Churchill China Share Discussion Threads

[asagi] 01/6/2021 10:00

excellent piece TheTwentiesTrader

[thetwentiestrader] 20/4/2021 12:55

Hi all, I have written a new article on Churchill China for my website - analysis of recent results, financial position and whether Churchill passes as a quality business. Enjoy! hxxps://www.thetwentiestrader.com/post/churchill-china-annual-report-and-investment-case

[valhamos] 20/8/2020 08:36

The company seems to be making all the right moves to cope with this crisis. It's going to be a long haul though to get back to last year's profit levels.

[big brother8] 20/8/2020 07:27

DOWN TO 500P TODAY.

KEEP SHORTING.

BB8
IN BB8 WE TRUST.

[my retirement fund] 02/6/2020 22:44

So they are making large swathes of staff redundant as they re access the next few months furlough. Looks a good medium term short then.

[mach100] 28/5/2020 23:00

Is a fall such a bad thing for a pottery company though? They could always make another one.

[valhamos] 27/5/2020 08:44

I guess the realisation of the damage to the hospitality sector caused by the government persisting with this ridiculous lockdown far longer than other countries.

[nocton] 27/5/2020 08:37

Anyone know why the recent sharp fall?

[skirbell] 09/1/2020 10:06

Slightly ahead, which is nice. Last year, CHH managed around 40.8p eps for the second half against 24.2p eps in the first half. So far this year, they delivered 31p eps in the first half. So a similar split would be roughly 51p for the second half for a total of 82p for the full year. Current forecast is 75.6p eps for the full year, so I'd expect somewhere between the forecast and 82p.

If this is right, it puts the PE and a slightly rich 25+ so taking a good look at the future expectations in the results will be important to see if growth is likely to continue.

I'll continue to hold for now.

[mach100] 27/11/2019 11:01

Anyone know why the share price has gone.. er.. potty? I would like to sell and buy back in if it retraces but momentum is strong and the rise shows no sign of abating.

[valhamos] 27/11/2019 09:13

Strong breakout now after a few months of consolidation.

[skirbell] 05/7/2019 15:46

This is a quiet star in my portfolio and another 'ahead of expectations' RNS today. I have eps forecasts for the year at 73p, up from 65p last year. If we assume a 5% increase in these expectations, we're looking at 76.5p, which would put the PE at today's price at 21, which is shading the high side but not unreasonable for growth of 17%.

[mach100] 30/4/2019 12:59

Powering to new highs! It has real momentum with buyers paying 1631p ever after going ex divi. Only the shadow of Brexit kept a lid on this one.

[valhamos] 27/3/2019 17:53

Good results with the benefit from higher added value products and recent investment paying off.

[mach100] 25/2/2019 14:50

Good news today. Acquired at a bargain price a controlling interest in a profitable company that is already a supplier.More to come here!

[cwa1] 07/1/2019 08:08

Indeed. Happier days.

[thelongandtheshortandthetall] 07/1/2019 08:07

Ahead of expectations!

[pireric] 05/10/2018 20:15

Several directors selling a few o_o

[pireric] 30/8/2018 09:12

#CHH Singer note just out. "Excellent interims". "European growth should continue to prosper under either Brexit scenario." On top of previous upgrades, nudge up "EPS forecasts by 1-4%" for the next 3 years and see "fair value towards 1250p" 👍

[mammyoko] 30/8/2018 08:38

Sterling fall in the event of hard Brexit would more than compensate for a 7% tariff