Clarkson Share Discussion Threads

[hyden] 09/3/2015 15:33

Agreed EL, and not forgetting net cash position too. Yes the industry is very competitive but CKN's reputation and scale have helped considerably over the last couple of years. The transformational acquisition is all the more helpful, imo.

[elcapital] 09/3/2015 15:18

Good company, steady increase in profits and dividend over the years. Very competitive industry but the recent acquisition should put the in good stead.

[hyden] 09/3/2015 15:16

Like these results. Topped up today. :-)

[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.