Name: Could MBH benefit from the £4bn recladding opportunity?
Uploaded: 2022-03-30T06:23:24.345593+00:00
Duration: 1248 s
Channel: Vox Markets
Description: Could MBH benefit from the £4bn recladding opportunity?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/471/003471/video_OCxNYZY.mp4#t=790

Vox Markets

Could MBH benefit from the £4bn recladding opportunity?

The current state of the UK brick market

Impact from the Ukraine/Russian conflict

How Q1’22 trading is shaping up

Does MBH have sufficient stocks to meet demand?

How energy & cost inflation is being managed

Are selling prices being lifted?

How should investors model profit margins in 2022.

Within which areas might the £7.7m net cash pile be deployed?

Hypothetically, how could MBH respond if house prices were to decline?

Possible future newsflow

On the back of today's outstanding 2021 results, co-CEO Frank Hanna and CFO Ryan Mahoney of Michelmersh Brick take me through:

The current state of the UK brick market. Start
Impact from the Ukraine/Russian conflict. 02:40
How Q1’22 trading is shaping up. 03:35
Does MBH have sufficient stocks to meet demand? 04:50
How energy & cost inflation is being managed. 06:50
Are selling prices being lifted? 08:50
How should investors model profit margins in 2022. 11:25
Could MBH benefit from the £4bn recladding opportunity? 13:10
Within which areas might the £7.7m net cash pile be deployed? 14:55
Hypothetically, how could MBH respond if house prices were to decline? 16:40
Possible future newsflow. 19:40

On the back of today's outstanding 2021 results, co-CEO Frank Hanna and CFO Ryan Mahoney of Michelmersh Brick take me through:The current state of the UK brick market. Start Impact from the Ukraine/Russian conflict. 02:40 How Q1’22 trading is shaping up. 03:35 Does MBH have sufficient stocks to meet demand? 04:50 How energy &amp; cost inflation is being managed. 06:50 Are selling prices being lifted? 08:50 How should investors model profit margins in 2022. 11:25 Could MBH benefit from the £4bn recladding opportunity? 13:10 Within which areas might the £7.7m net cash pile be deployed? 14:55 Hypothetically, how could MBH respond if house prices were to decline? 16:40 Possible future newsflow. 19:40

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/471/003471/video_OCxNYZY.mp4