Portmeirion (PMP) – CEO interview – 30 March 2023
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.
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.
I hope you find it interesting, and do leave your feedback/comments.
ni9f19
Many thanks Paul for two brilliant CEO interviews this one and Belvoir.
Thanks Tariq! Glad you enjoyed them 🙂
Hi Paul
Just want to say thanks for this and all the other podcasts and interviews you’ve shared in recent months. There’s so much good about them it’s hard to list every reason I like them, but your honesty and infectious enthusiasm rank highly. You are one of life’s good eggs!
Mark
That’s so kind, thank you Mark! It’s quite a bit of work preparing for these interviews, so it makes it worthwhile when people give me positive feedback 🙂 Best wishes, Paul.