UK Small/Mid Caps Podcast with Paul Scott

Portmeirion (PMP) - CEO interview - 30 March 2023


Listen Later

Paul Scott interviews Mike Raybould, CEO of Portmeirion Group – owner, and manufacturer of famous pottery and homeware brands.


2022 results impressed me, with the company back up to pre-pandemic level of profits. Yet the market has taken little notice, with the share price still bombed out, and offering obvious value to investors (forward PER of 6.8, and a 5% dividend yield, covered 3x).

See the company’s investor relations website here for a downloadable slide presentation pack, very interesting.

Also see InvestorMeetCompany for a recorded video webinar of recent results.

In this interview I ask Mike about specific topics of interest to me, and I tried not to duplicate too much material available elsewhere.


Please note this interview is for general interest, and is NOT advice or a recommendation. This is an independent interview – no fee was charged. Paul does have a personal shareholding in the company. These interviews are for general interest, not a commercial enterprise.


I hope you find it interesting, and do leave your feedback/comments.

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

UK Small/Mid Caps Podcast with Paul ScottBy Paul Scott


More shows like UK Small/Mid Caps Podcast with Paul Scott

View all
Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

12 Listeners

CONKERS' CORNER by CONKERS' CORNER

CONKERS' CORNER

2 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

50 Listeners