View ValuationBRCK Group 将来の成長Future 基準チェック /46BRCK Group利益と収益がそれぞれ年間51.6%と5.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17% 54.5%なると予測されています。主要情報51.6%収益成長率54.51%EPS成長率Trade Distributors 収益成長13.9%収益成長率5.5%将来の株主資本利益率16.95%アナリストカバレッジLow最終更新日14 Jul 2026今後の成長に関する最新情報お知らせ • Apr 26BRCK Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2026BRCK Group plc provided earnings guidance for the financial year ended 31 March 2026. BRCK Group expects to report another year of revenue growth at approximately £645.0 million, an increase of c.1.2% over the prior year (FY25: £637.1 million).Major Estimate Revision • Mar 04Consensus EPS estimates fall by 26%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from UK£616.7m to UK£630.5m. EPS estimate fell from UK£0.033 to UK£0.024 per share. Net income forecast to grow 196% next year vs 8.6% growth forecast for Trade Distributors industry in the United Kingdom. Consensus price target up from UK£0.97 to UK£1.00. Share price fell 5.2% to UK£0.59 over the past week.お知らせ • Oct 22Brickability Group plc Provides Revenue Guidance for the Six Month Period to 30 September 2024Brickability Group Plc provided revenue guidance for the six-month period to 30 September 2024. For the period the company expects the revenues in excess of £330 million, an increase of 2%. on the prior year period.お知らせ • Apr 27Brickability Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2024Brickability Group plc provided earnings guidance for the financial year ended 31 March 2024. Group revenue for the full year is expected to be approximately £594 million, a decrease of c.13% over the prior year (year 2023: £681 million) or c.18% lower on a like-for-like ("LFL") basis.Major Estimate Revision • Feb 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£639.0m to UK£615.2m. EPS estimate also fell from UK£0.047 per share to UK£0.038 per share. Net income forecast to shrink 42% next year vs 0.9% decline forecast for Basic Materials industry in the United Kingdom. Consensus price target of UK£0.90 unchanged from last update. Share price fell 12% to UK£0.67 over the past week.お知らせ • Oct 11Brickability Group plc Provides Revenue Guidance for H1 FY24Brickability Group Plc provided revenue guidance for H1 FY24. For the period, the company expects revenue to be approximately £324 million (H1 FY23: £352.7 million).すべての更新を表示Recent updatesBoard Change • Jul 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Katie Long was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Jul 27BRCK Group's (LON:BRCK) Soft Earnings Are Actually Better Than They AppearThe market for BRCK Group plc's ( LON:BRCK ) shares didn't move much after it posted weak earnings recently. We think...Declared Dividend • Jul 16Final dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 3rd September 2026 Payment date: 25th September 2026 Dividend yield will be 7.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 11% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 862% to bring the payout ratio under control. EPS is expected to grow by 269% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jul 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: UK£0.004 (down from UK£0.02 in FY 2025). Revenue: UK£645.4m (up 1.3% from FY 2025). Net income: UK£1.30m (down 80% from FY 2025). Profit margin: 0.2% (down from 1.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 90%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Jul 14+ 1 more updateBRCK Group plc, Annual General Meeting, Sep 15, 2026BRCK Group plc, Annual General Meeting, Sep 15, 2026.お知らせ • Jul 06BRCK Group plc to Report Fiscal Year 2026 Results on Jul 14, 2026BRCK Group plc announced that they will report fiscal year 2026 results at 6:00 AM, Coordinated Universal Time on Jul 14, 2026お知らせ • Jun 19BRCK Group PLC Announces Appointment of Clive Norman as Non-Executive DirectorBRCK Group PLC announced the intended appointment of Clive Norman as a Non-Executive Director of the Company. Clive previously served as a Non-Executive Director of the Company for six years and stepped down from the Board and as a Non-Executive Director of the Company on September 16, 2025. The appointment is expected to become effective following completion of the customary due diligence process, and a further announcement of the confirmation of his appointment, including any disclosures required pursuant to Rule 17 and Schedule Two paragraph (g) of the AIM Rules for Companies (or the applicable Listing Rules), will be made in due course. Furthermore, as announced on June 11, 2026, the Board has commenced a process to appoint a successor to John Richards as Non-Executive Chairman. This process continues and further updates will be provided, as appropriate, in due course.お知らせ • Jun 12BRCK Group plc Announces Board ChangesBRCK Group plc announced that Non-Executive Chairman, John Richards, notified the Board of his decision to step down following the conclusion of the 2027 Annual General Meeting after nine years in the position. John Richards led the Board of Directors for eight years since his appointment as Non-Executive Chairman in March 2018 and his decision to step down on conclusion of the 2027 AGM aligns with the Board succession plan and good corporate governance practice in stepping down after nine years on the Board. The Board commenced a process to appoint a successor to John Richards with significant industry experience. Susan McErlain, existing Independent Non-Executive Director, was appointed as Senior Independent Director with immediate effective 11 June 2026. Susan McErlain joined the Group in April 2022. Susan had an executive career spanning over 30 years acting as a communications adviser for organizations operating across many sectors. She co-founded, grew and, in 2000, sold her investor and financial communications business. More recently, Susan acted as a Corporate Affairs Director for FTSE 250 company, Ultra Electronics plc until 2019. Since 2020 she served as a non-executive director on several boards.お知らせ • Apr 26BRCK Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2026BRCK Group plc provided earnings guidance for the financial year ended 31 March 2026. BRCK Group expects to report another year of revenue growth at approximately £645.0 million, an increase of c.1.2% over the prior year (FY25: £637.1 million).お知らせ • Apr 02Atlas FRM LLC cancelled the acquisition of BRCK Group plc (AIM:BRCK) for approximately £210 million.Atlas FRM LLC proposed to acquire BRCK Group plc (AIM:BRCK) for approximately £210 million on February 17, 2026. A cash consideration valued at £0.65 per share will be paid by Atlas FRM LLC. The Proposal would be funded solely through equity from the Atlas funds and would not be reliant on any third-party financing. The transaction is subject to approval of merger agreement by target board and consummation of due diligence investigation. The deal has been rejected by the board due to inadequate offer price. Ed Banks, Alex Bennett and Hugo Bax of Evercore Partners International LLP and Ben Jeynes, Henrik Persson and George Lawson of Cavendish Capital Markets Limited acted as financial advisors to BRCK Group plc. Osman Akkaya, Akshay Majithia and James Tiffin of Barclays Bank PLC acted as financial advisor to Atlas FRM LLC. Atlas FRM LLC cancelled the acquisition of BRCK Group plc (AIM:BRCK) on March 23, 2026. The Board reviewed this proposal carefully with its financial advisers and unanimously concluded that it fundamentally undervalued BRCK. Accordingly, the Board rejected this proposal.New Risk • Mar 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results.Upcoming Dividend • Jan 15Upcoming dividend of UK£0.011 per shareEligible shareholders must have bought the stock before 22 January 2026. Payment date: 19 February 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.5%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.3%).Board Change • Jan 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Katie Long was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Jan 05Brickability Group (LON:BRCK) Is Due To Pay A Dividend Of £0.0112The board of Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0112 per share on the...分析記事 • Nov 28Brickability Group (LON:BRCK) Is Due To Pay A Dividend Of £0.0112Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0112 per share on the 19th of...New Risk • Nov 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Large one-off items impacting financial results.お知らせ • Nov 26+ 1 more updateBrickability Group Plc Announces Board and Committee ChangesBrickability Group Plc announced that David Simpson, Non-Executive Director, will step down from the Board on 31 December 2025 after more than six years of service. David joined the Group at the time of its IPO on AIM. Katie Long, who joined the Board in May 2025, will succeed David as Chair of the Audit & Risk committee.お知らせ • Oct 21Brickability Group Plc to Report First Half, 2026 Results on Nov 25, 2025Brickability Group Plc announced that they will report first half, 2026 results on Nov 25, 2025Upcoming Dividend • Aug 28Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 26 September 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.9%. Within top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).New Risk • Jul 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (172% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Significant insider selling over the past 3 months (UK£2.8m sold).分析記事 • Jul 18Brickability Group's (LON:BRCK) Shareholders Will Receive A Bigger Dividend Than Last YearBrickability Group Plc ( LON:BRCK ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jul 17Final dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 4th September 2025 Payment date: 26th September 2025 Dividend yield will be 5.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (172% earnings payout ratio). However, it is well covered by cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 91% to bring the payout ratio under control. EPS is expected to grow by 100% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jul 16Full year 2025 earnings released: EPS: UK£0.02 (vs UK£0.051 in FY 2024)Full year 2025 results: EPS: UK£0.02 (down from UK£0.051 in FY 2024). Revenue: UK£637.1m (up 7.2% from FY 2024). Net income: UK£6.53m (down 57% from FY 2024). Profit margin: 1.0% (down from 2.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jul 16Brickability Group Plc, Annual General Meeting, Sep 16, 2025Brickability Group Plc, Annual General Meeting, Sep 16, 2025.お知らせ • Jul 15Brickability Group Plc Proposes Final Dividend for the Year Ended 31 March 2025, Payable on September 26, 2025Brickability Group Plc paid an interim dividend of 1.12 pence per share (2024: 1.07 pence) on 20 February 2025, which reflected the performance of the business and the Board's confidence in the longer-term outlook. The solid performance of the Group enables the Board to recommend the payment of a final dividend for the year ended 31 March 2025 of 2.39 pence per share (2024: 2.28 pence). Subject to shareholder approval at the Annual General Meeting, the final dividend will be paid on 26 September 2025, with a record date of 5 September 2025 and an ex-dividend date of 4 September 2025.お知らせ • Jun 26Brickability Group Plc to Report Fiscal Year 2025 Results on Jul 15, 2025Brickability Group Plc announced that they will report fiscal year 2025 results at 6:00 AM, Coordinated Universal Time on Jul 15, 2025Recent Insider Transactions • Jun 18Insider recently sold UK£2.1m worth of stockOn the 11th of June, Paul Hamilton sold around 3m shares on-market at roughly UK£0.69 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£3.7m more than they bought in the last 12 months.New Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Dividend is not well covered by earnings (129% payout ratio). Profit margins are more than 30% lower than last year (1.4% net profit margin).分析記事 • May 04Brickability Group Plc (LON:BRCK) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableThe Brickability Group Plc ( LON:BRCK ) share price has done very well over the last month, posting an excellent gain...お知らせ • May 02Brickability Group plc Appoints Kathleen (Katie) Long as Independent Non-Executive Director Effective 1 May 2025Brickability Group PLC announced the appointment of Kathleen (Katie) Long as an independent Non-Executive Director of the Group with effect from 1 May 2025. Katie has over 15 years' experience working within a listed company environment, supporting organizations with the execution of their M&A growth strategies, as well as being CFO with responsibility for financial reporting, risk management, and the design and implementation of corporate governance structures. Katie is a co-founder and director of Tessera and prior to this, was an investment manager at Marwyn Capital where she led and managed a number of listed equity investments. Katie qualified as a chartered accountant with EY and is a member of the ICAEW and Chartered Accountants Australia and New Zealand. She is also a Non-Executive Director of a VC-backed technology company. Kathleen (Katie) Joy Long, aged 46, has held the following directorships or partnerships in the past five years: Current directorships or partnerships include Tessera Investment Management Limited, Razorsecure Limited, and Colbridge Atlas Investments LLP. Directorships or partnerships held in the past five years include Celadon Pharmaceuticals PLC, Harley Street (CPC) Limited, Tessera Investment Partners LLP, and Tessera Partners UK Limited.Buy Or Sell Opportunity • Apr 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at UK£0.60. The fair value is estimated to be UK£0.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 265% in the next 2 years.Buy Or Sell Opportunity • Mar 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to UK£0.60. The fair value is estimated to be UK£0.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 265% in the next 2 years.Major Estimate Revision • Mar 04Consensus EPS estimates fall by 26%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from UK£616.7m to UK£630.5m. EPS estimate fell from UK£0.033 to UK£0.024 per share. Net income forecast to grow 196% next year vs 8.6% growth forecast for Trade Distributors industry in the United Kingdom. Consensus price target up from UK£0.97 to UK£1.00. Share price fell 5.2% to UK£0.59 over the past week.Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to UK£0.60. The fair value is estimated to be UK£0.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 265% in the next 2 years.Upcoming Dividend • Jan 16Upcoming dividend of UK£0.011 per shareEligible shareholders must have bought the stock before 23 January 2025. Payment date: 20 February 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.3%).お知らせ • Dec 20Clive Norman Does Not Intend to Stand for Re-Election as A Director of Brickability Group PlcBrickability Group PLC announced that after six years as a Non-executive Director, Clive Norman has informed the Board that he does not intend to stand for re-election as a director at the Company's 2025 annual general meeting to be held in September 2025.分析記事 • Nov 29Brickability Group's (LON:BRCK) Dividend Will Be £0.0112Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0112 per share on the 20th of...Declared Dividend • Nov 28First half dividend increased to UK£0.011Dividend of UK£0.011 is 4.7% higher than last year. Ex-date: 23rd January 2025 Payment date: 20th February 2025 Dividend yield will be 5.7%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 43% to bring the payout ratio under control. EPS is expected to grow by 211% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Nov 27Brickability Group Plc Declares Interim Dividend, Payable on 20 February 2025The Board of Brickability Group Plc has declared an interim dividend of 1.12 pence per share (H1 FY24: 1.07 pence) to shareholders on the register as at 24 January 2025. The ex-dividend date and payment date for the dividend will be 23 January 2025 and 20 February 2025 respectively.お知らせ • Nov 19Brickability Group Plc to Report First Half, 2025 Results on Nov 26, 2024Brickability Group Plc announced that they will report first half, 2025 results on Nov 26, 2024お知らせ • Oct 22Brickability Group plc Provides Revenue Guidance for the Six Month Period to 30 September 2024Brickability Group Plc provided revenue guidance for the six-month period to 30 September 2024. For the period the company expects the revenues in excess of £330 million, an increase of 2%. on the prior year period.Upcoming Dividend • Aug 22Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 26 September 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (3.6%).Recent Insider Transactions • Aug 19Insider recently sold UK£690k worth of stockOn the 12th of August, Paul Hamilton sold around 1m shares on-market at roughly UK£0.69 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£256k more than they sold in the last 12 months.Recent Insider Transactions Derivative • Aug 12Insider exercised options and sold UK£53k worth of stockOn the 8th of August, Richard Cosgrove exercised 162.76k options at around UK£0.01, then sold 78k of the shares acquired at an average of UK£0.69 per share and kept the remainder. As of today, Richard currently holds no shares directly. Company insiders have collectively bought UK£581k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Jul 24Earnings Troubles May Signal Larger Issues for Brickability Group (LON:BRCK) ShareholdersBrickability Group Plc's ( LON:BRCK ) recent weak earnings report didn't cause a big stock movement. However, we...分析記事 • Jul 19Brickability Group (LON:BRCK) Will Pay A Larger Dividend Than Last Year At £0.0228Brickability Group Plc ( LON:BRCK ) will increase its dividend on the 26th of September to £0.0228, which is 6.0...Declared Dividend • Jul 18Final dividend increased to UK£0.023Dividend of UK£0.023 is 6.0% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 4.6%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 17Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: UK£0.051 (down from UK£0.093 in FY 2023). Revenue: UK£594.1m (down 13% from FY 2023). Net income: UK£15.4m (down 45% from FY 2023). Profit margin: 2.6% (down from 4.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jul 17Brickability Group Plc, Annual General Meeting, Sep 11, 2024Brickability Group Plc, Annual General Meeting, Sep 11, 2024.お知らせ • Jul 12Brickability Group Plc to Report Fiscal Year 2024 Results on Jul 16, 2024Brickability Group Plc announced that they will report fiscal year 2024 results at 6:00 AM, Coordinated Universal Time on Jul 16, 2024Recent Insider Transactions Derivative • Jun 17Key Executive exercised options and sold UK£86k worth of stockOn the 14th of June, Michael Gant exercised 269.64k options at around UK£0.01, then sold 130k of the shares acquired at an average of UK£0.67 per share and kept the remainder. As of today, Michael currently holds no shares directly. Company insiders have collectively bought UK£365k more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Jun 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£280k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.5% increase in shares outstanding). Significant insider selling over the past 3 months (UK£280k sold).お知らせ • Apr 27Brickability Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2024Brickability Group plc provided earnings guidance for the financial year ended 31 March 2024. Group revenue for the full year is expected to be approximately £594 million, a decrease of c.13% over the prior year (year 2023: £681 million) or c.18% lower on a like-for-like ("LFL") basis.Recent Insider Transactions • Mar 08Chairman of the Board recently bought UK£66k worth of stockOn the 6th of March, John Richards bought around 100k shares on-market at roughly UK£0.66 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth UK£375k. This was John's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 03Founder recently bought UK£375k worth of stockOn the 27th of February, Alan Simpson bought around 554k shares on-market at roughly UK£0.68 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Alan has been a buyer over the last 12 months, purchasing a net total of UK£469k worth in shares.Major Estimate Revision • Feb 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£639.0m to UK£615.2m. EPS estimate also fell from UK£0.047 per share to UK£0.038 per share. Net income forecast to shrink 42% next year vs 0.9% decline forecast for Basic Materials industry in the United Kingdom. Consensus price target of UK£0.90 unchanged from last update. Share price fell 12% to UK£0.67 over the past week.Recent Insider Transactions Derivative • Feb 04Insider exercised options and sold UK£213k worth of stockOn the 31st of January, Andy Wilson exercised 326k options at a strike price of around UK£0.01 and sold these shares for an average price of UK£0.66 per share. This trade did not impact their existing holding. As of today, Andy currently holds no shares directly. Company insiders have collectively sold UK£89k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jan 30Founder recently bought UK£93k worth of stockOn the 26th of January, Alan Simpson bought around 150k shares on-market at roughly UK£0.62 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Alan's only on-market trade for the last 12 months.お知らせ • Jan 22Brickability Group Plc (AIM:BRCK) acquired Topek Southern Limited for £48million.Brickability Group Plc (AIM:BRCK) acquired Topek Southern Limited for £48million on January 22, 2024. an initial cash consideration of £17.3million payable on completion, subject to final working capital adjustments to acquire the business on a cash-free, debt-free basis. a further £10.0million satisfied through the issue of 17,094,017 new ordinary shares of in the capital of the Company at an effective issue price of 58.5 pence per ordinary share, and up to £20.7million of deferred contingent consideration that, subject to adjustments, is payable for performance against target performance criteria over the next three years. The initial cash consideration for the Acquisition will be financed through the Group's existing cash resources. The Consideration Shares will be subject to a 24-month hard lock-in, subject to customary carve-outs, followed by a 12-month orderly market arrangement. The Consideration Shares represent approximately 5.7 per cent. of the existing share capital. Ben Jeynes from Cavendish Capital Markets Limited act as financial advisor for Brickability Group Plc.Brickability Group Plc (AIM:BRCK) completed the acquisition of Topek Southern Limited for £48million on January 22, 2024.New Risk • Jan 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.9% increase in shares outstanding).Upcoming Dividend • Jan 18Upcoming dividend of UK£0.011 per share at 6.0% yieldEligible shareholders must have bought the stock before 25 January 2024. Payment date: 22 February 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (4.7%).分析記事 • Jan 11Brickability Group (LON:BRCK) Has Announced A Dividend Of £0.0107The board of Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0107 per share on the...Reported Earnings • Nov 30First half 2024 earnings released: EPS: UK£0.038 (vs UK£0.037 in 1H 2023)First half 2024 results: EPS: UK£0.038 (up from UK£0.037 in 1H 2023). Revenue: UK£324.8m (down 7.9% from 1H 2023). Net income: UK£11.3m (up 1.5% from 1H 2023). Profit margin: 3.5% (up from 3.2% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 29Brickability Group plc Recommends Interim Dividend, Payable on 22 February 2024Brickability Group Plc recommended an interim dividend of 1.07 pence per share (2023: 1.01 pence), payable on 22 February 2024, reflecting the performance of the business in the half year and the Board's confidence in the longer-term outlook for the Group. The ex-dividend date is 25 January 2024 with an associated record date of 26 January 2024.お知らせ • Nov 21Brickability Group Plc to Report Q2, 2024 Results on Nov 28, 2023Brickability Group Plc announced that they will report Q2, 2024 results at 7:00 AM, Coordinated Universal Time on Nov 28, 2023お知らせ • Oct 12Brickability Group Plc (AIM:BRCK) acquired Group Topek Holdings Limited for £45 million.Brickability Group Plc (AIM:BRCK) acquired Group Topek Holdings Limited for £45 million on October 11, 2023. The consideration payable for the Acquisition comprises an initial cash consideration of £27.3 million payable on completion, subject to final working capital adjustments to acquire the business on a cash-free, debt-free basis, and deferred contingent consideration of up to £17.7 million. The deferred contingent consideration is payable subject to adjustments for performance against target performance criteria over the next three years. The Acquisition consideration is being funded from the Group's existing cash resources and from newly amended and restated bank facilities which now mature in October 2026.In the 12 months to 31 August 2023, Topek generated unaudited revenue of £21.2 million and adjusted EBITDA of £8.0 million. Cavendish Securities plc acted as the financial advisor to Brickability Group Plc (AIM:BRCK) in the transaction.Brickability Group Plc (AIM:BRCK) completed the acquisition of Group Topek Holdings Limited on October 11, 2023.New Risk • Oct 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 33% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 33% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Oct 11Brickability Group plc Provides Revenue Guidance for H1 FY24Brickability Group Plc provided revenue guidance for H1 FY24. For the period, the company expects revenue to be approximately £324 million (H1 FY23: £352.7 million).Upcoming Dividend • Aug 17Upcoming dividend of UK£0.021 per share at 5.9% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 5.9%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (2.6%).分析記事 • Aug 03Brickability Group's (LON:BRCK) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Brickability Group Plc ( LON:BRCK ) has announced that the dividend on 21st of September will be increased...分析記事 • Jul 20Brickability Group's (LON:BRCK) Dividend Will Be Increased To £0.0215Brickability Group Plc ( LON:BRCK ) has announced that it will be increasing its periodic dividend on the 21st of...New Risk • Jul 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 18+ 1 more updateBrickability Group plc Announces Executive ChangesBrickability Group Plc announced that Alan Simpson, Chief Executive Officer (CEO) and founder will be stepping down from the role of CEO. Alan has been instrumental in building Brickability into the successful business it is this day, overseeing the Group's IPO in 2019 and multiple transformative acquisitions since. Alan remains a major shareholder of the Group and will continue to work with the Group in a non-board role post his stepping down.The Board is pleased that Alan will be succeeded as CEO by Frank Hanna. Frank has more than 30 years' experience in the industry.Reported Earnings • Jul 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£0.093 (up from UK£0.044 in FY 2022). Revenue: UK£681.1m (up 31% from FY 2022). Net income: UK£27.7m (up 124% from FY 2022). Profit margin: 4.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 36%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 17Brickability Group Plc, Annual General Meeting, Sep 05, 2023Brickability Group Plc, Annual General Meeting, Sep 05, 2023.お知らせ • Jul 12Brickability Group Plc to Report Fiscal Year 2023 Results on Jul 17, 2023Brickability Group Plc announced that they will report fiscal year 2023 results at 6:00 AM, Coordinated Universal Time on Jul 17, 2023お知らせ • May 27+ 1 more updateAlan Simpson Announces to Step Down from the Board of Brickability Group plcBrickability Group plc announced that Alan Simpson, Chief Executive Officer and founder of many of the Group's businesses, has notified the Board of his future intention to step down as a director of the Company. Alan will remain with the Group in a senior capacity and as a significant Brickability shareholder. Alan has overseen the significant growth of Brickability, having been a director of Brickability since 1996 and as CEO following the 2016 management buyout of the Group. Alan has been instrumental in the Group's growth, overseeing its IPO in 2019 and multiple acquisitions since. Alan will remain in the role of CEO until Frank Hanna's appointment with the Company becomes effective and, to ensure a smooth transition of responsibilities, will continue as CEO until an orderly handover period of not less than 3 months has been completed, upon which Alan will step down from the role of CEO and his Board position but remain with the Group.Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Sharon Collins was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Feb 16Price target decreased by 14% to UK£1.05Down from UK£1.22, the current price target is an average from 2 analysts. New target price is 44% above last closing price of UK£0.73. Stock is down 27% over the past year. The company is forecast to post earnings per share of UK£0.058 for next year compared to UK£0.044 last year.Upcoming Dividend • Jan 19Upcoming dividend of UK£0.01 per shareEligible shareholders must have bought the stock before 26 January 2023. Payment date: 23 February 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (3.0%).分析記事 • Jan 09Brickability Group's (LON:BRCK) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Brickability Group Plc ( LON:BRCK ) has announced that it will be increasing its dividend by 5.2% on the...Recent Insider Transactions • Dec 20Group COO recently bought UK£133k worth of stockOn the 14th of December, Paul Hamilton bought around 200k shares on-market at roughly UK£0.67 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Paul has been a buyer over the last 12 months, purchasing a net total of UK£200k worth in shares.分析記事 • Dec 01Brickability Group's (LON:BRCK) Shareholders Will Receive A Bigger Dividend Than Last YearBrickability Group Plc's ( LON:BRCK ) periodic dividend will be increasing on the 23rd of February to £0.0101, with...Reported Earnings • Nov 29First half 2023 earnings released: EPS: UK£0.039 (vs UK£0.02 in 1H 2022)First half 2023 results: EPS: UK£0.039 (up from UK£0.02 in 1H 2022). Revenue: UK£352.7m (up 58% from 1H 2022). Net income: UK£11.7m (up 126% from 1H 2022). Profit margin: 3.3% (up from 2.3% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Price Target Changed • Oct 21Price target decreased to UK£1.14Down from UK£1.26, the current price target is an average from 2 analysts. New target price is 53% above last closing price of UK£0.74. Stock is down 32% over the past year. The company is forecast to post earnings per share of UK£0.079 for next year compared to UK£0.044 last year.Price Target Changed • Sep 06Price target decreased to UK£1.22Down from UK£1.33, the current price target is an average from 2 analysts. New target price is 47% above last closing price of UK£0.83. Stock is down 21% over the past year. The company is forecast to post earnings per share of UK£0.076 for next year compared to UK£0.044 last year.Upcoming Dividend • Aug 18Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.2%). Higher than average of industry peers (3.3%).分析記事 • Aug 07Brickability Group's (LON:BRCK) Dividend Will Be Increased To £0.0204The board of Brickability Group Plc ( LON:BRCK ) has announced that it will be paying its dividend of £0.0204 on the...分析記事 • Jul 24Brickability Group (LON:BRCK) Will Pay A Larger Dividend Than Last Year At £0.0204Brickability Group Plc's ( LON:BRCK ) dividend will be increasing from last year's payment of the same period to...業績と収益の成長予測AIM:BRCK - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202975923235523/31/202871516154923/31/202766913114623/31/202664512830N/A12/31/202564962528N/A9/30/2025653112327N/A6/30/202564592530N/A3/31/202563772833N/A12/31/202461973437N/A9/30/202460084042N/A6/30/2024597123034N/A3/31/2024594152027N/A12/31/2023624222229N/A9/30/2023653282531N/A6/30/2023667282532N/A3/31/2023681282634N/A12/31/2022665231725N/A9/30/202264918817N/A6/30/2022585151018N/A3/31/2022520121219N/A12/31/202142511715N/A9/30/202132910211N/A6/30/202125510311N/A3/31/202118110510N/A12/31/20201739913N/A9/30/202016491415N/A6/30/202017691212N/A3/31/20201879910N/A12/31/20191838N/A10N/A9/30/20191798N/A9N/A6/30/20191717N/A14N/A3/31/20191636N/A19N/A3/31/201847-1N/A2N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BRCKの予測収益成長率 (年間51.6% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: BRCKの収益 ( 51.6% ) はUK市場 ( 11.6% ) よりも速いペースで成長すると予測されています。高成長収益: BRCKの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: BRCKの収益 ( 5.5% ) UK市場 ( 4% ) よりも速いペースで成長すると予測されています。高い収益成長: BRCKの収益 ( 5.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BRCKの 自己資本利益率 は、3年後には低くなると予測されています ( 17 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/13 02:16終値2026/08/13 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BRCK Group plc 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関James WoodCanaccord GenuityEdward StaceyCavendish
お知らせ • Apr 26BRCK Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2026BRCK Group plc provided earnings guidance for the financial year ended 31 March 2026. BRCK Group expects to report another year of revenue growth at approximately £645.0 million, an increase of c.1.2% over the prior year (FY25: £637.1 million).
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 26%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from UK£616.7m to UK£630.5m. EPS estimate fell from UK£0.033 to UK£0.024 per share. Net income forecast to grow 196% next year vs 8.6% growth forecast for Trade Distributors industry in the United Kingdom. Consensus price target up from UK£0.97 to UK£1.00. Share price fell 5.2% to UK£0.59 over the past week.
お知らせ • Oct 22Brickability Group plc Provides Revenue Guidance for the Six Month Period to 30 September 2024Brickability Group Plc provided revenue guidance for the six-month period to 30 September 2024. For the period the company expects the revenues in excess of £330 million, an increase of 2%. on the prior year period.
お知らせ • Apr 27Brickability Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2024Brickability Group plc provided earnings guidance for the financial year ended 31 March 2024. Group revenue for the full year is expected to be approximately £594 million, a decrease of c.13% over the prior year (year 2023: £681 million) or c.18% lower on a like-for-like ("LFL") basis.
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£639.0m to UK£615.2m. EPS estimate also fell from UK£0.047 per share to UK£0.038 per share. Net income forecast to shrink 42% next year vs 0.9% decline forecast for Basic Materials industry in the United Kingdom. Consensus price target of UK£0.90 unchanged from last update. Share price fell 12% to UK£0.67 over the past week.
お知らせ • Oct 11Brickability Group plc Provides Revenue Guidance for H1 FY24Brickability Group Plc provided revenue guidance for H1 FY24. For the period, the company expects revenue to be approximately £324 million (H1 FY23: £352.7 million).
Board Change • Jul 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Katie Long was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 27BRCK Group's (LON:BRCK) Soft Earnings Are Actually Better Than They AppearThe market for BRCK Group plc's ( LON:BRCK ) shares didn't move much after it posted weak earnings recently. We think...
Declared Dividend • Jul 16Final dividend of UK£0.024 announcedDividend of UK£0.024 is the same as last year. Ex-date: 3rd September 2026 Payment date: 25th September 2026 Dividend yield will be 7.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 11% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 862% to bring the payout ratio under control. EPS is expected to grow by 269% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jul 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: UK£0.004 (down from UK£0.02 in FY 2025). Revenue: UK£645.4m (up 1.3% from FY 2025). Net income: UK£1.30m (down 80% from FY 2025). Profit margin: 0.2% (down from 1.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 90%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 14+ 1 more updateBRCK Group plc, Annual General Meeting, Sep 15, 2026BRCK Group plc, Annual General Meeting, Sep 15, 2026.
お知らせ • Jul 06BRCK Group plc to Report Fiscal Year 2026 Results on Jul 14, 2026BRCK Group plc announced that they will report fiscal year 2026 results at 6:00 AM, Coordinated Universal Time on Jul 14, 2026
お知らせ • Jun 19BRCK Group PLC Announces Appointment of Clive Norman as Non-Executive DirectorBRCK Group PLC announced the intended appointment of Clive Norman as a Non-Executive Director of the Company. Clive previously served as a Non-Executive Director of the Company for six years and stepped down from the Board and as a Non-Executive Director of the Company on September 16, 2025. The appointment is expected to become effective following completion of the customary due diligence process, and a further announcement of the confirmation of his appointment, including any disclosures required pursuant to Rule 17 and Schedule Two paragraph (g) of the AIM Rules for Companies (or the applicable Listing Rules), will be made in due course. Furthermore, as announced on June 11, 2026, the Board has commenced a process to appoint a successor to John Richards as Non-Executive Chairman. This process continues and further updates will be provided, as appropriate, in due course.
お知らせ • Jun 12BRCK Group plc Announces Board ChangesBRCK Group plc announced that Non-Executive Chairman, John Richards, notified the Board of his decision to step down following the conclusion of the 2027 Annual General Meeting after nine years in the position. John Richards led the Board of Directors for eight years since his appointment as Non-Executive Chairman in March 2018 and his decision to step down on conclusion of the 2027 AGM aligns with the Board succession plan and good corporate governance practice in stepping down after nine years on the Board. The Board commenced a process to appoint a successor to John Richards with significant industry experience. Susan McErlain, existing Independent Non-Executive Director, was appointed as Senior Independent Director with immediate effective 11 June 2026. Susan McErlain joined the Group in April 2022. Susan had an executive career spanning over 30 years acting as a communications adviser for organizations operating across many sectors. She co-founded, grew and, in 2000, sold her investor and financial communications business. More recently, Susan acted as a Corporate Affairs Director for FTSE 250 company, Ultra Electronics plc until 2019. Since 2020 she served as a non-executive director on several boards.
お知らせ • Apr 26BRCK Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2026BRCK Group plc provided earnings guidance for the financial year ended 31 March 2026. BRCK Group expects to report another year of revenue growth at approximately £645.0 million, an increase of c.1.2% over the prior year (FY25: £637.1 million).
お知らせ • Apr 02Atlas FRM LLC cancelled the acquisition of BRCK Group plc (AIM:BRCK) for approximately £210 million.Atlas FRM LLC proposed to acquire BRCK Group plc (AIM:BRCK) for approximately £210 million on February 17, 2026. A cash consideration valued at £0.65 per share will be paid by Atlas FRM LLC. The Proposal would be funded solely through equity from the Atlas funds and would not be reliant on any third-party financing. The transaction is subject to approval of merger agreement by target board and consummation of due diligence investigation. The deal has been rejected by the board due to inadequate offer price. Ed Banks, Alex Bennett and Hugo Bax of Evercore Partners International LLP and Ben Jeynes, Henrik Persson and George Lawson of Cavendish Capital Markets Limited acted as financial advisors to BRCK Group plc. Osman Akkaya, Akshay Majithia and James Tiffin of Barclays Bank PLC acted as financial advisor to Atlas FRM LLC. Atlas FRM LLC cancelled the acquisition of BRCK Group plc (AIM:BRCK) on March 23, 2026. The Board reviewed this proposal carefully with its financial advisers and unanimously concluded that it fundamentally undervalued BRCK. Accordingly, the Board rejected this proposal.
New Risk • Mar 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results.
Upcoming Dividend • Jan 15Upcoming dividend of UK£0.011 per shareEligible shareholders must have bought the stock before 22 January 2026. Payment date: 19 February 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.5%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.3%).
Board Change • Jan 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Katie Long was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Jan 05Brickability Group (LON:BRCK) Is Due To Pay A Dividend Of £0.0112The board of Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0112 per share on the...
分析記事 • Nov 28Brickability Group (LON:BRCK) Is Due To Pay A Dividend Of £0.0112Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0112 per share on the 19th of...
New Risk • Nov 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (106% payout ratio). Large one-off items impacting financial results.
お知らせ • Nov 26+ 1 more updateBrickability Group Plc Announces Board and Committee ChangesBrickability Group Plc announced that David Simpson, Non-Executive Director, will step down from the Board on 31 December 2025 after more than six years of service. David joined the Group at the time of its IPO on AIM. Katie Long, who joined the Board in May 2025, will succeed David as Chair of the Audit & Risk committee.
お知らせ • Oct 21Brickability Group Plc to Report First Half, 2026 Results on Nov 25, 2025Brickability Group Plc announced that they will report first half, 2026 results on Nov 25, 2025
Upcoming Dividend • Aug 28Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 26 September 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.9%. Within top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).
New Risk • Jul 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (172% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Significant insider selling over the past 3 months (UK£2.8m sold).
分析記事 • Jul 18Brickability Group's (LON:BRCK) Shareholders Will Receive A Bigger Dividend Than Last YearBrickability Group Plc ( LON:BRCK ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jul 17Final dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 4th September 2025 Payment date: 26th September 2025 Dividend yield will be 5.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (172% earnings payout ratio). However, it is well covered by cash flows (40% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 91% to bring the payout ratio under control. EPS is expected to grow by 100% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jul 16Full year 2025 earnings released: EPS: UK£0.02 (vs UK£0.051 in FY 2024)Full year 2025 results: EPS: UK£0.02 (down from UK£0.051 in FY 2024). Revenue: UK£637.1m (up 7.2% from FY 2024). Net income: UK£6.53m (down 57% from FY 2024). Profit margin: 1.0% (down from 2.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 16Brickability Group Plc, Annual General Meeting, Sep 16, 2025Brickability Group Plc, Annual General Meeting, Sep 16, 2025.
お知らせ • Jul 15Brickability Group Plc Proposes Final Dividend for the Year Ended 31 March 2025, Payable on September 26, 2025Brickability Group Plc paid an interim dividend of 1.12 pence per share (2024: 1.07 pence) on 20 February 2025, which reflected the performance of the business and the Board's confidence in the longer-term outlook. The solid performance of the Group enables the Board to recommend the payment of a final dividend for the year ended 31 March 2025 of 2.39 pence per share (2024: 2.28 pence). Subject to shareholder approval at the Annual General Meeting, the final dividend will be paid on 26 September 2025, with a record date of 5 September 2025 and an ex-dividend date of 4 September 2025.
お知らせ • Jun 26Brickability Group Plc to Report Fiscal Year 2025 Results on Jul 15, 2025Brickability Group Plc announced that they will report fiscal year 2025 results at 6:00 AM, Coordinated Universal Time on Jul 15, 2025
Recent Insider Transactions • Jun 18Insider recently sold UK£2.1m worth of stockOn the 11th of June, Paul Hamilton sold around 3m shares on-market at roughly UK£0.69 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£3.7m more than they bought in the last 12 months.
New Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Dividend is not well covered by earnings (129% payout ratio). Profit margins are more than 30% lower than last year (1.4% net profit margin).
分析記事 • May 04Brickability Group Plc (LON:BRCK) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableThe Brickability Group Plc ( LON:BRCK ) share price has done very well over the last month, posting an excellent gain...
お知らせ • May 02Brickability Group plc Appoints Kathleen (Katie) Long as Independent Non-Executive Director Effective 1 May 2025Brickability Group PLC announced the appointment of Kathleen (Katie) Long as an independent Non-Executive Director of the Group with effect from 1 May 2025. Katie has over 15 years' experience working within a listed company environment, supporting organizations with the execution of their M&A growth strategies, as well as being CFO with responsibility for financial reporting, risk management, and the design and implementation of corporate governance structures. Katie is a co-founder and director of Tessera and prior to this, was an investment manager at Marwyn Capital where she led and managed a number of listed equity investments. Katie qualified as a chartered accountant with EY and is a member of the ICAEW and Chartered Accountants Australia and New Zealand. She is also a Non-Executive Director of a VC-backed technology company. Kathleen (Katie) Joy Long, aged 46, has held the following directorships or partnerships in the past five years: Current directorships or partnerships include Tessera Investment Management Limited, Razorsecure Limited, and Colbridge Atlas Investments LLP. Directorships or partnerships held in the past five years include Celadon Pharmaceuticals PLC, Harley Street (CPC) Limited, Tessera Investment Partners LLP, and Tessera Partners UK Limited.
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at UK£0.60. The fair value is estimated to be UK£0.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 265% in the next 2 years.
Buy Or Sell Opportunity • Mar 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to UK£0.60. The fair value is estimated to be UK£0.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 265% in the next 2 years.
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 26%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from UK£616.7m to UK£630.5m. EPS estimate fell from UK£0.033 to UK£0.024 per share. Net income forecast to grow 196% next year vs 8.6% growth forecast for Trade Distributors industry in the United Kingdom. Consensus price target up from UK£0.97 to UK£1.00. Share price fell 5.2% to UK£0.59 over the past week.
Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to UK£0.60. The fair value is estimated to be UK£0.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 265% in the next 2 years.
Upcoming Dividend • Jan 16Upcoming dividend of UK£0.011 per shareEligible shareholders must have bought the stock before 23 January 2025. Payment date: 20 February 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.3%).
お知らせ • Dec 20Clive Norman Does Not Intend to Stand for Re-Election as A Director of Brickability Group PlcBrickability Group PLC announced that after six years as a Non-executive Director, Clive Norman has informed the Board that he does not intend to stand for re-election as a director at the Company's 2025 annual general meeting to be held in September 2025.
分析記事 • Nov 29Brickability Group's (LON:BRCK) Dividend Will Be £0.0112Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0112 per share on the 20th of...
Declared Dividend • Nov 28First half dividend increased to UK£0.011Dividend of UK£0.011 is 4.7% higher than last year. Ex-date: 23rd January 2025 Payment date: 20th February 2025 Dividend yield will be 5.7%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is not covered by earnings (129% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 43% to bring the payout ratio under control. EPS is expected to grow by 211% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Nov 27Brickability Group Plc Declares Interim Dividend, Payable on 20 February 2025The Board of Brickability Group Plc has declared an interim dividend of 1.12 pence per share (H1 FY24: 1.07 pence) to shareholders on the register as at 24 January 2025. The ex-dividend date and payment date for the dividend will be 23 January 2025 and 20 February 2025 respectively.
お知らせ • Nov 19Brickability Group Plc to Report First Half, 2025 Results on Nov 26, 2024Brickability Group Plc announced that they will report first half, 2025 results on Nov 26, 2024
お知らせ • Oct 22Brickability Group plc Provides Revenue Guidance for the Six Month Period to 30 September 2024Brickability Group Plc provided revenue guidance for the six-month period to 30 September 2024. For the period the company expects the revenues in excess of £330 million, an increase of 2%. on the prior year period.
Upcoming Dividend • Aug 22Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 26 September 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (3.6%).
Recent Insider Transactions • Aug 19Insider recently sold UK£690k worth of stockOn the 12th of August, Paul Hamilton sold around 1m shares on-market at roughly UK£0.69 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£256k more than they sold in the last 12 months.
Recent Insider Transactions Derivative • Aug 12Insider exercised options and sold UK£53k worth of stockOn the 8th of August, Richard Cosgrove exercised 162.76k options at around UK£0.01, then sold 78k of the shares acquired at an average of UK£0.69 per share and kept the remainder. As of today, Richard currently holds no shares directly. Company insiders have collectively bought UK£581k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Jul 24Earnings Troubles May Signal Larger Issues for Brickability Group (LON:BRCK) ShareholdersBrickability Group Plc's ( LON:BRCK ) recent weak earnings report didn't cause a big stock movement. However, we...
分析記事 • Jul 19Brickability Group (LON:BRCK) Will Pay A Larger Dividend Than Last Year At £0.0228Brickability Group Plc ( LON:BRCK ) will increase its dividend on the 26th of September to £0.0228, which is 6.0...
Declared Dividend • Jul 18Final dividend increased to UK£0.023Dividend of UK£0.023 is 6.0% higher than last year. Ex-date: 29th August 2024 Payment date: 26th September 2024 Dividend yield will be 4.6%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 14% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 17Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: UK£0.051 (down from UK£0.093 in FY 2023). Revenue: UK£594.1m (down 13% from FY 2023). Net income: UK£15.4m (down 45% from FY 2023). Profit margin: 2.6% (down from 4.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jul 17Brickability Group Plc, Annual General Meeting, Sep 11, 2024Brickability Group Plc, Annual General Meeting, Sep 11, 2024.
お知らせ • Jul 12Brickability Group Plc to Report Fiscal Year 2024 Results on Jul 16, 2024Brickability Group Plc announced that they will report fiscal year 2024 results at 6:00 AM, Coordinated Universal Time on Jul 16, 2024
Recent Insider Transactions Derivative • Jun 17Key Executive exercised options and sold UK£86k worth of stockOn the 14th of June, Michael Gant exercised 269.64k options at around UK£0.01, then sold 130k of the shares acquired at an average of UK£0.67 per share and kept the remainder. As of today, Michael currently holds no shares directly. Company insiders have collectively bought UK£365k more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Jun 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£280k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.5% increase in shares outstanding). Significant insider selling over the past 3 months (UK£280k sold).
お知らせ • Apr 27Brickability Group plc Provides Earnings Guidance for the Financial Year Ended 31 March 2024Brickability Group plc provided earnings guidance for the financial year ended 31 March 2024. Group revenue for the full year is expected to be approximately £594 million, a decrease of c.13% over the prior year (year 2023: £681 million) or c.18% lower on a like-for-like ("LFL") basis.
Recent Insider Transactions • Mar 08Chairman of the Board recently bought UK£66k worth of stockOn the 6th of March, John Richards bought around 100k shares on-market at roughly UK£0.66 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth UK£375k. This was John's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 03Founder recently bought UK£375k worth of stockOn the 27th of February, Alan Simpson bought around 554k shares on-market at roughly UK£0.68 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Alan has been a buyer over the last 12 months, purchasing a net total of UK£469k worth in shares.
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£639.0m to UK£615.2m. EPS estimate also fell from UK£0.047 per share to UK£0.038 per share. Net income forecast to shrink 42% next year vs 0.9% decline forecast for Basic Materials industry in the United Kingdom. Consensus price target of UK£0.90 unchanged from last update. Share price fell 12% to UK£0.67 over the past week.
Recent Insider Transactions Derivative • Feb 04Insider exercised options and sold UK£213k worth of stockOn the 31st of January, Andy Wilson exercised 326k options at a strike price of around UK£0.01 and sold these shares for an average price of UK£0.66 per share. This trade did not impact their existing holding. As of today, Andy currently holds no shares directly. Company insiders have collectively sold UK£89k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jan 30Founder recently bought UK£93k worth of stockOn the 26th of January, Alan Simpson bought around 150k shares on-market at roughly UK£0.62 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Alan's only on-market trade for the last 12 months.
お知らせ • Jan 22Brickability Group Plc (AIM:BRCK) acquired Topek Southern Limited for £48million.Brickability Group Plc (AIM:BRCK) acquired Topek Southern Limited for £48million on January 22, 2024. an initial cash consideration of £17.3million payable on completion, subject to final working capital adjustments to acquire the business on a cash-free, debt-free basis. a further £10.0million satisfied through the issue of 17,094,017 new ordinary shares of in the capital of the Company at an effective issue price of 58.5 pence per ordinary share, and up to £20.7million of deferred contingent consideration that, subject to adjustments, is payable for performance against target performance criteria over the next three years. The initial cash consideration for the Acquisition will be financed through the Group's existing cash resources. The Consideration Shares will be subject to a 24-month hard lock-in, subject to customary carve-outs, followed by a 12-month orderly market arrangement. The Consideration Shares represent approximately 5.7 per cent. of the existing share capital. Ben Jeynes from Cavendish Capital Markets Limited act as financial advisor for Brickability Group Plc.Brickability Group Plc (AIM:BRCK) completed the acquisition of Topek Southern Limited for £48million on January 22, 2024.
New Risk • Jan 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.9% increase in shares outstanding).
Upcoming Dividend • Jan 18Upcoming dividend of UK£0.011 per share at 6.0% yieldEligible shareholders must have bought the stock before 25 January 2024. Payment date: 22 February 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (4.7%).
分析記事 • Jan 11Brickability Group (LON:BRCK) Has Announced A Dividend Of £0.0107The board of Brickability Group Plc ( LON:BRCK ) has announced that it will pay a dividend of £0.0107 per share on the...
Reported Earnings • Nov 30First half 2024 earnings released: EPS: UK£0.038 (vs UK£0.037 in 1H 2023)First half 2024 results: EPS: UK£0.038 (up from UK£0.037 in 1H 2023). Revenue: UK£324.8m (down 7.9% from 1H 2023). Net income: UK£11.3m (up 1.5% from 1H 2023). Profit margin: 3.5% (up from 3.2% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 29Brickability Group plc Recommends Interim Dividend, Payable on 22 February 2024Brickability Group Plc recommended an interim dividend of 1.07 pence per share (2023: 1.01 pence), payable on 22 February 2024, reflecting the performance of the business in the half year and the Board's confidence in the longer-term outlook for the Group. The ex-dividend date is 25 January 2024 with an associated record date of 26 January 2024.
お知らせ • Nov 21Brickability Group Plc to Report Q2, 2024 Results on Nov 28, 2023Brickability Group Plc announced that they will report Q2, 2024 results at 7:00 AM, Coordinated Universal Time on Nov 28, 2023
お知らせ • Oct 12Brickability Group Plc (AIM:BRCK) acquired Group Topek Holdings Limited for £45 million.Brickability Group Plc (AIM:BRCK) acquired Group Topek Holdings Limited for £45 million on October 11, 2023. The consideration payable for the Acquisition comprises an initial cash consideration of £27.3 million payable on completion, subject to final working capital adjustments to acquire the business on a cash-free, debt-free basis, and deferred contingent consideration of up to £17.7 million. The deferred contingent consideration is payable subject to adjustments for performance against target performance criteria over the next three years. The Acquisition consideration is being funded from the Group's existing cash resources and from newly amended and restated bank facilities which now mature in October 2026.In the 12 months to 31 August 2023, Topek generated unaudited revenue of £21.2 million and adjusted EBITDA of £8.0 million. Cavendish Securities plc acted as the financial advisor to Brickability Group Plc (AIM:BRCK) in the transaction.Brickability Group Plc (AIM:BRCK) completed the acquisition of Group Topek Holdings Limited on October 11, 2023.
New Risk • Oct 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 33% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 33% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Oct 11Brickability Group plc Provides Revenue Guidance for H1 FY24Brickability Group Plc provided revenue guidance for H1 FY24. For the period, the company expects revenue to be approximately £324 million (H1 FY23: £352.7 million).
Upcoming Dividend • Aug 17Upcoming dividend of UK£0.021 per share at 5.9% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 5.9%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (2.6%).
分析記事 • Aug 03Brickability Group's (LON:BRCK) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Brickability Group Plc ( LON:BRCK ) has announced that the dividend on 21st of September will be increased...
分析記事 • Jul 20Brickability Group's (LON:BRCK) Dividend Will Be Increased To £0.0215Brickability Group Plc ( LON:BRCK ) has announced that it will be increasing its periodic dividend on the 21st of...
New Risk • Jul 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 18+ 1 more updateBrickability Group plc Announces Executive ChangesBrickability Group Plc announced that Alan Simpson, Chief Executive Officer (CEO) and founder will be stepping down from the role of CEO. Alan has been instrumental in building Brickability into the successful business it is this day, overseeing the Group's IPO in 2019 and multiple transformative acquisitions since. Alan remains a major shareholder of the Group and will continue to work with the Group in a non-board role post his stepping down.The Board is pleased that Alan will be succeeded as CEO by Frank Hanna. Frank has more than 30 years' experience in the industry.
Reported Earnings • Jul 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: UK£0.093 (up from UK£0.044 in FY 2022). Revenue: UK£681.1m (up 31% from FY 2022). Net income: UK£27.7m (up 124% from FY 2022). Profit margin: 4.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 36%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 17Brickability Group Plc, Annual General Meeting, Sep 05, 2023Brickability Group Plc, Annual General Meeting, Sep 05, 2023.
お知らせ • Jul 12Brickability Group Plc to Report Fiscal Year 2023 Results on Jul 17, 2023Brickability Group Plc announced that they will report fiscal year 2023 results at 6:00 AM, Coordinated Universal Time on Jul 17, 2023
お知らせ • May 27+ 1 more updateAlan Simpson Announces to Step Down from the Board of Brickability Group plcBrickability Group plc announced that Alan Simpson, Chief Executive Officer and founder of many of the Group's businesses, has notified the Board of his future intention to step down as a director of the Company. Alan will remain with the Group in a senior capacity and as a significant Brickability shareholder. Alan has overseen the significant growth of Brickability, having been a director of Brickability since 1996 and as CEO following the 2016 management buyout of the Group. Alan has been instrumental in the Group's growth, overseeing its IPO in 2019 and multiple acquisitions since. Alan will remain in the role of CEO until Frank Hanna's appointment with the Company becomes effective and, to ensure a smooth transition of responsibilities, will continue as CEO until an orderly handover period of not less than 3 months has been completed, upon which Alan will step down from the role of CEO and his Board position but remain with the Group.
Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Sharon Collins was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Feb 16Price target decreased by 14% to UK£1.05Down from UK£1.22, the current price target is an average from 2 analysts. New target price is 44% above last closing price of UK£0.73. Stock is down 27% over the past year. The company is forecast to post earnings per share of UK£0.058 for next year compared to UK£0.044 last year.
Upcoming Dividend • Jan 19Upcoming dividend of UK£0.01 per shareEligible shareholders must have bought the stock before 26 January 2023. Payment date: 23 February 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (3.0%).
分析記事 • Jan 09Brickability Group's (LON:BRCK) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Brickability Group Plc ( LON:BRCK ) has announced that it will be increasing its dividend by 5.2% on the...
Recent Insider Transactions • Dec 20Group COO recently bought UK£133k worth of stockOn the 14th of December, Paul Hamilton bought around 200k shares on-market at roughly UK£0.67 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Paul has been a buyer over the last 12 months, purchasing a net total of UK£200k worth in shares.
分析記事 • Dec 01Brickability Group's (LON:BRCK) Shareholders Will Receive A Bigger Dividend Than Last YearBrickability Group Plc's ( LON:BRCK ) periodic dividend will be increasing on the 23rd of February to £0.0101, with...
Reported Earnings • Nov 29First half 2023 earnings released: EPS: UK£0.039 (vs UK£0.02 in 1H 2022)First half 2023 results: EPS: UK£0.039 (up from UK£0.02 in 1H 2022). Revenue: UK£352.7m (up 58% from 1H 2022). Net income: UK£11.7m (up 126% from 1H 2022). Profit margin: 3.3% (up from 2.3% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Basic Materials industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Oct 21Price target decreased to UK£1.14Down from UK£1.26, the current price target is an average from 2 analysts. New target price is 53% above last closing price of UK£0.74. Stock is down 32% over the past year. The company is forecast to post earnings per share of UK£0.079 for next year compared to UK£0.044 last year.
Price Target Changed • Sep 06Price target decreased to UK£1.22Down from UK£1.33, the current price target is an average from 2 analysts. New target price is 47% above last closing price of UK£0.83. Stock is down 21% over the past year. The company is forecast to post earnings per share of UK£0.076 for next year compared to UK£0.044 last year.
Upcoming Dividend • Aug 18Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.2%). Higher than average of industry peers (3.3%).
分析記事 • Aug 07Brickability Group's (LON:BRCK) Dividend Will Be Increased To £0.0204The board of Brickability Group Plc ( LON:BRCK ) has announced that it will be paying its dividend of £0.0204 on the...
分析記事 • Jul 24Brickability Group (LON:BRCK) Will Pay A Larger Dividend Than Last Year At £0.0204Brickability Group Plc's ( LON:BRCK ) dividend will be increasing from last year's payment of the same period to...