The Financial Outlook for Personal Investors: Michelmarch Bricks and Smiths News Podcast Por arte de portada

The Financial Outlook for Personal Investors: Michelmarch Bricks and Smiths News

The Financial Outlook for Personal Investors: Michelmarch Bricks and Smiths News

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 Chloe Won Yung Shin of Edison Group discusses Michelmarch Bricks' recent results. It makes 122m bricks and pavers a year, has a strong balance sheet and should benefit from the UK's structural shortage of housing. On a discount to its peers, it has 7% of the market with further upside potential. Andy Murphy, director of content for Industrials at Edison is intrigued by Smiths News. A regional distributor of newspapers and magazines, it is handling a declining market well, stripping costs back and diversifying by collecting dry waste from those shops it delivers to. It's a cash generative business that has long been ignored and undervalued and yields twice its PE. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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