Portmeirion hosted a CMD at its Stoke facility earlier this week, evidencing good execution against the 3 year growth plan. We conclude the platform is firmly in place to build on the positive momentum exiting 2021 to drive earnings growth and higher margins/ROCE. We explore and discuss the 5 key themes from the event. Given an improving equity story, deep value investors should take a closer look at PMP. The shares, trading on a FY22 P/E of 12x falling to 10x with a FCF yield of 7% and a 2 year ....
04 Feb 2022
Reporting back from CMD
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Reporting back from CMD
Portmeirion Group PLC (PMP:LON) | 256 0 0.0% | Mkt Cap: 35.8m
- Published:
04 Feb 2022 -
Author:
Sahill Shan -
Pages:
3
Portmeirion hosted a CMD at its Stoke facility earlier this week, evidencing good execution against the 3 year growth plan. We conclude the platform is firmly in place to build on the positive momentum exiting 2021 to drive earnings growth and higher margins/ROCE. We explore and discuss the 5 key themes from the event. Given an improving equity story, deep value investors should take a closer look at PMP. The shares, trading on a FY22 P/E of 12x falling to 10x with a FCF yield of 7% and a 2 year ....