Share Name Share Symbol Market Type Share ISIN Share Description
Michelmersh Brick Holdings Plc LSE:MBH London Ordinary Share GB00B013H060 ORD 20P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  3.50 3.3% 109.50 108.00 111.00 109.50 106.00 106.00 88,311 12:54:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 46.3 6.4 5.8 18.9 101

Michelmersh Brick Share Discussion Threads

Showing 751 to 775 of 1050 messages
Chat Pages: 42  41  40  39  38  37  36  35  34  33  32  31  Older
DateSubjectAuthorDiscuss
07/7/2016
15:32
I'm taking a view they look value longer term now. I wonder if they export much - perhaps a question for you at the AGM ?
my retirement fund
07/7/2016
15:20
Next stop is the half yearly results towards the end of July.
anley
07/7/2016
15:19
Never call a bottom...........nevertheless I have just paid 52.5p for a few more and at these levels I shall keep on topping up as I like the product (I use it) like the assets and the cash flow/balance sheet and with a 21% holder in the background there may even be some consolidation in the brick world.
anley
07/7/2016
12:27
Im calling the bottom here and have taken a position and look forward to results and comments on 25th.
my retirement fund
06/7/2016
10:53
Its an approximation old chap... Equity / Diluted Shares in Issue - I also strip out intangibles etc. Just a tweak on my own metrics - each to their own and all that.
5oletrader
06/7/2016
10:16
Hmmm care to state how you base that figure?
my retirement fund
06/7/2016
10:06
I make a diluted Book Value here of approx 57p... Bargain Prices!!!
5oletrader
05/7/2016
12:47
They don't make land anymore............. I have been in the house construction industry for over 40 years and what is happening today is another blip........ask Mr Pidley who sold a few of his developments last year and look at his balance sheet today......what a buy for the next few years..........then look at good house builders who use MBH bricks as they will be used today and for years to come until the pits run out of raw material........ Sorry but you are wrong medium term but right to be afraid short term - that is if you are a shareholder? ARE YOU? I am sitting on my hands and will turn a buyer sooner rather than later.
anley
05/7/2016
12:15
Lol I remember when this was sub 20 pence and it wasn't to long ago! Anyone who is going to be building stuff in the next few years wont be doing it with expensive designer bricks and their main market comercial property is toast. It will be a good few years before that sector may pick up. As for there land bank pipeline also looks like toast.
my retirement fund
05/7/2016
08:03
Don't agree. The selling of all housebuilder type stocks is overdone in my opinion.
amoore70
05/7/2016
00:34
This could have a long way to fall
my retirement fund
22/3/2016
13:20
Looks nice, so bought in this morning....GLA
tdog1975
22/3/2016
10:51
Hosking has been the buyer over the last while. Holdings here: hxxp://www.mbhplc.co.uk/investor-relations
alanrussell
22/3/2016
10:14
Solid performance and more to come in 2016 with housebuilding doing well. Does anyone know who the big shareholder is with over 20% and who buys on the dips or mops up shares as and when?
anley
21/3/2016
08:36
Excellent results. £4.7M profit, that's £1M more than I had pencilled in. Dividend doubled - with the chairman holding so many shares and rock solid balance sheet I expect further large increases. Not sure what to make of the Charnwood change of plan, I was looking forward to a sale into a strong market however extracting more income makes sense, I just hope the market is as good when it eventually is sold. PE still looks hefty at first glance but further sales at Telford over the years should be factored in. Decent value up to mid 90s on a five year view.
alanrussell
09/3/2016
09:52
taken the plunge with purchase of 10000.look good value ahead of results.
manrobert
01/2/2016
13:50
I sold when the price went above 100p, just too high for the company, and have bought back in today though fewer shares. Reassured to see all going well although talk of being able to "quickly satisfy market demand" may indicate the balance has moved away from the brick producers. Regarding the PE, a good point. However cap. at this price is £65.5M. Planning consent should come for Charnwood (200 units), worth say £8 to £10M. Rest of Telford site left (15 acres sold in 2013 for £4.6M, I think there is about 90 acres left) which could bring in net £20 to £25M after remedial works over the next 10 to 15 years. Deduct those and the PE starts to look more reasonable (plus a small increase in revenue if/when Dunton starts operations). Plenty of execution risk of course - I can't help thinking the next downturn in the housing market can't be far away hence the modest purchase. Happy to hold - ready to run away.
alanrussell
01/2/2016
08:31
PE of 19 at 80p might have something to do with it and new brick supply coming on line from their competitors.
wjccghcc
01/2/2016
07:38
Yes, a welcome boost, with profits and cash better than market expectations, and a robust order book. I, for one, was a bit worried following the warning of a softening of the market in the previous trading statement in October. This one has a more positive ring to it, and I, too, am hoping for a bounce up in the share price.
caradog
01/2/2016
07:14
I am not sure why MBH had fallen 25% in January at one point but this should help reverse it...http://www.investegate.co.uk/michelmersh-brick--mbh-/rns/trading-statement/201602010700105199N/
davidosh
15/1/2016
13:05
A poster on lse i think mentioned an upcoming supply glut for bricks in the Uk. Coupled with slowing growth and potential contraction in uk construction might explain the share fall? Looks great value if one is bullish for construction, but I am not so will pass for now.
breaktwister
14/1/2016
13:55
Yes I am of the same opinion. I bought in at 86 a while ago. Debating whether to sell.
amoore70
14/1/2016
13:42
This share price slide has taken place with relatively high volumes - an alarming sign. Something is not as it should be IMHO - best avoided until it becomes clear what the problem is (unless you're feeling brave).
alanrussell
13/1/2016
09:58
Got stopped out at 77. I wont be buying back in. Last RNS was that they will beat market expectations. Was trading at 90+ before that RNS. First time ive seen a share drop 15% on a "will beat market expectations" RNS.
breaktwister
13/1/2016
09:25
Picked up a handful at 78 as a bit of a contrarian punt.
cwa1
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