Clipper Logistics Share Discussion Threads

[rimau1] 07/6/2021 21:17

Market didn’t like the mid single digit upgrades to 2022-23 which i agree were too prudent. Hard to justify if you look at 2019/20/21 growth of circa 35-40% suddenly dropping to +10%. Appreciate that 2022 could be a boom or stagnant as inflation kicks in and unemployment and base rates rise but i think we could have been a little more aggressive as we are almost 80% e-commerce you could argue we are the least cyclical of the logistics companies. Maybe waiting on the JD Sports contract to land and a few others. If we are mid single digits next year then the stock price is about right after a strong run but i think we are undercooking expectations so happy to ride the curve. Its hopefully the roaring 20’s after all!

[mngf] 07/6/2021 13:02

Not sure what's happening here post a upgrade statement....

[rimau1] 07/6/2021 08:12

Outstanding update. Sig - you got an intra day 8.50 !!!

[superadams] 03/6/2021 21:35

I wonder if this is still of interest to the original ( private equity )bidders.

[rimau1] 03/6/2021 13:38

Bullish TU soon me thinks

[sig1978] 24/5/2021 13:56

850 by end of june me thinks!

[albert3591] 16/2/2021 15:42

Still doing loads of NHS work.

[albert3591] 20/1/2021 14:03

Shop deliveries that are closed is probably cause of drop.back up when they open

[mauricemonkey] 15/1/2021 07:08

Bet we see the directors reloading themselves in the near future.

[mauricemonkey] 14/1/2021 22:05

Lol, that's 700p gone. We're gonna be lucky to stay above 500p imo.

And if you doubt what I say, look at what happened in Jan 2018 when they dumped 8.8 million shares.

[simonong84] 11/1/2021 09:50

Good start to the week. Hopefully onwards and up to 700+

[jamessmith23] 06/1/2021 08:12

Can someone explain what the £4.4m for finance costs meant in relation to the lease liability agreements in the interim results? I assumed if you had a lease liability then you wouldn't incur finance costs on that liability? Any help appreciated, thanks

[zingerburger] 06/1/2021 07:53

Bad debt from Philip Day collapse - retail gazette lists clipper as being owed

Philip Day’s Edinburgh Woollen Mill owes creditors over £190m

How much of their turnover is with Day companies?

[ukneonboy] 23/12/2020 16:52

you might be right



watch this

[albert3591] 20/12/2020 12:43

I think a lot of hauliers are going to use other ports

[fuji99] 13/12/2020 10:26

I wonder how the blockages and delays at Calais/Dover during Brexit would affect freight and logistics.

[wingman54321] 06/12/2020 11:28

Numis upgrades Target Price to £5.80

hxxps://www.sharesmagazine.co.uk/news/shares/online-spending-boom-stokes-10-earnings-upgrade-for-clipper-logistics

[mr_spock] 03/12/2020 07:48

Yes, good results. They have the e-fulfilment tailwind behind them; that's going to help a lot.

[soho2] 03/12/2020 07:13

Very strong sets of results

[wingman54321] 01/12/2020 10:50

- John Lewis online massive growth
- PLT massive growth
- Zara online and home massive growth
- click and collect massive growth
- Arcadia contract will continue through admistration & will be picked up by boohoo or sports direct both clipper clients (fingers crossed)
- NHS contract booming, Clipper have taken further 600,000 sqft & have hundred of vacancies
- Joules online flying
- EWM brands will hopefully get picked up by M&S (clipper client)
- Halfords bikes sales booming
- Revenue has already topped analysts expectations for H1
- Clipper posting on social media regarding various fulfilment centres experiences exceptional growth over Black Friday
- ASDA George and .com flying

Fingers Crossed for Clipper to announce they have beaten expectations again and a dividend for the full year above 10p please!

[dicktrade] 01/12/2020 10:08

some big buys on Friday 30/11 ahead of 1/2 yr results on Thurs 3/12 .
looking good for another move up

[texaspete2] 03/11/2020 17:58

..and processing more online orders and returns. Good rise today.

[albert3591] 01/11/2020 04:50

I think clipper will do alright from this lockdown,keeping NHS Stocked up.

[albert3591] 28/10/2020 08:37

Walkern budgie....no news needed with clipper,they will be making a lot with the NHS contracts.The next results will show that,but we won’t see them for a while.