Marshalls Share Discussion Threads

[lauders] 01/6/2017 01:34

Nice rise yesterday. Things looking good here and another gardening event news release on MSLH's website:

Chris Harrop, Marshalls Group Marketing Director, said: “We’re thrilled to be one of the first exhibitors at RHS Chatsworth. It is an iconic location which has pioneered innovative outdoor design for centuries, and we feel our ethos reflects the same innovative vision as Chatsworth itself.”

With unique products, a bank of expert installers and over a century of expertise, we’re confident that we can help you truly realise the potential of your outside space.

Come along to see us at Site Number 252 from June 7 to 11 to speak to our knowledgeable team and view a range of one-of-a-kind, bespoke natural stone products, including show-stopping screens and a luxurious chaise longue.

[opodio] 26/5/2017 06:17

Commenting on how the UK economy suffered a worse than expected slowdown at the start of the year, Emmanuel Lumineau, CEO at BrickVest, said: “Since the Brexit vote, the Bank of England has cut interest rates and boosted quantitative easing. The latest GDP figures show that the UK economy has seen worse than expected growth in Q1.The UK’s recent economic strength including post Brexit may be beginning to wobble as consumers begin to feel the impact of higher inflation. For the real estate industry, higher inflation means higher construction costs and should lead to an increase in property prices. However in recent months the demand for real estate has softened and it is unlikely that developers will immediately pass on the higher inflationary costs to the end customer.

[lauders] 18/5/2017 02:15

Latest news from MSLH:

Marshalls’ Group Marketing Director, Chris Harrop, said: “We’re incredibly excited to be exhibiting at this year’s RHS Chelsea Flower Show. Not only does our stand offer visitors the inspiration and information they need to transform their outside spaces, but our products are also gracing some fantastic show gardens as well.

“Anyone who comes to us will be able to view a huge array of products, ones that are new for 2017 as well as some of our well-known classics, along with a superb display of bespoke Natural Stone products.”

Getting the name/brand out into the market and keeping the revenue coming in is what it is all about long term ;-)

[waldron] 10/5/2017 08:48

Marshalls encouraged about its overall FY performance
By StockMarketWire | Wed, 10th May 2017 - 07:17

Marshalls said group sales and order intake have continued to be strong in the first four months of 2017 and that directors are increasingly encouraged regarding its performance for the current year overall.

"The Construction Products Association's (CPA) recent Spring Forecast predicts growth in UK market volumes of 1.3% in 2017, which represents a slight improvement on their Winter Forecast," the company said.

"Group sales and order intake have continued to be strong in the first 4 months of 2017 such that the Board is now increasingly encouraged regarding the Group's performance for the current year overall," it said.

Directors believed Marshalls' innovative product range and strong market positions would continue to support the growth objectives of the 2020 Strategy.

They further believed the group was well placed to drive through further sustainable improvements in operational efficiency.

Group revenue for the four months ended 30 April 2017 was up 6% at £135m, from £127m, with the underlying indicators remaining strong in Marshalls' end markets. The Group's positive cash generation has continued.

The group continued to deliver strong operational cash flows through the continuation of the tight control of inventory and effective management of working capital.

Net debt at 30 April 2017 was £19.1m, from £33.5m.

[opodio] 10/5/2017 07:03

Underwhelming update and sales look sluggish
Sales in the Public Sector and Commercial end market, which represented approximately 62 per cent of Group sales, were up 2 per cent

[hvs] 18/4/2017 14:33

BUY BUY BUY u IDIOTS

[lauders] 09/4/2017 05:30

It looks as though recent events will require more installations of features such as these:

Another related link:

Good for MSLH, bad for the way humankind is going. The world of safety and trust are slowly being eroded.

[lauders] 23/3/2017 01:06

Very sad to see the events in London. I have already posted my thoughts on the HOC thread. The events will no doubt be repeated somewhere else some time in the future as this method of attack appears to be a favoured technique. Hard to stop as challenging to keep an eye on everyone's actions in a crowded area. MSLH will, as seen by the share price action following the event, do well from such threats but it is sad to see that it takes such things to make investors in MSLH money. Not entirely comfortable with it, yet I did not invest for the specific reason of terrorism. Preventing attacks like this with suitable street furniture deterants is just part of the big picture. I will remain long in the hope that MSLH products will PREVENT such attacks in future. I hope the Governments in the UK, Europe and other parts of the world deploy such products to protect their citizens from the few nutters out there who seem intent on making life "uncomfortable" for the majority.

[lignum] 16/3/2017 08:59

Agree Lauders - this is a solid hold.

[lauders] 16/3/2017 01:32

Good day yesterday! Long may it continue. Would be lovely to see this re-rated now. Been a long term holder and am happy. With fortune I will be even happier over the coming years as don't plan to sell. Those dividends and now specials help things along while we wait.

[waldron] 15/3/2017 11:07

Broker Forecast - Peel Hunt issues a broker note on Marshalls PLC
By StockMarketWire | Wed, 15th March 2017 - 10:00

Peel Hunt today reaffirms its buy investment rating on Marshalls PLC (LON:MSLH) and raised its price target to 365p (from 355p).

[mealiff] 15/3/2017 09:26

likewise Bigdazzler

banked a good trade :)

watching for a possible re-entry in the next few weeks

[bigdazzler] 15/3/2017 09:15

Well I've called time on my long trade today after the big rise today well happy with the price increase.

Longer term would expect this to push past the 350 and towards the 360 mark but I'm not waiting around to see if I'm correct.


First trade on this stock in Jan I got wrong as a short however this most recent trade has completed really well and left me with a very nice profit situation.

[waldron] 15/3/2017 08:49

Marshalls hikes dividend as it posts growth in full year profit and revenue
08:06 15 Mar 2017
Marshalls has recommended a supplementary dividend after achieving a "strong performance" in 2016 with a 31% increase in pre-tax profit
marshalls
Marshalls delivers "significant" profit growth in 2016

Landscaping company Marshalls plc (LON:MSLH) said it has received strong sales and order intake at the start of 2017 as it hiked its dividend and reported an increase in full year profit and revenue.

The group, which manufacturers and supplies the construction of pavements, recommended a final dividend of 5.80p, bringing the total dividend for the year to 8.7p, a 24% increase on 2015’s 7.0p. Marshalls also proposed a supplementary dividend of 3.0p, “given the strong performance of the year”.

Pre-tax profit for the year ended 31 December 2016 rose 31% to £46mln, boosted by an increase in operating margins to 12% from 9.7%.

Revenue rose 3% to £396.9mln, driven by a 10% increase in sales to the domestic end market, which account for 31% of group sales.

Sales to the public sector and commercial end market, which represent 64% of group sales, were broadly in line with the prior year. However, Marshalls said it believes it continues to outperform peers and gain market share in this sector.

"The group has again delivered significant profit growth in 2016 with the underlying indicators remaining supportive in Marshalls' main end markets,” said chief executive Martyn Coffey.

“Marshalls has a strong balance sheet and the group's innovative product range and strong market positions mean it is well placed to deliver continued growth and operational profit improvements as it implements its 2020 Strategy. Sales and order intake have been strong in the first couple of months of 2017.”

The group ended the year with net cash of £5.4mln, compared to debt of £11.5mln the prior year. The return on capital employed rose to 23% from 19%.

Its 2020 Strategy includes achieving growth in underlying earnings (EBITDA), improving return on capital employed, further investment in research and development, focus on increasing profitability of smaller UK businesses and targeting selective bolt-on acquisition opportunities.
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Renae Dyer

[lauders] 14/3/2017 11:57

If today's trend is anything to go by so far then news should be OK tomorrow. Let's see where it closes. Perhaps another special dividend on the way? Would be very nice.

[lauders] 14/3/2017 01:49

Results tomorrow. Hopefully Wednesday will be a good day! Then the share price can go up further!

[lauders] 02/3/2017 01:37

Keeping up with "tradition" at MSLH:

Marshalls, the UK’s leading hardlandscaping manufacturer has been awarded Business Superbrands status for 2017. This follows the latest iteration of the long-running annual survey, which has been identifying the UK’s leading business-to-business brands since 2001.

[lauders] 25/1/2017 01:01

Good to see some strength at the end of the day. Who knows may be a sign of good news ;-)

[bigdazzler] 19/1/2017 12:24

Hopefully time for this to start falling again.

[lauders] 29/12/2016 01:32

Good to see that Marshalls are still winning a few awards:

Beating off stiff competition from the likes of Tarmac Cement and Celotex, Marshalls took home awards for both its Future Spaces research project, which identifies the key megatrends which will shape our commercial, public and domestic spaces over the next ten years, and its commercial branding campaign – ‘Get a New Perspective on Paving.’

[ggbarabajagal] 21/12/2016 09:18

2017 will see this sector turn nasty

[lauders] 17/12/2016 00:32

Hopefully the start of the next leg up after the not "that bad" an update?