Malvern Share Discussion Threads

[tenniselbow] 27/6/2018 10:27

On the move 14 p by end of year

[riddlerone] 26/6/2018 11:39

There is also a really interesting interview on Proactive Investors with Sam Malafeh which I presume Fillipe was trying to add.Nothing really new there but nice to get the feel of the way he works
www.proactiveinvestors.co.uk/companies/stocktube/9591/malvern-international-aiming-to-be-a-global-learning-and-skills-development-partner--9591.html

[riddlerone] 26/6/2018 11:39

Sorry tried to put this in
www.proactiveinvestors.co.uk/companies/news/199491/refreshed-malvern-taps-into-online-education-boom-199491.html

[fillipe] 16/6/2018 10:56

Gaining more good exposure.....

[...]

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[fillipe] 15/6/2018 15:24

MLVN + 17% and on the leaderboard today.

Good seeing that and without doubt further to go.

f

[tenniselbow] 13/6/2018 13:24

The company is now in the best position it has been for a number of years cash positive and in the market to acquire
More schools

[riddlerone] 10/6/2018 08:13

AGM tomorrow as well !!

[riddlerone] 10/6/2018 06:55

Interesting Monday guys

[tenniselbow] 05/6/2018 12:46

They should be looking at 30% profit before tax once they have sorted past
Problems out this is the margins in this type of bussiness

[riddlerone] 04/6/2018 18:07

So I thought this was interesting,company forecasts 300k profit before tax for this year on revenue of £8.5m 2019 £1.2m on £11.7m revenue !!

[hydrus] 27/5/2018 13:24

Absolutely superb, insightful and very detailed analysis tenniselbow. Thanks for your unselfish work here.

[tenniselbow] 27/5/2018 12:35

Looking at 14 p in short term

[riddlerone] 26/5/2018 07:28

So i make on the listing of the additional shares market cap will be 13m if the price is where it is now,with a cash position of between £2.5/3m .We know that before the acquisition there were predicting to be profitable this year and Communicate made 400k profit last year so this to me still looks undervalued at our existing share price IMHO

[riddlerone] 26/5/2018 07:20

With 87m shares due to hit the market at the beginning of July i am sure you will see the brokers notes,advice notes etc being issued.The free float here before this placing has been tiny so really don't see this dropping much lower than where we are as they will want there pound of flesh from the 4p they have paid

[a2584728] 23/5/2018 09:53

Thought this would be at 8p by now

[fillipe] 18/5/2018 08:58

Well done there, 1tp.

It also a healthy, perky start for today.

The bests on the bid/ask are 6p v 6.70p, with 6.6p having been paid.

MLVN is definitely one to buy and hold for more. Unless there is some very strong spike or profit which is too good to miss, then selling into a steady riser invariably means one ends up being unable to get back in - except at a higher price than obe sold at.

gl

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[1teepee] 18/5/2018 03:47

It's great but annoying as it hit my stop loss when they injected that many shares. But I managed to re buy at 4.8p and actually have more shares than before. Went up 15% in my account yesterday:)

[fillipe] 17/5/2018 12:13

Nicely higher today...a gentle rise on a moderate number of buys, which augers well going forward.

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[fillipe] 17/5/2018 08:14

Looking at the L2 picture this morning, I'd say that yesterday's acquisition RNS is being well received.

Best bid/ask on show....5p v 5.3p.

If there had been a worthwhile drop I would have added here.

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[riddlerone] 16/5/2018 17:40

Another plus is the liquidity issue should now have been addressed.

[riddlerone] 16/5/2018 17:10

Funny been doing exactly the same thing and came to a similar conclusion so far.Trading update within the RNS looks pretty good to me

Trading in the current year has commenced well, with sales to date plus sales already booked for delivery in the remainder of the year standing at GBP3.95 million which is approximately 92 per cent. of the sales turnover for the whole of 2017.

Trading momentum in London is being maintained with a strong level of bookings at the school. In addition in April 2017 the Company announced a partnership agreement with the University of East London ("UEL") which will see Malvern established as an embedded college within UEL, delivering pre-sessional foundation and English language courses for international students at both Degree and Masters levels. While the impact for this on the current financial year will be modest, the potential for next year is more significant and the long term potential of this and other similar ventures is exciting.

Trading in Singapore will benefit from a first full year of revenue from SAA Global Education ("SAA-GE"). The integration of SAA-GE into the Group has gone smoothly following its acquisition in November 2017. Operations in Singapore have now been consolidated onto one site and the Board estimates that the property, staff and other costs savings that have been implemented since SAA-GE's acquisition should result in annualised costs savings of approximately GBP200,000.

In Malaysia a licence to teach international students for vocational training has been awarded to Malvern for the first time. This, together with the significant management and operational changes made last year, gives the Board confidence that the overall performance in Malaysia will improve on last year.

The Board is now confident that, with the Group strategically aligned, focused and directed, the impact on the performance of the Group will be highly positive going forward and that this will bring the Group to profitability in 2018.

[fillipe] 16/5/2018 16:54

I'm just now checking out the CES Ltd website...also that it really is in Manchester, England.

They are very centrally located and it looks hugely pucker and really pretty good. I know exactly where they are based and it's a very good central Manchester (UK!) location.

hxxps://www.communicateschool.co.uk/

A vg move by MLVN, imo.

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[riddlerone] 16/5/2018 16:29

Well that was a shock to come home to.

[riddlerone] 11/5/2018 14:59

Was only me fillipe,just had to put them through as two trades.

[fillipe] 11/5/2018 14:50

It's good to see a couple of buy trades going through today - the most recent of which at the full ask of 5.50p.

f