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Share Name Share Symbol Market Type Share ISIN Share Description
Chamberlin Plc LSE:CMH London Ordinary Share GB0001870228 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.95 -6.91% 12.80 12.00 13.50 14.25 12.50 13.75 1,128,350 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 26.1 -2.3 -18.7 - 9

Chamberlin Share Discussion Threads

Showing 501 to 523 of 875 messages
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DateSubjectAuthorDiscuss
29/3/2017
10:44
Thank you very much Zoolook nice informative summary, appreciated.In at 69p but would add a few more around these levels, certainly so, if there is any drop off.As an aside, was there any mention on Petrel, last time I spoke with Nolan and Roberts it was suggested New LED offerings were picking up business both in and away from the traditional oil&gas/mining.
hastings
29/3/2017
10:39
Maybe but at least it ties them in for 3 years as I read it
zoolook
29/3/2017
10:36
Zoo I have never underestimated the scale of the turnaround. They have done an excellent job. Company policy on share options isn't very clever. Didn't realise till too late that you could go to the machine shop opening otherwise I would have attended.
redartbmud
29/3/2017
10:03
Bearing in mind this has been a difficult turnaround situation where shareholder returns are realistically going to gain proper traction in 2018 onwards I'm not sure that is a fair comparison in terms of the longer term shareholder value they are likely to generate. Personally I don't begrudge them a penny but I can see how at a distance others might think differently
zoolook
29/3/2017
09:40
When I last looked in 2015 he was paid a total of 326k and didn't own a single share, that struck me as way too much, and out of kilter with shareholders returns. I've just checked and this dropped to 255k in 2016 which is still generous compared to similar sized businesses in the engineering field, he also was gifted over 200k of nil cost options in December 2016 http://www.investegate.co.uk/chamberlin-plc--cmh-/rns/director-pdmr-shareholding/201612191701062836S/ which vest between 80 & 120p which again is v generous at shareholders expense. This is in addition to over 900k of options that are now in the money between him and David Roberts.
rhomboid
29/3/2017
09:11
Are you saying they are overpaid? 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
28/3/2017
22:49
Thx zoolock , great report , did you get any sense as to why Directors are well paid but not major shareholders?
rhomboid
28/3/2017
22:16
So general feedback and impressions are entirely positive which allayed my nerves as I am now grossly overweight here. The event was invitation only for customers, investors and suppliers. The company is now no longer firefighting and has a growth plan with purpose and direction. I could probably write an essay but the main issues the main takeaway points for me are: -The Hardman report was issued publicly because before it was done inhouse by their former NOMAD? but their current adviser doesn't do this as a private service so they had to commission it separately so they thought they might as well make it publicly available (ie no behind-the-scenes softening up for a rights issue) - They did talk about their plans for a new disa foundry and sell the current site to a housing developer but this would be predicated on order growth and bearing in mind the existing foundry is only 50% utilised we are looking a few years of order book growth ahead before this happens though if/when that does happen the scale of the investment might mean a right issue to fund it - It is a MYTH that they only supply to the diesel turbocharger market. Most of their turbocharger housings are currently for petrol engines!!! and they only have a miniscule % of the market so significant growth in a flat mainly untapped market is entirely possible - Their cleaning processes are unique to them and give them a competitive USP to customers in getting rid of sand over European competitors who are restricted by environmental legislation -I worried that now they machine that might mean they deliver finished product lineside on a JIT (Just In Time) basis to assembly plants. Fortunately not so. This is a good thing as they are not running the risk of ruinous line stoppage charges if they fail to deliver I asked the CEO if I could put his presentation in the public domain and he said yes so you can find it here (hopefully): https://tinyurl.com/n2vqwsy I think they are well placed to win new orders due to drop in sterling, improved QCD reputation, reduced internal costs from productivity improvements and with the spare capacity in the foundry production can be ramped up with little investment. Spoke to Exidor MD too and things seem to be going well there too. Great narrative all round. If price drops back I will buy more. Certainly wont be selling at the current share price Good times.
zoolook
22/3/2017
12:38
Be good hear your general feedback and impressions if possible.
hastings
22/3/2017
12:21
Ill be attending the Machine Shop opening tomorrow. Let me know if there is anything specific that anyone would like asking
zoolook
22/3/2017
07:55
Figures suggest a PER of 8 falling to near 5 next year and that should be nailed on given existing contracts underpinning. Currency a real plus too. If as should be expected all on track then the 2019 pencilling in of 23.9p looks doable.
hastings
21/3/2017
23:35
One bear sign is that Hardman, the analysts involved, are known to be paid by their subject companies for producing research, sometimes ahead of a cash raising. If a cash raising is imminent, then we hope the story this time is better than that dribbled out at any time during the 30 years I've known this company.
coolen
21/3/2017
22:29
Also agree this is a good idea, providing a good overview for investors.
chrisis33
21/3/2017
21:48
Technically it was issued as a RNS Non-regularity. I think companies should allow access broker notes to private investors and is something that should be applauded.
cockerhoop
21/3/2017
15:42
Highly unusual, is it not, for a company to issue an RNS announcing an analyst's "buy" circular ?
coolen
15/3/2017
09:19
Some top slicing or bottling it this morning. Despite rise still very cheap on the forecast EPS. Anyone here going to machine shop opening next Thursday ?
zoolook
07/3/2017
22:09
Could this be the first year for a decade (or more!) that Chamberlin has avoided a banana skin? I've held both Chamberlin and Castings for many years. Would love too see a share price chart comparing the two.
coolen
07/3/2017
14:34
The creation of the machine shop was predicated on 3 long term orders and they can add extra machine tools for more capacity as new long term agreements are signed. Thinking about it Isnt a female mayor normally called a mayoress?
zoolook
07/3/2017
14:26
zoo A Mayor is a Mayor is a Mayor. Never worry about the gender. I congratulate Kevin Nolan and David Roberts, plus the foresight of Le Grand Fromage for appointing them to rescue the company post the Hairy Tim regime. Their turnaround seems to be paying off. Let us hope hat they can fill the machine shop with orders. Castings, just up the road, has a similar facility.
redartbmud
07/3/2017
14:17
Whoops. Mayor of Walsall herself. Revealed a bit of gender bias there
zoolook
07/3/2017
11:01
Thanks for that Zoolook.CMH must really be seeing the currency benefit now, could (should) be some really decent upside to the share price from these levels. Broker target achievable?
hastings
07/3/2017
10:25
Looking perky again Grand opening, by the mayor of Walsall himself, of the new high speed machining centre takes place on 23rd Mar
zoolook
30/1/2017
08:08
Have a fair few of these based on the positives the exchange-rate should bring to the bottom line. Nice to see it continue upwards.
chrisis33
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