".. Brammer�s product range is the largest and most comprehensive of any Maintenance, Repair and Overhaul (MRO) supplier in Europe. With over 2,100,000 product lines available from the world�s most respected and reliable manufacturers, we supply top quality bearings, belts & pulleys, chains & sprockets, linear motion, motors, seals, gearboxes, pneumatics, hydraulics, clutches & couplings, tools & maintenance and health & safety products for your key production and operational processes..."

Aerospace, Automotive, Chemicals, Construction & Aggregates, Food & Drink, Glass, Health & Safety, Metals, Petroleum, Pharmaceuticals, Pulp, Paper & Packaging, Recycling Industry, Transport, Utilities..

Might perhaps be regarded as one of those companies that benefit from supplying increased numbers of parts and machine components to a cross section of industries whenever industrial recovery or growth is under way. Share price has surged and plunged a few times in the past.

Established in 1920, Brammer employs over 2500 people in more than 300 locations in 16 countries.

company history

Company website

Nice one juzzle. Ex-divi dates approx early Jun & Oct. Approx div yield 2.5%
Bought this last week and will probably hold for the whole of 2011 as looks to be doing well, particularly with industry restocking inventory and carrying out upgrades.
Also tipped in Xmas week Shares mag.

January Upgrades:

Brammer raised to buy from hold at Peel Hunt, target price upped to 280p from 210p.

Harrycat - busy awhile but have added a chart which I might amend later. My own logic for holding a stake is similar.

"David Frost, BCC director general, told the BBC: "The manufacturing sector is growing very strongly and is a star performer, but the service sector is undoubtedly acting as a drag."

From today's reports on the UK economy. Good for the likes of Brammer, and GKN and Titan (TSW), who all supply vital machine parts, components, etc.

Sideways trading for the last month or so. Good support now at 240p. Just need a surge to break free form this level.

StockMarketWire.com
Pan-European added value technical distributor Brammer's sales and profits from the start of the year are ahead of its expectations.

Brammer says gross profit margins have been maintained at historic levels and overall sales per working day grew 18.5% in the four month period from 1 January with all countries showing an improving sales trend.

Brammer says May has started well and it expects to achieve further strong sales growth as a result of market share gains during the rest of this year.

Goes ex-divi 8th Jun '11 (4.5p)

Brammer plc, the leading pan-European added value technical distributor, announces that it is today holding an investor seminar at its UK National Distribution Centre in Wolverhampton. The seminar will include a series of presentations which will be made by Ian Fraser, Chief Executive and members of senior management. Copies of the slides will be available on the Group's website after the seminar.

We are pleased to report that the sales trends outlined in our IMS of 17 May have continued. Both Key Account growth and base business growth remain strong and at similar levels to those mentioned on 17 May. We have now won six pan European Key Accounts with potential revenues over the medium term of around 60 million. In addition, Brammer UK has won three significant national account contracts, each with a minimum three year term, representing total potential sales of around 14 million per annum.

Any reason why these have stopped trading sideways? sp moving north on low volume.

StockMarketWire.com
Brammer - is hiking its divided by over 27% after strong revenue and profit growth.

Total group revenue rose by 22.0% to £571.5m in the year to the end of December driven by organic growth across all territories totaling 16.4% and 5.6% by acquisition.

Profit before tax (pre amortisation and exceptional items) increased by 40.8% to £29.0m and operating profit (pre amortisation and exceptional items) increased by 38.3% to £31.8m with 34.4% of the growth from organic business.

Operating margins (pre amortisation and exceptional items) improved from 4.9% to a new high of 5.6%.

The dividend of 8.4p per share is 27.3% up on last time.

Chairman David Dunn said: "We have continued to execute successfully our proven strategy to exploit Brammer's leadership position in the fragmented, pan-European, €40bn market that we address.

"The scale of this market offers multiple growth opportunities as we invest in quality products, people, systems, and marketing.

"2012 will be another economically challenging year but early trading has started well and we are deriving additional benefits from the acquisition of Buck & Hickman.

"The board is confident that Brammer will make further significant progress during the course of the current year."

Ex-divi wed 6th June (5.7p)

Brammer, the distributor of industrial maintenance, repair and overhaul products, falls 8.6 percent as Europe economic woes weigh on the company's near-term outlook, with Investec and Peel Hunt cutting forecasts after the firm posts interim results.

"Despite a creditable outturn in the first half, Brammer's results and outlook statement reflect the dual headwinds of a weakening Euro and tough economic backdrop in Europe (and UK), with industrial production in negative territory," Investec says in a note.

"Whilst Brammer's revenue growth remains well into positive territory (first half up 6.7 percent organically), the second quarter was more challenging, and so we cut expectations for this year and next," it said.

Ex-div wed 3rd Oct '12 (3p)

As of Mar 15, 2013, the consensus forecast amongst 6 polled investment analysts covering Brammer plc advises that the company will outperform the market. This has been the consensus forecast since the sentiment of investment analysts deteriorated on Apr 18, 2012. The previous consensus forecast advised investors to purchase equity in Brammer plc.


Tipped by Midas at 2761⁄2p in February last year, the shares have risen 39 per cent to 3843⁄4p as the group has delivered robust rises in sales, profits and dividends. An equal or better performance is expected this year.


Brammer is involved in repair, maintenance and overhaul, so firms turn to it when their machines are either faulty or need a routine check-up. In America, eight companies dominate the market and the leader has sales of £6billion a year.


In Europe, there are thousands of small businesses in the sector. Brammer is the biggest but last year its sales were £640million in a £37billion market.


Chief executive Ian Fraser calculated nine years ago that if he could persuade more of his customers to use the group for all repairs and maintenance, he would be on to a winner.


The strategy has been gaining ground ever since, particularly as customers save money by using Brammer. In 2011, these cost savings amounted to £35million.


Last year, the group saved customers £51million by advising them on more efficient use of machinery and securing cheaper prices for the products they need. Last year was exceptionally tough for European manufacturers but Brammer still managed to lift profits 19 per cent to £34.5million and raise the dividend by 11.9 per cent to 9.4p.


Brokers expect profits to climb to £38.5million this year with a 10.5p dividend. External conditions remain difficult but the company expects to make progress by increasing the business it does with existing customers, as well as gaining new ones.


It is also looking for small acquisitions to boost its presence in countries where it is under-represented.


Midas verdict: Fraser’s strategy has served Brammer well and should continue to do so, especially as and when economic conditions improve. Investors should hold the shares and watch the company grow

Brammer: Investec revises target price from 390p to 450p and leaves its buy recommendation unaltered.

As of Mar 22, 2013, the consensus forecast amongst 6 polled investment analysts covering Brammer plc advises that the company will outperform the market. This has been the consensus forecast since the sentiment of investment analysts deteriorated on Apr 18, 2012. The previous consensus forecast advised investors to purchase equity in Brammer plc

I see the naked trader has high hopes for Brammer.

Brammer PLC (BRAM:LSE) set a new 52-week high during today's trading session when it reached 397.00. Over this period, the share price is up 15.00%.

Interim Management Statement
RNS
RNS Number : 9441E
Brammer PLC
17 May 2013


17 May 2013

Brammer plc
Interim Management Statement


Brammer plc, the leading pan-European added value supplier of industrial maintenance, repair and overhaul product solutions, today issues its Interim Management Statement for the period from 1 January 2013 to date. The figures in this statement cover the four month period to 30 April 2013.



Highlights



· Trading in line to deliver management's full year expectations

· Gross margin up 100 basis points

· Continental European Tools and General Maintenance growth on plan

· Focus on Key Accounts, Insites and cross-selling underpins market share gains

· 4 pan-European Key Accounts won

· Cash flow and net debt remain in line with expectations



Trading



Despite difficult economic conditions across Europe, we have continued to gain market share. Overall sales at constant currency were down 2.9% which represents a resilient performance. Gross profit margins have improved by 100 basis points year on year, and costs continue to be tightly controlled. As a result, we are on track to meet our full year expectations although we do anticipate a greater weighting to the second half reflecting momentum in the year to date.



Sales per working day (SPWD) for the group were 2.5% below prior year. In the UK (which includes sales from Iceland, Norway and Ireland), SPWD increased by 0.8%. In continental Europe, SPWD declined by 6.7% in Germany (which includes sales from Austria), 1.7% in France, 3.6% in Spain, 2.4% in the Benelux, and by 5.5% in the rest of Europe.



We have now classified the Buck & Hickman business into Key Accounts and base business. Under this updated definition, Key Account sales in constant currency terms were up 5.8%, with continued good growth in food and beverage (up 12.3%), metals (up 13.9%), and Fast Moving Consumer Goods (up 16.1%). Automotive sales declined by 2.2%. Including Buck & Hickman, Key Accounts now represent 52.8% (prior year 48.5%) of total sales. Four new pan-European Key Accounts with total potential annual revenues of around €23 million were won in the period. Non Key Account revenues declined 11.0%. The implementation of Insites continued at a good pace with 46 new Insites opened this year to date taking the total, after 8 closures, to 365.



Bearing sales were down 11.4% broadly reflecting the market, whilst overall non-bearing sales were flat. Non-bearing sales development continued to be driven by growth in Tools and General Maintenance of 2.7% overall and 18.7% in continental Europe. Fluid Power sales were up 2.3%. In accordance with our strategy, we continue to invest in the development of Tools and General Maintenance and Key Accounts.



Cash flow and net debt remain in line with expectations and we have reduced inventory by £10 million over the four month period.





Outlook



Trading in the period to date supports delivery of management's full year expectations. Despite the uncertain economic conditions, especially in continental Europe, the Board is confident that our proven strategy of focusing on Key Accounts, Insites and cross-selling will enable Brammer to continue to gain significant market share and deliver profitable growth.

FLASH: Investec reiterates buy on Brammer, target raised from 450p to 470p

Ex-Dividend
05 Jun 13 Brammer PLC [BRAM] (6.4 p)