Marshalls Share Discussion Threads

[lauders] 10/11/2017 11:17

Tom Poole, Marshalls Group Development and HR Director said: “We are proud to implement this increase in pay. It’s a fantastic thing for a business to do as it not only helps our employees afford to have a higher standard of living, but also helps our business by improving motivation, and retaining and attracting a quality workforce.”

Katherine Chapman, Director of the Living Wage Foundation said: “Year-on-year, we see organisations and businesses across the UK embracing the real Living Wage as they recognise that a fair day’s pay is not only the right thing so to but can improve the quality of staff’s work, reduce absenteeism and increase motivation and retention.”

The bold parts, my bold, are important and hopefully this will retain already trained and experienced staff and encourage skilled new staff to join.

[grupo guitarlumber] 01/11/2017 13:02

Marshalls plc (LON:MSLH) PT Raised to GBX 520 at Jefferies Group LLC

Posted by Mandy Boone on Nov 1st, 2017 // No Comments

Marshalls plc logoMarshalls plc (LON:MSLH) had its price objective upped by analysts at Jefferies Group LLC from GBX 490 ($6.47) to GBX 520 ($6.86) in a note issued to investors on Friday, October 20th. The brokerage currently has a “buy” rating on the stock. Jefferies Group LLC’s price objective indicates a potential upside of 9.08% from the company’s previous close.

MSLH has been the subject of a number of other research reports. Shore Capital reiterated a “buy” rating on shares of Marshalls plc in a research report on Tuesday, August 29th. Numis Securities Ltd reiterated an “add” rating and set a GBX 500 ($6.60) target price on shares of Marshalls plc in a research report on Thursday, October 19th. Peel Hunt increased their target price on shares of Marshalls plc from GBX 450 ($5.94) to GBX 490 ($6.47) and gave the stock a “buy” rating in a research report on Thursday, October 19th. Finally, Canaccord Genuity increased their target price on shares of Marshalls plc from GBX 375 ($4.95) to GBX 415 ($5.48) and gave the stock a “hold” rating in a research report on Tuesday, August 22nd. Three research analysts have rated the stock with a hold rating and four have given a buy rating to the stock. The stock has a consensus rating of “Buy” and an average price target of GBX 460.83 ($6.08).

[glaws2] 01/11/2017 12:27

Panmure note today raises target price to 515p

[lauders] 25/10/2017 01:54

The press is pretty much the same on the acquisition:

CPM's website looks pretty decent too and it is good to see that rail is one area they cover as we know MSLH are involved in several rail projects. Also good to see they are hiring new staff as this means business must be good.

[lauders] 23/10/2017 15:50

MSLH a one-bagger for me now and that is not including the dividends received so far. Hence I am rather pleased I kept holding. Long may we continue this positive trend.

[glaws2] 20/10/2017 07:30

Looks like a very good acquisition; thanks for the analysis ramridge.

[ramridge] 19/10/2017 11:57

The acquisition of CPM looks astute. Here are my numbers based on the RNS data and CPM's full accounts I dug up from companies house.
- CPM made 3.7m net profit year ending dec 2016. so the profit multiple or PE is just over 10
- price/ sales ratio = 0.8
- no long term debt
- operating cash flow and free cash flow = £5m
- FCF/ Sales roughly 10%
- ROCE approx 26%

So all in all, pretty good catch which should boost eps by at least 10% before any synergies
DYOR

[ryandj2222] 19/10/2017 10:07

The acquisition seems like a positive thing for the ocmpany.

[lauders] 14/10/2017 05:40

If this report is anywhere near accurate it should bode well for MSLH who are included Of course it is a report you have to pay for but what is readable looks pretty positive:

Block Paving Market is expected to show staggering growth during the forecast period



The "period" in question is up to 2022.

[lauders] 11/10/2017 17:23

A new all time high (just)! That looks good. Perhaps a more definite breakout coming with any luck!

[glaws2] 29/9/2017 06:26

Yes Lauders, looks like a consolidation phase before moving on (and up I hope).

[lauders] 29/9/2017 02:23

MSLH seems like it wants to break out from this level and reach new highs but just can't make it for now. Will be nice to see it make it past 450p to the recent target mentioned in my last message.

[lauders] 19/9/2017 11:01

Apparently upgraded by Jeffries to 490p from 450p today. Hopefully a new high at close of play today :-)

[lauders] 17/8/2017 12:53

Happy the results seem to be well accepted by the market here! Nice to see the strength. Might even achieve an all time closing high if we manage to close around 415-420p today. Looks very bullish on the very long term chart. Cup and handle appearance, not that I am any good at charting!

[lauders] 17/8/2017 07:33

I am hoping that the market will like those results. Who knows the reaction these days? Quite often there is a sell-off unless they are "stonking"!

Edit - No net debt is a positive I am sure: Net cash of £1.2 million, after payment of £17.4 million final and supplementary dividend (30 June 2016: £8.8 million net debt)

[lauders] 17/8/2017 02:27

I hope that strong close bodes well for results. Would be very happy to see some continued strength here so good luck to all holders.

[lozzer69] 09/8/2017 14:26

Volumes high at the moment and share price moving around but hopefully moving up now ahead of results next week

[lauders] 14/7/2017 01:23

The update is a bit late this year. Hopefully the rise yesterday is a good sign? It may be "imminent"! One thing is for sure and that is we will receive news on 17th August, so not too far away:

[lauders] 26/6/2017 12:31

Usually a trading update with MSLH early July so if the trend continues we will no doubt receive another one the week of 3rd July.

[lauders] 14/6/2017 15:52

Ex-dividend tomorrow I believe and some taking advantage to get in for the dividend. Also good to see that MSLH have updated their news page again with another gardening event. The more they market their products hopefully the more they sell. Word of mouth can be strong if the public like the service and products:

A wide range of Marshalls products will be on view in plenty of other gardens at the show too. Look out for Paul Stone’s Nostalgia Garden, featuring Cobblestone Riven Setts in gorgeous Calder Brown, and the distinguished Heritage Riven Garden Paving in golden Yorkstone that graces the Anniversary Garden created by Bob Lewin of Howle Hill Nursery in Herefordshire.

Visit Marshalls at BBC Gardeners’ World Live at stand number E348.

[napoleon 14th] 05/6/2017 01:05

It's a fact of life that one man's meat is another man's poison.
So I wouldn't get upset if it is so for MSLH.
IMO the vast majority would rather the opportunity didn't exist.
But it does....

[lauders] 04/6/2017 03:40

Apologies allstar4eva! It was not meant in that way and they are low-life as stated. It was more of a statement that governments have to look at protecting the public so WE DON'T have such car and truck related events in future.

[allstar4eva] 04/6/2017 03:31

Terror attack and you are posting about the potential positive impact for your shares within hours!!

[lauders] 04/6/2017 03:17

MSLH will be even more in focus now after the latest London attacks. After the last one and prior events in France and Germany interest in street protection furniture increased and unfortunately it looks like governments will have to factor such costs into their budgets going forwards. Good for MSLH and I suppose in the end for the safety of the public globally, just a shame that such low life have to make this necessary in our world.



On another matter, good to see MSLH still focusing on water management with their products: