Portmeirion Share Discussion Threads

[value hound] 07/5/2023 10:06

Must-have commemorative pottery ....
hopefully!

hxxps://www.portmeirion.co.uk/collections/king-charles-iii

[wad collector] 03/5/2023 12:11

They'll be fully stocked again just in time for his abdication on grounds of diminished responsibility...

[dicktrade] 02/5/2023 10:55

On the PMP direct retail website they are starting to sell out of the Charles III
memorabilia crockery, they do give pretty swift 'back in stock' dates so i am assuming this is good news not poor forecasting of sales .

[zho] 02/5/2023 10:01

Portmeirion (PMP) Stock Analysis - May-2023

[zho] 30/4/2023 11:17

Comparator company Churchill China tipped by Money Week:

Renewed optimism that a global recession can be avoided is especially palpable in small caps such as this £144m ceramics firm, which produces plates, mugs and cookware for the hospitality and retail sectors. About 40% of group sales come from the UK, with the second-largest market in continental Europe.

[chrisb1103] 19/4/2023 18:04

XD tomorrow might create a dip after the strong recent run. Will be interesting to see if the dip gets bought?

[wad collector] 14/4/2023 17:47

Xd 12p next week.

[forensic] 14/4/2023 10:51

Thanks for sharing the pdf

[zho] 13/4/2023 12:17

Tipped by Simon Thompson - the reason for today's rise:

[tempted] 13/4/2023 11:07

very good point, thanks for highlighting.

[melody9999] 13/4/2023 10:32

Nice results over at CHH today so a positive read across on the sector.

Just comparing the raw numbers, PMP is so much cheaper than CHH with a rolling 1 year PE of 8.4 compared with 16.7 and higher divi.according to Stocko

[tempted] 12/4/2023 19:33

Paul (with others) provides a brilliant service reviewing updates from small caps every morning on stockopedia, which itself is a a share screening website providing a very clear stock report. It can provide some great pointers and there is a knowledgeable community, worth considering if your portfolio value is not insignificant or you want some new ideas. I was sceptical but will keep the subscription going after nearly 25 years of DIY. But remember to do your own research.

[wad collector] 12/4/2023 15:32

Didn't know that was his real name; though I see he started this BB.

[tempted] 12/4/2023 13:42

Added some more, have to add credit to Paul Scott for highlighting a few weeks back, his one concern was the inventory needs to unwind, small punt in the scheme of things.

[wad collector] 12/4/2023 13:27

That is an impressive burst today, now a ten month high. Shame I paid £6....

[melody9999] 12/4/2023 10:03

Doubled up today. PMP is cheap and has little resistance chartwise up to 600p – which is my target and also broker Singer target. Energy hedge until Q1 2024 but with prices reducing this should give them time to negotiate a reasonable deal.

Also final divi ex 20/4 for 12p.

[my retirement fund] 07/4/2023 19:48

Probably time to sell then!

[zho] 05/4/2023 10:45

That's funny - I C&Ped the address but somehow the 'a' in 'small' got lost.

I've corrected it now.

[cwa1] 05/4/2023 10:39

Posibly just me but that link isn't working

[zho] 05/4/2023 10:35

Paul Scott interviewed CEO Mike Raybould last week. PMP move around 600 containers a year and MR says that rates have dropped from a peak of around $20,000 to pre-pandemic levels of around $3,500, which Paul says should generate annual savings in the high digit millions, comparable to 2022 pre-tax profits.

There is a lag of about 6 months on these savings because PMP turn over stock twice a year, and it's worth noting that shipping rates peaked towards the end of 2021 and fell uniformly throughout 2022.

[chrisb1103] 04/4/2023 10:38

Uptrend continuing here, higher highs, plenty more to come imv :)