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Micklemarsh Brick
OrganizationHeard in 3 episodes across 1 show since May 2024
Micklemarsh Brick is described as a small specialist brick manufacturer serving the construction-materials market.
Episodes
3
across 1 show
First heard
May 2024
Expert statements
3
3 positive
What experts have said about Micklemarsh Brick
3 statements · 3 positive
Micklemarsh Brick is well-run, asset-backed, cash-generative, and financially sound.
“Micklemarsh, we like it. It's a well-run business, great asset backing, great cash flow, decent balance sheet”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 22:09
Micklemarsh Brick should perform very well after construction activity rebounds.
“as long as these businesses can hold their ground a bit and we'll wait for that rebound in construction activity, old Mikkel Mersch and indeed the other larger brick manufacturers should do very well.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 22:21
Micklemarsh Brick should perform strongly when construction activity rebounds.
“we'll wait for that rebound in construction activity, old Mikkel Mersch and indeed the other larger brick manufacturers should do very well.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 22:24
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
3 episodes featuring Micklemarsh Brick, newest first
