The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Hi all, just giving a second and final push to the blog I wrote about CRH, which I am a shareholder in, that you might find of interest. The blog can be found here. https://tbifund.wordpress.com/2022/06/26/crh-crh-id-the-building-blocks-of-value/
Hi all, I've just written a blog about CRH, which I am a shareholder in, that you might find of interest. The blog can be found here. Feedback very welcome. https://tbifund.wordpress.com/2022/06/26/crh-crh-id-the-building-blocks-of-value/
Will wait a bit before I get back in
Albert Manifold, Chief Executive, said today:
“The continued delivery of our solutions strategy resulted in a good start to the year. Although a number of challenges and uncertainties continue, our demand backdrop remains favourable and absent any major dislocations in the macroeconomic environment, we expect first-half sales, EBITDA and margin to be ahead of the prior year period.”
Announced Wednesday, 20 April 2022
Building materials giant CRH plans to purchase up to another $300 million (€272 million) of shares from investors between now and June 27th in the latest phase of its buyback programme.
I got some profit, continuing to buy in big chunks now and not doing so bad. Brokers are positive, but who knows in this climate.
Fell a bit more than expected
Probably more to do with their exposure to Eastern Europe
Good results, market doesn't seem too impressed.
The company's board is recommending a final dividend of 98 cents per share, which would result in a total dividend for the year of 121 cents, up 5% on 2020
Why such a bigg fall
On reflection, perhaps take some profit. Bit scary
with a view to a top up.
A bit disconcerting having a board all to myself. Oh well, being quids in makes up for the isolation.
The most popular FTSE 100 stocks among analysts are building materials firm CRH PLC, mobile operator Vodafone Group PLC, and cigarette maker British American Tobacco, all with 90% or better Buy ratings.
BERENBERG RAISES CRH PRICE TARGET TO 56 (55) EUR - 'BUY'
Meeting expectations despite other influences!
Hope the rerating is maintained , great results
Not too bad today, hoped for better
hopefully onward and upward
Seems to be benefitting from the bill being passed. Long may it last
Another strong set of results for 2020 considering it was the year Covid hit us all. 25% increase in dividends too announced. This is a sound well run company imo.
Fair play CRH for handing back the Furlough payments, shame on Tesco etc for not doing the right thing on this
Noticed this stock a few weeks ago, trades from 26 to 31 ish on a regular basis.
Looks like a good long term bet also as they have exposure to the US construction sector, short term trader, long term hold
Have a look
Looked good on the face of it but expected a greater rise in the SP.
Perhaps some of the balance sheet items such as the figures for one off profit/ intangible assets/debt etc. raise ones' eyebrows. Still should get up to 25 quid in the short term.
The buy back programme has largely been ignored by the market, and the share price has actually fallen. In these uncertain times the aggressive payback of debt, of holding cash would make more sense than paying off those jumping ship. The same applies to the dividend, it is too high. Such luxuries are for debt free companies. At £22 this is value but if a recession bites they will rue the buyback programme and won't be thanked for it. $7b in debt should be addressed first before buybacks.