Clarkson Share Discussion Threads

[cambium] 17/1/2008 11:49

good write up at BMS

[quickmind] 16/1/2008 09:00

"... to make a provision against the claims of £6 million ..." As the total claims by Sovcomflot and Novoship is USD67 million, the question is whether there's more provision on the way. Could anyone shed some light on this issue.

[qs9] 16/1/2008 07:10

Hopefully market will like the following:

"substantially ahead of market expectations"

and discount the one-off provision against the litigation.

Lets see

[cambium] 08/1/2008 10:41

bdi off over Xmas but starting to rise again now an dset to hold for at least the next two years

[qs9] 21/12/2007 18:06

Interesting to see broker in paper tipping BMS due to high shipping rates at the moment, surely this will benefit CKN enourmously as well?

[minuteman] 12/12/2007 17:29

correct, its gotta be one of the best shares around to keep creaming 10% on the dips

[cambium] 12/12/2007 14:21

and if you get back in at 950 it will be a re treat :o)

[minuteman] 11/12/2007 07:02

Same here. I think I called that one a treat ;-)

[sambessey] 10/12/2007 17:16

Wow huge fall today- Managed to time my exit perfectly for once :)

Will look for a reentry point circa 950p.

[minuteman] 06/12/2007 08:40

potential double top forming for a fall back.

A rate cut should mean it goes up as pound will weaken against dollar, probably will hold the rate and lower price short term in CKN.

All circumspec, just my opinion

[sambessey] 04/12/2007 14:28

Yep just sold out myself with a view to get back in

[minuteman] 04/12/2007 07:21

Great to trade though!

[amitkoth] 03/12/2007 13:01

seems to swing up and down this .. so wouldn't get my hopes up - no news scheduled afaik

[sambessey] 27/11/2007 16:41

On the rise again :) :) :) 1100p on the cards?

[deadly] 23/11/2007 21:35

thanks minuteman, nice when things go well for once. This market often makes me think I'm losing my mind when cheap stocks keep getting sold off.

[harrykewell] 23/11/2007 21:00

Don't forget the 12% yield on GOC.

[minuteman] 23/11/2007 08:07

Wake up chaps!

GOC have sold 70% stake at 165p, now trading at 125p. Nice one deadly, I followed you in.

[deadly] 22/11/2007 17:54

GOC is very illiquid so moves a lot on a few trades. Only needs one seller like there seems to have been yesterday with two 40k sells.

[sambessey] 22/11/2007 06:08

Very interesting... I'm a big fan of shippers and see it as a fairly robust investment through virtually all kinds of market/ economic conditions... What has made GOC receive such a hammering?

[deadly] 21/11/2007 19:56

CKN has resisted all the gloom elsewhere so sold out today and switched into GOC - which has been hammered the last few days, but is on lower PE and faster growth.

[minuteman] 21/11/2007 13:04

Deutche bank building a stake 3% notice just posted... lovely

[nurdin] 17/11/2007 13:36

you guys looked at GPRT? Worth a peep there....also in shipping but possibly a customer of CKN

[cambium] 17/11/2007 13:18

sammu, have you got a link

[minuteman] 16/11/2007 14:39

Dollar getting stronger, very good news for CKN

[sammu] 13/11/2007 22:55

BDI got a write up in the FT Lex column today, generally positive.