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Share Name Share Symbol Market Type Share ISIN Share Description
Marwyn Value Investors Limited 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
  0.00 0.0% 123.50 120.00 127.00 123.50 123.50 123.50 48 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 0.0 0.0 - 76

Marwyn Value Investors Share Discussion Threads

Showing 1176 to 1199 of 1800 messages
Chat Pages: Latest  48  47  46  45  44  43  42  41  40  39  38  37  Older
DateSubjectAuthorDiscuss
23/5/2018
10:07
Added to my holding this morning - seems to be turning up
belgraviaboy
23/5/2018
09:22
tilts effect in action this morning ;-)
gleach23
23/5/2018
07:17
Ahh - a significant intervention - Tilts is the master of timing (usually!)
skyship
22/5/2018
16:35
I've picked up a few today, but got rejected on my final order. Declined to pay 130p for a small number, but might re-visit tomorrow.
tiltonboy
22/5/2018
15:50
Not sure about estimating the NAV skyship but BCA up 4% since last report and ZEG up 12%. Decent buying in MVI today. It'll be due to go on one of its little runs up soon imo...perhaps prompted by a Simon Thompson tip?
gleach23
22/5/2018
14:54
...and BCA up another 4% today @ 198p; but still MVI doesn't show a quiver. Anyone like to estimate the NAV now?
skyship
18/5/2018
11:24
Back in for a few today. I remain no great fan of Robert Ware; but the combination of discount and yield is pretty compelling at this level.
skyship
17/5/2018
21:34
The BCA share price was up 4% almost reversing the decline caused by the Times article. I also note that Armstrong Investments are continuing to increase their stake.
hedge fund harry
14/5/2018
23:37
thanks very much hfh - explains the difference and best to go by these numbers than the ones I used
gleach23
14/5/2018
23:23
Hello gleach I've copied the portfolio breakdown as of mid March from the final results below. I've checked back a few years of results and I believe the other assets of 32% are in fact cash and equivalents. Zegona Communications plc 20.0% BCA Marketplace plc 29.0% Wilmcote Holdings plc 9.3% Safe Harbour Holdings plc 5.5% Gloo Networks plc 4.5% Le Chameau Group plc 14.9% Other assets 32.0% Liabilities (15.2)%
hedge fund harry
14/5/2018
22:00
hi hedge fund harry - you're welcome - it's refreshing to have some positive vibe on the thread! i do though accept that MVI hasn't done itself many favours lately and thus the discount to NAV perhaps shouldn't be such a surprise. I read with interest today's very good posts on BCA. In one of yours you mention that BCA is 28% of MVI holdings. Is this after a cash holding has been taken into account? I have been estimating the BCA holding to be 42% which is quite different to yours but doesn't take account of cash that MVI is holding. Perhaps you'd be good enough to check my post 1130 here to see how I arrive at 42% and let me how your number differs? I don't want to be giving bum steers here if I have it wrong. Thanks
gleach23
14/5/2018
13:17
Safe Harbour and Wilmcote are the other GLOO type companies but they are not valued at a premium and their share prices closely reflect the funds raised at their respective IPOs. Combined they are 14% of the NAV. Everyone is writing these off but they could be the next ZEG and if they aren't they will be wound up like GLOO and the funds returned.
hedge fund harry
14/5/2018
13:08
To be fair, I don't know how much profit they made in Breedon, which used to be Marlyn Materials I think.
mad foetus
14/5/2018
13:07
Agreed; their successes have been ETO & ZEG, I don't see too many others over the past 10 years. Remain a holder, but small.
spectoacc
14/5/2018
12:16
I think the debacle at GLOO throws into doubt the whole MVI "platform" model. Giving money to people and saying "go and buy an undervalued business" has been revealed to be higher risk than expected. And it calls into question the judgment of Mark Watts, so for me they need to prove themselves again before they become investable.
mad foetus
14/5/2018
11:55
I believe 160p is a very modest target price what with the FTSE100 closing in again on its record high. I don't see any other shares out there that could rise 20% and still be arguably undervalued. As an aside I notice the NAV updates are 2 weeks behind so todays NAV of 200p+ will not be announced till the end of the month.
hedge fund harry
14/5/2018
08:34
Trouble is - MVI has seemingly always been a fantastic opportunity. I'm just glad of the divi.
spectoacc
14/5/2018
08:31
Thankyou gleach for highlighting this opportunity. My estimates are the NAV has risen by 6% since the last published update and the next update will show a NAV of 200p or above. 4% due to ZEG, 1% due to BCA, 1% due to GLOO. With the FTSE index at such a high level I think there is an opportunity here for a comfortable 20% rise in the share price. The portfolio companies are all listed plcs except Chameau which is 15%. The listed portfolio companies are BCA,ZEG,WCH,SSH,GLOO. Throw a 6.5% yield into the mix and I believe the current share price represents a fantastic opportunity in a market close to record highs.
hedge fund harry
09/5/2018
00:00
ZEG now up 16% since last NAV Report and accounts for roughly 25% of MVI holdings. BCA up 4% and accounts for roughly 42%. MVI down 1p since then. Discount to NAV of 33% likely to have widened a good bit further in the next NAV Report.
gleach23
03/5/2018
14:01
Clearly financial discipline and dedication doesn't come cheap ;) Reading that FT report though...£1.9m in directors' pay including bonuses of £749k appears disgusting. No doubt the activist investor Mr Bernstein made a tidy sum on his 8% holding too.
gleach23
03/5/2018
13:35
James Corsellis http://www.marwyn.com/our-team/ Good luck having this guy on your Board. He is, and I quote, enormously grateful to the GLOO team.
regina falange
03/5/2018
13:31
Gloo turned £30M into £12M in less than 3 years achieving absolutely nothing for shareholders yet - James Corsellis, a Managing Partner at Marwyn Investment Management and a Director of Gloo, said: "As Gloo's largest shareholder and investment partner, we are enormously grateful for the financial discipline and dedication of Rebecca and the entire Gloo team over the last three years assessing such a wide range of potential investment opportunities. We wish them all the best for the future." Not just grateful. No. ENORMOUSLY grateful. As a shareholder who has lost 60% of my investment I too would just like to say how ENORMOUSLY grateful I am to Rebecca and the entire Gloo team over the last 3 years.
regina falange
03/5/2018
10:44
Line drawn under GLOO today - hTTps://www.investegate.co.uk/gloo-networks-plc--gloo-/rns/proposed-return-of-capital/201805030700049567M/
gleach23
26/4/2018
13:55
Good to see signs of life @ ZEG as it bounces off £1 again
gleach23
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