Grafton Grp.uts Discussion Threads

[chc15] 13/8/2019 14:14

Obviously some institutions are buying in, as v cheap, possible value funds buying from UK and US.

[chc15] 13/8/2019 12:30

Should have brought yesterday!

[chc15] 12/8/2019 13:20

More pain, wonder how low this could go here?

[texaspete2] 09/8/2019 18:19

Just saw headline about economy going back in the last quarter so this is an easy target plus jitters about Europe. I don't think that is going to necessarily deter people from buying products from this company to improve their homes.

[texaspete2] 09/8/2019 18:16

Just saw headline of economy going back in last quarter so this is an easy target

[chc15] 09/8/2019 13:30

Yes been a long term holder here, added at 690, but will add more..

[texaspete2] 09/8/2019 11:50

Brexit and weak pound increasing cost prices I'd say. I'm thinking of buying here as value is really good. Just waiting for this to bottom out.

[chc15] 09/8/2019 11:00

Been getting battered lately, any ideas?

[chc15] 16/5/2019 20:41

Yes very good increase, as I thought was going to happen. Edgepoint must feel silly.

[mike24] 09/5/2019 10:56

sp still looking strong, reflecting so much
refurbishment needed on 60/70's house builds
what will be needed on the houses built today in 20yrs time
?????????
grafton should expand into quality kitchen units see the
staggering growth of Prentice Kitchens

[chc15] 15/4/2019 16:58

On a good run of late, edgepoint sold, so must be big buyers coming in..

[chc15] 21/9/2018 09:32

Maybe worth a buy now, looking undervalued I'd say..

[mike24] 08/5/2018 23:29

"the beast from the east" has given a big boost
to plumbing suppliers, as boilers break down,
surely one of the best holds in building related shares
dyor

[r5sjr] 20/7/2017 22:07

Massive expansion and investment happening here.

[chc15] 06/7/2017 08:11

Anyone else on this stock, maybe worth a buy now?..

[mike24] 29/10/2015 11:25

the housing market still looks strong
thxs to Londoners creating ripple effect, for the foreseeable future
even when rates go up demand will always outstrip supply,
every wk I use plumbase there evermore tradesmen/public
buying materials, expecting some good results next time round

their main competition Ultimate P&H staggering growth over last 3yrs
but they should be pushing better quality units, and not flogging out of date
products at their trade counters, joe public want quality,

Bristan set up their first commercial factory, just 1200 sq ft (£500month) now in hundred thousands sq ft look at their growth
don't listen to the bean counters, BUY the freeholds to put in
pension fund, rent is dead money
B&Q just seemed to have missed on kitchen /bathroom bonanza
over last 3yrs, they should copy Wren, joe public luv the sale signs
dyor
edit fall unjustified, can´t rope this in with general builders merchants,
refurbs,extensions will increase regardless of any house sales
falling off

18/3/16 Times "PROFIT IN BUILDING ON FIRM GROUND"

6/7 plumbase still doing good business, best plumbers booked up till 2017
the upgrades/refurbs/replacement boilers, etc etc

GFTU should expand buying good location distressed freehold up to 2/3000sq ft commercial units with or without tenants

7/3/17 tenants either side of our local Grafton Unit are struggling (meat warehouse/tile showroom)
excessive rates/rent are crippling business, unless you own freehold

[r5sjr] 22/1/2015 17:41

this is worth a punt

[jeffcranbounre] 08/1/2015 18:17

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[lochgarman] 05/7/2014 11:52

hxxp://www.independent.ie/business/grafton-branches-out-with-uk-timber-firm-30407627.html

[moise] 30/1/2014 22:01

Why's this so sick of late?

[lochgarman] 13/4/2013 18:49

mark...grafton technically didnt pay a dividend..they had one of those tax efficient share re-purchase schemes......it was the same as a dividend but was more tax efficient for the shareholder :-)

i dont see why they cannot return to a high return on equity long term..none whatsoever.

they have sailed this storm brilliantly...its a very very well run company.

[markrogers88] 09/4/2013 17:17

I'm pretty much new to this company having not closely looked at it in much detail before, seems like a very interesting case.

I'm quite interested in what happened here (partly out of curiosity from a valuation point of view, but also partly out of any lessons to be learnt!).


The company showed phenomenal earning power before the housing collapse. According to my records they completely ceased paying a dividend from 2002 onwards? Can anyone please shed any light on that - considering the company was seemingly doing very well between 2002-2007?

The company was able to earn very attractive returns on its €1Bn equity base in 2007 if my numbers are accurate, around 17%. If there is a recovery in the construction industry, what kind of returns can investors expect to make on the firm's assets? Can we expect to see some capital returned to shareholders if the rates are unattractive - or are there reasonable grounds to believe the company can return to the earning power of pre-crisis years?

The company achieved an exceptional growth record from 1993 to 2008, they were clearly doing something right - is that business model now broken, or are we seeing this lull while excess construction inventories are being eaten up?

Thanks to all contributors, this is a really quiet thread, but on the plus side was quick to read through! Very interesting case.

[lochgarman] 07/3/2013 20:21

excellent results today...debt reduced further, margin improved :-)

[wexboy] 27/2/2013 21:55

2013 – The Great Irish Share Valuation Project (Part VI)

I take a look at Grafton Group, plus a batch of other Irish stocks:



Cheers,

Wexboy

[lochgarman] 10/1/2013 10:52

Hi sleepy..its the only share out of about 20 that i managed to buy at the bottom..lol....didnt put a big amount of cash into it but enough to have make a few nice quid over the long term :-)

or to pay off the losses on my bank shares! :-)