Portmeirion Share Discussion Threads

[james8] 12/3/2015 09:46

Quite good results

[shanklin] 19/1/2015 07:28

Was half asleep when it was on, but there was an interview on Wake up to Money with one of the PMP directors, think it was the Chairman. Seemed like just the sort of no-nonsense chap one would want...

[meijiman] 12/1/2015 16:41

From memory Churchill is mainly hospitality and catering related, whereas PMP is more gift and high end ware. I think PMP is also more biased to 2H Xmas sales. (In fact I am so tied up trying to sort out a load of boring tax stuff that I don't have time to look into this). But in my view PMP is well worth buying and should be a gainer from weaker sterling as it is a big exporter from its mainly UK manufacturing base. That would also go for Churchill. Could do with rather more news from PMP as it seems as though it does little more than the minimum in terms of updating the market. Good company though -tightly managed.

[eggbaconandbubble] 12/1/2015 15:04

A bit late......but many thanks for that philanderer!

Any thoughts about Sunday Mail write up on Churchill China, and weakening £ v $?

[eggbaconandbubble] 31/7/2014 09:23

Bullish statement! How much will they be affected by the strong £?
And I'd like to know a bit more about this EU anti dumping rule.
Would anyone be kind enough to simply explain the latter. Ta.

[meijiman] 31/7/2014 09:13

What's not to like! Excellent -I like the determined and steadfast approach here plus consistent delivery. Wish all my shares performed like this one.A very valuable set of brands with some interesting overseas markets. Korea I seem to recall is a big market.

[cwa1] 31/7/2014 07:21

Interims out:-

[eggbaconandbubble] 04/4/2014 15:21

Question is - Are they top slicing or getting out? My hunch is the former, BWTFDIK.

[ganthorpe] 03/4/2014 11:41

It looks like HSBC Global Custody are liquidating their holding but are doing it without denting the share price so far.
They appear to have 700000 left about 6.5% of the total.
They have sold over 150000 in the last few weeks and the price has gone up in spite of their sales.
GAN

[meijiman] 27/3/2014 09:39

Very good discussion/analysis on Churchill China -results today-and PMP -comparing the two by Paul Scott. I think he hits the nail on the head most of the time.I am more convinced PMP is good value v its peers.

[eggbaconandbubble] 25/3/2014 15:41

I have never stopped being amazed by what other countries/cultures like and find fashionable. Product of the future? Well, plates haven't gone out of fashion ever in the last few hundred years. Infact the Chinese have been eating out of bowls since before the 3rd Ding-Dong Dynasty!! OK a small but growing minor group now eat straight out of the takeaway polystyrene whatsits, but I guess they are only replacing the unfortunates that ate straight off the table up to just a few decades ago!
Fancy plates? The style and pattern can be changed relatively quickly at reasonable cost to suit latest trends provided they keep their eye on the ball.
Fashion wise its a very agile product and adaptable to different cultures.
I'm suprised that after Sunday/Questors note these haven't attracted more attention. Churchill appear to be taking off and are starting on a higher PE.
Am I missing summit guys?

[meijiman] 23/3/2014 21:10

Tipped in Sunday telegraph questor column.cheap v likes of Churchill. Have to agree there.

[meijiman] 20/3/2014 09:17

How do you know what consumers in Korea or middle America might want??
Anyway agree with your comments as to the rsults -very solid understated performance. Dividend says it all.

[oldnotbold] 20/3/2014 09:11

Solid set of results but is this a product of the future? Do people still want fancy plates? I can't decide. Everything else about PMP is fantastic - solid balance sheet, steady dividend policy, deliberate, well executed strategy.

[0rb1t] 29/1/2014 18:40

Running a competition seems a good way of getting new ideas!

hxxp://www.stokesentinel.co.uk/Business-Student-triumphs-Portmeirion-design/story-20516684-detail/story.html

[molybdenum] 20/1/2014 08:38

Good trading statement from Portmeirion.

hxxp://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=11838385

...strong trading through the last quarter of 2013..expects profit before taxation for the year to 31 December 2013 to be in line with market expectations. ... expects to report record revenues for the year of over £58 million, approximately 5% above last year.... fifth consecutive year in which we have achieved record sales. .... net cash balance of some £6 million at 31 December 2013 (2012 : £7.5 million). This was after spending £3.9 million to acquire the long leasehold interest in our Stoke-on-Trent warehouse during the year.

Prelims expected 20 March.

[strollingmolby] 24/3/2013 22:10

Portmeirion will be presenting at AIM Investor Focus 2013 on April 17th in London. The event is free for private investors to attend.

Other companies presenting are Judges Scientific, Mattioli Woods, RWS Group and WYG.

You can sign up to the event here

[joeywald] 18/1/2013 13:08

Bought in to these a couple of days ago ahead of trading news about the important H2 period. They look well managed and are cash rich with growth potential. No recent comments on this board - would appreciate any views on this company!

[cockneyrebel] 12/4/2011 19:59

yep, quite a nice hold - holds most of its gains after a rally too. Think I've one baggend them now so rather nice :-)

CR