Clarkson Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9650136
In the ship broking sector one nation which has a strong presence is Greece, and anything to do with Greece is damned by association. By Hardboy ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9650136&action=detail Wed, 16 May 2012 21:57:00 GMT Hardboy tag:iii.co.uk,2003:tst.9633229 http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9633229&action=detail Fri, 11 May 2012 23:09:00 GMT musker ron tag:iii.co.uk,2003:tst.9631964
Looking at the 5 year chart, we see broader correlation, except for the period at the latter end of 2008 where we see a similar pattern to the present one. In that instance, it over corrected late in the year (can't be bothered to check if that was due to the August Interims, or Nov Management Statement, or some other event.)

No complaints though. By Hardboy ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9631964&action=detail Fri, 11 May 2012 14:16:00 GMT Hardboy tag:iii.co.uk,2003:tst.9631666 I've put a weak buy on this only because of the current volatile sentiment from which even CKN is not immune. By musker ron ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9631666&action=detail Fri, 11 May 2012 13:10:00 GMT musker ron tag:iii.co.uk,2003:tst.9631629 http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9631629&action=detail Fri, 11 May 2012 13:03:00 GMT musker ron tag:iii.co.uk,2003:tst.9631132
"Continued economic uncertainty combined with the demand/supply imbalance across most markets creates a challenging backdrop to 2012. However, our business model has demonstrated itself to be robust in this environment and we continue to benefit from increased trading volumes. Our market leadership, with industry leading research at its core, proven strategy and strong balance sheet position us well for the future."
By Hardboy ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9631132&action=detail Fri, 11 May 2012 11:12:00 GMT Hardboy tag:iii.co.uk,2003:tst.9610705 http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9610705&action=detail Fri, 04 May 2012 18:59:00 GMT musker ron tag:iii.co.uk,2003:tst.9610528 http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9610528&action=detail Fri, 04 May 2012 17:45:00 GMT Hardboy tag:iii.co.uk,2003:tst.9604134 Regards,
Happy By Happy Rabbit ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9604134&action=detail Thu, 03 May 2012 11:04:00 GMT Happy Rabbit tag:iii.co.uk,2003:tst.9598475
Seeing something unusual, as you did is propbably the hardest part, but we PIs now have to interpret what is going on & whether it is a reason to buy more or sell; and I'm lost. How about you? Any ideas?

If this is CMB selling their last remnants, then at least there are institutional buyers happy to step in. By Hardboy ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9598475&action=detail Wed, 02 May 2012 06:56:00 GMT Hardboy tag:iii.co.uk,2003:tst.9597770 ~187000 shown as a sell at midday and about the same number in total showing as buys in separate blocks towards the end of the day. Looks similar to the scenario seen earlier in the year with one big seller and a number of new investors. Also noted that the spread tightened considerably today and we hit an all time high of 1403 at one point. Interesting. By musker ron ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9597770&action=detail Tue, 01 May 2012 20:10:00 GMT musker ron tag:iii.co.uk,2003:tst.9508589 http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9508589&action=detail Wed, 04 Apr 2012 15:59:00 GMT Hardboy tag:iii.co.uk,2003:tst.9403363
Add to this a 2.6 times covered dividend.

All of this at a low point in the cycle means there must be upside one day.

Happy to hold and would buy more if it dips significantly for any reason. By Zouppy ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9403363&action=detail Thu, 08 Mar 2012 11:48:00 GMT Zouppy tag:iii.co.uk,2003:tst.9401149
Turnover pretty flat, exchange rates worked against CKN. Winning market share. A small increase in EPS is good & increased dividend is welcome. Strong balance sheet.

At 1300 the results give a PE of 9.7 & yield (well covered) 3.85%.

It's certainly not expensive at these levels, but neither do we have significant growth to drive the sp upwards.

My guess is the sp will hang around these levels, reacting to economic atmosphere rather than company news, unless they come out with anything meaty.

I think it's probably a share to buy on dips in the sp, take the dividend & sell on peaks in the sp; but it isn't going to make us rich quick. By Hardboy ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9401149&action=detail Thu, 08 Mar 2012 06:55:00 GMT Hardboy tag:iii.co.uk,2003:tst.9374097
They think the end year results (8th of March) could prove positive results, partly due to the upbeat statement released earlier this year saying that profits will be ahead of expectations due to favourable exchange rates.

Maersk (MAERSK-B:CO) showed that contract volumes rose 11% year on year, so the magazine is hoping for similar results for CKN.

CKN is also underperforming the FTSE Inustrial Transport Indicies by about 15%.

Hope news next week is good!

Liam By Liam_Bulmer ]]> http://www.iii.co.uk/investment/detail?code=cotn:CKN.L&display=discussion&id=9374097&action=detail Thu, 01 Mar 2012 20:08:00 GMT Liam_Bulmer