In this fascinating interview, Exec Chairman Peter Harris & CFO Iwan Phillips of Northbridge Industrial take Vox Markets through today’s excellent 2021 results, positive Q1’22 trading & strong cash generation. Including:
00:00 Key top line growth drivers
03:35 Reasons behind the higher gross margins & ROCE
04:55 Capacity expansion plans at Burton-on-Trent
08:30 US growth opportunity
10:45 Managing cost inflation
12:05 Crestchic’s ‘hidden’ asset backing, underpinning the shares
15:25 Update on the Tasman exit
17:05 Future investments
19:55 Ultimately say in 5 years, how big might Crestchic become?
23:35 Theoretical valuation
25:15 Future newsflow
