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Michelmersh Brick Holdings
OrganizationHeard in 5 episodes across 1 show since May 2024
A UK-listed specialist brick manufacturer and brick fabricator operating through brands and production sites serving the construction industry.
Episodes
5
across 1 show
First heard
May 2024
Expert statements
3
3 positive
What experts have said about Michelmersh Brick Holdings
3 statements · 3 positive
Micklemurch Brick Holdings appears cheaply valued, financially strong, and dividend-paying.
“Micklemurch is at the specialist end. Valuation looks cheap. The balance sheet's in great shape, offers a nice dividend. It's well invested. It's a really nice little business.”
Open the episode · IC030 Volatile Markets – What to Do, AIM Share Buy Backs & The AIM IC Portfolio PerformanceListen at 23:09
Michelmersh Brick Holdings shares are significantly undervalued.
“We think the shares are super cheap.”
Open the episode · IC018 Investor's Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & RenewListen at 19:32
Michelmersh has net cash, share buybacks, and approximately a 4.5% dividend yield.
“it's got a great balance sheet, net cash, buying back shares, nice dividend income, about 4.5%.”
Open the episode · IC018 Investor's Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & RenewListen at 19:53
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
5 episodes featuring Michelmersh Brick Holdings, newest first
- Sep 7, 2024
UK investors weigh takeover risk against small-cap valueInvestor's Champion PodcastSep 7, 2024 - Aug 10, 2024
Volatility tests the case for disciplined UK investingInvestor's Champion PodcastAug 10, 2024 - Jun 8, 2024
Investors weigh dividends, valuations and overlooked UK stocksInvestor's Champion PodcastJun 8, 2024 - May 18, 2024
UK small caps face a valuation testInvestor's Champion PodcastMay 18, 2024 - May 11, 2024
Airbnb’s cash engine outpaces pandemic winners and losersInvestor's Champion PodcastMay 11, 2024