 - 81.92

Braemar Shipping Services Share Discussion Threads

Showing 2326 to 2349 of 2350 messages
Chat Pages: 94  93  92  91  90  89  88  87  86  85  84  83  Older
DateSubjectAuthorDiscuss
12/1/2018
15:02
Afternoon. Just had a modest nibble here at about 260 to get back aboard after a long absence. Nothing more than a speculative punt ahead of any TS and hoping-but not expecting-that most of the bad news is in the price already. Would certainly be nice to hear that they've turned the corner and looking forward expectantly. Good fortune to all holders here.
cwa1
12/1/2018
11:39
Anyone know why the baltic dirty tanker and dry index fall each new year period?
smicker
24/12/2017
17:41
Shipping Market Festive Review of the year - Clarksons 'At this time of year, icy conditions are not uncommon, but the warmth of the festive season is usually enough to melt even the coldest of hearts. Going into this year, shipping market activity might have still felt pretty iced up for many, but increased activity in a number of core areas in 2017 has seen the shipping market temperature rise a little... Checking The Thermometer In general, our ClarkSea Index provides a helpful way to take the temperature of industry earnings, measuring the performance of the key ‘volume’ market sectors (tankers, bulkers, boxships and gas carriers). Since the start of Q4 2008 it has averaged $11,816/day, compared to $23,667/day between the start of 2000 and the end of Q3 2008. However, earnings aren’t the only thing that can provide ‘heat’ in shipping. Investor appetite for vessel acquisition has often added ‘heat’ to the market in the form of investment in newbuild or secondhand tonnage, even at times when earnings have remained challenged. To examine this, we revisit the quarterly ‘Shipping Heat Index’, which reflects not only vessel earnings but also investment activity, to see how much hotter or colder 2017 has really been. Not Quite So Cold Now? This year, the Shipping Heat Index (see graph description) shows us that things, though still chilly, have been warming up a little. In 2016 the quarterly index averaged 37.4. This year it has averaged 49.4, an increase of 32% on 2016, and in Q4 stands at 46.1, up 25% year-on-year. Q3 2016 saw the lowest reading in the featured period. This year’s peak at 55.0 in Q2 was still some way below ‘hotter’ levels seen sporadically since the financial crisis, with newbuild investment in particular still limited, but was much closer to the average since Q4 2008 of 59.6. Thaw Goodness Sake One factor behind this has been that, on a broad basis, earnings have started to improve this year. The ClarkSea Index has averaged $10,718/day, up 14% on its average level in 2016 (the lowest since the 1980s); there have been marked improvements away from the bottom of the cycle in the bulker and boxship markets. Hot Money? Meanwhile, the investment side has seen an even more positive, if still mixed, picture. Contracting, although more than 40% up on full year 2016 in value terms, remained limited at $53bn in the first eleven months of 2017. S&P investment meanwhile has seen an active year. Around $19bn so far is an improvement of nearly 55% on 2016 (and the fourth highest annual level since 2008), reflecting that, albeit with many distressed assets out there, investors perhaps harbour warmer feelings towards the markets. Still Wintry, But Warmer So, the shipping markets still look like a chilly environment. However, although earnings alone suggest a slight thawing in conditions, a wider view of the temperature of the shipping markets points towards a greater degree of heat, with S&P investors in particular helping to bring back some much-needed warmth. Have a nice holiday season.'
mount teide
12/12/2017
20:27
All good points. I would only add that at the point of issuing the results for H1 on 23 October, they would already have a partial fix on H2 from the state of the FOB at that date so it must have been enough to justify the Chairman's statement that "We are in line to meet our objectives for the full year."
shalder
12/12/2017
18:31
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. Since BMS has an overweight exposure to the oil tanker sector and the equally weak oil service sector, the market may be speculating on a weaker H2 result than Clarkson's, whose more diversified shipbroking exposure should be more aligned to the performance of the BDI.
mount teide
12/12/2017
16:40
Just had a look at the chart for 2016, there was a similarly big fall in the share price at precisely the same time (i.e. 14/12) last year, so your theory may well be right - could some of it be employee related sales?
shalder
12/12/2017
16:09
Your comments make sense to me - personal window dressing looks a possible cause. Nothing in the last trading update suggests otherwise.
shalder
12/12/2017
15:36
I'm always suspicious of large falls near year end where a share has had a poor year but the volume isnt large enough to be a fund selling. Maybe some personal window dressing for year end? Doing that myself this week truth be told.
smicker
12/12/2017
15:32
The VLCC spot market has been very weak lately but I would not think that explains the big fall in the BMS sp, plus this is not evident with CKN.
shalder
12/12/2017
14:30
Had a quick look at the BDI to see if that had come off but its making yearly highs and up circa 80% this year. Anyone any idea why we are off 10% in a few days?
smicker
06/11/2017
13:36
Some encouraging news for BMS, whose stockbroking portfolio is heavily weighted to the tanker sector. Lloyd's List - today 'The crude oil shipping industry will require about 45 more very large crude carriers to meet growing demand for China's oil imports, according to BIMCO’s latest assessment. With China importing crude from more distant regions compared with 2016, tonne-miles generated have increased 18%, translating to 33m tonnes of extra crude oil demand, or around 900,000 barrels per day on average over the first three quarters of the year. LNG shipping’s bull cycle has kicked off in earnest with earnings hitting a three-year high amid winter demand from Asia and rising exports from Australia and the US. Charter rates for 160,000 cu m vessels are hitting $60,000 per day in some areas – up by more than a third from last month.
mount teide
23/10/2017
14:05
Some positives: Braemar will eventually come out of the cyclical downturn in the shipping market. Current share price is low compared with proven earnings over the last ten years. Braemer is one of the leading players in its specialist markets and is run by seasoned managers.
turbocharge
23/10/2017
13:54
Despite the recovery in the Baltic Dry Index, their interim results are disappointing. Assessing the long-run, sees Braemar failing to increase their margins, while productivity per staff is collapsing. For more and other companies’ analysis, click http://bit.ly/2z1DYXs
walbrock82
23/10/2017
13:47
I'll be topping up if the offer dips below 290
turbocharge
23/10/2017
09:51
"As expected, the tanker markets continued to soften. The Baltic Dirty Tankers Index dropped by 19% from 835 at 28 February 2017 to 677 at 31 August 2017." This is currently back up to 896. One data point worth noting possibly alongside the BDI
smicker
23/10/2017
09:25
Investment case looks intact to me, plus interim dividend at the top end of what could reasonably be expected with the stated policy. I'm staying with this.
shalder
06/10/2017
15:51
Me too. Interim results due 23rd.
shalder
06/10/2017
15:15
Nice to see the spread come in. Got a few more
smicker
05/10/2017
07:15
End Sept Euroclear Report - Stock on Loan Data: 0.49% - Braemar (0.53% - Aug) 2.93% - Clarksons (3.19% - Aug)
mount teide
28/9/2017
11:48
RNS Number : 0702S Braemar Shipping Services PLC 28 September 2017 Admission to Trading of Consideration Shares and Total Voting Rights On 7 September 2017, Braemar Shipping Services plc ("Braemar") announced the conditional acquisition of the entire issued share capital of NAVES Corporate Finance GmbH (the "Acquisition"). Following completion of the Acquisition as announced on 26 September, Braemar is pleased to confirm that the Consideration Shares have been admitted to the Official List of the Financial Conduct Authority and to trading on the main market of the London Stock Exchange. In accordance with the Financial Conduct Authority's Disclosure and Transparency Rule 5.6.1, the total number of ordinary shares of 10 pence each in the capital of Braemar in issue as at 28 September 2017 is 30,631,925 with each share carrying the right to one vote. Braemar does not hold any shares in Treasury.
turbocharge
26/9/2017
15:19
Results of General Meeting Further to the announcement by Braemar Shipping Services plc ("Braemar") on 7 September 2017 in connection with the conditional acquisition of the entire issued share capital of NAVES Corporate Finance GmbH (the "Acquisition"), Braemar announces that all resolutions put to the Shareholders at the General Meeting held today in connection with the Acquisition were duly passed by the required majority on a show of hands.
turbocharge
26/9/2017
10:42
NOTIFICATION OF MAJOR HOLDINGS Downing LLP 5.1% Date on which the threshold was crossed or reached: 22/09/2017
turbocharge
14/9/2017
12:42
TC - this is very interesting news - Braemar's LNG containment system could have very significant commercial potential, particularly in the small scale LNG sector which is expanding rapidly. Hamworthy Engineering a British company cracked the design code for a commercial small scale LNG reliquefaction plant. It proved a company changer and saw the 120p share price on flotation of this longstanding engineering company rise to 824p when the company was acquired by Wartsila, largely for its LNG technology and patents. I took a major portfolio position following successful commercial trials of the Hamworthy LNG plant on a Qatar Government $350m LNG newbuilding, and held it through to takeover. The Qatar Government went on to order 48 of these small scale reliquifying plants @ circa $5m each for their LNG newbuildings over a 4 year period. With LNG sector technology, since the engineering barrier to entry is so high and safety so critical, the LNG system supplying company almost without exception will also secure a 20-25 year life of ship maintenance contract for each system. AIMHO/DYOR
mount teide
14/9/2017
11:58
New LNG containment system designed by Braemar Group expected to be approved by Bureau Veritas soon As disclosed, Braemar is in “advanced stages of approval” for the system, which is “particularly suited to small scale LNG including bunkering although not size limited.” This was stated by Andy Bright, Director, Braemar Engineering, while speaking on the advanced technology and very precise engineering requirements around containment systems and propulsion options at the London International Shipping Week (LISW) being held from September 11 to 15. hxxps://worldmaritimenews.com/archives/229803/braemars-new-lng-containment-system-to-get-approval-soon/
turbocharge
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