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James Latham's dividend is appealing

The company is facing supply chain uncertainty, but its cash generation means it can still return a healthy amount to shareholders
June 27, 2024
  • Lots of cash on the balance sheet
  • Gross profit down as freight costs rise

James Latham's (LTHM) volatile results in the past few years are indicative of wider geopolitical uncertainty. The panel and timber distributor's revenue growth, profit margins and cash generation have been swinging up and down as it has been trying to deal with continued disruption to its supply chains.

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