UK Housebuilders Update
UK housebuilders are out of favour. But that’s exactly when companies often offer the best long-term opportunities.
First published in Noise Cancelling
Following yesterday’s blog (Oikophobia and the decline narrative), I thought I should follow up with some uplifting real evidence of a better economic outlook.
Towards the end of May, Forterra, one of the businesses I follow, announced its AGM trading update.
By the way, Forterra is one of the UK’s leading building materials companies. It is focused on manufacturing and distributing clay bricks and concrete construction products.
The full piece
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The views expressed in this article are those of the author at the date of publication and not necessarily those of Curated Capital Ltd. The contents of this article are not intended as investment advice and will not be updated after publication unless otherwise stated.