Primary Recommendations

Brickability - Brick “factor” makes 14 acquisitions since IPO, 70% forecast eps growth

May 2022

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Over the month I met with John Richards and Mike Gant, chairman and CFO of Brickability, a “brick factor” or specialist distributor of bricks in the UK, supplying 26% of the bricks needed in the UK each year.Richards, who spent 31 years in various director roles at quoted brick manufacturer Ibstock, 166.5p, together with CEO Alan Simpson, a 38 year veteran in the building materials industry, have completed 14 acquisitions since Brickability listed on AIM in August 2019, transforming the nature and scale of future profits. Broker Cenkos has made two double-digit upgrades since last June and now expects pretax profit to increase from £15m in the year to March ’21 to £28.6m in ’22 and to climb again to £35.6m in the year just started. ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

MP Evans - Massive eps upgrades as palm oil prices soar

Playtech - TTB readying a knock-out bid

Brickability - Director acquires shares worth £268,000 (August 2024)

Brickability (February 2024)

Brickability (October 2023)

Brickability (June 2023)

Brickability (February 2023)

Brickability (December 2022)

Brickability (September 2022)

Brickability (June 2022)

Brickability - Brick factor group eyes strong market recovery (June 2021)

Brickability (January 2021)

Brickability (July 2020)

Brickability (May 2020)

Brickability Group - Buy and build brick supplier boasts strong record (April 2020)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X