Marshalls Live Discussion

Blanketstacker 10 Oct 2016

Re: Fall Today Old Mutal have reduced their holding by c25%, and PMG lowered target price from 370 to 295. Not lethal signs, but enough to scare people in these markets.

Hardboy 10 Oct 2016

Fall Considerable fall today. Anyone know what caused it?

Hardboy 06 Sep 2016

House builders With house builders having such a good day, I would have expected some of that to rub off here.

II Editor 26 Aug 2016

NEW ARTICLE: Flying Marshalls tipped to go higher "When I last met Martyn Coffey it was one week before the EU referendum. The LSE:MSLH:Marshalls CEO was in confident mood and talking about a paving slabs business in great shape and with plenty of promise. Nothing has changed when we next chat ..."[link]

Hardboy 26 Aug 2016

Interims Look a strong, steady set of figures -Sales - not a great increase; but no effect from Brexit (yet) & a good order book. Profits up 18%. Dividend up 29%. Margin up. Net debt reduced by 75%. Pension surplus. The BoD are confident. Looking at the likely EPS for the year indicates we're on a PE of around 19, which isn't cheap, but this is still a growth share, paying a well covered & increasing 2% yield. I'm certainly happy to hold at these levels.

Hardboy 27 Jun 2016

Directors 4 directors buying - trying to steady the ship.

Hardboy 27 Jun 2016

In Out In I bought earlier this year, got out very quickly on Friday morning at a small loss, and have now bought back in - getting 10% more shares and pocketing some cash. Probably I've jumped back in too soon, but this is a good company with a good market share of a market which may cut back a little, but is not going to disappear. So at these prices I rate it a buy, BUT you can probably get better prices still over the coming days.

II Editor 11 Mar 2016

NEW ARTICLE: Share of the week: Special divi and upgrade potential " Returning to profit levels not seen since before the recession, pavement slab maker LSE:MSLH:Marshalls has smashed through two significant technical levels this week, sucking it further from February lows and closer to next resistance at around ..."[link]

oldjoe1 23 Oct 2015

MSLH, Somebodys Buying BIG........ MSLH Marshalls PLC, volume well up after yesterdays analyst visit, SOMEBODY is Buying big check the vol, chart +ive .........[link]

oldjoe1 28 Aug 2015

MSLH Sharecast News...... <b>Marshalls interims pave way for faster full year growthFri, 28 August 2015</b>Article viewed 34 times(ShareCast News) - A strong set of interim results from paving slabs specialist Marshalls showed sales growing faster than the wider construction market, leading to analysts upping expectations for the full year.Revenues of £199.1m in the half-year to 30 June were 11% higher than the same period last year, versus rouhgly 5% growth in underlying markets, indicating a strong level of market share won so far this year as the group invested in new products and overseas growth.Earnings before interest, tax, depreciation and amortisation jumped 34% to £29.7m and profits before tax surged 48% to £20.8m.Operating margins rocketed up to 11.1% in the six month from 8.7% in 2014, reflecting improved operational gearing as a result of the market-beating volume growth.Volume growth has been particularly strong in the public sector and commercial end market, where the revenue increase attributable to volume and mix has been 11%.A higher tax charge meant basic earnigns per share were only 39% higher at 8.5p, while the dividend was lifted a quarter of a penny to 2.25p.Chief executive Martyn Coffey said the group was well positioned to grow organically and through selective through acquisitions, with growth remaining the focus during the remainder of 2015 and in 2016.He pointed out that the Construction Products Association had predicted growth in UK market volumes of 4.9% in 2015 and 4.2% in 2016."In order to drive growth, the group continues to develop the Marshalls brand and invest in product innovation and service delivery initiatives to deliver improved trading margins and increased return on capital employed," he said.Marshalls has noticed a good historical correlation between consumer confidence and domestic installer order books, highlighting a survey of domestic installers at the end of June 2015 that revealed continuing strong order books of 12.0 weeks, up from 11.5 weeks last year and 10.6 weeks at the end of April 2015, to its the highest recorded order book at this time of year.The international business, included 15.8% growth from the Belgian operations in local currency despite a mainly subdued market, while a sales office is being opened in Dubai to focus on the wider Middle East market.Investors and analysts were impressed, with shares in Marshalls up 5.8% to 334.91p by 08:45 on Friday.Shore Capital said that with markets still not firing on all cylinders, with domestic spending expected to flow through and provide a step up in market volumes a little later in the cycle."If revenue growth can be carried through the second half at the same rate as the first and the same operational gearing delivered then it looks likely that the current consensus PBT to Dec 2015 of £32.5m will be beaten."Numis noted that net debt has also been reduced appreciably and that PBT in the first half PBT was ahead of its estimates of £19.6m. Due to the strength of the results and the confident outlook statement it is increasing pre-tax estimates for the full year to £34m from £32.6m, with EPS upped to 13.8p from 13.3p."With Marshalls still holding considerable spare capacity and volumes still well down on pre downturn levels, high levels of operational gearing and therefore profit growth, should continue. Due to the increased forecasts we increase our target price to 350p."

oldjoe1 28 Aug 2015

MSLH Likely to Be Ahead Of Forecasts.... <b>BUZZ-Marshalls: hits post-crisis highs after strong H1<MSLH.L>28-08-2015 092</b>* Landscape products co Marshalls <MSLH.L> up 6.4% at post-crisis highs after posting H1 PBT up 48% at £20.8 mln [ID:nASN0009Q6]<b>* Says if positive market conditions continue, likely that FY trading will beat expectations,/b>* far & away most actively traded stock on FTSE 250 index <.FTMC>, with almost twice its 90-day daily avg volume having gone through in 45 minutes (2nd-top riser on index)* Stock hits levels last seen early 2007(RM: [email protected])© Thomson Reuters Limited. Click for restrictions

mcescher 29 Jul 2015

Infographic comparing MSLH and AMFW I found this report that compares Marshalls and Amec Foster Wheeler plc, pretty interesting. [link]

Stabilo1 26 Jul 2015

Investors Chronical Report Investors Chronical, IC VIEW: July '15The Construction Products Association reckons that UK market volumes will grow by 5.5 per cent this year and 4 per cent in 2016, which is good news for Marshalls. The shares trade on 18 times forecast earnings, which on the face of its looks high. But, given the health of end markets and the level of operational gearing, we feel this rating allows for further upside. Indeed, while profit estimates for 2016 are nearly back at pre-downturn levels, volumes forecast are still 20 per cent below the peak. Buy.