Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
Sold 25% of mine. Didn't think the buy-back offer was that generous, tbh, but took the opportunity to take some profit anyway. There's still potential here, especially on the nuclear side. Solid company, good cost controls and has the kind of expertise that's in demand, imho.
Clipper has just signed a 10-year lease on a 304,000sq ft warehouse in Northampton so they must be fairly confident of being able to fill it, either with new or existing clients, IMO. Does anyone know why this info isn't considered market sensitive enough for RNS? A shed this size should generate a lot of revenue if managed well. http://www.logisticsmanager.com/2016/05/clipper-chooses-304000-sq-ft-northampton-dc/
Good news and well done to anyone who got in when this was around the 100p mark. Still tempted to hold on because they've got a solid long-term business model and will retain very high-level expertise in energy (nuclear) and medical sectors, imo, dyor, etc. http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/AVG/12802228.html
Encouraging news for a lean operation with good cost controls: http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/AVG/12725526.html
Lower fuel costs + ever higher volumes of online sales for big clients like SuperGroup and John Lewis + greater consumer spending power (falling fuel prices) + expanding operation in Europe + efficient returns protocols should generate interest in this one, IMO. DYOR etc. Probably some downside risks there somewhere. Brexit maybe could hamper further expansion of the European operation.
SuperGroup today posted great results: http://www.thisismoney.co.uk/money/markets/article-3305181/SuperGroup-shares-soar-fashion-group-posts-surge-half-revenues.html?ITO=1490&ns_mchannel=rss&ns_campaign=1490 Clipper is responsible for their logistic operation. Two facts not unrelated. DYOR though, obvs.
http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/12440358.html Pretty encouraging news.
It doesn't get much better in UK retail than John Lewis/Waitrose. FYR on Tuesday should be interesting.
SuperGroup (SuperDry) confidence and international expansion plans represent encouraging news for Clipper as it's a significant client even if the results aren't stellar. Today's FT: http://www.ft.com/cms/s/0/413f98ac-260f-11e5-9c4e-a775d2b173ca.html?ftcamp=published_links%2Frss%2Fcompanies%2Ffeed%2F%2Fproduct#axzz3fNpLoDOG - DYOR though etc.
And George Soros, he's had a punt on Clipper too.
Worth bearing in mind that in aerospace, the likes of Airbus, Boeing, Rolls-Royce, GE etc. are keen to see consolidation in their supply chains to achieve greater economies of scale. It's a well-run profitable company with good controls on cost so the SP dip since summer made me wonder if that might make it a potential acquisition target for a tier one or tier two supplier.
Yeh, I'm in. This is a great company, prob UK market leader in e-fulfillment and online sales logistics (inc. returns which few traditional big retailers handle very efficiently). I reckon the shares would've generated more excitement if they'd called themselves an 'e-fulfillment specialist.'. People will come around eventually.