Market's view on Breedon
Published on April 2024
- Some stock watchers note that despite macroeconomic challenges post-Brexit, management could have improved the company’s situation by consolidating British operations and expanding more into profitable European and American markets.
- A significant shareholder with a major stake and founding history resides in Guernsey, which might indicate potential influences or strategies concerning the company’s operations.
- Observations have been made about recent good cash generation by the company, suggesting a potential for a confident dividend increase.
- There is a positive outlook on a recent acquisition by the company, highlighting their strategic ambitions and available resources to achieve these plans.
- Discussions around the proportion of issued share capital held by the general public versus institutional holders have surfaced, alongside concerns about the possibility of the company’s listing being terminated due to private equity interest.
- A stock watcher noted increased activity at one of the company’s locations, suggesting a possible uptick in business compared to six months prior.
- There’s a general consensus that the company has been undervalued for years, with recent price actions indicating that the market might be recognizing its value.
- Speculations are shared regarding insiders possibly having pre-knowledge of positive outcomes, which might explain recent positive stock movements just before results announcements.