Clipper Logistics Share Discussion Threads

[gj2] 10/6/2022 12:46

Hi PJ :

Seems to have been credited to my ii accounts on Wed 8 th. Diferent amounts per share in the 2 different accounts. Thought I'd gone for max cash in both accounts, but can't fully remember. Now have got to the the small holdings in GXO...

Regards

Geoff

[pj fozzie] 31/5/2022 20:26

Anyone seen the new shares yet or the cash come through? I'm with ii and have seen nothing of either yet.

Cheers,
Fozzie

[cottlet] 21/2/2022 13:46

so sell or hold on for a better offer
its always a gamble ...isn't it?

[tdog1975] 21/2/2022 10:17

It was hahaahahah leaky ship

[bellymonster] 21/2/2022 09:44

Tempted to offload at this price. Would have liked to hold long term though

[hazl] 20/2/2022 19:46

It's on investegate.

[macdoni] 20/2/2022 18:46

See FT article today cash and shares offer from gxc.

[gj2] 20/2/2022 18:16

Sunday Times' Business section says they are in talks with a potential bidder.

Any views on the likelihood of this going ahead and the oening rice tomorrow ?

Geoff

[km18] 14/2/2022 18:08

...from last year...

The company has large number of blue-chip clients like Asda, John Lewis, Wilko, Morrisons etc. With pandemic rise in e-commerce activity in all segments has increase to high levels which put Clipper logistics in right spot to enjoy gains in profitability and increase market share. The long-term macro trends are working in favor of the company as dramatic shift has been made towards e-commers. The company has recently added a 16 million Sq Ft of space over 50 locations in 5 territories. With large multinational increasing their footprints require more use of services such as warehousing, logistic support etc.

The company announced Final results today key highlights are:
Revenue is up 39% from £696.2m to £500.7
EBT growth is 33.8% from £16.2m to £21.7m
EPS growth is 34% from 15.9p to 21.3p
The company’s ROE is 64% and ROIC is 17.2%
P/E is 29.3

...from WealthOracleAM

[shauney2] 11/2/2022 16:11

WIN also having a good day.

[superadams] 11/2/2022 12:57

Well if there is it's an appalling leak.

[tdog1975] 11/2/2022 12:39

What's going on???? Offer in?

[superadams] 11/2/2022 11:50

What's happened??

[priteshpatel9] 24/1/2022 16:49

Ignore. Just seen the full notification.

[priteshpatel9] 24/1/2022 16:48

Can anyone decipher if the latest director notification is a buying or selling of shares? Thanks.

[albert3591] 11/10/2021 16:28

They are poor payers for drivers so maybe that is what is driving it down.lol driving.

[hpcg] 09/10/2021 18:17

I did go short in the end - thought it was worth it even with a likely area of support at 600. Someone has to be losing drivers to sectors where passing on the cost is easy.

[albert3591] 09/10/2021 17:53

Clipper are having trouble keeping class 1 drivers.

[hpcg] 06/10/2021 16:08

For sure. In any case there are certainly no eager buyers getting in the way of the eager sellers.

[albert3591] 06/10/2021 10:22

hpcg___maybe some customers don’t want to pay and could be bargaining hard.

[hpcg] 05/10/2021 21:03

Page 15 of the annual report says that 93% of UK logistics contract are open book, so they ought to be able to pass higher driver costs on to customers that want to pay. So not a short for me as things might not be so bad.

[hpcg] 05/10/2021 17:34

I must admit I sold on the chart turn some while back. Someone has to be suffering from a driver shortage and I would have thought a competitive tenderer might be one of those. It had had a very good run too, so I didn't mind taking profits. I haven't shorted though, but it has to be a consideration.

[albert3591] 05/10/2021 14:51

Drivers had enough of clippers poor wages and are voting with their feet I’ve been told.

[albert3591] 01/9/2021 19:21

More nhs work with impending new variant

[disc0dave45] 25/8/2021 11:07

Looks a bit pricey now (PE 38) and looking at their June forecasts for FY21 they've marginally missed EBIT and Rev but eps is down 8%. So although they now say they expect to be inline for FY22 and FY23, what's the likelihood of a similar miss?FY22 eps 28.3p (up 5%) is a forward PE of 28FY23 eps 31.8p (up 12% - in June they stated a mid single digit increase in EBIT so would question a 12% uplift in eps) is a forward PE of 26.