Chamberlin Share Chat (CMH)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Chamberlin	LSE:CMH	London	Ordinary Share	GB0001870228	ORD 25P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-5.00p	-3.92%	122.50p	115.00p	130.00p	127.50p	122.50p	127.50p	7,516	10:21:05

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Engineering	35.0	-0.2	-3.3	-	9.75

Chamberlin Share Discussion Threads

Showing 576 to 599 of 600 messages

Chat Pages: 24 23 22 21 20 19 18 17 16 15 14 13 Older

Date	Subject	Author	Discuss
20/7/2017 22:28	The share is very thinly traded. Buys today 753 sells 2515.	redartbmud	Read Full Thread Reply
20/7/2017 09:32	A muted response tho say the least - no trades!	croasdalelfc	Read Full Thread Reply
20/7/2017 08:06	Excellent update, forecasts up to end of 2019 already well underpinned and winning new business now very welcome.Should see a decent tick up this morning but still looking cheap.	hastings	Read Full Thread Reply
20/7/2017 07:49	" commences towards the end of 2019 and will replace an existing programme at Walsall for the same customer, which is coming to the end of its life cycle." Is there a gap between the two, or a tail off in the existing contract supply that will mean lower orders in the interim period? Anyone going to the AGM?	redartbmud	Read Full Thread Reply
20/7/2017 07:24	Good AGM trading update today, with sales ahead of expectations and a solid start to the year. Plus the announcement of a €3.7m renewal contract going forward Https://www.investegate.co.uk/chamberlin-plc--cmh-/rns/agm-statement/201707200700055601L/ ""The Company has made a good start to the new financial year with sales in the first three months slightly ahead of management expectations. We have made additional investment at our new machining facility to support the increasing volumes and, accordingly, first half costs will reflect this. "I am also pleased to highlight a major new contract signed by our foundry operation in the period with an existing customer, a leading European supplier of components and parts to the automotive industry. Worth €3.7 million over its seven year term, the contract commences towards the end of 2019 and will replace an existing programme at Walsall for the same customer, which is coming to the end of its life cycle. The award underlines our technical expertise and high service standards as well as our strong customer relationships. "The Board looks forward to providing a further update on trading in due course."	rivaldo	Read Full Thread Reply
18/7/2017 15:43	Surprising retrace, but this is a very illiquid stock and volumes have ben small with a few sells. An opportunity imho - particularly with the AGM statement coming on Thursday.	rivaldo	Read Full Thread Reply
03/7/2017 17:47	Maybe get in touch with Hardman and ask them what they based the change on	zoolook	Read Full Thread Reply
03/7/2017 16:31	zoo/red If you are both familiar with the company any chance you know of the reason for the big difference in the eps forecasts outlined above?	tiswas	Read Full Thread Reply
30/6/2017 20:48	Agree. Nolan is the best Ops guy I've met, and I've met a few. Roberts is inscrutable which is not untypical of a good FD.	zoolook	Read Full Thread Reply
30/6/2017 20:37	zoo Nolan is a real down to earth worker. Roberts is a bit insular, so harder to read. Nothing like the previous pair, and the results reflect that fact. Options Exercisable at 97,65p Nolan 362195 Roberts 237805 Exercisable at nil Nolan 207363 Roberts 142637.	redartbmud	Read Full Thread Reply
30/6/2017 20:23	Re my response post 452 FWIW: "Didn't ask directly but Nolan isnt a stocks and shares man ie he is the exact opposite of the wheeler dealer spivvy type AIM CEO on-the-make if you know what I mean. Dave Roberts the same. This is Nolan's first listed company. I don't know their stakes but I wouldnt read anything into them not ploughing their own money in."	zoolook	Read Full Thread Reply
30/6/2017 13:11	Another thing. Despite the rather old header to this thread the CEO does not appear to own any shares and the CFO just 5000. They do have options over 560k and 380k but I like to see management with some real skin in the game. Not paid badly either!	tiswas	Read Full Thread Reply
29/6/2017 18:14	I'm told by research tree there was a revision in June so the lower figure is most recent/relevant. Not sure that helps much as it doesn't get to the reasonfor the adjustment but best guess is pension payments	rhomboid	Read Full Thread Reply
29/6/2017 16:18	Well I am glad I am not going mad! It will be interesting to hear if you find out the reason, big difference!	tiswas	Read Full Thread Reply
29/6/2017 16:01	Hmm the research tree version is different to the Hardman website one, it's a material difference so I'll query it	rhomboid	Read Full Thread Reply
29/6/2017 15:54	Just looked on Hardman's web site and they're using this report, which does indeed show 23,4p underlying EPS and a statutory 13.4p, though it doesn't explain the difference: Http://www.hardmanandco.com/docs/default-source/company-docs/chamberlin-plc-documents/chamberlin-final-results-23rd-may-2017.pdf I assume the difference is the usual pension service cost, share-based payment charges etc.	rivaldo	Read Full Thread Reply
29/6/2017 15:02	My copy is the same as Rivaldo's so not sure how you're getting something different Tiswas🤔	rhomboid	Read Full Thread Reply
29/6/2017 14:51	Hi Rivaldo I thought I was looking at the same as you! Hardman report 23/5/17 On-track; Turbo-charging into a new growth phase Underlying EPS (p) 1.5 4.5 19.5 23.4 Statutory EPS (p) -4.4 -12.2 9.5 13.4	tiswas	Read Full Thread Reply
29/6/2017 12:48	The report I have dated 23rd May shows 24.6p core underlying EPS to March'19, with 20.2p statutory EPS, so I can't see where you get your figures from tiswas.	rivaldo	Read Full Thread Reply
28/6/2017 14:17	Why the 10p difference in underlying and statutory eps for 18/19 in the Hardman report. Is it just the pension contributions? Can not see it explained.	tiswas	Read Full Thread Reply
14/6/2017 16:58	Maybe today's events in London might mean opportunities for Exidor ?	croasdalelfc	Read Full Thread Reply
14/6/2017 15:11	Interesting to see 4 buys in the space of a 1/2 hour just now for this usually quiet stock. Perhaps tipped somewhere?	rivaldo	Read Full Thread Reply
12/6/2017 09:11	The June edition of Master Investor magazine out this weekend (p.40) tips CMH as one of three AIM companies to grow from "Acorns to oak trees".... Https://masterinvestor.co.uk/wp-content/uploads/2017/06/Master-Investor-Magazine-Issue-27-low-res.pdf?utm_source=Daily+Bulletin&utm_campaign=c5e64d1cd2-MI_Magazine_Alert_June_2017&utm_medium=email&utm_term=0_25eff0bb7f-c5e64d1cd2-34898813 Extract: "Valuation Shares in Chamberlin have more than trebled since last year's lows of 50.5p and at the current price of 152.5p per share the company is valued at £12.14 million. That values the business on a multiple of just 7.8 times earnings forecasts for the year to March 2018 from analysts at Hardman. The multiple falls to 6.5 times for 2019, although there is no dividend expected in either year. While the valuation remains relatively low here the balance sheet is not as strong as some investors might like. The net debt position as at end March 2017 was £6.8 million, up from £3.2 million 12 months earlier, mainly as a result of investing in the new machining facility. In addition, there is a pension deficit of £5.2 million to contend with, with the company making an annual deficit reduction contribution of c.£0.3 million. Nevertheless, these contributions are easily funded out of operating income and interest payments on borrowings were covered a comfortable 4.6 times by operating profits in the last financial year. As a good value recovery play, Chamberlin shares look like a longterm buy and hold."	rivaldo	Read Full Thread Reply
05/6/2017 07:32	RNS - Thomas Charlton has gone above 3% with 242,500 shares: Http://www.investegate.co.uk/chamberlin-plc--cmh-/rns/holding-s--in-company/201706050700040846H/ It's worth noting who exactly he is.... Https://www.bloomberg.com/research/stocks/people/person.asp?personId=9011989&;privcapId=877542 "Mr Thomas William George Charlton, also known as Tom, MA served as Managing Director of Merrill Lynch Investment Managers from 1998 to August 2002. Mr. Charlton has in-depth investment knowledge together with broad experience and interest in the smaller companies sector. etc" Hastings, looking forward to your write-up.	rivaldo	Read Full Thread Reply

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