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Share Name Share Symbol Market Type Share ISIN Share Description
Portmeirion LSE:PMP London Ordinary Share GB0006957293 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +60.00p +6.00% 1,060.00p 1,040.00p 1,080.00p 1,077.50p 1,040.00p 1,040.00p 6,477 15:21:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 84.8 8.8 65.1 16.3 115.25

Portmeirion Share Discussion Threads

Showing 226 to 249 of 250 messages
Chat Pages: 10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
17/1/2019
07:58
Let's see if it manages it this time !
podgyted
12/1/2019
09:25
Hi podgyted, I certainly don't think you are wrong - the company has a lot to commend it. I was merely pointing out it's never been one to fly per se, at least not without significant retracement. I've held for 4.5 years - from about £7.20 I think. In that time it has hit peaks of circa £13 twice, but never quite held that kind of level.
spann_703
11/1/2019
10:29
Well, I might be totally wrong but:- 1) The company had a strong first half (Revenues up 15% on a constant currency basis), now whilst the seasonality here means that they are heavily reliant on H2 performance, outlook comments indicated confidence that momentum would continue. 2) Major factor in the H2 seasonality is Xmas pattern sales in the US - US consumer spending is booming at present. 3) Currency moved in their favour in H2. 4) Retail stats in the UK suggest household goods have done well. On the basis of the above the recent price weakness seemed a buying opportunity to me. Not long (possibly Monday) before I'll either be vindicated or forced to eat my words. (span - look at Jan18 to Jun18 - it does occasionally fly - but agree, did get a nosebleed then came back down to earth.)
podgyted
11/1/2019
08:41
The first half of 2018 wasn't bad.
zangdook
11/1/2019
07:14
That would be nice, podgyted, but this share has never really exhibited any real inclination to soar like an eagle. It's more like a penguin, ambling along; it may occasionally manage a small hop up to higher ground, but is equally likely to fall to its stomach and slide down a long ice chute.
spann_703
10/1/2019
21:15
This is ready to fly
podgyted
10/10/2018
21:56
yes. any reason?
zangdook
10/10/2018
16:32
Even cheaper now. That's quite the drop this month even given the wider market's plummet.
spann_703
11/8/2018
08:43
Don't hold here but still seems pretty cheap
pireric
01/7/2018
14:36
Normal service has been resumed.
podgyted
29/5/2018
18:56
Now astounded - large sell-off today, and still went up. 30%+ return in 4 months
podgyted
18/5/2018
10:10
Churchill China’s focus on the hospitality sector means its business is exposed to very different underlying market demand dynamics to that of Portmeirion. This is highlighted by Churchill’s evenly weighted revenue across the first and second half of the year compared with Portmeirion’s greater dependence on the all-important Thanksgiving and Christmas period. Both reward patient shareholders with a nice attractive dividend and should appeal to those investing in AIM for Inheritance Tax planning purposes.
investorschampion
07/5/2018
10:52
I must admit to being bemused although sort of happy with the recent share price performance. Bought a chunk a few months ago as a long term, slightly "boring" investment. My logic was based on steady growth, good balance sheet and reasonable dividend. The long term endgame was a takeover due to its brands, which whilst not top notch, are not without considerable value which did'nt seem to be reflected in the share price - probably from the US. Perhaps its just others are beginning to feel the same but I'm surprised by the current momentum.
podgyted
30/4/2018
20:08
Don't own this but wish I did! Really impressive price performance. CHH tracking up to a certain extent to Given the pedigree of both companies, I don't think either are expensive at all. Substantial brand value not captured by the tangible assets or the stock price IMO Pound just dropping back a bit also good
pireric
15/3/2018
07:39
Final results today. · Ninth consecutive year of record Group revenue which increased by 10.6% to £84.8 million (2016: £76.7 million). · Profit before tax increased by 13.0% to £8.8 million (2016: £7.8 million). · EBITDA increased by 12.9% to £11.0 million (2016: £9.7 million). · Earnings per share increased by 9.2% to 65.07p (2016: 59.60p). · Total dividends paid and proposed for 2017 increased by 7.5% to 34.66p per share (2016: 32.25p). · Strong cash generation with a £3.9 million improvement in net cash resulting in a positive balance of £1.6 million (2016: net borrowings of £2.3 million). · Operating margin increased to 10.7% (2016: 10.4%).
slopsjon2
18/1/2018
18:54
Yes, Paul Scott covered it in his small cap value report today very positively - though he does hold the shares. Interesting to read my comments from August on this BB. PMP have exceeded expectations. If the current performance continues it's cheap and due a rerating. Despite my earlier reluctance I did buy a few more in December which with 20/20 hindsight is looking to have been a good decision. cheers
illiswilgig
18/1/2018
10:42
Trading update well received by market with share price up 6.05% as I type. hTTp://investing.thisismoney.co.uk/news/article/id/5820172
dr_smith
21/8/2017
20:54
Hello Dan, you make a good point with respect to the immediate sales of the options........disappointing. Yes there are headwinds. But then there always are. Currency weakness is primary factor in favour of PMP at the moment either as increased margin or increased volumes, or a bit of both. I currently have a relatively small holding of this share and am happy to hold to see how it turns out - but not quite persuaded myself to top up here. cheers
illiswilgig
21/8/2017
12:00
Not convinced this one is one to be buying. Done some research but numerous headwinds. weaker UK macro environment, US potential export headwinds, South Korea being next to N.Korea unlikely to inspire people to go out and buy pottery. There is a lot of work to do in the second half here to meet market expectations. Wonder if the large sell down of exercised options should be a read through... Next scheduled announcement looks likely to be January so not too sure what any positive catalyst here would be
dan_the_epic
14/7/2017
21:16
I have a small holding dating back a good few years and over which the company has been very well managed. Happy to hold at the moment. I recognise both points of view. I do think that the company has not been on top of the pottery market for the last couple of years. The acquisition seems devastatingly well designed to hold things together whilst (hopefully) the company gets its act together again. As I said happy to hold whilst I see how this shakes down, cheers Mark
illiswilgig
13/7/2017
16:17
Hi Housemartin2. So I am not alone..in spirit if not in shares. :-) I have been in and out over the years, currently in. I would be nervous of a niche/fashion type offering, but with a diversified range, new kiln and online/us sales, feel that the omens are good.IMO :-)
dr_smith
13/7/2017
15:40
You are not alone but I sold most of my holding in March at £9.55 to £9.65, leaving a small position in my ISA only. Didn't feel that the main business was executing as well as in the past, so I took my profits. However I do like the company and follow. ref your allusions, we are all pursued by our own Rover in one way or another.
housemartin2
13/7/2017
14:02
Is anybody there? Even "The Prisoner" had company at Port Meirion. It is so quiet, even the data flow has dried up on data feeds, showing a price of 0.00 for PMP. No news, so assuming it is a data blip, though would expect it to be fixed by now, been same all day on google finance and digital look. Anyhow, I am talking to myself...obviously in solitary confinement, Lotus 7 taken away and persecuted by a giant balloon. ;-)
dr_smith
04/10/2016
14:38
Not many companies have failed to take part in the great hard brexit rally underway today. Portmeirion is a very glaring exception! Seems odd to me. PMP is a strong exporter and I'd have thought the massive slide in sterling would be helping it's UK exports to the US and Asia? Especially with the new kiln. The increased cost of its imports from China will offset that but I'd expect it to be at least a small beneficiary of falling Sterling? cheers
illiswilgig
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