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SigmaRoc

May 2022

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

“Buy & Build” heavy building materials supplier SigmaRoc’s results were marginally ahead of expectations with sales of £272m and EBITDA £49m representing year on year growth of 119% and 107% respectively. The main driver was the acquisition of Nordkalk, which was owned from September while there were also contributions from two Belgian bolt-ons. Management also achieved price and volume growth in the core business.The group had a solid start to 2022 and crucially, higher input costs are being recovered through price rises.Liberum says that while the shares have tracked the UK building materials sector, the market has missed many positives: in particular, it highlights rivals Aggregate Industries, Breedon and CRH generat ...

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Essentra - Strong start to 2022

Judges Scientific

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SigmaRoc (March 2024)

SigmaRoc - Record acquisition enhances FY’25 and FY’26 eps 18% and 25%, dropping PE to 5.3 and 4.6 (February 2024)

SigmaRoc (December 2023)

Sigmaroc (October 2023)

SigmaRoc - Director buying again (June 2023)

SigmaRoc - Placing provides firepower for further acquisitions (April 2023)

SigmaRoc - SigmaRoc Eps rises an incredible 40% in tough year (March 2023)

SigmaRoc - Forecasts raised 10% (February 2023)

SigmaRoc - Cluster buying by directors (December 2022)

Sigmaroc (June 2022)

SigmaRoc - Acquisition lifts eps 5% (February 2022)

SigmaRoc - 30% eps enhancing acquisition (September 2021)

SigmaRoc - Buy-and-build quarry and building materials group with £25m-a-year war chest (July 2021)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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SigmaRoc

May 2022

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