Clarkson Share Chat (CKN)

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
	-25.00p	-1.01%	2,445.00p	2,440.00p	2,445.00p	2,465.00p	2,440.00p	2,460.00p	32,554	16:29:49

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Transportation	337.6	42.9	98.8	24.7	741.00

Clarkson Share Discussion Threads

Showing 5076 to 5096 of 5125 messages

Chat Pages: 205 204 203 202 201 200 199 198 197 196 195 194 Older

Date	Subject	Author	Discuss
28/4/2018 10:30	BDI has rebounded very strongly from the latest rising chart low made in the second week of April, and is now up 43% in just two weeks. Apologies for describing Stephen Gordon, the author of the article above, as a señior Analyst at Clarksons, he is in fact now the Managing Director of Clarkson's highly regarded Research Services Division.	mount teide	Read Full Thread Reply
23/4/2018 12:54	This had gotten way ahead of itself regardless of any profit warning and that's the big risk with a high rating. Any setback and the stock gets hammered	spob	Read Full Thread Reply
23/4/2018 12:34	Shnaklin - Andi Case is imo the least impressive CEO they have had over the last 20 years - fortunately, shareholders continue to benefit from a very strong group of NED's with long industry experience. Would not surprise me if the Chairman is currently sounding out a replacement for Mr Case, in light of the his embarrassing about turn since the bullish outlook given to the Market last month.	mount teide	Read Full Thread Reply
23/4/2018 12:26	I suspect also that USD weakness v Sterling may also be producing a material drag on the bottom line, to a greater extent than previously assumed. MT thanks for the above analysis which is most helpful.	shalder	Read Full Thread Reply
23/4/2018 12:18	MT, Management certainly don't seem to be open and honest.	shanklin	Read Full Thread Reply
23/4/2018 11:23	Comment at https://ftalphaville.ft.com/marketslive/2018-04-23/	zho	Read Full Thread Reply
23/4/2018 10:40	Volsung-Like it	balcony	Read Full Thread Reply
23/4/2018 10:15	Bought a few here. Don't like Jeremy much but Kelly is ok	volsung	Read Full Thread Reply
23/4/2018 08:41	Where's our resident expert gone ?	miti 1000	Read Full Thread Reply
23/4/2018 08:40	at 90p EPS would give PE of 27, way way too high!	tsmith2	Read Full Thread Reply
23/4/2018 08:35	Given the subsequent share price recovery, my sales were badly timed but what is one meant to do when the RNS is so vague and suggests management have no interest in keeping the market properly updated... ...especially when one compares this update with the outlook statement in the FY results.	shanklin	Read Full Thread Reply
23/4/2018 08:33	No, completely unprofessional.	shanklin	Read Full Thread Reply
23/4/2018 08:30	Shocker. won't say anything about likely quantum of decrease, cash position or anything..	tsmith2	Read Full Thread Reply
23/4/2018 08:21	Yes, a ridiculous change of outlook in such a short period.	shanklin	Read Full Thread Reply
23/4/2018 08:15	I had a look at it but thought a tad expensive. Managerial reputation in tatters I would think after positive outlook with results 6 weeks ago?	tiswas	Read Full Thread Reply
23/4/2018 07:17	Shame it was something I did nothing about.	shanklin	Read Full Thread Reply
23/4/2018 07:15	Good spot Shanklin - something else going on in terms of profit warning. Watch out below. Tis. No holding.	tiswas	Read Full Thread Reply
29/3/2018 16:02	Weakness here down to Trump's tariff threats and the (hopefully) temporary change of chairman or is something else going on?	shanklin	Read Full Thread Reply
12/3/2018 22:48	Johnv - CKN v BMS Posted this analysis on the BMS thread a while back - to help other posters understand the relative underperformance of BMS as a result of being heavily weighted towards the oil shipping and service sectors, whose recovery is still in the very earliest of stages. 'A tale of two shipbrokers! Being heavily overweight in the oil tanker and oil service sector did BMS no favours after tanker rates weakened in mid 2016 just as a surge of new capacity hit the sector. The comparison with sector heavyweight Clarksons more diversified shipbroking approach is stark. Since mid 2016 the relative share price performance is astonishing considering they both operate in the same industry: -40% BMS +75% CKN £1000 put in CKN is now worth £1750, while in BMS £600. Nevertheless, I suspect the strengthening oil price from Q4/2017 onwards should now be generating a modest but very welcome recovery at BMS.'	mount teide	Read Full Thread Reply
12/3/2018 15:34	Walbrrok 'So, why the shares expensive? When it was a growth company in the late 90s and in early 2000s, earnings were growing at double digit (around 10%-12%) when PE multiple is around 10 times. After 2010, earnings growth slowed to 4%, and PE is trading at 30 times and forward-PE of 27 times in 2018!' From: 2000 to 2008 - BDI was in recovery/boom mode following an 8 year sector recession 2008 to 2016 - BDI fell an astonishing 98% in the deepest recession to hit the shipping industry since the Great Depression. 2016 to est 2023-2025 BDI is currently in the early stages of the next cyclical recovery/boom period. BDI is currently up around 350% from the all time 2016 low but still MORE than 90% below its 2008 all time high. Clarksons business, although now well diversified compared to 2000- 2008, still generates the overwhelming majority of its income from shipbroking and so its growth is directly linked to the performance of the BDI( Clarksons shipbroking revenue is mostly generated from earning a fixed percentage of each ship charter). Current market valuation - market is increasingly pricing in the expectation that the BDI (rates at which shipping is chartered out at) will appreciate rapidly over the years ahead - since the serious vessel oversupply issue which has largely been responsible for decimating charter rates over the last 8 years, is forecast to come to an end over the next 12 months or so.	mount teide	Read Full Thread Reply
12/3/2018 15:09	johns - think both will do very well over a 5 year outlook. CKN/BMS - With regard to risk/reward - its not comparing like with like. One is the global industry leader(CKN) - a well diversified global shipbroker The other a second tier broker(BMS) - heavy oil industry weighting(oil tanker and oil service sectors). Currently, recovery of the oil tanker and oil service sectors is lagging the rest of the shipping industry - i would expect this situation to continue well into next year. Hold a very large long term position in CKN which i added heavily to last year - sold a modest position in BMS last year and recycled it into CKN after becoming concerned BMS's oil sector weighting might act as a drag on the pace of recovery.	mount teide	Read Full Thread Reply

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