James Latham
Organization
James Latham plc is a UK-based distributor of timber, panels, and related building materials, serving construction and interior-design markets.
What experts have said about James Latham
5 statements · 5 positive
James Latham has generated strong free cash flow and growing cash balances.
“free cash flow has absolutely been terrific, and cash has been growing”
Open the episode · IC025 Investor Insights: Small Cap Gems & Common-Sense Investing IdeasListen at 27:23
James Latham increased its final dividend by 20%.
“they're rewarding their shareholders with yet another big increase in the final dividend, 20% increase in the final dividend”
Open the episode · IC025 Investor Insights: Small Cap Gems & Common-Sense Investing IdeasListen at 27:31
James Latham shareholders received 273 pence in aggregate dividends over ten years.
“over the past decade, shareholders will have received aggregate dividends of 273 pence”
Open the episode · IC025 Investor Insights: Small Cap Gems & Common-Sense Investing IdeasListen at 27:49
James Latham’s decade-long total return outperformed comparable retail and software companies.
“James Latham would've outperformed. His total return would've been better than all of them.”
Open the episode · IC025 Investor Insights: Small Cap Gems & Common-Sense Investing IdeasListen at 28:56
James Latham performs very well within its mundane timber-distribution sector.
“it's just a cracking little business that does what in its relatively, should we say, mundane sector, it does really well”
Open the episode · IC025 Investor Insights: Small Cap Gems & Common-Sense Investing IdeasListen at 29:12
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.
2 episodes featuring James Latham
Investor's Champion Podcast
Small-cap investors weigh AI exuberance against business quality
The episode tests fashionable AI and software narratives against valuation, cash flow, consumer evidence, and the resilience of simpler businesses.
Jul 6, 2024 · 31 min
Investor's Champion Podcast
Private equity reshapes UK markets as investors test company quality
The episode connects private funding, shrinking public markets and higher rates with a practical test of valuation, debt and accounting quality.
Jun 22, 2024 · 35 min