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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 0.00 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 1226 to 1250 of 1800 messages
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DateSubjectAuthorDiscuss
15/8/2018
08:49
The other advantage here is that we are working in a way where we can benefit from bringing a company to the stock market if it makes sufficient progress......something that very, very few private investors can do. Lots of money to be made using that model.
ygor705
15/8/2018
08:46
These people just create sufficient cash flow to pay the dividend. Have a look at the balance sheet, income and cash flow statements. Most straightforward documents I have come across. Zero gearing and sufficient cash flow created from the 6 investments to pay out on the dividend. They've had years to work out what is a comparatively simple business plan and if things go a bit pear shaped they can always sell something.
ygor705
15/8/2018
08:21
Or no yield at all, depending ;)
spectoacc
15/8/2018
08:11
We own nearly a quarter of the equity in British Car Auctions here which still looks to be attracting takeover interest and has very good earnings prospects going forward. Investing indirectly in BCA through Marwyn gives you a very much better yield on an attractive investment.
ygor705
14/8/2018
11:57
Just dipped my toe in too for the SIPP. £1.35 to buy on AJ Bell
noiseboy
14/8/2018
10:40
Some decent buying here today as BCA chugs back to 240p
gleach23
14/8/2018
09:45
Same - AJ Bell You Invest. Must have been the quantity differential then. Glad we cleared that up!
gleach23
14/8/2018
09:35
YouInvest….and actually the bid was the same as yours - 131.96p. Which provider gave you that excellent offer price? Though to be fair I was quoting on a 5000 share offer, rather than a minimum...
skyship
14/8/2018
09:33
4000 now bought @ 1.343. Out of interest, from where were your quotes were obtained skyship? Mine were from AJ Bell.
gleach23
14/8/2018
09:12
Offer quote now moved to 1.343. Should have kept quiet :)
gleach23
14/8/2018
09:08
Yup 132.8 to buy, albeit for just 750 shares although it was the same for 1250 shares yesterday late on. I don't have more spare cash in the account to check for prices on higher quantity quotes. I am getting a quote of 1.3196 for selling 8000 whereas there was no quote for such quantity yesterday. There appears to be a large supply available currently.
gleach23
14/8/2018
09:02
Gleach - Hmm - 132.0-135.7 - sure you were looking at the offer price?
skyship
14/8/2018
08:46
ygor705....that price seems a little rich...I'm getting online quotes of 1.328 to buy FYI it seems that Simon Thompson's bullish note on Marwyn is readable to non-subscribers at present - hTTps://www.investorschronicle.co.uk/comment/2018/06/04/marwyn-s-buying-opportunity/?plckFindCommentKey=CommentKey:314d246b-e20e-48d3-9894-63076d311bb9
gleach23
14/8/2018
08:25
I've just opened a position at 135p. The underlying assets are of good quality, the discount is bigger than on any investment trust of which I am aware and the yield is excellent. What is there not to like here? As for the circular, I read it as being safe, creating wiggle room to pay dividends out of capital if necessary (increasingly common with investment trusts) and allowing buy backs out of investment gains. Doesn't exactly sound like something a Company would be worrying about if it was on its uppers! The chart RSI is also currently as low as any share l've ever seen.
ygor705
14/8/2018
08:04
For sure another typical Robert Ware document which you have to read, re-read and re-read again....and still fail to fully comprehend the meaning. You just know you need to count your fingers at the end!
skyship
14/8/2018
07:58
Specto - I read it that we still get the attractive dividend: "The Company's commitment to a progressive minimum annual distribution ("Minimum Annual Distribution") remains unchanged and so, in circumstances where a dividend payment cannot be funded by income received by the Company from MVI I, MVI I may make distributions from the capital attributable to Ordinary Share Interests to enable the Company to meet its obligations described above.!
skyship
14/8/2018
07:57
Specto, Indeed. Moving the goalposts again. Was told recently that our friends on the board have got their fingers in more pies than I realised, in the pillage of MVI, and their holdings. Wind it up now.
tiltonboy
14/8/2018
07:34
Trying to understand this morning's RNS re possible change to MVI's distribution policy. Sounds like they want to use the money that was being paid in divi, to make buy backs? But also to use gains on investments to make buy backs too. Logic to it, when the discount to NAV is so large, but personally I like my cash divi.
spectoacc
13/8/2018
14:02
Hmm...with BCA still firm, MVI on offer so low looks a bargain, even though the NAV a tad lower at 206p. At 135p the discount = 34.5%!
skyship
13/8/2018
13:57
Surprisingly weak of late. Can currently buy plenty @ 134.5 and not sell much at all, going from online dummy quotes. 50k sell @ 1.30 earlier too. Good top opportunity coming up?
gleach23
23/7/2018
09:52
TU from another MVI cash shell today, Wilmcote, has a familiar ring to it... https://www.investegate.co.uk/wilmcote-hldgs-plc--wch-/rns/year-end-trading-update/201807230700063695V/ During the period to 30 June 2018 Wilmcote explored a number of opportunities in line with its investment strategy, in particular the potential acquisition of Arysta LifeScience from Platform Specialty Products Corporation ("Platform"). Discussions ceased on 18 June 2018, and Platform are now in exclusive negotiations with another party.
gleach23
20/7/2018
15:13
I only remember that the MVIR holders get all their share back, ie no new investments, but correspondingly don't get any divis. Would be interesting to see what MVI punted on next, assuming BCA did go.
spectoacc
20/7/2018
14:44
...I'm not certain that it is as simple as that. On previous disposals, they have taken into consideration dividends already paid, which means that any payout could be far less than expected. Worth having a re-read for clarification.
tiltonboy
20/7/2018
14:28
Specto - don't recall the actual terms; but I recall that if you look back they state that they will distribute to shareholders 50% (?) of profits from disposals. So a bid for BCA would herald a very useful distribution to MVI holders; along with a healthy increase in the NAV of course...
skyship
20/7/2018
13:39
Is making MVI look outright cheap - not just the movement in NAV caused by their largest holding, but the possibility they may actually realise the value, assuming another bidder appears. Still only a very small holding in it here.
spectoacc
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