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Consumer Durables U.K. Community
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Consumer Durables U.K. Investing Ideas
Games Workshop Group
RO
Robbo
Community Contributor
For the Emperor: Why Games Workshop Could Be a Star Investment
Let me preface this article by admitting my bias: I’m a big fan of Games Workshop. While I’ve never personally gotten into the tabletop game, I’m deeply drawn to the incredible sci-fi and fantasy universes the company has built.
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UK£160.00
FV
1.5% overvalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
19 days ago
author updated this narrative
Burberry Group
US
User
Community Contributor
Load Up on $BRBY - Mid/Longterm
Investing in Burberry Group plc ($BRBY) currently offers several compelling advantages, especially when considering its brand value, long-term outlook, and potential for passive income. Here are five reasons, supported by recent financial metrics: 1.
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UK£4.39
FV
200.1% overvalued
intrinsic discount
-1.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
10 months ago
author updated this narrative
Vistry Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Declining UK Housing Demand Will Limit Revenues But Provide Stability
Key Takeaways Greater reliance on affordable housing makes Vistry vulnerable to shifts in government policies and funding, impacting revenue stability. Increased regulatory compliance costs and operational risks from recent acquisitions threaten net margins and future profitability.
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UK£4.55
FV
32.2% overvalued
intrinsic discount
0.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Cairn Homes
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Green Mortgages And Government Support Will Increase Future Demand For Energy-Efficient Homes
Key Takeaways Cairn Homes' strategic land acquisitions and lean construction methods aim to boost long-term profitability and enhance margins through cost control. Government housing policies and green mortgage incentives are likely to drive sales and increase demand for energy-efficient homes, positively influencing revenue growth.
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UK£1.99
FV
5.0% undervalued
intrinsic discount
6.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Dr. Martens
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Cost Savings Ahead Of Schedule Will Improve Profitability By FY '26
Key Takeaways Strategic focus on premium positioning, demand planning, and cost reductions aims to enhance revenue, margins, and profitability. Stronger balance sheet with reduced debt supports future growth and financial stability through improved cash flow and inventory management.
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UK£0.78
FV
1.5% overvalued
intrinsic discount
4.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Henry Boot
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Acquisitions And Planning Will Unlock Golden Valley Industrial Potential
Key Takeaways Acquiring Stonebridge Homes and optimizing construction could enhance future earnings, profitability, and net margins through synergies and operational efficiency. Increased planning applications, prime development focus, and joint ventures aim to boost land sales, revenue, and capital returns through strategic expansion.
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UK£3.35
FV
32.8% undervalued
intrinsic discount
6.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Stelrad Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Tightening European Building Regulations Will Spark Energy Efficient Home Upgrades
Key Takeaways Regulatory shifts toward energy efficiency and decarbonization drive demand for Stelrad's innovative radiators, supporting revenue growth and increased margins through premium product focus. Investments in electric radiators, supply chain resilience, and sustainability enhance market positioning, drive margin improvement, and reduce regulatory risk for long-term stability.
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UK£1.89
FV
9.2% undervalued
intrinsic discount
3.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
3 days ago
author updated this narrative
Coats Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expansion Into Digital Products And Composite Tapes Will Drive Future Opportunities
Key Takeaways Leadership in recycled products and expansion into new markets are poised to drive revenue growth and market share gains through innovation and sustainability. Operational efficiencies and pension derisking improve margins and capital allocation, enhancing earnings and shareholder value with strategic growth initiatives.
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UK£1.23
FV
40.6% undervalued
intrinsic discount
5.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Springfield Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Reduction And Durieshill Village Project Will Strengthen Future Prospects
Key Takeaways Decreased debt enhances net margins and profitability, while profitable land sales boost liquidity and financial leverage. Strategic partnerships and infrastructure investments position the company for long-term revenue growth and market expansion in Northern Scotland.
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UK£1.43
FV
31.2% undervalued
intrinsic discount
-3.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
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