Macfarlane Group Plc

1.50 (1.32%)
Share Name Share Symbol Market Type Share ISIN Share Description
Macfarlane Group Plc LSE:MACF London Ordinary Share GB0005518872 ORD 25P
  Price Change % Change Share Price Shares Traded Last Trade
  1.50 1.32% 115.00 16,016 16:35:11
Bid Price Offer Price High Price Low Price Open Price
112.00 114.50 113.00 113.00 113.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Paperboard Containers, Boxes 290.43 15.64 9.90 11.40 182.09
Last Trade Time Trade Type Trade Size Trade Price Currency
16:35:11 UT 517 115.00 GBX

Macfarlane (MACF) Latest News

Macfarlane (MACF) Discussions and Chat

Macfarlane Forums and Chat

Date Time Title Posts
05/6/202313:06Macfarlane Group - The Long Story532
31/3/201509:06Macfarlane - a company at the crossroads1,041
06/8/200719:16Serious Director Buying442
13/5/200611:39Macfarlane tipped in the FT(Lex)123

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Macfarlane (MACF) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2023-06-08 15:35:11115.00517594.55UT
2023-06-08 14:42:01113.481,8002,042.64O
2023-06-08 12:54:50112.70299336.97O
2023-06-08 10:20:54113.00400452.00AT
2023-06-08 07:50:00113.503,0003,405.00O

Macfarlane (MACF) Top Chat Posts

Top Posts
Posted at 05/6/2023 10:23 by dan_the_epic
The stock chart is looking quite upward leaning now which tends to be a good indicator. Effortless do you have a time horizon on your target price?
Posted at 31/5/2023 12:41 by pireric
Some signs this may be in progress as there have been a few 1m+ share blocks reported over the past couple of days now. Ultimately, share price and spread action will be a good indication of when it is churned through (would expect price rally).


Posted at 16/5/2023 08:56 by pireric
Stifel initiated as a Buy today, 145p price target and adjusted earnings forecasts in-line with the other two brokers.

It's good to see MACF entering a few more radars now as that will highlight the incredibly low multiple over time


Posted at 03/5/2023 22:35 by pireric
Today's move is a fraction exaggerated on an uncrossing trade that will unwind first thing, but nevertheless, the share price broke through 110p today. I do not find really all that surprising, given the very miserly valuation that the market still gives to Macfarlane.

The low valuation and enviable track record of growth, combined with the resilient business model gives an excellent risk profile from an investment case in my view. The stock continues to trade far below comparable companies and fair value. I expect to see this push towards recent multi year highs over the balance of the year


Posted at 02/5/2023 07:47 by hardupfedup
Posted at 26/2/2023 11:51 by effortless cool
A really good set of results last Thursday, ahead of both market and my expectations.

I need to wait for the full accounts to be published to finish my valuation model update but I have most of the key information already. Using what I consider to be fairly conservative assumptions, that brings me to a value in excess of 170p. I'll update the header for my latest forecasts once I get the full information mentioned.

I believe this share to be stupidly cheap at present.

Posted at 23/2/2023 10:40 by robow
Good results from MACF this morning. Looks cheap to me.
Posted at 03/2/2023 09:51 by effortless cool
Nice to see a bit of sanity returning to the share price over the last couple of days. ahead of the full year results, which I expect on 23 February
Posted at 26/7/2022 20:32 by tole stock could be 1 of my best shares to buy for long-term growth and returns!This Fool is looking for the best shares to buy now and believes this stock could be a good option for dividends and growth.Jabran Khan?Published 26 July, 3:06 pm BSTMACFFinding the best shares to buy is a core part of my investment strategy. I believe Macfarlane Group (LSE:MACF) is a stock that could grow exponentially over the years as well as provide consistent returns. Could now be a good time for me to buy the shares? Let's take a look.Packaging and labellingAs a quick introduction, Macfarlane is a packaging and labelling business based in Scotland. After being established over 70 years ago, it has grown into one of the largest distributors of packaging products in the UK with over 1,000 employees. It also sells its products into Europe and the US.So what's happening with Macfarlane shares currently? Well, as I write, they're trading for 118p. At this time last year, the stock was trading for 112p, which equates to a 5% return over a 12-month period.The biggest risks to Macfarlane's growth currently are macroeconomic headwinds. Soaring inflation has led to rising cost of raw materials. Furthermore, there is currently a global supply chain crisis that has affected many sectors and industries.Macfarlane could be adversely affected by rising materials costs. Packaging products require lots of raw materials to manufacture. These rising costs could squeeze profit margins, which in turn could affect performance and investor returns. If it decides to put prices up, it could lose business to competitors too.The global supply chain crisis has led to many businesses being unable to provide products to their customers. Macfarlane's sales, performance, and returns could be affected if this crisis continues.The bull caseSo to the positives then. Firstly, the packaging and labelling market has grown massively in recent years. This is linked to the e-commerce boom and the explosion of online shopping, which has been exacerbated by the pandemic. Macfarlane should be able to leverage its dominant market position to grow its business and performance.Next, let's take a look at Macfarlane's performance, although I do understand that past performance is not a guarantee of the future. Looking back, Macfarlane has grown revenue and profit in three out of the past four years. The only year when levels dropped was 2020, this was due to the pandemic. 2021 performance was higher than pre-pandemic levels, which is encouraging.So on to the Macfarlane share price. At current levels, the shares look decent value for money on a price-to-earnings ratio of 13. Many of my best shares to buy have pulled back in the past few months which has thrown up some bargain buys.Finally, Macfarlane shares would boost my passive income stream through dividend payments. The current dividend yield on offer is 2.7%, which is higher than the FTSE 250 average of just under 2%. I am aware that dividends can be cancelled at any time, however.Overall I do believe that Macfarlane shares could be a great addition to my holdings for long-term growth and consistent returns. I would buy the shares and hold on to them.
Posted at 18/4/2022 19:31 by tole FTSE 100 is the premier index in the UK and the holy grail that all listed companies would like to reside on. One growth stock I believe could enter the index within a five-year period is Macfarlane Group (LSE:MACF). I'm planning on buying the shares for my holdings.Labelling and packagingMacfarlane Group is a Scottish-based packaging and labelling business with roots stretching back over 70 years. It is one of the largest distributors of protective packaging products in the UK. Supported by 1,000 employees, its customer base spans the UK, Europe, and the US.As I write, Macfarlane shares are trading for 127p. At this time last year, the shares were trading for 110p, which is a 15% increase over a 12-month period.Labelling and packaging may sound a bit boring. But I'm not looking for thrills, I'm looking for a growth stock with a good track record of performance and one eye on the future. I believe Macfarlane ticks all these boxes.Risks involvedMacfarlane Group could see profit margins squeezed due to rising costs of raw materials and the supply chain crisis.These two macroeconomic factors are affecting many businesses across lots of different sectors currently.If Macfarlane cannot fulfil orders due to the supply chain crisis, this could affect performance, growth, and returns. Furthermore, if raw materials are costing more, it may need to charge more to keep profits up. This could result in a loss of customers to competitors.A growth stock I'd buy for my holdingsFor any stock to continue growing organically along with acquisitions, I believe it must be on sound financial footing. I usually review a firm's trading record and balance sheet. I do understand that past performance is not a guarantee of the future, however.Macfarlane has increased revenue and profit year-on-year between 2018 and 2021 (aside from a small drop in 2020 due to the pandemic). Its 2021 annual report was released last month and made for excellent reading, in my opinion.Another reason I believe Macfarlane is a growth stock with lots of potential ahead is due to the market it operates in. Packaging and labelling is thriving right now due to the rise of e-commerce and is set to grow. In fact, the pandemic only exacerbated online shopping and the demand for packaging and labelling products.At current levels Macfarlane Group shares look cheap to me with a price-to-earnings ratio of 14. In addition to this, buying the shares now would help me build a passive income stream. Macfarlane has a dividend yield of over 2.5%, which is already higher than the FTSE 250 average yield.I do believe Macfarlane Group is an exciting growth stock with lots of potential ahead. At current levels the shares are cheap and pay a dividend. Macfarlane has a consistent record of growing performance and completes acquisitions to enhance its offering too. It is also operating in a burgeoning sector thanks to the rise of e-commerce. I will be buying the shares for my holdings and holding them for the long term.
Macfarlane share price data is direct from the London Stock Exchange
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