Braemar Share Discussion Threads

[cwa1] 25/7/2014 15:22

Joined the club here at 500p yesterday in the hope of medium term performance. I see that the ACMS merger has just been announced as being effective, hopefully that will bring something to the party.

[mach100] 08/7/2014 18:28

Any acmg holders got a view on which the best option is? Max cash, mixture of cash and shares or max shares? Interested to hear any views but will act on my own instinct of course.

[topvest] 21/5/2014 11:50

Bought a few of these today. Quite a spread on them unfortunately, but like the results and merger. Once ship broking rebounds then things will be looking very good indeed.

[grahamburn] 19/5/2014 14:05

Been advised by their corporate affairs department that results will be tomorrow, 20th May.

[speedsgh] 19/5/2014 13:18

Going by previous yrs, results should be sometime this week although they were a week later in 2009. They also don't seem to consistently release a Notice of Results rns so wouldn't be too concerned.

[trytotakeiteasy] 19/5/2014 13:05

are they thinking of releasing results anytime this decade?

[deadly] 13/2/2014 21:12

Fallen to an attractive price. The IMS wasn't that bad:

".........expected to result in Group profits for the year being modestly below management expectations."

Still on a 5% yield.

[ryandj2222] 11/2/2014 22:10

It seems to generally be about 10 points/2% - not as bad as some others! I hold.

[wllmherk] 30/1/2014 21:04

I like the look of this stock, but, why the massive spread ?

wllm

[rivaldo] 17/1/2014 08:22

BMS was on my watchlist (I'm a former holder), but it's looking pretty expensive now methinks.

Forecasts are for 36.7p EPS, but it looks like BMS will now come in with say 33p-34p EPS. That's a P/E even at 520p of around 15.5. A P/E of say 11 would give a 370p share price.

The 26p divi will probably support the price to some extent.

I won't be buying back in unless the price is considerably down from here.

[mach100] 17/1/2014 08:20

Getting a pasting today! I do wonder about oil related stocks as many seem to be getting hammered. Fall is probably overdone but I think many will be banking profits after a good run up. I wonder will it go sub £5.

[mach100] 17/1/2014 08:18

Ouch Lucky I got out, This is getting whacked. Top of the losers board. Would loved to have sold at 580p but got out at 542p. Damage limitation :)

[mach100] 17/1/2014 07:55

Well spob I am out this morning. It has had a good run up and there is a modestly below expectations warning in there. Will revisit on weakness but think I will switch back to Hunting now.

[mach100] 02/1/2014 21:28

Freight rates on the BDI have more than doubled since the first half and nearly 3 times the average of 942 of the same period. The weakness of the US dollar is a concern as a large proportion of the group's income is US$ denominated. But there is a lot of slack in the market after a few poor years. I am a holder up to 590p to 600p.

[spob] 02/1/2014 19:17

don't worry about me on the shore

there are many boats in this ocean

[mach100] 02/1/2014 16:44

Well up another 8.5p today. It certainly has momentum. Will see if it has more legs before it fizzles out. The trend line is really up though and it tends to move on small trades. Rebounds are usually fast and it recovers quickly which means better to be aboard than on the shore.

[spob] 02/1/2014 16:17

taken good profits

price looks fairly valued at the mo that's all

not the bargain it was when i bought


good luck to those still holding

[mach100] 02/1/2014 14:25

Any reason for selling GO? Is it up with events? I was disappointed with the results and would have sold then. But it has really going up since then with only hitting resistance. I think it might make 600p to be honest and it pays a divi. i am hanging in for a bit more upside.

[spob] 02/1/2014 10:13

sold this morn 560p

[go with the flow] 15/12/2013 19:30

Wow - new all time high having broken previous double top!
Flow

[mach100] 12/11/2013 21:59

Hmm I was slightly disappointed considering they had a really strong run up to the results which were solid but underwhelming. Pleasantly surprised that they have continued to rise and break yearly highs without any real hint of a retrace. I wonder if can get past 560 though.

[ryandj2222] 29/10/2013 20:11

Decent enough as expected results today.

[mach100] 08/10/2013 20:44

Love this company! Love the upward trend too. It can be a bit choppy but is a good solid hold in any portfolio.Hopefully it can steam ahead to £10 but is meeting resistance at £5 ATM.

[this_is_me] 26/9/2013 17:00

Really taking off!