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CRH PLC T.CRH


Primary Symbol: CRH

CRH PLC is a provider of building materials solutions. The Company integrates building materials, products, and services by providing them to customers as complete solutions. Its segments include Americas Materials Solutions, Americas Building Solutions, Europe Materials Solutions and Europe Building Solutions. The Americas Materials Solutions segment provides solutions for the construction and maintenance of public infrastructure and commercial and residential buildings in North America. The Americas Building Solutions segment manufactures, supplies, and delivers solutions for the built environment in communities across North America. The Europe Materials Solutions segment provides solutions for the construction of public infrastructure and commercial and residential buildings to customers in construction markets in Europe. The Europe Building Solutions segment combines materials, products, and services to produce a range of architectural and infrastructural solutions.


NYSE:CRH - Post by User

Comment by monty613on Aug 27, 2020 9:15am
142 Views
Post# 31459528

RE:RE:RE:PSDFinancier

RE:RE:RE:PSDFinancier
foldinggreen wrote: Where is Mr. Griffin? He was not on the call. There were no hints of being bought out or adding new services. Though the stock is a bargain, do they need to be a little better to attract new investment money. GLTA


he is a member of the Board and not Management - typically the c-suite of executives are just on quarterly calls.

this is a small cap stock so keep in mind many funds can't invest in it due to its market cap, liquidity, low share price, etc, even despite the deep value here solid cash generating ability. management needs to scale the business before we would see a material influx of new institutional investment. 40-50% of the company is already owned by institutional shareholders.

ideally i would like to see management arrange to purchase a HUGE portfolio of business in one shot and fund it with a financing or equity raise or combo thereof. because of CRH's margins their acquisitions are accretive to earnings meaning they have the ability to finance the transactions and bolt-on free cash flow. the stock is ripe for such an undertaking and it wouldn't shock me if we see that in future years as they grow and scale.
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