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| 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
|
|
|---|---|---|---|---|---|
| 2.00 | 1.82% | 112.00 | 10,004 | 08:06:28 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 110.00 | 112.50 | 112.00 | 110.00 | 110.00 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Business Services, Nec | 290.43M | 15.64M | 0.0984 | 11.38 | 178.03M |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 13:29:00 | O | 90 | 112.50 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 23/11/2023 | 13:24 | ALNC |  Macfarlane full-year profit in line despite "challenging conditions" |
| 23/11/2023 | 07:00 | UKREG | Macfarlane Group PLC Trading Update |
| 31/10/2023 | 08:19 | UKREG | Macfarlane Group PLC Holding(s) in Company |
| 02/10/2023 | 06:00 | UKREG | Macfarlane Group PLC Acquisition of B&D 2010 Group Limited |
| 06/9/2023 | 12:35 | UKREG | Macfarlane Group PLC Director/PDMR Shareholding |
| 29/8/2023 | 06:00 | UKREG | Macfarlane Group PLC Issue of Shares |
| 24/8/2023 | 13:31 | ALNC | IN THE KNOW: Macfarlane shows resilience in interim results - Shore |
| 24/8/2023 | 09:54 | ALNC | Macfarlane says interim profit and revenue up despite lower demand |
| 24/8/2023 | 06:00 | UKREG | Macfarlane Group PLC Half-year Report |
| 08/8/2023 | 06:00 | RNSNON | Macfarlane Group PLC Investor Presentation via Investor Meet Company |
Macfarlane (MACF) Share Charts1 Year Macfarlane Chart |
|
1 Month Macfarlane Chart |
Intraday Macfarlane Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 01/11/2023 | 08:03 | Macfarlane Group - The Long Story | 556 |
| 31/3/2015 | 08:06 | Macfarlane - a company at the crossroads | 1,041 |
| 06/8/2007 | 18:16 | Serious Director Buying | 442 |
| 13/5/2006 | 10:39 | Macfarlane tipped in the FT(Lex) | 123 |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
|---|---|---|---|---|
| 13:29:00 | 112.50 | 90 | 101.25 | O |
| 11:21:31 | 111.88 | 493 | 551.54 | O |
| 11:07:02 | 111.88 | 3,000 | 3,356.25 | O |
| 09:40:14 | 112.50 | 12 | 13.50 | O |
| 09:10:51 | 111.88 | 2,770 | 3,098.94 | O |
| Top Posts |
|---|
Posted at 04/12/2023 08:20 by Macfarlane Daily Update Macfarlane Group Plc is listed in the Business Services, Nec sector of the London Stock Exchange with ticker MACF. The last closing price for Macfarlane was 110p.Macfarlane currently has 158,952,000 shares in issue. The market capitalisation of Macfarlane is £178,026,240. Macfarlane has a price to earnings ratio (PE ratio) of 11.38. This morning MACF shares opened at 110p |
Posted at 26/10/2023 06:36 by pireric Moderately positive implications for MACF from DS Smith today" As expected, like for like corrugated box volume performance has improved quarter on quarter, albeit remaining below the prior year. · Pricing has remained more resilient than expected, reflecting our strong customer relationships, ongoing innovation and high service levels. Reduced input costs and cost mitigation efforts have broadly offset the price declines." This should not be an 8x P/E stock, which is the market is currently putting it on. Eric |
Posted at 19/10/2023 09:22 by nchanning I like the acquisition too , if Macfarlane was trading on 15 times earnings . MACF on about 5.5 x EV/EBITDA , so very comparable to the acquisition and a 300m revenue business with multiple revenue lines is considerably higher quality than a tiny 3m revenue packaging company and should command a much higher multiple . At the very least every textbook on capital allocation would tell you when your stock falls to incredibly cheap levels stop paying a dividend and start buying back stock . I genuinely think if the stock was half this level management would continue to say 'we know the dividend is important' and 'we have been successful with acquisitions in the past so we're going to do more. |
Posted at 19/10/2023 09:04 by illiswilgig I liked the recent acquisition. Good to see management still thinking out of their box :-) I suspect defence will be a growing sector for a few years unfortunately.Perhaps the drop in consensus is partly cause of more weakness in the price? On the other hand it sets the oompany up nicely for beating market expectations in a few months time? I'd be topping up if I had spare cash around. But I don't - partly because so many good companies are getting cheaper. cheers |
Posted at 30/8/2023 13:40 by effortless cool NChanning,The operational gearing effect of the acquisitions means that their benefit to MACF's bottom line is materially greater than you imply. I do agree, however, that a share buyback programme would be well worth while at the current price. |
Posted at 30/8/2023 11:38 by nchanning Presentation yesterday reinforced my view that management are trustworthy and excellent operators . The only thing that disappointed was that they declined to show a totally rational attitude to capital allocation . They continually repeated that they wanted to grow the business by doing more acquisitions because they have done that successfully rather than do share buybacks . But at the same time they recognised that they are now , thanks to the lowly share price , buying companies on a similar rating to themselves . Yet Macfarlane is clearly a more valuable business than a regional distributor with its track record , extra scale and diversity of business lines . The best way to create value right now is to start buying back 10% of shares outstanding every year |
Posted at 23/6/2023 09:57 by nchanning It's ok for company to be non promotional , do no investor relations , consistently underreport earnings by not excluding amortisation of acquired intangibles - as long as they take advantage of it buying back their own incredibly cheap stock . If the share price goes up great , if it doesn't we can probably buy back half the shares outstanding in the next 4 years and be on a PE of ~3 |
Posted at 23/6/2023 07:15 by nchanning The shares are now at a valuation where they probably offer better value for a buyback than making more acquisitions, given that Macfarlane is a considerably larger , more diversified and more stable company than the ones they are acquiring, yet doesn't stand at a significantly higher valuation . Let's buyback 10% of the shares outstanding for the next 3 years and see what happens to the share price |
Posted at 31/5/2023 11:41 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).Eric |
Posted at 26/7/2022 19:32 by tole https://www.fool.co. |
Posted at 18/4/2022 18:31 by tole https://www.fool.co. |
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