Share Name Share Symbol Market Type Share ISIN Share Description
Clipper Logistics LSE:CLG London Ordinary Share GB00BMMV6B79 ORD 0.05P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 431.00p 425.25p 438.00p - - - 0 06:39:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 290.3 13.1 10.3 41.8 432.18

Clipper Share Discussion Threads

Showing 76 to 97 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
09/6/2017
11:59
Another contract win for Clipper..this time across Europe hxxps://www.clippergroup.co.uk/clipper-signs-pan-european-deal-smiffys/
miti 1000
26/5/2017
00:29
Agreed, seems to be a sensible acquisition based on financials. Why invest in new warehousing when you can pick it up sensible price with a base of existing business. share price ticking up again now, not holding currently as was getting a little nervous of the valuation. Still on the watchlist as the added value returns / e-commerce space still very exciting. Would like to see more progress on their operating margin TY.
tudes100
25/5/2017
10:59
Strangely quiet. Anyone with a view on today's acquisition of Tesam? Looks pretty cheap to me.
ramridge
14/5/2017
12:14
Iwas speaking to a warehouse guy yesterday,he said clipper is going to use vans for a plumbing company.I don't know who or if it is already known.
albert3591
06/4/2017
10:41
Lionstrust added another 5% to go over 10%. Not sure who's selling but its going to break out soon hopefully.
miti 1000
01/3/2017
15:25
Clearly a seller is here at the moment. Nevertheless, just added another 5k.
miti 1000
27/2/2017
12:30
volumes small, lets see how it finishes
tudes100
27/2/2017
11:38
Any reason for the fall today ?
miti 1000
03/12/2016
21:27
miti I agree that the share price is unlikely to fall back to a level when I would be prepared to invest. My concern is that the company now has to deliver sustained growth over the next three or four years to warrant the EPS multiple. If the results disappoint the market at any stage over the next few years, then the share price will take a hit as the 24x eps premium will no longer be warranted. For me, the company has little or no room for error at the current valuation, which for a value investor like me means there is no margin of safety. I will keep an eye on this but there are currently more attractive options in the market on valuation grounds. Good luck to all that hold.
njb67
03/12/2016
11:07
Tudes100 , Totally agree with your post. I think we will see quite a few big companies signing up for click and collect in the next 6 months and most of the click and collect revenue is not priced into future broker forecasts. njb67 ,half the share price in your dreams !!. Whilst I agree that CLG is richly valued, there is a reason for that ie., the market is convinced the company will grow into its valuation comfortably . You have to pay for quality. If you want cheap , buy inferior companies like wincanton. Clipper is the leader in a very big sweet spot for the next 5 years and I fully it expect it to reach 500p within 18 months or else get taken over by the likes of Amazon who could do with a proper returns management(Boomerang) system. I should also add the US let alone Europe, lag way behind the UK in online delivery and returns and click and collect.
miti 1000
02/12/2016
11:11
Like the company a lot but not at this price. 24x next years earnings and a dividend yield of 2% means you are paying today for the assumed growth for a number of years into the future. If you got in at half the current share price (12x earnings and 4% dividend) then you have got yourself a good looking investment. Will keep on my watchlist in case the price comes back to a more attractive level.
njb67
02/12/2016
02:12
Very quiet here, had a quick look at broker estimates for TY & they seem very much on the low side, Singer at 12.4p EPS & Numis 12.7p. Based on prior yr seasonality EPS would come in at 12.6p but this takes no account of the following ; 1. New M&S returns contract 2. increase in the size of the Waitrose click & collect service from 30% of store estate to 100% (effective 1st Sept). JV with John Lewis will undoubtedly broaden scope of companys relationship now that they have 10 yr contract. 3. New Halfords click & collect contract across car accessories & Bikes (ref Halfords sell 88% of their bikes via click & collect now apparently). 4. Any further contract wins (note CLG have not lost a customer contract on e-fulfillment) including cross border international ops with UK customers. Company themselves stated in the HY report that "we expect (some of the opps highlighted) to significantly enhance profits in future financial periods". No doubt that the rating is a little punchy at the moment but I don't think its beyond the realms of possibility that they could do 15p+ EPS for FY17 with decent growth to come in FY18. At yr end delivering 15p EPS PE would be 24.3 & PEG 0.53. Brokers are estimating FY18 EPS at 14.4p currently which is far too low imo.
tudes100
02/12/2016
01:39
HY results presentation www.clippergroup.co.uk/wp-content/uploads/2016/12/Clipper-interim-results-presentation-Final-December-2016.pdf
tudes100
21/9/2016
20:33
No figures in the announcement
grigor
20/9/2016
15:25
Will this new deal warrant an EPS revision upwards by the brokers covering Clipper?
djbilywiz
20/9/2016
14:37
They have announced a ten year contract with John Lewis.
smallcapinvestor1
20/9/2016
14:23
I'd be interested in knowing too unless it's merely a technical breakout higher?
simonong84
14/9/2016
11:25
Any reason for the rise?
grigor
13/9/2016
13:53
Sounds like a very positive view jambo192!
simonong84
09/9/2016
09:39
Contract with Marks and Spencer announced in company website
smallcapinvestor1
05/8/2016
15:34
Just bought into this one -looks good value. Very quiet thread !!
droid
16/6/2016
16:00
Changing to a new depot in Bristol I have heard,i think its to handle increased volumes from a current contract.Definate confidence coming to clipper.
albert3591
Chat Pages: 4  3  2  1
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