Clarkson Share Discussion Threads

[hawks11] 09/3/2015 08:20

20000 to 21000 is a nice start, there must have been a few with their fingers on the buttons this am.

[ygor706] 09/3/2015 08:12

Good statement full stop and I agree with your undervaluation comment CR.

[njb67] 09/3/2015 07:54

At £20/share, EPS (stripping out net cash of circa £5/share) is around 15, with a 3% dividend. A really good company, I held a number of years ago, I just think the share price got ahead of itself and is now fairly priced. GLA

[hawks11] 09/3/2015 07:23

Well you got that right ygor706, not a lot of downs there from first glance.

[ygor706] 05/3/2015 16:26

Unless all the brokers have got this share completely wrong we should see quite a reasonable pick up in the share price when the results are announced on Monday. We are definitely in need of news here.

[lauders] 04/3/2015 15:25

Probably correct but still waiting to see if the news is good and then decide if we will head back up to 2600p CR. I have to be more careful with my funds these days and not be so rash on some decisions. Good luck to you though!

[cockneyrebel] 04/3/2015 15:04

Recent acquisition looks like a game changer to me Lauders. CR

[lauders] 04/3/2015 14:06

Not so fast hawks11...... Might stay at around 2000p until the results are out and then who knows where they will go. Not sure I would be a buyer now. Waiting would probably be best even if missing a few % to make sure all is well. Good luck if you are in. The Chinese New Year certainly did not have the effect I read might happen somewhere in the press.

[hawks11] 04/3/2015 09:35

Well someone anticipates a good result from the looks of the positive mark up today.

[cockneyrebel] 03/3/2015 14:11

Results on Monday. CR

[hawks11] 03/3/2015 09:12

I looked back in and checked the Chinese New Year Lauders, CKN clearly wasn't invited to the celebrations. The year of the sheep apparently, not particularly exciting for me.

[hawks11] 09/2/2015 15:41

I don't aspire to be a trader. CKN just happens to be a share I should have been in the past five years or so rather than sticking to a few companies that just kept going down.

[lauders] 09/2/2015 11:37

Quite so hawks11. I would have been. Could have done very nicely with a buy when I posted and then a sale this morning for example, but I am not a trader. I cannot sit infront of the screen all day and watch positions, or I probably would have bought on the 5th ;-) 60% lower than the early 2000's I believe trytotakeiteasy, or 29 year low. With Chinese New Year coming on the 19th shipping can fall as much as 30% and then pop back up afterwards when life gets back to normal. Perhaps worth seeing what happens to CKN around those dates if you are a trader?

[trytotakeiteasy] 09/2/2015 09:19

I thought the baltic dry index was at a 28 year low or something.....surely that isn't great news for Clarkson? http://www.bloomberg.com/news/articles/2015-02-06/china-s-slower-growth-spurs-angst-on-miners-future-commodities

[hawks11] 09/2/2015 08:57

If you had you would have been in profit by now Lauders.

[hawks11] 05/2/2015 15:36

It's marked as a broker buy on my Charles Stanley screen and that is a rare sight. I too watched and held for ages in the past, couldn't understand why it was stagnant for such a long time,then sold and forgot all about it, back in now in a small way. Surely it's not too late otherwise all would be selling?

[lauders] 05/2/2015 01:07

Very nice rise for holders today. Hope it continues for you. Always watch CKN but missed the nice rise this time. Good luck going forwards!

[deucetoace] 04/2/2015 13:58

Significant break out now - strange that this should wait until the formal announcement of the aquisition shares being listed but I an see a significant run now. The upgraded forecast earnings for the current year make this cheap

[ygor706] 09/1/2015 13:56

I see that oil traders are beginning to charter tankers to take advantage of backwardation in the crude oil price. Can do our new acquisition no harm at all.

[hawks11] 08/1/2015 07:57

Look at it now and I still didn't buy. Too impatient and bought rubbish instead. hxxp://www.wkrb13.com/markets/455027/clarkson-plc-receives-buy-rating-from-panmure-gordon-lonckn/ Panmure's Gert Zonneveld reiterates a 'BUY' recommendation for CLARKSON PLC

[ygor706] 12/12/2014 08:00

Odd announcement from the company this morning...........even odder timing for this to have hit the fan. Take some comfort from the fact that Mr Horn was a non exec and has now gone.

[ygor706] 27/11/2014 12:05

Rumours of the placing at £19.50 per share has probably been contributing to share price weakness but I suspect that this will only be temporary as the acquisition should be immediately earnings enhancing.

[nfs] 26/11/2014 21:46

Acquisition! Big one too Transformational?