Share Name Share Symbol Market Type Share ISIN Share Description
Churchill China LSE:CHH London Ordinary Share GB0001961035 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +10.00p +1.04% 970.00p 940.00p 1,000.00p 970.00p 960.00p 960.00p 1,463 14:00:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 53.5 7.8 58.4 16.6 106.44

Churchill China Share Discussion Threads

Showing 176 to 199 of 200 messages
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DateSubjectAuthorDiscuss
13/8/2018
12:41
Of side note, CHH's growth story is much stronger than headline numbers suggest, while remembering hospitality is much less fickle, and more strongly recurring than retail sales.
pireric
13/8/2018
11:18
Richard Beddard at II has looked at this before WJCC. It's not out of kilter with how most goods exporters will be affected in the case of the UK and EU having no deal at all, which I think (and hope!) is still unlikely "Worst case, WTO rules would mean a 7% tariff on Churchill's exports to Europe, should we leave the EU without coming to a new trade agreement." "Could Britain's exit from the EU shatter the growth story? Churchill's directors are sanguine. As you might expect James Roper, who along with other family members owns a controlling interest in the firm dating back to 1922, talks of its 'generational' mission. The company has focused on developing products that should be as resistant to competition as they are to breaking in a dishwasher. It's added value by adding colour and texture to its plates. Until recently almost all the plates Churchill sold were white and round. Unlike in our homes, where plates can be highly decorated because they are mostly on show, the aim in restaurants these days is to frame the food with simple bold patterns. The fewer processes, the lower the cost. Raku, a recently introduced range that combines a traditional print and modern translucent glaze in a single process, has the distinction of being not only Churchill's highest value product, but also the cheapest to produce. The company says Raku is its fastest growing range and "added value" products like it now account for 29% of revenue compared to 9% in 2011."
pireric
13/8/2018
10:50
The problem here is that it's the European sales that are driving growth vs a stagnant UK market. CHH only manufactures in the UK (although they're looking into creating an EU base) and tariffs on chinaware are likely to be large (see their depending on anti-dumping tariffs for Chinese imports). It's really a binary bet on a free trade agreement.
wjccghcc
12/8/2018
22:09
That's true. I have been meaning to pick up some of this on a dip so may well join
dan_the_epic
11/8/2018
07:54
If uncontrolled hard Brexit does happen, most exporters on the entire exchange will get thwacked. I've added here yesterday on the dip. This is cheap again in absolute terms and versus its own history. Normally trades at 17-22x earnings. Currently well less than that + trading momentum. Ex cash we're talking low teens which is cheap in my book. It's pretty illiquid but no reason this should be trading on a three digit share price IMO. Interims due before too long so that'll refocus investors again :0)
pireric
07/8/2018
20:54
Same issue here as with many exporters into Europe. What happens in each form of Brexit? Do European companies start to source locally to avoid the headache of preparing contingencies for each and every possible outcome?
dan_the_epic
04/7/2018
07:30
Once again, short but sweet! CHURCHILL CHINA plc ("Churchill China" or the "Company") PERIOD END TRADING UPDATE Churchill China plc (AIM: CHH), the manufacturer of innovative performance ceramic products serving hospitality markets worldwide, is pleased to provide an update in respect of trading for the six months to 30 June 2018. We have continued to make good progress against our strategic objectives. In the first six months of the year we have achieved better than expected levels of growth in Europe, reflecting our investment in market and product development. We now anticipate trading performance will be ahead of our earlier expectations for the full year. Our Interim Results for the six months to 30 June 2018 will be announced on 30 August 2018.
cwa1
17/5/2018
20:26
Good results :)
pireric
17/5/2018
07:44
Short, but IMHO, relatively sweet:- AGM STATEMENT Churchill China plc (AIM: CHH), the manufacturer of innovative performance ceramic products serving hospitality markets worldwide, will hold its Annual General Meeting later today. At the meeting, Alan McWalter, Chairman, will make the following statement: "I am pleased to report that we are making good progress against our objectives in the year to date. Trading since our Preliminary Results announcement in March 2018 is ahead of the comparable period last year and we remain confident that our full year performance will be in line with our expectations. "We have made further progress in Europe and other export markets and UK sales continue to be supported by good levels of repeat business from our established customer base. New product introductions, an important part of our performance improvement in recent years, have been well received."
cwa1
12/5/2018
20:07
hxxp://www.iii .co.uk/articles/502576/churchill-china%3A-one-buy-and-hold-investors
pireric
27/4/2018
18:37
hxxp://www.cateringinsight.com/breaking-news-cornwall-catering-equipment-founder-takes-main-honour-cedabond-awards/ "Churchill China took the award for ‘most improved supplier – light equipment’, ahead of Zodiac Stainless Products and Thunder Group, while Middleby UK gained the title in the heavy equipment category, with IMC and Maidaid as runners-up." Would be nice if the current GBP weakness persists for a while. Good for the export businesses so could be a nice tailwind. Feels like the sort of stock that would pass Buffett's test of, if the stock market closed tomorrow for 5 years, would I be OK on the other side Probably a resounding yes here after more than 2 centuries in business!
pireric
13/4/2018
21:55
Http://www.dinerp.com/articles/churchill-china-selects-dinerp-to-supply-new-product-management-solution-for-ifs
pireric
13/4/2018
19:30
Good read hxxps://moneyweek.com/churchill-china-an-aim-favourite-with-lustre/
pireric
09/4/2018
20:04
Normality has returned :0)
pireric
08/4/2018
13:47
Portmeirion, which is far more exposed to retail + consumer cyclicality, now trades on a higher multiple than this
pireric
06/4/2018
11:35
Well well well. It's now down at 13.8x next year's earnings. I'm in for a few. I don't agree with your view entirely Solo. This company has been around for decades and will likely be around for decades to come. It's a quality outfit no doubt. Ex cash PE is now 12 which looks good value
pireric
05/4/2018
16:24
Looking more tempting
solooiler
28/3/2018
20:34
4.5% is OK.. UK outlook weighing as h1 was weaker, both in terms of Brexit having a small duty rise and impacting European sales, and in terms of the UK restaurant sector
pireric
28/3/2018
10:04
Preliminary results for the year ended 31 December 2017 looked pretty good. Churchill is a terrific cash generator with Free Cash Flow of £4.5m equating to a Free Cash Flow yield of 4.5% at the current share price.
investorschampion
04/1/2018
23:00
It may retrace again martin in which case I will attempt to ctach the bottom. It fell to 962p when I dived in and that seems quite far away now. Today's update gives me confidence that the fundamentals are sound here as it came through possibly its most important period. So any retrace caused by profit takers is well worth seizing on.
mach100
04/1/2018
12:02
Well played Guys. I clearly sold too early!
martinthebrave
04/1/2018
09:04
Looks like investors have been handed this one on a plate! Great results today and shows even when some retailers are struggling there is always space for quality. £12.40 on the ask and buyers willing to pay it so I expect we will hit £13 on the ask. My cup runneth over here and certainly worth buying on any weakness as it often drifts down not on fundamentals but on bored holders selling up.
mach100
27/12/2017
12:56
An investor paid 1150p for 2500 shares today so clearly it is not a pile of crock. Investment gains are rarely handed to you on a plate but CHH saw certainly some good performance in 2017. Any volatility was just a storm in a teacup and provided an opportunity for investors to tuck in. I expect this one to push through 1162p in short order at a time where demand for its products should be especially high.
mach100
27/12/2017
12:38
Hi finkwot, while 850p looked a bargain £11 looks a little warm. It may go up more if it can get past its ATH of 1162p but I would have a trailing stop on it now because when it does re-trace it could be quite quick unless it can build another base at this level first. All IMO. DYOR. Good luck to all holders!
martinthebrave
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