Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Le -Barone -for record never worked at bms -as from previous comments/ statements your knowledge it seems via third party conversations and you like to over state ie like 24 mnths non compete -6 mnth yes then it starts to get questionable - yes go through the other deals .I am sure Bms will answer your concerns - i will stick to the shares moving towards 400 regards
Le - Barone you may well have knowledge of the broking industry but i am not sure you have in depth knowledge of shipbroking-your statement re recent poor acquisitions i total disagree- from my point of view they were good deals and are familiar with the brokers and they will produce good income in the future -i maintain that the share will improve upwards towards 400 - yes i do have in depth knowledge of shipbroking and was a director / partner of a very successful shipbroking shop regards
Fully aware pound/ dollar -this point has been made by bms management -and doesn’t change my view that the share price will rise as said to around 400 -and expect dividends to rise as well
In my previous shop we were able to serious income even when dollar was 1.40/45 and the market today is far stronger and likely tobe for next 2/ 3 yrs the S&P across all markets are at record levels and N/B order book are now into 2026/27 and LNG even further out-not sure your knowledge of the market or shipbroking is upto speed and the the income that can be made even if the dollar was 1.45 regards regards
LE -Baroness always interested in reading your comments - what does plastic results exactly mean as far as I am concern they were excellent results and the company looks in good shape for the future Regards
La Barone - you are easy to wind-up
What i have said is that BMS will have an excellent yr and the prospects for next 2/3 yrs will be equally rewarding- and i am sure the divi will improve during this period and Southport was a good signing specially with a buoyant tanker market .The dry market is turning and S&P very firm and the FFA all doing well regards
La Barone You seem to thrive on inside whisper( your wording) very sad -move on-i am not sure you have grasped how a brokerage shop functions special the comment you made about earnings over the same heads will means larger bonuses and therefore diminished margins - from my point of view more profit -and that how i see 2023
Rivaldo- my sentiments as well with the trading update-the outlook for 2023 in all sections of the brokerage shop looking good- La Barone pointed out the obvious and generally talks dribble-with a downer on the management - which looks as though they doing a good job
CJ 66 - you make a fair point and the stock will def increase in value
Baron has a downer on Braemar and guess his nose was put out of joint some time in the pass -he should spend more time looking after his investments rather than talk abt Braemar and would gather does not have any investment in- he can say what ever -the shares will increasing value
Hi
With the restrictions coming into force since the 5 th FEB on Russian products and already in force on the Crude -the period mrkt has sharply improved and also spot market -S&P very firm -this just the start of 2023- interesting mrkt
Hi Miti 1000
As said before i am in agreement with your comments - shares have excellent prospects
If Le -Barone has the experience he says then he would be of the same opinion -Clarkson are
saying the same tankers have a good outlook-you then take in the S&P brokerage side for which market have been saying are doing very very good business and in the early part of 2022 the dry and container mrkt were firm
All the best
-
Miti1000
The CEO august comments on the market going forward are correct - its has all the signs of being very very strong rates for tankers for next 2/3 yrs - the lack of new building orders and the transfer of tonnage to the dark market market for which these ship owners are paying on the Sand P incredible rates for old tonnage and in return will put more pressure on the market
Le Barone comments i find helpful- was not aware licenses re the new trading desk and seems to ask the right questions
Yes i agree the shares are very undervalue and should be well above 400 -i also believe the S&P
have been active
Look forward to the next update
Le BARONE
Happy New Year
HI like the way you write to the point
Just a couple points
The Florida brokerage as said before i believe will be a good deal -they are niche brokers well respected and income for 23 should be a lot higher and the same for 24
I believe you may be over thinking Madrid shop - they are class brokers and should be able start straight away and able to create a decent income stream
The problem with all brokerage shops today is trying to get quality brokers - the ones that can produce - on a regular basis that is easier said than done and maybe thats the reason they have in the past over paid but feel the recent deals are more in line with the market
Hi - i am a retired partner of a large shipbroking shop-had been tanker broker for more than 40 yrs and my ex business colleagues keep me well informed - i specialised in the russian crude mrkt - and we all waiting to see what happens to cpp market after the 5 th feb - the tanker market has all the signs of being a record yr and the tanker brokerage income for most shops will be mostly likely be double if not even higher - and next few yrs could also be very positive
Regards