Micklemarsh Brick
Organization
Micklemarsh Brick is described as a small specialist brick manufacturer serving the construction-materials market.
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.
3 episodes featuring Micklemarsh Brick
Investor's Champion Podcast
Investors weigh pay, speculation and UK stock bargains
The discussion connects management incentives, speculative assets and company-level analysis to the patience required in smaller-market investing.
Nov 23, 2024 · 24 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
UK small caps face a valuation test
The discussion weighs whether discounted UK equities offer genuine long-term value or reflect structural weaknesses, takeover risk and uneven growth prospects.
May 18, 2024 · 39 min