Michelmersh Brick Holdings
Organization
A UK-listed specialist brick manufacturer and brick fabricator operating through brands and production sites serving the construction industry.
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.
4 episodes featuring Michelmersh Brick Holdings
Investor's Champion Podcast
UK investors weigh takeover risk against small-cap value
The discussion tests whether overlooked UK-listed businesses offer genuine opportunity or merely cheap valuations masking deeper risks.
Sep 7, 2024 · 26 min
Investor's Champion Podcast
Volatility tests the case for disciplined UK investing
The episode connects a global market sell-off with practical questions about resilient businesses, buybacks, housing recovery and income-focused AIM portfolios.
Aug 10, 2024 · 34 min
Investor's Champion Podcast
Investors weigh dividends, valuations and overlooked UK stocks
The episode tests whether income demands, market narratives and business quality are creating genuine opportunities or masking material risks.
Jun 8, 2024 · 34 min
Investor's Champion Podcast
Airbnb’s cash engine outpaces pandemic winners and losers
The discussion tests whether durable cash generation, low capital needs, and brand strength matter more than market fashion when assessing businesses.
May 11, 2024 · 35 min