Share Name Share Symbol Market Type Share ISIN Share Description
Churchill China Plc 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
  40.00 3.81% 1,090.00 1,050.00 1,130.00 1,090.00 1,050.00 1,050.00 8,572 14:21:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 57.5 8.8 65.6 16.6 119

Churchill China Share Discussion Threads

Showing 101 to 124 of 225 messages
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thanx for posting link cwa1 first read of interims and thay look half decent with an increase in the dividend as well
tipped in the mail i think
picked up a few recently
Not really. Relatively small, still has a big holding. Probably the first time he could raise cash for months due to being in closed period. Deserves his holiday/yacht/whatever :-)
Seems to be moving up on quite low volume. Any opinion on the director sell?
Oh well, better keep shtum then. Don't want to break the spell by bringing everyone here and talking about it, eh? ;-)
I like it that no one else is interested. This share has most of the PYAD features and when the next set of results is announced should have a low forward PE. Current estimate (Sharelockholmes) shows EPS growth of 30% next year. Seems a good outer to me.
No one else interested in these at all?
Just in case anyone is still remotely interested in CHH, they have released a Trading Update today which seems good to me:-
Share price holding steady after the results which were dissapointing but expected. Cash balance has gone but fundementals still good. EPS for year ending 06 set to rise approx 25% from memory. I suspect that Katrina marked the peak of the oil bubble and with a continuation of the bull market CHH's pension problem and share price should improve. CHH maintained its dividend and share price (inlcuding pension liability) is way below net asset value. Director mentioned disposing some of its property assetts.
Results out end of the month. Results should be poor due to the high oil price but I'm hoping this is all in the price. Share is trading below NTAV, no gearing, reasonably low pe and a good yield. In my opinion the best AIM share around based on fundementals.
there where some large trades today where they sell or buys? The intra day chart on III seems to show an upswing in the price when the big trades go through. Looks to me like they could therefore be buys and if so someone is putting large wedges into this stock at this low price with that much money at stake surely they know what they are doing? If only somone could confirm the trades. If anyone has level 2 on III does this show what these trades are?. If anyone knows could they tell me please as this is a good company on its funamentals and is an attractive proposition for a value investment long term. If the dividends remain on target, as suggested by the company today, it will give a good yield whilst holding. I would welcome any views on this as I am thinking of topping up/averaging down tomorrow regards
the last vestige of management credibility finally evaporated this morning. Time for another visit from Sir John ? Or why don't they just sell up & retire. they're NEVER going to get this right as ( & you're quite right Skyracer ) they're simply too far behind the game, both as respects aptitude & attitude. Thank goodness for their ungeared balance sheet - got a feeling we're gonna need it !
the troll
Skyracer - 30 Aug'02 - 09:56 - 14 of 31 edit " Churchill China is fundamentally flawed because the market seems able to change faster than CHH can respond or anticipate, leaving them flat-footed. They could spend a lot of money changing and it could just happen again. "
nothign to hold these up imho - eps puts it on a growth rating anythign above 200p but it ain't growing!
I agree, great news. the profit warning that they issued some time ago arose as a result of the 4th qt sales in the retail market being below expectations and I think that the market had overeacted to that. Eveything looks good for the forseable future in my opinion.
Just read the results! Great news. Looking good for the future. Bought in some more. Does anyone have any info on any property churchill owns?
CHH is rising suspicously steadily - is the MM moving the price to some target? see http:\\ for other steady risers
charles henderson
" Skyracer - 30 Aug'02 - 09:56 - 14 of 25 edit These results are just awful. Thank goodness I sold out. The board say they "intend to accelerate the long term rate of change in the business".... Long term? Do they have a crystal ball? They need change now and its going to cost money; restructuring costs, stock write-offs, increased capex. Churchill China is fundamentally flawed because the market seems able to change faster than CHH can respond or anticipate, leaving them flat-footed. They could spend a lot of money changing and it could just happen again. The business environment has altered dramatically over the last couple of years and what Churchill really need now is a management team with the ability to implement change rapidly and appropriately rather than just the ability to implement change. Churchill deserve to go below 100p. SELL " And now it has happened again, complete with stock write-off.
Well this has been a pretty dull share, but has woken up all of a sudden. Out of the blue up 6p at 4pm
Directors selling, and quite a lot of them, means only one thing, bad news to come later in the year - its a certain thing - they sell what they can now - people forget and the bad news hits in a few months time. Time to reduce the holding in these, they sold at 205 - so if that level is nearing, then get out.
They may have equally sold as many as they could without spooking the market? And if the results are not good Mr. Ropers judgement`s not too hot? Portmeiron have a different niche within the market so this should not have affected CHH shares! As the hotel industry has picked up that side of CHH`s business is likely to have grown and together with improved efficiency - the outlook should be be satisfactory!
Mr Roper's sale is about 1/75th of the shares he held before the sale. That's a tiny proportion, and anyone who was seriously trying to reduce their holding in the company would almost certainly have tried to sell quite a lot more. He probably just has a need for 33k for some other purpose and selling some of his shares was the most convenient way to raise it. Mr Taylor's and Mr Grundy's sales have come shortly after they exercised options under the company's Unapproved Executive Share Option Scheme. The fact that the scheme is "unapproved" means that an income tax liability arises immediately on the difference between the option price and the price on the day that the options were exercised. Furthermore, the company becomes liable to extra employer's National Insurance contributions at the same time, and if it follows normal practice, it will be a condition of exercising the share options that it can pass that liability on to the director. The net result is that you should normally expect directors to sell shares following the exercise of unapproved share options in order to raise cash to pay the tax, especially if the shares have risen quite a lot compared with the option price. Mr Taylor and Mr Grundy sold very substantial fractions of their holdings, however - quite a lot more than was needed to fund the tax, so this isn't a complete explanation. Mr O'Connor's exercise was under the company's Executive Share Option Scheme and is presumably "approved" - meaning no tax is payable until the shares are sold (and then it is CGT rather than income tax, and can be reduced very substantially by holding for a year or two after acquiring the shares). It was also a very significant fraction of his holding. That makes his sale rather more surprising and worrying. The other noticable feature is that they all sold on the same day and at the same price. I'd be surprised if they all picked the same day to sell purely by chance. So my guess (and it is only a guess) is that once they knew some directors' sales were going to happen, they discussed it and decided to get the "directors sell" news out all in one go, with each selling as many as they wanted to from the point of view of raising cash. Overall, it's not the most welcome news. But it certainly doesn't look very bad to me: in particular, I would see Mr Roper's retention of such a high proportion of his very large holding as basically being a vote of confidence in the company - though coupled with some personal financial prudence. Gengulphus
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