Airlie FM Quarterly Update
PM Emma Fisher reflects on the volatility of the past year and discusses Airlie's investment thesis behind building products company CSR, recently added to the portfolio.
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Names that builders and generations of Australians have come to know and trust. Like Gyprock™ plasterboard, Bradford™ insulation, PGH™ bricks and pavers, Monier™ rooftiles and AFS, a leader in load bearing permanent formwork solutions for external and internal concrete walls.
We operate low cost manufacturing facilities and a strong distribution network to service our customers across Australia and New Zealand.
And because these products come from CSR, our customers can be sure that they are manufactured to meet all relevant building codes and standards to do the job.
We’re continually re-investing in our business to meet new challenges in construction.
We’re also continuing to invest in research and development to develop new products to help our customers meet these challenges.
Products like energy efficient Bradford™ insulation and lightweight Hebel® concrete to make Australian homes more energy efficient. We endeavour to develop more innovative products right across our portfolio targeting the buildings of the future. Our customers benefit from our knowledge and our expertise.
It means we have the resources to provide our customers with the service they need to get their job done.
CSR is also a joint venture participant in the globally cost competitive Tomago aluminium smelter, located near Newcastle, NSW.
CSR generates additional earnings from its Property division which focuses on maximising financial returns by developing surplus former manufacturing sites and industrial land for sale.
PM Emma Fisher reflects on the volatility of the past year and discusses Airlie's investment thesis behind building products company CSR, recently added to the portfolio.
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On Monday, CSR formally fell to the French giant Saint-Gobain. On Tuesday, Adbri formally fell to the Ireland-based CRH.
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CSR (ASX:CSR) is disappearing with its French suitor, Saint-Gobain, striking a formal deal to make a bid at $9 a share.
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CSR (ASX:CSR) has confirmed that it has received a $9 per share bid approach from French building products giant Saint-Gobain.
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Weaker results from its non-core operations in property and aluminum outweighed a record six-month contribution from its building products businesses for CSR (ASX:CSR) in the six months ending September 30. As a result, the company trimmed its interim dividend to 15 cents a share from the previous 16.5 cents for the half-year.
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04 Jul 2023 - CSR has announced its agreement to acquire Woven Image.
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A small lift in final dividend to reward shareholders in building materials group CSR after it revealed a 17% rise in full year profit for the year to March 31.
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Emma Fisher, PM of the Airlie Australian Share Fund, explains why her firm sees diversified industrial CSR, a recent addition to their portfolio, as a good cyclical play right now.
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After barely a blip on Wednesday in response to CSR’s full year result, Thursday saw a new, negative attitude emerge and the company’s shares sold off 10% for the session.
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Neutral retained, target rises to $6.70 from $6.00.
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A solid 30% rise in net earnings for the half year to September for building products group CSR saw the company’s shares hit levels not seen for 10 years or more on Thursday.
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