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So am out. Will probably recover now but I wish I had a stop loss policy with more of my shares. The pist Xmas update was appalling and the company seems to have lost its way. Divi was decent. I think the SP was £10 at one stage so my entry point at 600p loomed timely buy the SP collapse showed otherwise.
Though this share has become accident prone. Wouldn't be surprised to see a bid given how lowly the SP is compared to historic highs. Holding for now but losing patience with the performance tbh.
Cant believe the reaction this morning. Fully expect this to finish flat. DYOR
It is curious how such similar companies can be valued so differently.
I hold a bit of Churchill for family reasons. It is almost valued as a tech company on a 20 times PER, whereas long established mining companies like Bisichi are valued on a 0.5 times PER (CAP is £25m, and it is about to report around £45m profit).
And then a large mining company like Thungela has a PER of 1.4, and a dividend yield of 42%!
There is a lot of madness and irrationality out there, and some very easy money.
Churchill China's Mcap is 140m with similar 8-9m PBT. We are undervalued.
PE = 8 is too cheap
+
Outlook is strong for 2023.
NBP Gas futures have been falling for months now. We are getting closer to the 100p mark for 2024 summer. Still double of the historic gas prices but it looks better every week.
In my opinion, Portmeirion Group PLC appears to be performing well despite the challenging economic environment. The company's strong Christmas trading period and robust demand for its consumer goods brands is a positive indication of the company's overall financial health. Additionally, the CEO's statement that the company's sales footprint is increasingly diversified, with the US as its largest sales market and 75% of sales now outside the UK, and that the company has been successful in navigating supply chain disruption and ongoing effects of the war in Ukraine is a positive indication of the company's ability to adapt to and overcome challenges. The company's focus on long term strategy, such as driving growth through greater customer reach and improving operating margins, is also a positive sign of its forward-thinking approach. However, it's worth noting that the company's outlook for 2023 is cautious due to expected weaker consumer demand, and it's uncertain how the company will perform in the future.
Similar to CHRT, which I was in, given how bad sentiment was prior to TU, there are not many sellers (I hope). Thus, with the run-up from now to the final results, I'd expect SP to reflect the value of the company. with peeps buys > sells. Thus, expecting a rapid rise into the 400s...famous last words.
PMP was handed on a plate to us punters :)
Ooo...divie would be nice.
Cheers.
Hi Scoob. Yes I sau -certain things I like in today's statement. Has fallen a long way without smashing ??. The divi needs reinstating and although I am not bowled over by the SP there is sure a cuppa-la things to raise a glass to!
I thought PMP looked dishy...
Churchill's TU read across to PMP = positive - hence the buy-ins.
+
Oversold with the fear of the cost of living crisis
This was way oversold in the low 300s
Results out on 17/3.
Per TU 12/1/22
We are pleased to report an excellent Christmas seasonal trading period, with very high demand for our consumer homeware brands around the world and strong sell-through across our key channels. We therefore now expect sales to be at least £104 million or 10% above current consensus market expectation forecasts for FY21. This is 18% above 2020 sales of £87.9 million and 12% ahead of pre-Covid sales of £92.8 million in 2019.
We are mindful of ongoing Covid risks and their potential impact on sales markets, global supply chains and the associated cost inflation, particularly in container shipping. We expect further growth in 2022
Have a lot on their plate. PMP is doing well and worth 1000p in view. The divi should be restored which will underpin the price . PMP is doing well online as well as the US and has taken remedial action on South Korea. Deserves a few cups for its good performance to date. I remain a buyer.
Have there really been no posts since 14th Sept 2021?
Well, we can copy and paste the last message :)
Let's have another go to crack 700p
and everything on a plate it seems. Pottery is not everyone's cup of tea but this is fine dining for investors. More to come here and 700p is only the beginning.. The dividend reinstatement is great news and I will be put it back in to buy more. Buy.
the update would be a load of old crock-ery but it is really good. Been punting this all year I am glad to say and though I paid 700p initially I have paid much less over the last few months. I think this will recover eventually to 1000p.
big 10k share trade too
today's recovery is more like it !
and no plates are being smashed? I feel like smashing one myself due to the SP drop though I expect it should rise. Already it has clawed back a little. Ridiculous drop imho and unfathomable.