User Notice: The site will be occasionally unavailable due to scheduled maintenance this weekend. Please accept our apologies for any inconvenience.

Buy
Sell
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 576 to 597 of 875 messages
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
DateSubjectAuthorDiscuss
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
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
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
29/6/2017
15:02
My copy is the same as Rivaldo's so not sure how you're getting something different Tiswas🤔
rhomboid
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
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
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
14/6/2017
16:58
Maybe today's events in London might mean opportunities for Exidor ?
croasdalelfc
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
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
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
30/5/2017
09:18
Also spoke with management again last week.Currently working on a write up and feeling increasingly bullish despite the great run.
hastings
30/5/2017
08:29
Very positive article on Share Prophets this weekend - here's an interesting excerpt: Http://www.shareprophets.com/views/29361/chamberlin-full-year-results-and-management-chat "However, talking to management, they emphasised the noted investment is underpinned by orders and that there is thus strong confidence in the profitable growth and debt support going forward. This is also with now Walsall “one of only four specialist foundries in Europe with the technical capability of supplying castings for turbochargers and, with our new machining capability, the foundry is now the only fully integrated supplier of grey iron bearing housings in Europe”. Although there will be continued elevated capex at Walsall this year, the impact of the new facility is also visible in profit forecasts – with a pre-tax circa £2 million still anticipated."
rivaldo
26/5/2017
15:45
Glad I picked up a few more :o))
rivaldo
24/5/2017
13:10
Did anyone get to the presentation in London? I'd be very interested in any feedback , thank you!
rhomboid
24/5/2017
12:46
Here's another source for Hardman's report yesterday - this also quotes 19.4p EPS this year and 23.4p EPS next year. I can only assume that Hardman reissued the report later with slightly amended figures. Http://www.directorstalkinterviews.com/chamberlin-plc-track-turbo-charging-new-growth-phase/412729624 "Valuation: The shares remain attractively valued, trading on calendar 2017 EV/sales and EV/EBITDA of 0.5 and 6.1 times respectively, compared with sector averages of 1.1 and 8.7 times respectively. Our DCF valuation, using a WACC of 10% suggests that the shares remain undervalued with a fair value estimated at over 200p. Investment summary: Chamberlin Plc is repositioning itself from a traditional engineering company to become a key supplier to the automotive turbocharger sector. The shares offer the opportunity to invest in a cyclical stock with high operational leverage. The risk/reward profile remains favourable and the shares remain attractively valued against its peer group and on a DCF basis."
rivaldo
23/5/2017
21:53
Hardman's forecast of 20.1p EPS this year came from here (I assume you have to be a Research Tree member as I am to access it?), with 24.6p EPS next year: Https://researchtreefilesprod.blob.core.windows.net/notes/23.05.17-on-track-turbo-charging-into-a-new-growth-phase.pdf?sv=2016-05-31&sr=b&sig=U%2B4i3m9qJs1PMyRVfUoqUZbdSm%2Fxlmyy6LEERXFxJaA%3D&se=2017-05-23T20%3A54%3A27Z&sp=r
rivaldo
23/5/2017
17:15
Rivaldo not sure where you got 20.1p The underlying EPS estimate is currently 19.5p for 2018 which is virtually unchanged from 19.4p in March. 2019 estimate is down slightly from 23.9 to 23.4p. They said the results are in line with expectations but their March estimate for this year was 12.8p yet now 4.5p which must count as a miss. Link to latest Hardman report here: hxxp://hardmanandco.com/docs/default-source/company-docs/chamberlin-plc-documents/chamberlin-final-results-23rd-may-2017.pdf Link to March report here: hxxp://hardmanandco.com/docs/default-source/company-docs/chamberlin-plc-documents/chamberlin-final-results-23rd-may-2017.pdf I have probably got the wrong end of the stick - wouldn't be the first time. ps MRF so much for filtering me. Typical
zoolook
23/5/2017
15:33
Rivaldo - nice to see you here!I nearly bailed this morning for a 15% profit but glad I held on . Only a small holding but could easily double in a year or so
croasdalelfc
23/5/2017
11:32
Bought some of these on the dip today. Hardman have now increased their forecast to 20.1p EPS this year. They're not normally ones to over-egg things (though there's always the exception!). Above all, CMH is obviously a company on the up. Good to see the other two subsidiaries doing well too, but the core turbocharging division is only going to get better and better, especially given the favourable regulatory environment supporting its growth. And the pound's weakness will also help drive sales and further enquiries in making CMH's products that much cheaper to its prospective customers.
rivaldo
23/5/2017
10:31
My Retirement Fund Mark 2
zoolook
23/5/2017
09:40
It's the 2018 numbers and beyond that has lifted the shares and that hasn't changed.Holding.
hastings
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
ADVFN Advertorial
Your Recent History
LSE
CMH
Chamberlin
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210507 22:41:10