Brickability Share Discussion Threads

[essentialinvestor] 08/9/2023 13:29

That's a big call SC. FORT may be worth keeping an eye on fwiw,
but the earnings downgrade cycle may have some way left to run

[scepticalinvestor] 08/9/2023 13:27

And down she goes...looks like this will be at the 20s in short order

[essentialinvestor] 05/9/2023 15:34

Yup, tough market ATM. Thought DGE was value a few weeks back!.

Gama my only buy today.

[cwa1] 05/9/2023 15:30

EI

My guess is that you're correct. The end of the downwards cycle is probably a way of yet. Though my crystal ball is hazy. I suppose you need to wonder how much of that is already "baked in" and allow for the fact that the share price will possibly lead upwards when the cycle does turn. Put me down for "who knows" though!

[essentialinvestor] 05/9/2023 11:19

CWA, are we at the end of the sector earnings downgrade cycle?,
I reckon we are some way off still - all be it the share price is likely
to make a cycle low while fundamentals continue to worsen.

[jeanesy] 05/9/2023 11:16

Not updeat no , but it was never going to be with the construction industry struggling ... shame i'm such a thicko ?!

[cwa1] 05/9/2023 10:39

No, not upbeat but not TOO bad under the current circs. and probably about where most people's expectations are I would imagine

[scepticalinvestor] 05/9/2023 07:42

Not exactly very upbeat. . .

[brickdontblink] 05/9/2023 07:34

Calm down Linford Christie – it's only 8am.

[redalert] 05/9/2023 07:33

agm statement out now

[scepticalinvestor] 05/9/2023 06:12

No agm statement?!

[scepticalinvestor] 01/9/2023 09:29

Bought in yest at 50p

[scepticalinvestor] 01/9/2023 09:29

TU tuesday, punters taking their positions

[scepticalinvestor] 01/9/2023 09:28

Lol thicko

[jeanesy] 01/9/2023 07:12

House prices falling at fastest rate since 09. Expect further downward price fall here.

[scepticalinvestor] 31/8/2023 15:19

Decent volume today

[jeanesy] 27/8/2023 09:01

500,000 buy ?

[jeanesy] 23/8/2023 08:01

I expect these to become much cheaper in the short term sadly.

[podgyted] 13/8/2023 18:59

Brickability from 41 mins.

[essentialinvestor] 13/8/2023 11:31

Many thanks for the replies on the question asked and apologies for not saying this earlier.

[aublune] 12/8/2023 18:34

I am concerned that they may profit warn quite badly on Taylor Maxwell at some point

[alter ego] 12/8/2023 18:31

Recent reports say commercial construction is still positive. Given BRCK supply most materials required i expect revenue to be holding up well despite slow houebuilding.

[podgyted] 12/8/2023 17:58

If you allow for the dividend, you could have bought today for an effective price of 50.35p.

Forecast adjusted EPS for y/e 31/3/24 is 9.75 - so a PER of @5.2. That seems to be factoring in a hell of a lot of problems.

Bought a starter stake - get back 4% of my money in 2 weeks time.

BWDIK

[scepticalinvestor] 11/8/2023 16:47

Ex divi day soon

[brickdontblink] 04/8/2023 16:40

Agreed. Not very insightful. At this kind of price, pure earnings grind should make it worth holding. Anyone looking for value will surely park their money here when macro conditions change provided they don't move too late and miss it. Personally happy for this one to sit down for a few years and earn the old-fashioned way, free of speculation money bloating its value. - BDB