- Stock watcher highlights that Fort and MBH primarily produce bricks but have differences in product range and specifications, with MBH focusing on high specification bricks, while Fort offers a broader range including blocks and roofing products. In contrast, BRCK has a wider range but does not manufacture bricks. The watcher owns shares in MBH and BRCK for exposure to construction and industrial uses of stone and lime.
- Stock watcher mentions personal investment preferences for NXR and EPWN, noting the importance of timing purchases around company updates for the most current information. Epwin has recently provided an update with a confident outlook for FY 2024, showing strong performance expectations.
- Stock watcher agrees that BRCK's diversification in the building trade supply could lead to better long-term performance once current market constraints lessen.
- Stock watcher points out the CEO of a well-run, conservative company increasing his shareholding to 11%, indicating a stable outlook despite the broader undervaluation in the UK market due to current political and economic conditions.
- Stock watcher suggests brick supply may have already passed its low point, anticipating an eventual return of investment into construction-related stocks as market conditions improve.
- Stock watcher notes a mild profit warning in the construction sector, which was anticipated due to a significant drop in brick imports, yet surprisingly, the stock price has been on an upward trajectory.
- Stock watcher comments on a company's recent financial update, which met the lower range of expectations but involved significant acquisitions funded by debt, which could impact future valuations.
- Stock watcher remains optimistic about long-term prospects, noting the current political and economic landscape in the UK as temporary, with expectations of recovery in the housing sector bolstering construction-related stocks.