Ms Share Discussion Threads

[rivaldo] 18/1/2012 10:07

Thx Mr T, appreciated. Good to see blue today - should be a trading statement next month, so not long to wait, and imo it should be excellent.

[mr. t] 09/1/2012 16:19

Hi Rivaldo,

Thanks for sharing your research; I don't post often but I do read and appreciate your posts (and I appreciate everyone else's, of course).

It feels MSI is drumming up some good business and there's room for some positive surprises in future results.

I hope so, anyway.

Cheers,

T

[rivaldo] 09/1/2012 10:55

Heading up nicely since last month's director buying - hopefully back past 300p again soon.

[rivaldo] 04/1/2012 12:25

Intriguing stuff from this article yesterday - I believe MSI provide the 30mm guns for the Type 26 OPV's here, so the option to license-build 5 more could be very good news:



"Brazil Buying & Building BAE's 90m Patrol Vessels
Jan 03, 2012 20:29 EST

As 2011 came to a close, Brazil's buy of 3 in-stock Offshore Patrol Vessels from BAE, with an option to license-build 5 more, has the potential to cast wide ripples....."

[greenroom78] 03/1/2012 08:55

And you rivaldo.

Here's hoping its an easier, less eventful one.
MSI looks to have bounced off the bottom trendline and moving up nicely again. Hopefully starting as it means to go on.

[rivaldo] 03/1/2012 08:48

Happy New Year OOS, G78 and all here. MSI should have another good year imo - someone was certainly keen on the bell today :o))

[onlyonestorm] 20/12/2011 11:07

Greenroom78 - That depends if you were able to take advantage of the buying opportunity!! LOL

Good Luck!

Stormy

[greenroom78] 20/12/2011 10:03

The rising support line on the chart looks like it held up, i'm expecting it to break upwards for new highs at some point soon. If the FT guy hadn't sold and reported on it I don't think we'd have been back down here - shame the market didn't take more notice when his colleague bought more.

[rivaldo] 20/12/2011 09:54

Nice timing OOS. I'm hoping the director buying and near-term prospects will push the price above recent highs.

[onlyonestorm] 19/12/2011 12:09

Well I got a few more last week after the drop!

We could see £3+ IMO!!

DYOR!

STORMY

[rivaldo] 19/12/2011 12:05

Good point G78! I was going on the usual 1/3, 2/3 formula for dividends, but you're absolutely right. I wouldn't be surprised if we saw a divi of anywhere from 8p to 10p for this year on that basis.

[greenroom78] 19/12/2011 10:56

Not concerned about paying over the odds (albeit a touch frustrating) as I see it being closer to 400p than 300p in the next 6-12 months anyway.

Rivaldo, the dividend should be higher than 4.5-5p this year as it was higher than that last year. The interim has already been increased from 1.0p to 1.5p and last years final divi was 5p, so even with no further increase a repeat of that would take it to 6.5p and I wouldn't be surprised if they upped the final as well.

[gorse] 19/12/2011 10:40

Bought a few more (for my nephew).

[rivaldo] 19/12/2011 10:32

RNS just out - more director buying, £13k at 257p for 5k shares. MJB now has over 26% of MSI, or 4.828m shares:



Director buying here has always been a good indicator in the last few years that things are going rather well.

I fully expect 35p-40p EPS this year with a 4.5p-5p dividend.

[greenroom78] 16/12/2011 08:27

I'm sticking with mine - the results pointed towards them performing well and the current P/E is low and they have cash. The yield is good as well so not concerned about holding for a longer term.

Chart also suggest it is around its rising support/trend line.

[paleje] 16/12/2011 07:15

Need a crystal ball to answer that john, personally I'll wait next update, they're good at what they do and seem to understate things.

[johnthespacer] 15/12/2011 14:36

so do we hang in or not???

[greenroom78] 14/12/2011 17:25

Cost me 303p last week. Long term I agree with you but frustrating to know the same £££ would've bought me another 15%.

[paleje] 14/12/2011 16:55

You're not the only one greenroom, I added at 290, looks like we'll be waiting till Feb at least till next update. Not too worried long term though.

[greenroom78] 14/12/2011 15:37

Boy did I get my timing wrong on this one.

[ddav] 05/12/2011 13:36

Topped up mine last week -- these look pretty solid to me, more to come --
dyor etc.

[mikepompeyfan] 05/12/2011 13:06

Strange decision to sell when his column is headed' Importance of knowing when to cut your losses'. Perhaps he has not heard of 'Letting your profits run'.

"What Does Let Your Profits Run Mean?
A saying often used in investing that acknowledges the tendency among investors to sell winning positions too early. Most traders tend to take gains off the table early out of fear that they will evaporate quickly, while they also tend to hold onto large losing positions in the hope that they will turn around. The key to letting your profits run is to not panic when volatility increases and to maintain your convictions about why you entered into the trade".

Inevitably he then goes on to talk about cutting losses more quickly !

[paleje] 05/12/2011 11:39

One man's meat....thanks darlocst.

[darlocst] 05/12/2011 10:46

John Lee sale of MSI published at weekend causing the weakness today I suspect.



"Third, I have taken my profit on MS International shares. I bought at 115p two years ago, and sold them just short of £3. They are clearly having an excellent year, but appear cautious on the future. I see my good friend and fellow FT Money columnist, David Schwartz, has been buying shares – perhaps he bought mine!"