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
Q&A with Michelmersh Brick Holdings co-CEO Frank Hanna and CFO Ryan Mahoney
Mar 30, 2022Disclaimer & Declaration of Interest
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