Clarkson Share Discussion Threads

[philo124] 16/8/2006 12:17

See The Times today.
Philo

[d4vos] 09/8/2006 09:53

RNS Number:8316G
Clarkson PLC
27 July 2006

CLARKSON PLC

HOLDING IN COMPANY

The Company has been notified that on 24 July 2006 Barclays PLC had a notifiable
interest in Clarkson PLC representing 6.02% of the ordinary issued share capital
of the Company.

The shares are held by five Barclay PLC group companies:

Barclays Life Assurance Co Ltd 102,178
Barclays Global Investors Ltd 746,132
Gerrard Limited 8,600
Barclays Bank Trust Company Ltd 9,940
Barclays Capital Securities Ltd 204,242

END


Background to Clarkson PLC

Clarkson PLC (which is listed on the London Stock Exchange) is acknowledged as
the world's leading shipping services group. Through its unrivalled and
extensive global network of offices it is able to give its clients unique access
to a wide range of shipping services. Clarksons covers shipbroking, research,
publications, derivatives and logistics. Clarksons' strategy is to expand and
develop the group around these key activities.

For further information on Clarkson PLC, please visit the company's website at
www.clarksons.com

[wilmot] 13/7/2006 20:03

Fingers crossed for a successful break through 930p.

[angora7] 13/7/2006 18:28

Could be, volume shown is around 90K, which is higher than usual for the last couple of months, but they're mostly sells, so there must be some large delayed buys to go through which would make volume traded today very large....

[deadly] 13/7/2006 16:38

Sharp rise at the end, on such a bad day too. Maybe somat's afoot..........

[andyh78] 22/6/2006 15:52

From Digital Look

22-Jun-06 Clarkson CKN Panmure Gordon Buy 891.50p 1,300.00p - Reiteration

[cambium] 16/6/2006 10:17

Clarkson PLC, the UK shipping services group, said it is in
advanced talks to buy Genchem Holdings Ltd, a privately owned rival.
Clarkson expects to complete the purchase on July 1, after concluding due
diligence and signing a final contract.

[andyh78] 16/6/2006 09:49

RNS out, set to make an acquisition, no news as to whether ot not it'll be earnings enhancing immediately, but time will tell.
Might finally get that breakout now.

[webuser08] 08/6/2006 19:31

In my opinion this is appears to be a great share. Good P.E, Nice divi. Due for a nice breakout looking back at the 2 year chart. Fingers crossed. As you say being holding well in the recent conditions. This is a company that is undervalued.Good last report.

[idioterna] 08/6/2006 18:09

Angora - follow the link below.

[angora7] 08/6/2006 17:38

OK, OK, I'll carry on holding! I do like the company, just don't like the fact that it seems to be affected so much by the BDI, which is out of the mgmgt control, although theyhave been diversifying over the last year or so. Anybody know what has happened to the BDI during the market decline?

[davebowler] 08/6/2006 17:05

I agree -to rise while others are falling shows great promise.

[andyh78] 08/6/2006 17:02

In a bull market, I would say this chart looks excellent; but the fact that its held up so well in the current market is exceptional.
All IMO, if we get some kind of bounce, or at least steadyness in the market, then this will breakout majorly, toward that 1300p broker target. DYOR.

[angora7] 08/6/2006 15:02

Anybody got any strong views on this share at the moment? I'm tempted to topslice, with MACD and rsi both indicating a drop, but, the way they've held up during the recent market decline and their low pe makes we want to keep on holding. Any views appreciated.

[andyh78] 02/6/2006 09:57

I've got that Crunchie Friday feeling : )

[deadly] 31/5/2006 23:17

Even though 22p XD today, and despite it starting down, finished up. So that's a pleasant surprise after the poor share price performance recently, and the market.

[davebowler] 26/5/2006 14:58

No shortage of news- all good as far as I can tell.

[deadly] 24/5/2006 20:24

Nobody noticd the AGM statement. Like this bit:

"Your company remains well placed to produce another excellent result in 2006"

Still it went down like a damp squib.
Got to be great value at this level, and I'll buy more if it falls.

[bigbobjoylove] 18/5/2006 09:27

chart says back to 850ish and sharpish.

[qs9] 11/5/2006 12:44

take a look at my other posts, but seriously UV vs FSJ and Braemar....one broker a fwe months ago suggested c.60%+ undervalued in comparison....nice to see anotehr broker see this as well

[acm] 11/5/2006 08:19

Plus ex-divi end of month. 22p not too shabby.

[acm] 11/5/2006 08:17

Panmure Gordon reiterated their buy recommendation of 1300p yesterday. Possibly reason for movement.

[goatman] 08/5/2006 16:53

Well I ISA'd a few of these last week. Drop today, but price rose at the close.

G

[cockneyrebel] 04/5/2006 11:38

time for a bounce?

BMS results and outlook was very upbeat today.

CR

[qs9] 30/4/2006 17:41

Another angle, is to say this:

1 company has proven track record, proven management
2 they are proven cash generators and has zero debt, likely to stockpile cash again this year IMO
3 good yield and well covered
4 MORE importantly, FSJ are apparently on a forward rating of 19 in the FT this weekend, and Braemar are on a high rating as well....yet CKN is on a forward p./e (based on Barclays stockbrokers consensus estimates of c.9....and OP to EV of about 6.......SURELY CKN is as good or even worst case "just slightly under" the ratings of Braemar & FSJ, not HALF....

I think market may have got this wrong, and/OR CKN have cr*p investor relations people and communications is poor to the city (hence all the confusion on estimates)......this is the BIGGEST point IMO, that CKN management need to communicate CLEARLY to the market/analysts and build up some support for what they are building....

DYOR etc