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BRCK Brickability Group Plc

67.50
0.00 (0.00%)
Last Updated: 08:00:05
Delayed by 15 minutes
Brickability Investors - BRCK

Brickability Investors - BRCK

Share Name Share Symbol Market Stock Type
Brickability Group Plc BRCK London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 67.50 08:00:05
Open Price Low Price High Price Close Price Previous Close
68.00 67.50 68.00 67.50
more quote information »
Industry Sector
CONSTRUCTION & MATERIALS

Top Investor Posts

Top Posts
Posted at 28/2/2024 14:40 by alter ego
jailbird, Your list includes brick makers like Fort and MBH but they are not the same animal since MBH primarily make high specification bricks whereas Fort not only make bricks but blocks, precast, roofing products and paving too. BRCK has an even wider range of products but does not manufacture any bricks. I own MBH and BRCK along with BREE and SRC for exposure to construction and industrial uses of stone and lime.

I doubt one could reasonably sum up the sector to apply evenly to each of these companies.

I think you can DYOR by reading the investor relations pages for each company and work out which will benefit or suffer most form whatever scenario you think will occur.
Posted at 20/7/2023 07:43 by tole
https://youtu.be/qlu8593xtOoInvestor meet presentation
Posted at 19/7/2023 23:12 by alter ego
Essential investor, I don’t think so. Both Ibstock and Fortera make bricks. Brck doesn't, it distributes them from those makers. To me that says they are more dependent on Brck to shift their product.
The acquisitions you refer to have diversified Brcks market into just about everything required to build houses, offices or any commercial structure. Yes acquisitions create risk but the company is canny and says it seeks a minimum return of 20% on an acquisition. It has moved from having 80% of its revenue from bricks to less than 50% since Ipo.
If anyone in the building trade is going to weather the current storm I think BRCK are better placed but we all have to make up our own minds.
Posted at 05/8/2021 09:04 by davebowler
Cenkos;
Looking back on FY21 investors can be consoled that a COVID-19 impacted year has at least provided an underpinning of the attractiveness and resilience of Brickability’s business model, notably in terms of margin, cash and dividends. Of course, it is the forward view that counts and with the transformational Taylor Maxwell deal now under its belt, a de-leveraged balance sheet, a good pipeline of acquisition prospects, and end-markets which are extremely robust (even the industry and internal challenges are of the ‘nice to have’ variety), Brickability is in a great position to deliver growth. The bonus for investors is that the rating does not, in our view, reflect these prospects. Against what we regard as conservative estimates with no ‘stretch’; benefits for TM included or any further acquisition accretion, the shares trade on a FY23 EV/EBITDA of 8x, a PE of c11x, a 4x covered 2.2% yield and FCF yield of over 8%. On our ‘Fair value’ price model – and noting the above upside comments - the shares would be more appropriately valued at around 128p. Buy.
Posted at 20/7/2021 12:04 by davebowler
Brickability Group plc (AIM: BRCK), the leading construction materials distributor, will be announcing Final Results on Thursday 5 August 2021. Alan Simpson, CEO, Mike Gant CFO and John Richard, Chairman will be available for a GROUP ZOOM call on the following dates/ times;



Friday 6 August

1pm GROUP ZOOM



Monday 9 August

11am GROUP ZOOM



Please respond to this email if you would to join either of the group meetings.

If you would like a 1-to-1 please also respond and I will revert subject to availability.



Given the proximity to the fundraise in May, management are relaxed if a catch up is not required on this occasion.



Best as always,
Rosie





Rosie‑May Crowe

Head of Investor Relations, Growth Companies

Tel:

020 7397 1925

Email:

rcrowe@cenkos.com

Web:

www.cenkos.com
Posted at 20/4/2021 08:49 by davebowler
Cenkos;

Recovery and outperformance have been hallmarks of the building materials and merchants sector since lockdown ended and whilst Brickability may not have been in the vanguard of this re-appraisal by investors it has certainly made up for it over recent months doubling in value since last November and rising over 20% in the past month to a new high. There will probably be few surprises that it is moving FY21 (to March) guidance up for a second time, nor that management is expecting to deliver growth in FY22 but we believe price upside exists from here based on the possibility of future upgrades driven by either continuing market trends, organic growth initiatives or acquisition accretion, of course coupled to its strong cash flow characteristics. A current year (conservative) rating of 14x PER, 10x EV/EBITDA and 2.5% yield remains undemanding in actual and sector relative terms.
Posted at 15/4/2021 10:47 by 2vdm
Interesting summary on Proactive Investor yesterday about BRCK. Brickability Group build on geographical expansion, acquisitions and product range expansion (proactiveinvestors.co.uk)
Posted at 12/11/2020 09:31 by davebowler
Cenkos-
Brickability has traded through COVID-19 with great resilience giving credibility to the operating model and to management. Recovery remains tied to the (PD) housing market but product diversification, cross-selling and share gains are drivers to organic growth, whilst acquisition(s), in limbo through the pandemic, remain an essential part of the strategy. We are reinstating forecasts for FY21 through FY23 and see a strong bounce in profitability in FY22E against which the rating is hugely attractive to growth, value or income funds; a prospective EV/EBITDA of 5.7x, PE of c8.0x, yield 4.3% and likely debt free. The underperformance of the stock since COVID-19 is an opportunity for investors, not a reason to fear that Brickability has gone ex-growth or become strategically impaired. On our revised forecasts we model a ‘fair value’ of c70p; Buy.
Posted at 03/11/2020 09:08 by davebowler
Brickability Group PLC will be announcing Interim Results on Thursday 12 November 2020.

John Richards, Chairman, Alan Simpson, Chief Executive Officer and Stuart Overend, Chief Financial Officer will be available for Zoom calls on the following dates;



Thursday 12 November

2.30 pm | 4.00 pm



Friday 13 November

8.30 am| 10.00 am | 11.30 am | 1.00 pm | 2.30 pm | 4.00 pm



Monday 16 November

8.30 am| 10.00 am | 11.30 am | 1.00 pm GROUP CALL | 2.30 pm | 4.00 pm



Tuesday 17 November

8.30 am| 10.00 am | 11.30 am | 1.00 pm | 2.30 pm | 4.00 pm








Rosie-May Crowe
Head of Investor Relations, Growth Companies | Cenkos Securities plc
Posted at 27/10/2020 12:32 by yellowstoneadvisory
HY results will be announced on 12th November and the chairman, John Richards, is going to host a webinar for private investors on Monday 16th November at 12pm to provide an introduction to the company and to walk through the HY results.

Register

hxxps://us02web.zoom.us/webinar/register/3916037876581/WN_LM_pR6tXRlyLL5DU40d4aQ

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