Clipper Logistics Share Discussion Threads

[rounder2] 02/1/2019 16:19

A close below 208 and it's all the way down to 177

[rounder2] 02/1/2019 16:17

Friendless ,,,,,,,,, How low can it go ??

[albert3591] 21/12/2018 13:32

Spoke to a driver today from clipper,newlook depots not sending as much stock out for their stores.He seemed to think more was going by post/parcels.

[rounder2] 21/12/2018 12:31

Growth or profitable growth

Costs out of control methinks

Shame,

[superadams] 20/12/2018 21:17

Lower fuel prices must be helping as well.

[albert3591] 19/12/2018 20:05

They are being whacked by something,we will find out post Christmas.

[mauricemonkey] 19/12/2018 14:34

ASOS, growth 15%.
BOO, growth 45%.

Yeah I bet Clg are being really whacked by those figures.

[bazza16] 19/12/2018 14:09

..and still it falls :(

[albert3591] 17/12/2018 16:02

ASOS/boohoo/newlook....clipper must be losing with these.

[albert3591] 10/12/2018 15:59

Must be one of the contracts clg have problems yet to be spoken about,ex Christmas we will find out who and how serious it is.AIMO.

[battyliveson] 08/12/2018 09:48

It was noted on stock that the property services income of 2.8mn is likely to have come from a company owned by Steve Parkin. This in itself is not a bad thing if it is fully disclosed and at arms length price. There is not enough disclosure in interim statement to gather whether this is the case. I see this as a red herring. The e-fulfilment and returns business is an absolute sweet-spot and revenue is growing rapidly as is this market. I believe this is a good long term hold based on this segment of business, and the others are for free, albeit not adding much.

B

[bazza16] 08/12/2018 09:28

related party transactions - can you explain? Thanks Baz

[mauricemonkey] 07/12/2018 17:44

Don’t know whether it’s related to the drop but people are starting to question why there’s a large amount of related party transactions.

[pj fozzie] 07/12/2018 16:31

Such a frustrating share to own! The results looked great to me yesterday along with increased dividend - and yet my worst performing share over the past couple of days. I don't understand. Seems there's been a significant market reaction to one of the directors selling about 40% of his shares yesterday.

Still - it looks like the business will continue to grow and the dividend will to. I think I'm gonna have to top up.

Anyone aware of anything serious on the news front that I might have missed?

Cheers,
PJ

[rounder2] 08/11/2018 16:34

Thanks kcr69

I agree , 1 million ( or thereabouts )that went through just before lunchtime , equates to the short position and I too believe that it was likely closed off today

Thanks for tidying that up

[kcr69] 08/11/2018 16:10

Sorry, Old Mutual Global Investors, now Merian Global Investors, who have been managing a small short position since the start of the year. Recently reduced from 1.36% to 1.00% or approximately 1m shares, which roughly coincides with the major volume trades today. Could be completely wrong hence just a left field guess.

[rounder2] 08/11/2018 16:05

kcr69

Little help please ?

" Old Mut " = ??

Shareholders listed with major interests are as follows I thought


Steven Nicholas Parkin
25,140,820
24.8%
Liontrust Investment Partners LLP
13,618,235
13.4%
Sean Eugene Fahey
6,424,945
6.33%
Franklin Templeton Fund Management Ltd.
5,150,000
5.07%
Unicorn Asset Management Ltd.
5,149,286
5.07%
Hargreave Hale Ltd.
4,942,272
4.87%
Royal London Asset Management Ltd.
4,932,000
4.86%
Montanaro Asset Management Ltd.
3,120,000
3.07%
Legal & General Investment Management Ltd.
3,035,203
2.99%
Wasatch Advisors, Inc.
2,659,293
2.62%

[kcr69] 08/11/2018 15:14

Personal view is that it has been under the control of the Old Mut on the back of low volume and the downbeat retail sector over the past 3 months. Have a left field view looking at the trades today that the Old Mut may just have started to end their controlling interest here.

Hoping for a pre interims Trading Update in the next fortnight (last year 16th Nov) with a minimum of 15% top line growth and above revenue growth in EBITDA.

Also been adding regularly over the past few months.

[pj fozzie] 08/11/2018 13:01

Nice tick up today, in response to the Sports Direct news. Hopefully we can see a return towards the £4 mark.

I not really sure I understand why Clipper seems to have been as out of favour as it currently seems to be. I've been topping up on an almost monthly basis over the summer - unfortunately most of which has been at a much higher price point.

Time will be my friend.

Cheers,
PJ

[albert3591] 09/10/2018 18:06

I still think it’s newlook causing concern.Have they shut enough shops yet? Maybe they are just waiting to see how the Xmas period unfolds,we must find out soon hopefully.

[bazza16] 09/10/2018 13:18

And still CLG falls. Should we be worried?

[albert3591] 18/9/2018 17:04

If I was holding Clg I would be worried about the latest share price I would still hold on though,maybe something is afoot with new look and as usual PIs will be the last to know.

[actiboomz] 11/8/2018 03:53

I thought it’s normal.

Their annual pay are modest compared to their peers and thus, selling just portion of their holdings each was a little bonus to reward themselves after many years growing their co to this size like today.

Also, I wouldn’t call it shares dumping because (i) their remaining shares amount is still very high and (ii) notification of new holders just day after their selling.

L&G Pension Fund simply reduced their exposure a bit after they happened to have joined in and bought at higher price a week before the drop. But at the same time, Old Mutual Global Investors gradually reduced their short position by ~1/3 to 1%.

These were just my opinion and I am not convincing anyone to buy or sell.

[mauricemonkey] 11/8/2018 00:19

Well, if they believe in it, why did they dump all their options at £4.30 (price was around £4.80 at the time iirc)?
Then give a bearish assessment of this year’s likely performance?
This has got a lot to do to revitalise investor trust..