Creightons Share Discussion Threads

[carpingtris] 09/12/2020 11:13

It'll no doubt get a mention in IC magazine as previously tipped in there a few times. So the next couple of weeks will certainly be interesting.

[its the oxman] 09/12/2020 11:08

Any feedback appreciated if you get any.

[davidosh] 09/12/2020 11:05

A number of companies are featured each week on the MelloMonday investor shows. The next two shows are this coming Monday and then on the 21st December. It is highly likely that Creightons will be featured and I know a lot of the attendees are going to be on the webinar later today.

Keith Ashworth Lord of the Buffetology Fund is the headline speaker and there are eight sessions altogether. If any of you would like a half price ticket just enter the code MMTADVFN50

[rachael777] 09/12/2020 10:25

nothing to see here - good results. easy long term hold for no drama. glad i simply did nothing yesterday

[its the oxman] 09/12/2020 10:05

Yes hard to guess extent of profit taking sometimes but it will run its course and we have traded through 70p before and arguably things look better now. So hopefully just a matter of time. Happy to hold and wait for further good news. Worst thing can be spread sometimes but it's often closer than it seems when a price is quoted.

[investor0109] 09/12/2020 10:00

OXMAN- 70p by end of day a little hopeful perhaps, as much profit-taking this AM. Some cannot see beyond the end of their noses! Expect nice rise in share price following tipster write-ups in coming weeks, courtesy of those who know a good bargain once told it's so.

[its the oxman] 09/12/2020 09:59

Welcome aboard hoping for great things over next 12 months, let's see if any feedback comes from results meeting. Also often comments from stockopedia small cap and very likely to get tipped in paper columns as well. Much worse places to be.

[muffster] 09/12/2020 09:55

Am a bit late to this oneResults great. I use a number of investment screens and Simply Wall Streets DCF has this at 89% undervalued

[mfhmfh] 09/12/2020 09:28

EPS 3.31 at half year.

6.6 EPS at full year with a forward PE ratio of 12 would give a share price of 79p.

[winsome] 09/12/2020 09:24

I managed to get in at 63p. This looks like a great Value AND Growth company. I'm assuming conservatively full year results will come in at 5.7m EBITDA. That makes an EV multiple of just 7x and a PE roughly the same, and Return on Tangible Equity of 33%. Based on last year's avg PE that gives a conservative 25% upside on today's price.

If it were a larger cap company its PE would be much higher. But it's not. So I'm hoping for 80p by time of full year results. However, if they gain more attention from the likes of Simon Thompson at IC (I don't read IC but this is a small cap gem for him) then it could fly higher. Their earnings could also come in a lot higher than estimated. They could even be taken over at around 100p. Their NAV of 18m is another huge plus which makes this a deep value company and they grown that yoy for quite a few years without relying on increased intangibles.

Sales Pure Touch hand gel should continue well until middle of next year and probably longer term even beyond Covid if they maintain supplies to NHS.

[its the oxman] 09/12/2020 08:13

Great results. Going great guns it seems. Could easily be 70p by end of day or in next few weeks. Much higher pethaps 100p by nexf results if sales continue as suspect they will. Very pleasing

[winsome] 09/12/2020 08:06

Great results. Wish I'd managed to pick up some shares yesterday. I put a limit price order in with Barclays but it didn't execute even though other purchases went through at a lower price. Good luck to those who hold already. Hopefully I'll get in closer to 60p than 70p. Just wondering if the stellar sales in sanitiser will continue through 2nd half. NHS might have procured a more competitive supply and I would have liked the interims to have commented on that.

[tomps2] 09/12/2020 07:53

Creightons #CRL H1 results today. Revenue +36%; PTP +63.8% EPS: +60%.

Full presentation with Q&A at 2pm today. Register: [...]

[mauricemonkey] 09/12/2020 07:50

OMG, they actually managed to release it on time.

Stunning results too. Surprised they didn't lift the interim but having cash in the bank is no bad thing right now with all the uncertainty over Brexit and the vaccine.

[cheshire man] 09/12/2020 07:43

Happy to be sat in this well run company :-)

[investor0109] 09/12/2020 07:39

Results released in good. Superb results have surpassed my expectations this AM. Highlights:

- Revenue increased by £8.62m (36.3%) to £32.37m (2019: £23.75m).

- Profit before tax increased by £1.13m (63.8%) to £2.90m (2019: £1.77m).

- Diluted EPS 3.31p (2019: 2.06p)

- Net cash on hand at £2.38m (2019: £1.57m

- Online sales increased 180%

In my view, CRL worth 70-75p near-term and perhaps 120-150p mid-term should growth continue. Well managed throughout COVID, prepared for Brexit best it can be and exciting continued growth.

[mauricemonkey] 08/12/2020 22:35

What time we reckon results will be released.
I'm going for 8:47.
On recent history, it won't be 7am.

[winsome] 08/12/2020 16:57

The spread on these is wide. I didn't manage to get in at a tighter price today. Will see what tomorrow brings. Some of their products are selling in South Africa at 5 times the UK price, others slightly cheaper. I asked my wife about the products. She has a bathroom full of cosmetics. Turns out she has a bottle of their Bambeautiful shampoo in the cupboard without consciously knowing it was made by Creightons. They may surprise on the upside with their sanitiser sales but then again that market is flooded now.

[rachael777] 08/12/2020 16:54

Surprised no price action day before results - was tempted to halve my position but have given them the benefit of the doubt - not that i have too many doubts! Just hopi n g for no surprise announcements tomorrow - can do without exaggerrated rises and falls on this given the generous spread the mms get away with....

[carpingtris] 08/12/2020 16:26

Hopefully be good!

[mfhmfh] 08/12/2020 16:19

let's see what tomorrow brings...

[carpingtris] 07/12/2020 20:23

Savers has x5 products online:

[carpingtris] 07/12/2020 19:51

I've also seen products in Asda - handwash Mango and Papaya and another; the name escapes me, and more recently some shampoo in Tesco... I know they have the puretouch brand in Home Bargains... so pretty much all major stores covered - not least what gets sold abroad.

Someone on this board also recently mentioned having seen the puretouch brand being used in the NHS. I'm excited for Weds tbh.. fingers crossed.

[chirpychips] 07/12/2020 17:57

Very interesting Winsome, i know they always had big ambitions. Sounds like they are starting to build a significant international base. Let´s see what the ipdate brings.