Creightons Live Discussion

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piw 22 Nov 2019

Video: CRL interim results for period to 30.9.19 CRL results video from Wednesday, as the webinar. piworld.co.uk Creightons (CRL): interim results presentation for period ending 30.9.19 Bernard Johnson, Group Managing Director, Paul Forster, Group Finance and Commercial Director and Pippa Clark summarise the last six months both financially and oper

piw 01 Jul 2019

CRL FY19 results presentation CRL FY19 results presentation piworld.co.uk Creightons (CRL) FY19 preliminary results presentation By Bernard Johnson, Group MD Pippa Clark, Global Marketing Director Paul Forster, Group Finance and Commercial Director Bernard Johnson, Group MD Introduction – 00:18 Paul Forster, Group Finance and Commercial Director Financial highlights - 06:40...

piw 23 Nov 2018

CRL H1 results presentation H1 results presentation given to investors and analysts on 21.11.18 piworld.co.uk Creightons (CRL) H1 results November 2018 Creightons (CRL) H1 (for period to 30.11.18) results presentation given 23.11.18 By Bernard Johnson, Group Managing Director, Paul Forster, Group Finance/Commercia

piw 30 Jun 2018

Creightons (CRL) FY results Creightons (CRL) Full year preliminary results presentation June 2018 piworld.co.uk Creightons (CRL) Full year preliminary results presentation June 2018 Creightons (CRL) FY results presented by Bernard Johnson, Gp Managing Director, Paul Forster, Group Finance and Commercial Director, Pippa Global Marketing Direct Creightons (CRL) FY results presented by: Bernard Johnson, Gp Managing Director, Paul Forster, Group Finance and Commercial Director, Pippa Global Marketing Director Bernard Johnson, Gp MD Overview – 00:53 Paul Forster, Gp Fin & Commercial Dir Financials – 03:57 Plans for growth – 11:57 Aspirations – 16:10 Pippa Clark – Global Marketing Director The market – 17:58 Business mix – 20:18 The challenge – 24:40 Q&A – 30:30

piw 24 Nov 2017

Video: CRL H1 results presentation Video: H1 results presentation 22.11.17Creightons (CRL) Group Managing Director, Bernard Johnson, Group Finance & Commercial Director, Paul Forster & Global Marketing Director, Pippa Clark.[link] Johnson, Group Managing DirectorIntroduction – 00:19Paul Forster, Group Finance & Commercial DirectorFinancial highlights – 3:56Revenue – 5:16Operating profit – 66Profit margins – 7:28Return on capital employed – 8:26Diluted EPS – 8:51Net cash – 92Working capital – 9:43Plans for growth – 11:13Aspirations – 14:13Pippa Clark, Global Marketing DirectorThe market – 15:36Who are Creightons – 177Creightons USP – 193A solution provider – 21:42Business profile – 22:51Business mix – 23:34Awards – 25:17Consumer feedback – 26:24Innovation – 270Summary – 28:40Q&ARevenue growth split – 32:13Operating margin halves weighting- 32:46Private label sales growth – 33:17Revenue split over 3 years & margins- 36:41Creightons brand – 373Manufacturing capacity – 39:26Retailer margin pinch – 41:19New equipment installation – 43:18Manufacturing capacity effect on margins – 44:12Overseas markets & competition on contracts – 45:35Brexit – 48:14Margin aspirations – 51:12Bernard Johnson, Group Managing DirectorConclusion – 52:42

piw 23 Nov 2017

Video: CRL H1 overview Creightons H1 interview with Pippa Clark, Global Marketing Director and Paul Foster, Group Finance & Commercial Director.[link] 7 minsH1 highlights, Pippa Clark - 00:21Financial performance, Paul Foster – 01:13Managing growth, Paul Foster – 02:33Future development, Pippa Clark – 04:10Export growth – 05:38

TX2 22 Nov 2017

Results. Excellent progress continues to be made;I am not surprised the price has slipped a little,although it still up about 5 times over the last 18 months,as it was rather ahead of events.

TX2 10 Nov 2017

Next Interim Results. It will be interesting to see if the results meet "market expectations".I must admit when I was buying my investment here at between less than 2p & up to around 4p over some years,the shares then were incredibly illiquid under two dozen trades one year and the market maker was taking a 100% mark up from me on the price he had paid at times, while I thought Creightons had potential & was a much better company than it was valued I did not expect it to be priced at around 40p a few years on!I have taken some money off the table in recent months but still retain a six figure number of shares.The price is perhaps looking a little ahead of events but this is a substantial business with around 400 employees & a good record of product innovation and growth & excellent reputation in its field.

piw 04 Jul 2017

Video: analyst/investor presentation Video of the full FY results investor/analyst presentation on 28.6.17[link] hour 25 minutes presentation (The shorter summary interview is here: [link] plc Group Managing Director Bernard Johnson, Global Marketing Director Pippa Clark and Director of UK Operations Paul Forster present an overview of the company and their Preliminary Results, for the year ending 31 March 2017.Bernard Johnson, Group Managing DirectorIntro – 00:17About Creightons – 1:31Paul Forster, Group Commercial & Operations DirectorFinancial highlights – 34Revenue – 4:54Operating Profit – 6:16Profit excluding exceptional items – 7:30Profit after tax – 8:14Operating profit margin – 9:21Net profit margin – 10:39Return on capital employed, pre exceptionals – 116Return on capital employed – 12:10Diluted EPS – 12:44Net cash – 13:22Working Capital – 14:25Dividends – 16:18Pippa Clark, Global Marketing DirectorOverview of Creightons – 189History – 19:19UK market – 20:34International market – 22:15How Creightons deliver – 23:46Owned brands – 24:54Private label – 261Contract manufacturing – 27:24Evolution of the business – 296Division mix – 29:52Customer mix – 30:10Category mix – 30:41Consumer awards – 31:32Consumer feedback – 32:13Innovation – 32:28Service awards – 33:14Global presence – 33:42Key achievements of 2017 – 361Bernard Johnson, Group Managing DirectorSummary – 37:38Aspirations – 40:15Q&A Operating margin limit? – 410Margin difference between categories – 42:44Acquisitions? – 452Innovation pipeline – 47:37Manufacturing capacity – 49:41Forward order book – 52:47Ecommerce – 57:30Stock turn by category– 58:27Labour costs – 011:14Brand strategy – 013:45Investor communication & historical order book? – 019:21Brexit benefits – 01:128Lease & other categories – 01:17:31Funding acquisitions – 01:21:20Forex – 01:23:49

piw 03 Jul 2017

Video: FY results interview Video: CRL FY interview - Commercial&Operations Director, Paul Forster and Global Marketing Director, Pippa Clark.Discuss the groups preliminary results for the year ending 31 March 2017, and present an overview of the company.[link] 11minsPaul Forster, Group Commercial & Operations DirectorFinancial highlights – 00:23 Pippa Clark, Global Marketing DirectorWho are Creightons? – 1:38Market Presence – 3:10Breadth & depth of the company – 4:27The key to Creightons success – 5:44Paul Forster, Group Commercial & Operations DirectorChallenges – 6:48Where can you take the business? – 84Aspirations – 9:51

TX2 28 Jun 2017

Results The purchase of the Devon business at a bargain price has been a huge success widening the product offer.Margins as well as turnover have increased.Even after the big increase in share price over the last 12 months the shares are reasonably priced at around 13 times earnings based on 24p share price.Balance sheet in excellent shape.Dividend payment is welcome.

TX2 19 Jun 2017

Analysts Presentation Of Results The fact that the company is intending to give an analysts presentation when the annual results are presented at the end of the month seems to indicate we should have a decent outcome.The shares have certainly been a star performer over the last year........

Terry Mardi 09 Mar 2017

Re: Video: CRL investor presentation Very good presentation l can see things on the upward trend for this stock.

piw 08 Mar 2017

Video: CRL investor presentation Management team talk through Creightons (LON:CRL) - the business model and the opportunities. Q&A from the investor audience[link] Johnson, Group Managing DirectorIntroduction - 0:43Key achievements – 1:49Pippa Clark – Global Marketing DirectorUK markets overview 4:50International market overview – 6:33Brands – 7:56Private label (Service and technical expertise key) – 8:43Contract – 10:19Competitors: Private label; Contract manufacturing; Branding – 120Who are Creightons? – 13:20Trading history: company sales and acquisitions – 14:42How we deliver – 16:40Business comparison 2003 to 2017 – 19:54Category breakdown: 2003 to 2017 – 20:38Customer mix 2003 to 2017 – 21:12Category mix 2003 to 2017 – 21:49Award winning products: consumer and customer awards – 22:36Customer feedback on Creightons products – 23-21Innovation: keeping up with fashion and trends; often first to market – 23:40Service: private label and contract – award winning: Asda, Superdrug – 24:22Visuals of product in market: Emma Bridgewater; Kate Humble – 24:49UK displays: Dobbies, Morrison, Wilko, Superdrug, Boots – 269Internationally: Top market Chile! (Listed with an excellent retailer, Fasca), Oz, S Africa – 26:35Retailers: internationally – 27:35International displays: Australia, Turkey, South Africa, Chili, Peru, Poland, Russia, Morocco, Denmark – 287Paul Forster, Director of UK operations/ Commercial Director (formerly CFO)Financial history – 5 years underlying growth in spite of selling brands: Real Shave sold 2015 (rev £1.2m); Twisted Sister sold 2014 (rev £900k). If these were added back in 42% sales growth - – 309Profit: 5 yrs growth ex exceptionals – 32:44ROCE 18.6% in 2016 (incl exceptional profit) – 36:52Debt: £1m investment in Broadoak – generating cash out of profits; at peak of borrowingsGearing: 13% - scope for acquisitionsCompetitors financial ratio analysis: Swallowfield; PZ Cussons; McBride – 38:47Pippa Clark, conclusion – 42:22Future drivers: brand acquisitions; to double t/o; expand exports to US & Germany; develop premium sector: relaunch Potter&Moore – 42:33Q&A – 43:55What are the cost savings with Broadoak? – 440What are fx implications since Brexit, for margins? – 45:44Is operating margin of 6% sustainable? – 47:35Cash position due to Broadoak? – 48:39How can you compete with very big brands? – 50:16How much can exports grow by? – 525Exports by Nick Wade, Export Director – 53:33Can your capacity handle further growth? – 54:24Historic and future corporation tax? – 54:42Could you manage others’ brands, to increase your margins? – 55:53Sally Cross Sales and Marketing Director (Private Label & Contract) – 57:32On-line strategy? – 58:25

TX2 24 Nov 2016

Excellent results. The purchase of the assets of the Devon based Broad Oak business seems to have been a very good purchase.

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