Malvern Share Discussion Threads

[flashheart] 29/3/2019 12:23

Yes one of the few completely mis-priced stocks you sometimes find which has been helped down by City Financial. Wish I could find a definitive list of the other stocks they hold or have held.

[74tom] 29/3/2019 11:14

Thanks Sidam! It’s strange, there was an awful lot of interest in Q2/Q3 last year which pushed the share price to an all time high of 8.2p and just shy of £20m market cap. Since then we’ve had confirmation that trading is on track with 100% growth and optimism for this continuing, yet here we are down at 2.75p... 200% upside to reach last Septembers high.

Also, the last broker note state FY21 estimates will be released in April so it will be very interesting to see how they envisage growth developing, followed by their finals & presentations at Mello. Now is as good a time as any to invest here IMO.

[sidam] 29/3/2019 10:48

To 74tom
Thanks for your post. I have been contemplating buying and your post made me push the button. If the estimates for next year were proven accurate there must be considerable upside.

[74tom] 29/3/2019 10:25

Good to hear Flashheart, this is one of those rare small caps that gets better the more you research it!

[flashheart] 29/3/2019 10:08

I've cottoned on 74tom. May cotton on some more later.

[74tom] 29/3/2019 09:08

Surprised that nobody really seems to have cottoned onto the significant discount on offer here - a very positive recent trading update, oversubscribed placing in Feb at 4p but due to City Financial selling 25m at 2.37p we sit way below recent levels.

News on the new training centre opening in Brighton is due in April as well as 2018 results that will show revenue growth of 100%+, some of which is acquisition related, but London also grew by almost 100% in 2018 so organic growth is equally strong.

Recently updated 2019 broker forecast is for £10.8m revenue and £1.2m profit, giving Basic EPS of 0.46p and putting Malvern on a forward P/E of under 6 at present - crazy when they have achieved 100% growth last year!

The new management team are clearly ambitious and this recent proactive video is evidence of the CEO’s passion to grow the business;

[...]

All in all this looks to be a bargain - education will always be in demand and they have turned the existing business around whilst also increasing the number of locations on offer. Should be back at 4/5p by the end of May IMO, off the back of excellent final results and Brighton expansion news - anything else in this period is a bonus.

[likitorma] 27/3/2019 19:34

One of the IIs became a forced seller due to administration. They sold around 10% of the company shares today. Technically, this should move back above the placing price of 4p in coming sessions.

[daburd] 27/3/2019 15:51

Anyone know why they are down 25% today?

[davidosh] 18/3/2019 14:00

hiraniha....You are indeed correct. Just to let you all know that Malvern International will be presenting at the Mello2019 event on Thursday 16th May and Friday 17th May. They will also have a stand at the event so available for Q&A with the delegates.



They will almost certainly be doing two presentations so one in the morning and one afternoon.

More info and tickets here... If you use the code ADVFN30 you will be able to receive a 30% discount off the ticket price

[hiraniha] 17/3/2019 07:30

I saw the interview on the Proactive Investor video released last week -video available on YouTube - and later saw that they are due to attend the Mello London event in May.Video looked quite interesting. The cynic in me thought they'd only be at Mello if their pending results were going to be good. Investors would give them a roasting otherwise.Bought 100k at an average price of 3.8 pence.Let's see what the next few months bring.

[millennial] 21/2/2019 14:56

Usual service resumes with price in fall mode

[millennial] 27/12/2018 12:10

Malaysian business has underperformed in the first half but they say only a flesh wound.

[sharesoc] 28/9/2018 13:37

Malvern's stockopedia report and seminar presentation for our recent London seminar is available in our full member exclusive area here:

[sharesoc] 28/9/2018 13:31

Malvern's stockopedia report and seminar presentation for our recent Manchester seminar is available in our full member exclusive area here:

[tomps2] 26/9/2018 15:15

Malvern International CEO Sam Malafeh and CFO Bharat Guha, present an overview of the group at the ShareSoc Growth company seminar September 2018.



Sam Malafeh, CEO
Introduction – 00:21
Biographies – 00:43
Group proposition – 04:26
Structure of organisation – 05:46
What Malvern offers – 09:42
Group growth strategy – 10:18
Course delivery model – 11:57
Future expansion – programmes & offerings – 13:23
Courses & locations – 15:46
International reach & sales channels – 17:35
Strategy – 20:56
The Group’s recent journey – 23:30
Digital strategy – 25:36

Bharat Guha, CFO – 25:49
Recent interim financial highlights – 26:32

Sam Malafeh, CEO
2018 progress – 29:34
Investment Summary – 33:02
Key shareholders – 35:18

[fillipe] 31/8/2018 15:24

Yes, but the 150k lot this afternoon at the same share price is over £10,000.
Also a further decent order through today at the same price.

The main thing is it's all buying, not selling.

f

[pastybap] 24/8/2018 11:35

That's less than £3k?

[fillipe] 24/8/2018 10:35

A 40k lot taken at 7.15p.

f

[fillipe] 18/7/2018 09:56

I've taken some more this morning, now the share price has dropped back a touch... @ 7p to buy. More positive news from MLVN will almost certainly see them higher, imo.

My first association here was in the old AEC Education days and what a different and improved business environment we are now in, renamed and under the MLVN umbrella.

f

[tenniselbow] 07/7/2018 19:38

Sold WEY As MLVN is a sure bet

[netcurtains] 07/7/2018 16:28

Hi Maytrees: You did well with this but but at the end of the day its no WEY Education.... Cheers Net!

[riddlerone] 06/7/2018 06:12

Old news I know but a few nice quotes

[tenniselbow] 02/7/2018 14:27

Bought 50,000 as they are good value

[fillipe] 02/7/2018 09:18

New high at MLVN with 7.30p paid, this a.m. So much now changed for the better here and a bright future ahead.

Excellent Proactive/SM interview and well worth a watch.

f

[maytrees] 28/6/2018 12:44

Back in with a few today at 7.20p - Pricey compared with last time I held though.