Creightons Share Discussion Threads

[rhomboid] 28/6/2017 11:37

Hi boonboon
Thx for the reply, I've been tyre kicking IDP several times, I can't really get comfortable with it for some reason, maybe it's the volatility or the mixed reviews on the products but CRL strike me as a higher quality alternative in a similar sector and might yet outperform on a LT view, SEE is not a stock I've looked at in detail as I generally like good cashflow as a starting point. However the technology looks very interesting as we move towards autonomous vehicles so I'll look again
Cheers

[boonboon] 28/6/2017 10:25

My biggest holdings are SEE and IDP. I believe they both have the potential to multibag in the coming years. Although they're both not without risk.

[croasdalelfc] 28/6/2017 09:38

Hi Boon - well done - I think you put me into these in the first place so thanks - I've sold 1/3 this morning at around 30% in 6 weeks. Think I'll hang on to the rest for a couple of days and see whether these get rerated closer to 40p .They are still a bargain and growing strongly

[rhomboid] 28/6/2017 09:29

Hi boonboon
Where do you see better growth prospects? Genuinely interested 🤔

[boonboon] 28/6/2017 09:20

I've just sold out 40% profit in a month and a half is pretty good. I originally bought as I believed they were significantly undervalued, I don't think they are any more. Maybe still slightly undervalued and I might buy back in if they retrace a lot. I just don't think they have the growth potential of some other stocks.

[croasdalelfc] 28/6/2017 09:13

I nearly put profits from PRSM into this yesterday but held off. CRL is 6% of portfolio and I was a bit worried that Brexit, raw material costs, labour costs etc might impact on margin especially if they are squeezed by the retailers.I think management are really on top of things - I just wish they would keep the market up to date a bit more frequently with a TU every quarter.I not 8% of revenue was in $ and € so I guess the large increase in exports is on a relatively small part of sales.More info on contract sales would be welcome . I think I will watch pi presentation again

[croasdalelfc] 28/6/2017 08:57

I bought a few more on 21st as they were so undervalued - 4 percent is nothing and very few shares were traded

[rhomboid] 28/6/2017 08:54

To be fair a lot of holders will have been topping up pre results as it was evident they were on a roll and illiquid stocks will move on tiny volumes, also I can't see many holders deciding to sell just as dividends were about to be on the cards?

[ramridge] 28/6/2017 08:42

Share price went up 4% yesterday and 4.5% the day before. Insider dealing is live and kicking while the watchdogs sleep.

[jamesd888] 28/6/2017 08:35

Great start this morning for CRL Today

[jamesd888] 28/6/2017 08:33

off topic tip ECSC Group Plc (ECSC) in the awake of the latest world wide cyber attack...Worth buying today

[croasdalelfc] 28/6/2017 08:29

The annual report was posted 24 hours after the results last year -

[croasdalelfc] 28/6/2017 07:50

Hi Boon - they don't give much details at all - even though they are final results. No guidance as to current year salesNo segment breakdown either - geographical etc.They don't exactly promote themselves hence the tardy share price . They headline with a 210% increase in contract sales but then n detail - same with export sales . I'm a bit cheesed of with that. No doubt the detail with be in annual report late July

[boonboon] 28/6/2017 07:35

Not far of what I thought. They don't give much forward guidance though.

[croasdalelfc] 28/6/2017 07:19

Great results, 1.88p EPS gives an PER of 12.7.Surely a rerating is on the cards?A profit for this year of £2m gives an EPS of 3.3p and a PER of just 7.2. Rerate that to PER of 15 and that's an share price of 49p

[croasdalelfc] 27/6/2017 09:33

Hopefully will see a small rise into results

[boonboon] 19/6/2017 19:56

Profit of £1.6 million.

[croasdalelfc] 19/6/2017 19:43

Anyone want to hazard an educated guess as to the numbers next week

[prosthetic head] 01/6/2017 08:27

Lookking v good

[ramridge] 31/5/2017 14:59

That's the second day in a row that the share price has gone substantially. Volume is also around 7 times average over 3 months. But no news or chat anywhere. Puzzled. MM playing games? or ...?

[davidosh] 31/5/2017 13:25

The next results are on the 28th June if following previous year btw

[croasdalelfc] 30/5/2017 19:28

Does anyone think they can grow profits to £1.5m?Gives an EPS of 2.5p and PER of

[panic investor] 30/5/2017 12:17

Any way we can turn this thread back to a decent colour instead of green ?

[spooky] 30/5/2017 09:54

Results in a couple weeks.

[croasdalelfc] 30/5/2017 09:31

Why the sudden burst of buying ?