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Thanks Delhi. If they offer something that reflects the company’s growth potential, I might be interested. At the moment, any offer below £6.50 would not get my interest (nor that of the major holders I suspect).
Nice to see another rise today. Not sure what caused the spike to 527p today. Is there some big positive news in the pipeline for Clipper?
https://www.gov.uk/government/news/huge-increase-in-uk-personal-protective-equipment-production
Good news for Clipper and the PPE distribution contract.
Boohoo trading update tomorrow, PLT hopefully will be firing on all cylinders.
Lots of social media activity from Clipper staff, stating they’ve been at peak levels for 6months and expect a peak peak in November.
Yodel looking to hire thousands of new staff, Clipper work along side Yodel with transportation so hopefully we see some run through activity.
Come on £5+!!!
The market often looks beyond the current numbers. Perhaps the market sees better growth potential in Clipper than it does in Wincanton. Who knows?
very confusing
you have half the revenue and half the profits of wincanton yet your market cap is 100% higher than them!???
win has steadily increased their divi.
Also, much of Clipper's activity is very e-commerce-centric, which probably means it is going to grow exponentially over the next few years (and months).
@Draft can't speak for others but for me I note Wincanton revenue has not really moved in last 5 years whilst Clipper has increased about 80% in that time.
Also Clipper has less debt so I would expect they can put more of their earnings back into the company even though interest rates are low.
Wincanton does seem cheap for it's revenue amount but I am put off adding it to my short list due to the lack of revenue increase over last 5 years
probably best to check what a company does before buying shares but everyone has own tactics.
They are have the haulage side with trucks/warehouses, etc and IT side offering logistics and supply chain solutions. Mainly in the retail sector for companies like Superdry, ASOS & Asda.
"Clipper Logistics plc is engaged in providing value-added logistics solutions and e-fulfilment and returns management services to the retail sector. The Company operates through two segments: Value-added logistics services and Commercial vehicles. The Value-added logistics services segment provide three business activities, which include e-fulfilment and returns management services, non e-fulfilment logistics and central logistics overheads. The Company's commercial vehicles segment includes sales, servicing and repairs. Its e-fulfilment and returns management services include the receipt, warehousing, stock management, picking, packing and dispatch of products on behalf of customers to support their online trading activities, as well as a range of ancillary support services including returns management, branded as Boomerang. It also undertakes retail support services, including processing, storage and distribution of products. It also provides consumer electronic repair services."
your much smaller than Wincanton but double the market cap of win canton
why are clipper shareholders not interested in win canton
what on earth
Just bought in at 440. Did not realize the spread was so large.
Does Clipper operate a road haulage business itself or is it purely logistical?
I see the Naked Trader bought in on 14/9 at 440p per share. Unusually for him the S/P has fallen since so think it is a good time to get in now.
Hello Just bought in here (will this morning).
Actually the company I work for build the database some of Clipper's apps are underpinned by which brought them on my radar.
Hopefully this can be where Ocado is in the future. I'm in no rush but people have got use to ordering anything online (like at AO, who would buy a fridge online 6 months ago?!).
Looking to tech-up my portfolio and very confident this is a long term winner though of course with normal short term volatility.
Inditex Online Sales up 74%, Waitrose closing a few stores but offering staff jobs John Lewis E-Commerce channels (great for clipper), hopefully some potential materialisation of the 50Million weighted pipeline before Trading update in December, Clipper advertising tonnes of new job roles on their website & LinkedIn, Very Group sales hitting 2Bn, PrettyLittleThing will be firing on all cylinders & they are going into homeware soon, Arcadia contract is off and running from Tony Mannix’s pro active interview & others will be joining Clippers shared transportation initiative, Tesco & Morrison’s hiring Thousands of full time logistics positions hopefully Clipper are involved after they assisted through Covid & further Online penetration as the press try to scare us with negative Covid headlines, potentially more PE interest as I’m sure all the vultures will be looking at Clipper closely with its growth potential, ASOS stating they think returns will have gone back to normal post lockdown, PPE contract growing, Halfords bike sales and associates services rocketing through Lockdown where Clipper assist.
Clipper is firing on all cylinders. I said in my previous message we’ll see £4.50 in weeks and £5 by Christmas I think we shall see that a lot sooner and £5 - £5.30 by Christmas.
Clipper's all time high was 485p on 9 Jan 2018. Its operating profit has risen by 50% since then . I think we will see £5 in the next few weeks.
Indeed you have. Hang in there for £5.
some more buys starting to build again
Thought I would sell down today but liking the outlook on this so added to my position. Can see 450 in a matter of weeks. DYOR
good strong day today , like the potential at clg
good trading update , only researching this share today ,liking the potential here
Revenue, profits, dividend - all up. Not much debt carried. Doing well in CV-19 times. What's not to like.
The results won't be a surprise, it is the current trading update that is most interest. Sometimes they give the update with the notice. This time they haven't but I think the market is guessing it is all pretty good. We will soon find out.
As per the RNS of 13 Aug, the final results will be published on Mon 24 Aug. If they are good, I can see the sp rapidly topping £4. If they are disappointing (unlikely, given recent updates) say hello to the late 200s again.
Dont forget the power of Leeds United sponsorship in the premier league. This will bring global attention and (correct me if Im wrong) but I cant remember a logistics company being in the PL. Maybe DHL actually.