Share Name Share Symbol Market Type Share ISIN Share Description
Marwyn Val. LSE:MVI London Ordinary Share KYG5897M1740 ORD 0.0001P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.125p -0.09% 135.00p 135.00p 135.25p 135.125p 135.00p 135.125p 142,869.00 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments -28.3 -28.3 -35.6 - 107.04

Marwyn Value Investors Share Discussion Threads

Showing 976 to 1000 of 1000 messages
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
DateSubjectAuthorDiscuss
22/3/2017
08:05
I may drop them a line about GLOO, I think the directors there are on chunky amounts and it doesn't appear that they are doing anything.
mad foetus
22/3/2017
08:05
Yep, no wonder everyone wants out. Thought Marwyn Speciality chemicals already existed bar with no operating business yet. If you can't find an investment go create another investment vehicle.....
elsa7878
22/3/2017
07:19
It's not like I don't like these "platform" deals they keep doing, but isn't it about time they actually did something? (Mentioning no GLOOs) Marwyn Value Investors Limited ("Marwyn") Investment in Wilmcote Holdings plc Marwyn announces the launch of a new management platform, Wilmcote Holdings plc ("Wilmcote"), established in partnership with Adrian Whitfield, who has been appointed as its Chief Executive Officer. Adrian is an experienced executive who recently spent nine years successfully implementing a turnaround and growth strategy at Synthomer plc, the UK listed (FTSE-250) specialty polymer operator. Over Adrian's nine year tenure, he more than doubled operating profits and increased Synthomer's market capitalisation from c.GBP300 million to over GBP800 million. Synthomer (formerly known as Yule Catto & Co.) is a global manufacturer of specialty polymers for the coatings, construction, textiles, paper and healthcare industries. Prior to Adrian's role at Synthomer, he was the Chief Executive for the Plastics Division of DS Smith, a manufacturer of paper and packaging products, for seven years.
spectoacc
15/3/2017
09:58
Major shareholders - take your pick who the seller is, seen no RNS recently, and could well be someone under 3%: INVESCO ASSET MANAGEMENT 31,671,415 44.75% LAZARD ASSET MANAGEMENT LLC 6,565,430 9.28% GRAMERCY FUNDS MANAGEMENT LLC 3,806,844 5.38% INSIGHT INVESTMENT MANAGEMENT 3,802,046 5.37% BARCLAYS FUNDS INVESTMENTS LIMITED 3,409,090 4.82% TORTIN LIMITED 2,278,303 3.22%
spectoacc
15/3/2017
09:52
Another 150k O through MVI, seems the seller still very much around and not just overhang from 2 weeks ago. Still possible to buy at bid price. Could be a while before we see a rise but I'm a patient man.
spectoacc
15/3/2017
09:20
would presumably adjust valuation to account for debt?
hugepants
15/3/2017
09:11
Interesting potential valuation. ZEG up 9% today and now has market cap of £250M http://www.expansion.com/empresas/tecnologia/2017/03/14/58c70ebee2704e02438b45bc.html&prev=search' target='window'>https://translate.google.co.uk/translate?hl=en&sl=es&u=http://www.expansion.com/empresas/tecnologia/2017/03/14/58c70ebee2704e02438b45bc.html&prev=search EXPANSIÓN published yesterday that a valuation of about 750 million euros is being considered by Telecable.
hugepants
15/3/2017
09:02
I guess the usual question with MVI of where the money ends up - ZEG surely likely to do another deal with the proceeds, so MVI a further step removed. But has to be a limit to discount to NAV it can trade at. Surprised at GLOO, has been a complete zombie.
spectoacc
15/3/2017
09:00
Could cause a big uplift to the share price here and they must be thinking of winding up GLOO as it has been around for a couple of years now without a deal.
mad foetus
15/3/2017
08:16
Interesting news (or possible news) from ZEG. Has pushed it up a bit on a 7p spread, so have piled into loads more MVI - available at 135.00001p after the big sells of 2 weeks ago (clearly an overhang). MVI is 46% ZEG.
spectoacc
01/3/2017
12:04
Yup - could do with some decent results from ZEG - finals due within a week or 2 I believe
gleach23
01/3/2017
11:30
FTSE highs, MVI naff. Worse - some large trades gone through as low as 135p.
spectoacc
16/1/2017
11:45
BCA having another go at 200p currently
gleach23
13/1/2017
13:17
Well spotted, wonder what those are about. Probably reported from a few days ago.
spectoacc
13/1/2017
12:44
Some big trades today. Let's hope for a good year.
mad foetus
08/1/2017
12:09
Tick ups for BCA and ZEG on Fri. Start of a turn up for both of them with any luck. Meanwhile, bid speculation hovering over Northgate with Redde and BCA potential suitors - http://www.telegraph.co.uk/business/2017/01/07/new-northgate-boss-drives-straight-speculation-activist-investor/
gleach23
04/1/2017
08:31
Happy to sit on it for the divi here (not the MVIR's mind!).
spectoacc
03/1/2017
12:46
Good to see some signs of life here - I'd hope for a swift 30p re-rate if it can gain a little traction
gleach23
30/11/2016
10:31
Zeus on BCA; BCA has delivered a strong set of results that are 5% ahead of our forecast at the adjusted EPS level. Strong growth has been made across all four divisions leading to an impressive +31% increase in adjusted EBITDA. Our EPS assumptions remain unchanged, and we are comfortable at the top end of the consensus range. We continue to believe BCA remains well positioned as an attractive structural growth play and is underpinned by a solid dividend yield. § H1 results: BCA has delivered strong results, which were 5% ahead of our forecast at the adjusted EPS level. The Group has delivered an impressive 31% YOY EBITDA growth driven by strong organic growth and the successful integration of acquisitions. Cash conversion was 116% and net debt on track vs. our FY assumptions. The interim dividend was +10% and in line with our expectations. § Key performance drivers: UK Remarketing was a strong performance with core volumes +8.4% (including SMA) producing YOY EBITDA growth of 23.4%. International Remarketing saw volumes +5.7% YOY with FX rates providing a 11% favourable movement to reported results vs. the prior period. Revenue per vehicle were +19.9% YOY driving revenues +26.5% and EBITDA +33.3%. WBAC continued to deliver strong volume growth ahead of our expectations, which was running at 13.3% during the period, driving revenues +14.3% and EBITDA +6.0%. Acquisitions have been integrated well via Automotive Services, with management also taking decisive action to drive enhanced profitability namely via UK logistics. Group costs were broadly in line with our expectations. § Forecast assumptions: We are maintaining our headline EPS forecasts on the back of these results. We have increased volumes in the UK, albeit this is largely offset by slightly higher depreciation and interest cost. We remain comfortable with our assumptions at the upper end of the consensus range. § Investment view: We remain comfortable with our original investment thesis based on the underlying performance of the business. We continue to believe the growth potential is significant from here across all divisions, especially in Europe in future years. We continue to see BCA as attractive critical infrastructure as it now touched over 3.5m vehicles in the UK supply chain alone, and would expect to see continued growth under most post Brexit scenarios. With an attractive dividend yield of 4% following some share price weakness, we would expect the shares to perform well given the attractive structural growth opportunities.
davebowler
30/11/2016
08:40
Thanks @gleach Lol MVIR - 135/145 now.
spectoacc
30/11/2016
08:14
BCA interims well received by the market so far this morning - currently up 4.4%
gleach23
30/11/2016
08:11
MVIR now listed, 110/120, about right I'd say, if not a bit high. Peeved that the co has wasted money on this corporate action (and the cost of another listing/more complicated shareholder structure), but also quite pleased so many took it up - though they're mad to have done so. An element of "buyer beware" but also not convinced the co should be giving people the choice of being suckered. And suckered is how I see it - at least 5 years until any payout expected, during which time the ord holders will have received over 41p in dividends, and that's without compounding. Any forced seller of MVIR is going to have a hell of a job.
spectoacc
28/11/2016
14:45
BCA going great guns today
mad foetus
25/11/2016
14:45
Is the feeling here that we still have a seller? Could present an interesting dynamic if the BCA results are good next Wed (on top of today's RNS re NAV increase).
gleach23
25/11/2016
14:39
Can't imagine there'd be many buyers! Tho feel for anyone who didn't read it properly.
spectoacc
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