Share Name Share Symbol Market Type Share ISIN Share Description
John Menzies LSE:MNZS London Ordinary Share GB0005790059 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +5.00p +0.95% 530.00p 523.00p 525.00p 533.00p 524.00p 528.00p 44,443 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 2,460.5 26.7 15.1 35.1 442.81

John Menzies Share Discussion Threads

Showing 851 to 875 of 875 messages
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
DateSubjectAuthorDiscuss
12/10/2018
11:05
£179m after the settlement of distribution sale seems very reasonable to me.
buffettjnr
12/10/2018
10:52
Leverage on the balance sheet?
spooky
12/10/2018
10:49
Seems virtually ALL yesterday’s volume in MNZS was short selling.
buffettjnr
12/10/2018
10:48
Their shorts are small and cover most of the value names on the LSE. Even if Menzies fell 30%, it would make them £500k...hardly moving the needle. It’s a very risky short, is Menzies. BBA might have given them confidence.
buffettjnr
12/10/2018
10:22
So what's the short play here? Is it Brexit-related, oil-price related or just a feeling that without the underlying distribution cashflow Mnzs management will mess things up on the aviation side?
1gw
12/10/2018
10:21
Nice valuation (again) on Swissport. Mnzs now has a declared short interest, GLG increasing on 9th October and 10th October. hTtps://shorttracker.co.uk/company/GB0005790059/
1gw
11/10/2018
22:58
Swissport to Brookfield, while MNZS goes to 350
buffettjnr
11/10/2018
22:56
https://www.ft.com/content/9c971f8e-cd93-11e8-b276-b9069bde0956
buffettjnr
10/10/2018
12:22
Really insightful
buffettjnr
10/10/2018
11:41
This heading back to 3.50
porsche1945
05/9/2018
07:23
I struggle to find any better value on the LSE than Menzies. Absurd!
buffettjnr
05/9/2018
07:11
Split done then. Just need the re-rating now...
1gw
13/8/2018
20:33
Someone apparently keen to take or increase a position ahead of tomorrow's results. 63k shares at £6.44.
1gw
26/7/2018
10:41
Where would Menzies be on a private equity valuation?
buffettjnr
26/7/2018
08:56
That looks a bit better.
1gw
22/6/2018
20:03
Big volume and a high price in the closing auction.
1gw
18/6/2018
22:24
WFS sells for £1.05bn, smaller than Menzies Aviation. About time Menzies holders get this seen to!
buffettjnr
17/5/2018
16:31
I've sold some there at 668p ahead of the AGM, taking some profit in case of any bad news. I was surprised that the shareprice didn't make further progress during the buyback.
1gw
22/3/2018
14:21
I absolutely agree. I think the problem is buyers are waiting for the disposal and sellers can’t wait. Director buying yesterday gives added comfort.
buffettjnr
22/3/2018
13:17
I've just bought another chunk at 630p. I am surprised by the weakness given the ongoing share buyback, not to mention a good director buy announced today. I think the distribution business has a good chance of getting an exciting bid if marketed well given its position in the UK market and some of the recent initiatives to provide routes for growth to offset decline in the core. And the aviation business looks really well set. So what am I missing? Is it concerns over trade wars and the impact of brexit on airlines?
1gw
13/3/2018
08:33
I’m getting back in.
buffettjnr
13/3/2018
07:56
Do you not still own it? Looks to me like a top line and bottom line beat against the digital look (underlying) numbers, albeit difficult to know how big an exceptionals line the analysts were expecting. The other thing that jumps out is the change in scale of the aviation business post-ASIG, now over 50% of the revenues and a big majority of the underlying earnings. So in that context, a sale rather than float of distribution perhaps does make sense. I presume the analysts will push them for more details on timing and current status of the disposal process on the call - and we'll have to wait for details of the answers to come out in the press.
1gw
13/3/2018
07:51
Do wish I owned it
buffettjnr
13/3/2018
07:42
Outstanding results...well done 1gw
buffettjnr
12/3/2018
21:32
I wonder if the distribution business will be disclosed as a discontinued operation...or a business held for sale..either way...will it be deconsolidated...
buffettjnr
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
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