Share Name Share Symbol Market Type Share ISIN Share Description
Clarkson Plc LSE:CKN London Ordinary Share GB0002018363 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -10.00p -0.38% 2,600.00p 2,595.00p 2,605.00p 2,630.00p 2,565.00p 2,610.00p 29,092 16:35:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 337.6 42.9 98.8 26.3 788

Clarkson Share Discussion Threads

Showing 4526 to 4547 of 5125 messages
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DateSubjectAuthorDiscuss
11/11/2008
04:50
From Coxe's Q&A: "Ted spread down through 150" ============ The iron ore companies are renegotiating with China in particular what the prices will be and once they've got a new pricing structure although China's steel prices are down, China is continuing with its infrastructure development. The Chinese economy is not collapsing and they still have got to carry forward their 30 year plan of having 200 cities of more than a million population to permit the migration which will be the greatest migration in history of people from small farming units of one and two hectares into the city because one and two hectare farms do not produce the extra food that's needed to support urban populations. So the Chinese will not abandon that strategy. They've reduced their interest rates and reserve requirements three times in a short space of time. This is the fastest response from China on record. Therefore at some point what you're going to be able to do is see cargos flowing again. The other thing is that because of the banking crisis you couldn't get bankers willing to put up the money for the trade credits needed that you could ship it and you'd know you'd get paid in a bank draft at the other end. The banking system had just basically shut its doors. So the reliquification of the global banking system which will be virtually complete once we've got the Ted spread down through 150. My prediction is that once the Ted spread is down there you're going to see a sharp leap in the Baltic Dry Index. The prospect that you were going to load up a ship and send it out and you weren't going to be paid at the other end was enough that you weren't going to bother chartering a ship to do anything. /more: http://freefilehosting.net/download/41ggk
spob
10/11/2008
15:34
Chinese are double-announcing stuff already announced. Wonder where they learned that?
sandbank
10/11/2008
13:33
If Chinese stimulus is so large, will they not need to continue importing raw materials to achieve this spend AND therefore will the BDI not have to rise to cope with the demand? Thoughts please as BMS and CKN would therefore rise sharply if that is the case......fact that miners have all rebounded 10%++ today suggests market thinks they will continue to sell lots to China, so why not BDI moving??
qs9
06/11/2008
16:53
Cannot see BDI getting any lower, so a potential bottom found here
minuteman
31/10/2008
09:44
It would be encouraging to see some buying by directors
robcoo
31/10/2008
08:56
@clompie Maybe not....
dom001
30/10/2008
11:43
Looks like we have all missed the bottom - for now
clompie
29/10/2008
17:05
I don't believe that debt is a problem. Cash of £84m (up from £64m) at the half year after paying the litigation settlement figure was almost sufficient to pay all current liabilities, and the business is clearly highly cash generative. Net funds, after deduction of borrowings, amounted to £32.3m (2007: £10.7m). Whatever the problem, it isn't apparent to me from the half year figures
robcoo
29/10/2008
16:16
C&R Agreed share price movement looks very odd. Noted that they moved into financial services - could be problems here as timing could not have been worse (in a general sense) Also do not know how they traded futures - If they got this wrong could have created a very big hole. not that I know anything just speculating on why the share price has fallen so fast. They also have relatively high level of borrowings at £50.8 million - Not sure when it has to be renegotiated. Will have to do more digging.
pugugly
29/10/2008
15:24
Cosimodo You're quite right up til yesterday- but look what's happened now! I have in mind moving back in to CKN since it is now priced as if it were threatened with insolvency, yet its half yearly results were excellent. But I have a lingering worry that some one knows more than I do about the company since the share price movement over the last two days appears totally illogical. If the price continues to drop I hope that the company will make an announcement in order to remove the uncertainty.
robcoo
28/10/2008
20:23
If it had not been for the Russian business I think CKN would be at least 10% higher. Roboco, I think the BMS and CKN Sps correlate incredibly. The CKN Sp has been very close to 2X BMS's since the end of June. If you look at a ADVN graph with both on it the lines keep crossing. Clarkson's Sp seems to do odd swings of 120p and BMS about 40p. as there has been a lot of volatility but recently, the prices have not diverged by more than 10%, for periods, longer than a week. That spread could be due to just a couple of medium sized trades in opposite directions However the combined trend does seems to be levelling out. Both firms are beginning to look good medium/long term investment prospects but many buyers probably await improving news on the LOC front.
cosimodo
28/10/2008
11:12
I don't understand the lack of correlation between this and BMS. BMS produces good half year results, makes a reasonably confident statement and the price goes up. CKN, in essentially the same market, goes down over 8%. Can anyone explain this?
robcoo
22/10/2008
13:01
I made loads on this one too---but I am going to hang on before going in again
nickhertford
20/10/2008
11:35
i agree FF
bluenose851
17/10/2008
10:58
i hope so, I import from China! BUt i dont wanna see clarkson go down
bluenose851
17/10/2008
00:31
BDI falls make stock market and commodities falls look kinda pedestrian. Soon it will be free to charter a ship !
woracle
15/10/2008
20:00
Woracle, I am afraid you might just be right
cosimodo
07/10/2008
23:01
That wasnt long coming. 450 now a cert in todays markets.
woracle
30/9/2008
23:09
BDI collapsing down another 9% yesterday at 3217, with Panamax down a spectacular 19.5%. If these remain at 5 years lows for any length of time, share price won't hold for much longer.
woracle
30/9/2008
16:41
This last year the CKN SP/ BDI ratio has averaged roughly about 0.11 to 0.12.(the price having been effected by the prospects of legal action now thankfully passed). The drop in shipping demand and BDI, has meant with CKN at 806 and the BDI at 3504 this ratio stands at 0.23. The average for the last 3 years is something like 0.18. I know this is only one indication but one that suggests target prices of 1300 are rather optimistic until CKN profits from world trade revival.
cosimodo
29/9/2008
10:52
thought that might shut you up, ya muppet
bluenose851
24/9/2008
09:49
quickmind. Even someone like you must appreciate that a lot of products manufactured in China are not the best of quality. Then again, if you dont know any different you would find it hard to diferentiate.
bluenose851
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