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
	-15.00p	-6.38%	220.00p	215.00p	225.00p	237.50p	219.00p	237.50p	43,545	15:42:34

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Transportation	133.4	-1.5	-9.7	-	69.16

Braemar Shipping Services Share Discussion Threads

Showing 2401 to 2422 of 2425 messages

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

Date	Subject	Author	Discuss
19/10/2018 18:49	Management here, in my opinion, have demonstrated that they aren't doing a very good job. And sadly, I do believe that weak management performance can outshine the underlying quality of any business	pireric	Read Full Thread Reply
19/10/2018 17:22	The start of this latest sell off is roughly aligned with the FTSE taking a nose dive so it might just be attributable to stop losses kicking in. Either way I'm certainly not expecting fireworks. Minor profit warnings or even just lacklustre results seem to be getting punished harshly, at least among the UK small caps in my portfolio.	psync	Read Full Thread Reply
19/10/2018 15:22	I tend to agree and there were also Director share buys at much higher prices (albeit fairly modest numbers) after the last update. Fingers crossed	pvee	Read Full Thread Reply
19/10/2018 15:00	Can see no fundamental reason for this fall. I hope very much it is not as cs44 is fearing, but shipping rates are getting better and tanker markets are showing signs of recovery too. Meantime, the oil price is remaining robust enough. I guess we shall eat the pudding next Thursday, to discover the proof in it...	edmundshaw	Read Full Thread Reply
17/10/2018 09:08	It would appear that the interim results, due next week, have leaked and they are not going to make good reading. I hope that my supposition is incorrect. The stock held up quite well during the buy back period but has been weak since.	cs44	Read Full Thread Reply
09/9/2018 21:03	Well BMS has held up well given the lousy last couple of months we've had so maybe this is the bottom and time to add?	warranty	Read Full Thread Reply
25/8/2018 00:12	I'm so frustrated with BMS. Oh well.	boonkoh	Read Full Thread Reply
24/8/2018 17:26	You were saying boonkoh??? ;-)	warranty	Read Full Thread Reply
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

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

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