Hi, Recently a number of stories have appeared in various papers suggesting that European markets could rise significantly next year. So I thought I'd start a thread to try to identify and discuss those UK share(s) we think might benefit?
As a first suggestion (and one I hold)
$BRAM, its been steadily building up its distribution network and links with many major manufacturers across Europe. So while its literally a nuts and bolts business I can envisage increasing margins and revenue as volumes increase. Nothing spectacular, but I think a solid growth story.
I think nothing spectacular was right, however a few snippets below from tuesdays statement
Revenues up slightly, Profits margins up 1%, Cash flow from operating activities up 80%
The 12 contract wins with potential incremental revenues euro 100M, approx 10%
Brammer est total market is euro 65B, of which their customers account fot 6.5B, but only about 1% of customer spend is with Brammer. So significant oppurtunities for cross selling.
They have a policy called key accounts, which they focus on, regarding one they state
"Our Key Account contract with Alcoa now employs 71 dedicated staff across 28 of their production sites in Europe, and is generating revenues in excess of our expectations"
Brammer operates in a fragmented market place, and sees oppurtunites to consolidate.
as always do your own research, but its a share i think could continue to grow steadily
