Brickability Share Discussion Threads

[mfhmfh] 02/12/2020 09:27

I'll add more as well. nice retrace IMO.

[jomac2412] 01/12/2020 17:06

Value will out in the end .Will add more myself at these prices.

[2vdm] 01/12/2020 16:02

and so the share price goes down. I think I'll add a few more.

[alter ego] 01/12/2020 07:46

"immediately earnings enhancing"

[cheshire man] 01/12/2020 07:43

01 December 2020

Brickability Group plc

("Brickability or the "Company")

Acquisition of Bathroom Barn

Brickability Group plc ("Brickability" or "the Group"), a leading construction materials distributor, announces that is has acquired Bathroom Barn Limited ("Bathroom Barn") for a total consideration of GBP645,000.

[mfhmfh] 25/11/2020 17:24

hopefully no resistance all the way to 70p.

[thewheeliedealer] 23/11/2020 21:30

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes BRCK and I am very attracted to the Bricks/Paving subsector at the moment which looks well placed. We also chatted about loads of other Stocks and Ideas for research and did a particular bit about Luck vs Skill. We also discussed the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 36) and you can find it on Soundcloud at the link below. It is also now on Youtube.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[mfhmfh] 18/11/2020 17:51

late buy of 38,487 shares at 54.75.

[mfhmfh] 18/11/2020 16:33

resistance broken - chunky buys coming in above 54p. can it hold/increase further?

[mfhmfh] 18/11/2020 10:05

consistent buys today...hopefully that resistant at around 53p can be broken soon.

[snorkeys] 17/11/2020 19:59

Very sad to hear the CFO Stuart Overend has sadly passed.

[mfhmfh] 17/11/2020 11:02

still cheap. a few big buys today.

just need it to break past this resistance at around 53p then clear skies to 70p.

All IMHO.

[alter ego] 17/11/2020 10:17

clickable link without corruption of the Http bit

[yellowstoneadvisory] 17/11/2020 10:13

A recording of the webinar is available here
hxxps://youtu.be/dORpocEr-KI

[red imp] 17/11/2020 09:51

Is this presentation going to be put up on the company website, or can it be found elsewhere on the web?

[fizzmiss] 16/11/2020 13:07

Well, the presentation was superb and the share price is way undervlaued.

Once people find this hidden gem then be prepared for lift off!

[yellowstoneadvisory] 16/11/2020 08:28

Webinar at 12 today with Chair John Richards. hxxps://us02web.zoom.us/webinar/register/3916037876581/WN_LM_pR6tXRlyLL5DU40d4aQ

[alter ego] 13/11/2020 14:05

my 10k top up earlier made no impact unsurprisingly

[sphere25] 13/11/2020 13:08

Some standout exchanges currently hitting the book:

1.5m, 750k, 375k

Psychological 50p mark acting as a barrier atm

[death by donut] 13/11/2020 10:32

Plenty of work out there. Just picked up 2-3 yrs work with a site 10 mins from my home.DbD

[energeticbacker] 13/11/2020 10:29

With new housebuilding lagging even further behind government targets, this business supplying into major housebuilders still remains well placed to benefit as the UK gets back to work.

According to Investor's Champion the shares certainly look good value on several levels.

[fizzmiss] 12/11/2020 16:36

Nice to see others making valid contributions to the thread confirming this truly is a hidden Gem that will double in value IMHO.

Run by eager keen management and a CEO in a million, again IMHO.

Good stuff!

[davebowler] 12/11/2020 09:31

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.

[tole] 12/11/2020 09:24

Given current climate I would be amazed that there aren't a few bargain acquisitions to be had in the coming year...Acquisitions are key as it expands its offering to builders and looks to infill geographically.The integration of the latest additions to the Brickability stable is complete, while there is a strong pipeline of future opportunities, the company said."The group continues to pursue its strategy of bolt on acquisitions alongside organic growth and the pipeline for such acquisitions remains strong," added CEO Simpson."We are, however, exercising caution given market conditions and our criteria remain stringent."