Name: How energy & cost inflation is being managed
Uploaded: 2022-03-30T06:23:24.345593+00:00
Duration: 1248 s
Channel: Vox Markets
Description: How energy & cost inflation is being managed

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/471/003471/video_OCxNYZY.mp4#t=410

Vox Markets

How energy & cost inflation is being managed

The current state of the UK brick market

Impact from the Ukraine/Russian conflict

How Q1’22 trading is shaping up

Does MBH have sufficient stocks to meet demand?

Are selling prices being lifted?

How should investors model profit margins in 2022.

Could MBH benefit from the £4bn recladding opportunity?

Within which areas might the £7.7m net cash pile be deployed?

Hypothetically, how could MBH respond if house prices were to decline?

Possible future newsflow

On the back of today's outstanding 2021 results, co-CEO Frank Hanna and CFO Ryan Mahoney of Michelmersh Brick take me through:

The current state of the UK brick market. Start
Impact from the Ukraine/Russian conflict. 02:40
How Q1’22 trading is shaping up. 03:35
Does MBH have sufficient stocks to meet demand? 04:50
How energy & cost inflation is being managed. 06:50
Are selling prices being lifted? 08:50
How should investors model profit margins in 2022. 11:25
Could MBH benefit from the £4bn recladding opportunity? 13:10
Within which areas might the £7.7m net cash pile be deployed? 14:55
Hypothetically, how could MBH respond if house prices were to decline? 16:40
Possible future newsflow. 19:40

On the back of today's outstanding 2021 results, co-CEO Frank Hanna and CFO Ryan Mahoney of Michelmersh Brick take me through:The current state of the UK brick market. Start Impact from the Ukraine/Russian conflict. 02:40 How Q1’22 trading is shaping up. 03:35 Does MBH have sufficient stocks to meet demand? 04:50 How energy &amp; cost inflation is being managed. 06:50 Are selling prices being lifted? 08:50 How should investors model profit margins in 2022. 11:25 Could MBH benefit from the £4bn recladding opportunity? 13:10 Within which areas might the £7.7m net cash pile be deployed? 14:55 Hypothetically, how could MBH respond if house prices were to decline? 16:40 Possible future newsflow. 19:40

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/471/003471/video_OCxNYZY.mp4