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Writer's pictureMark Watson-Mitchell

Braemar (LON:BMS) – Confident And Resilient Outlook

This morning’s Trading Update for the six months to end-August, from the provider of expert investment, chartering, and risk management advice to the shipping and energy markets, declared that that the group had continued to trade well and in line with expectations.


The group expects that its first-half revenues will be broadly steady at £75m, while net cash has increased fractionally to £3.3m (£3.1m).


It is confident in the outlook for the remainder of the financial year and beyond, as it continues to benefit from its increasingly resilient and focused growth strategy.


The group’s forward order book continued to be strong at $80.9m ($67.2m).


We should be seeing the actual Interim Results being reported in the middle of November.


Indications are that the market is looking to the current year revenues of £153.2m, with operating profit of £18.1m.


Analyst Damian Brewer at Canaccord Genuity rates the group’s shares as a Buy, with a 410p Price Objective.


He is looking for the current year to end February 2025 to show adjusted pre-tax profits of £15.8m (£16.1m), with earnings of 32.3p (34.2p) and an increased dividend of 13.2p (13.0p per share.


The undervalued group’s shares are currently trading at around the 292p level and continue to hold strong attractions.



(Profile 05.12.19 @ 185p set a Target Price of 250p*)

(Profile 20.05.20 @ 99p set a Target Price of 150p*)

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