Portmeirion Share Chat (PMP)

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
	+0.00p	+0.00%	1,175.00p	1,160.00p	1,190.00p	-	-	-	0	07:40:31

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Household Goods & Home Construction	84.8	8.8	65.1	18.1	127.76

Portmeirion Share Discussion Threads

Showing 226 to 249 of 250 messages

Chat Pages: 10 9 8 7 6 5 4 3 2 1

Date	Subject	Author	Discuss
11/8/2018 09:43	Don't hold here but still seems pretty cheap	pireric	Read Full Thread Reply
01/7/2018 15:36	Normal service has been resumed.	podgyted	Read Full Thread Reply
29/5/2018 19:56	Now astounded - large sell-off today, and still went up. 30%+ return in 4 months	podgyted	Read Full Thread Reply
18/5/2018 11:10	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	Read Full Thread Reply
07/5/2018 11:52	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	Read Full Thread Reply
30/4/2018 21:08	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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
21/8/2017 21:54	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	Read Full Thread Reply
21/8/2017 13:00	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	Read Full Thread Reply
14/7/2017 22:16	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	Read Full Thread Reply
13/7/2017 17:17	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	Read Full Thread Reply
13/7/2017 16:40	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	Read Full Thread Reply
13/7/2017 15:02	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	Read Full Thread Reply
04/10/2016 15:38	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	Read Full Thread Reply
04/10/2016 14:55	Yes its crocked..........	meijiman	Read Full Thread Reply
04/10/2016 13:53	What a crock	analyst	Read Full Thread Reply
09/7/2016 09:22	Thursday's progress report was pretty gloomy with expected profits "materially below" last year . They are clearly hoping that a promised 14% hike in the Interim dividend will help to support the share price. There is a vague reference to reducing the dividend cover for the Final , but with a big reduction in profit even a maintained dividend may not be well covered. The Interims are due at the end of July and the shares well down at 845P . I think I will wait till then to think about getting back in , but even scented candles don't turn me on. GAN	ganthorpe	Read Full Thread Reply
17/6/2016 09:07	HM .. take your point, but tariff barriers are steep .. typically 20-30%	taudelta1	Read Full Thread Reply
16/6/2016 16:17	Post Brexit could not the £ exchange rate mean the UK was that desirable overseas manufacturing location ??	housemartin2	Read Full Thread Reply
16/6/2016 07:13	On reflection, PMP does use contract mfg for a significant part of its sales ... hopefully, this could be directed towards sales in USA and Korea, with production in the Potteries directed to the UK market. But I still think jobs in Staffs are vulnerable ... hopefully mgt will be drawing this to the attention of employees, pointing out the way the shares have moved over the past few days .. "don't vote against your job"! Meanwhile I'm holding my shares .. bookies odds now say remain probability is 62%.	taudelta1	Read Full Thread Reply
15/6/2016 20:05	Directors selling hardly going to inspire confidence - think I'll sit on the sidelines still	davr0s	Read Full Thread Reply
15/6/2016 17:34	Yes, but the big one is the USA, and Obama has stated that we would go to the back of the queue of pending trade deals .. and all these are notoriously slow as approval is needed from House, Senate and President, with a lot of union opposition being lobbied. Most cos with foreign profits are very well placed for brexit because they manufacture overseas and will benefit from translating foreign profits at a better exchange rate, but if you rely on exports that's a different story... think we might have to set up a factory in the USA ...	taudelta1	Read Full Thread Reply

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