The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Reckons sale def on. Advisors appointed.
Roll on tomorrow!
Seems sector specific though. Wincanton up too?
A few lines on there and we see a jump. But it could be a takeover bid coming again.....
We are always the last to know. Probably a takeover bid/rumour.
What's occuring?
Probably random - and not unknown with this share. The driver shortage is easing and fuel prices are steady, so macro reasons seem unlikely. Nothing bad in the news about Clipper and no RNS, so company trouble seems unlikely. Indeed, with the latest Covid wave, Clipper should be seeing an increased demand for PPE distribution and an increase in e-fulfilment, driven by more home shopping.
What’s the reason with such a drop???
Bonkers drop, but also an excellent buying opportunity.
Positive results, going ex div this week.yet no positive delayed reaction, currently a 5% + drop in SP price ! Not sure what I make of this! Can’t find any new news today, or large sells
Bizarre movements on today’s (positive) update, but then, twas ever thus with this share. Standby for the delayed reaction (upwards).
Unfortunately while it is good results it seems nothing is going to go anywhere today...
Amazing results Clipper and Mr Parkin.
Full confidence this share is going very high today and long term. Congratulations
EBIT, profits, dividend all up. Debt down. What's not to like?
If anything like last set, they will be great. (Might not pull up the SP but the market is in a bit of a funk just now). Top pick in my book.
At this price it’s an absolute bargain given the global growth potential, I believe the senior management know how strong the business is and has further good news in the tank given they haven’t put a date on the results . My thought following the Farfetch JV was an acquisition in Europe or further afield in order to support that contract, however even more good news on strengthening the electronic repairs proposition with stronger margins! I think they are going to surprise us with the results over the next few weeks illustrating the core organic strength of the business and growth through new contracts.
Once we get out of this covid uncertainty I think this will sit comfortably above £10+ as I’m sure they will certainly exceed broker forecasts. I also read an article on the Wippet acquisition recently & they seem to be going from strength to strength onboarding healthcare suppliers on a daily basis. Hopefully more acquisitions to come !
Oh good hopefully it won't affect us then
Regards the improving recruitment though this new idea doesn't seem for allowing UK companies to hire EU drivers but for EU companies to use their current EU drivers for unlimited pick and deliveries compare to before when it was limited so do t see that being at all beneficial for UK firms
https://motortransport.co.uk/blog/2021/10/20/government-plans-for-unfettered-cabotage-will-punish-uk-hauliers-rha-tells-mps/
the RHA say it's going to punish UK hauliers so good that our company has a better moat round it than most
Hi Oracle
I don’t believe that the change to the foreign operator rules will affect Clipper at all (other than positively). Clipper’s core business is to offer long-term e-fulfilment contracts to major online retailers (including interim warehouse storage and returns processing), rather than a simple A - B transportation service. Anything that eases the current driver shortage is to be welcomed - and will help to ease driver recruitment and retention problems for any business that operates HGVs.
So Clipper seems to be doing well and I have been adding as regards Brexit and the reduced foreign logistics firms working in UK there would be more free parts of the market to grab.
However now the gov (should have known theyve buggered everything else) after pushing UK firms to increase driver wages, are now talking about allowing foreign firms back in with no visas and allow unlimited drops whilst their lorries are here.
Ignoring the question of whether stopping Freedom of movement was only meant to stop Brits going to Europe not the other way round (should have read the small print!) What are people's thoughts on how this may affect what should otherwise have been clear sailing for Clipper if we now have to compete against lower waged firms?
Currently the gov are talking about having this for 6 months but as someone famous said nothing is as permanent as a temporary government policy!
Nice to see the trend moving in the right direction again.
Hi,
Can anyone shed any light on why the price seems to be dropping?
Wanting to buy in, but not sure of the continuous drop?
I think the markets are just having a wee panic attack. It will pass.
I think one of the big IIs have been reducing their position here, owing to economic headwinds (a probable impending household spending squeeze), increased fuel and power costs and driver shortages. I think these are all temporary phenomena though, resulting from the post-Covid recovery. I have topped up my holding by a third today, as I think there is only one long-term direction of travel for this share. I think we will be back in the 800s by Christmas.
Having worked in the environment , they have an AWS portal which allows clients ( many household names ) to use a program called Dispatcher which controls all the Logistics and deliveries for the clients. This is a smoking volcano, ready to erupt when the client portfolio is fully online. Its not just about trucks !!!
Hey, what's behind the recent drop here?
it seems, from the subscriptions they are buying from us, that Clipper are doing very well for themselves.
I guess if you think about it, maybe EU companies will have stopped working in UK due to border issues so there's much more of the market to grow into.
DYOR and don't just trust a random guy on the internet, but when I have some spare cash I'll look at adding a bit to this position.