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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 3,500 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 1251 to 1272 of 1800 messages
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DateSubjectAuthorDiscuss
26/9/2018
10:32
It seems the only catalysts for improving the share price are corporate activity on one of the holdings or a Simon Thompson tip, with the latter providing just a temporary bounce. A big attraction for me here had been the >6% yield. Hopefully the buyback will begin next week to begin reducing this NAV discount.
gleach23
26/9/2018
08:21
@Robsy2 - and don't forget the dividend "issue", ie moving away from cash-while-u-wait. The discount keeps me in a small holding, and to be fair, ZEG was a big success & BCA has really surprised me in having been a good buy. But agree re other platforms - there's only one Melrose and it's called Melrose.
spectoacc
26/9/2018
07:44
Not much new in the interims . BCA and ZEG are doing ok, the rest is a shambles. The strategy of setting up a shell , and building a business around an industry superstar isn't working because they can't find the deals . The cash burn on these businesses is too high . The latest, Wilmore or whatever it's called , has p----d away 3.5m GBP in a year. The posh welly business has absorbed a lot of inestment and is not really making massive progress , sales up 4.5% in a year , the sooner someone in the luxury goods market buys that the better. A Hold at best for me. R2
robsy2
14/9/2018
17:57
The daily trading volume in Marwyn is relatively modest and my guess is that a share buyback scheme might move the price rather more than if it were a large FTSE 100 Company. Time will tell!
ygor705
14/9/2018
10:44
Trouble is, if the share purchases do not shift the share price - MVI will be under even more pressure. People have been happy to sit here with not much going on with the divi rolling in, but if it drifts or even dips... Given the current lack of liquidity there could be some 'trapped' larger holders who will use the re-purchases to exit. Could be the same ones who voted it through.
belgraviaboy
14/9/2018
07:07
Re share cancellation ,Fair enough i say. R
robsy2
05/9/2018
13:59
WCH is going to be on the end of a huge writedown at some point. Not going to make pretty reading when it does.
horndean eagle
05/9/2018
13:27
Patience is the word, the divi helps as well. Who knows maybe they’ll get these shells up and away and change the dynamic here.
robsy2
05/9/2018
12:32
Hi Robsy...looks like we've had a seller, pretty much ever since the Apax withdrawal from the BCA bid. Happy to be patient here.
gleach23
04/9/2018
13:32
Hi Gleach et al Following on from your post, I can only agree and have just followed Ronald Hobb's example and bought some more ; 12,175 at 134.75p. OTS on valuation,ZEG looks cheap. I calculate that Zeg's 15% stake in Euskatel is worth 177m GBP at today's quote, yet ZEG has a market cap of 145m GBP. So, we have discount piled on discount.And Euskatel looks like a decent enough business at a low ebb valuation wise , so nothiing outlandish there either. In general it seems that private equity funds are under the weather at the moment, but in reality this is a private equity trust with very little private equity , another argument to suggest that the discount is too deep. Best R2
robsy2
31/8/2018
23:45
So per today's RNS the discount to NAV has now almost reached 34%. To extrapolate Simon Thompson's figures from the June IC article and assuming nothing major has changed (apart from Apax's withdrawal from the BCA bid) - Shares in issue 70.77m Spot NAV per today's RNS £144.4m MCap £95.5m (ie 34% discount) The cash balance is £42.4m and value of BCA holding is £60.6m. This comes to more than the mcap before ZEG and the 3 cash shells are even taken into account.
gleach23
23/8/2018
22:38
Today's NAV Report indicates discount was 32% as at 10th Aug when share price was £1.40 so will be higher with mid price now down to £1.35 and major holdings unchanged since. Couple of chunky trades reported this afternoon so will wait to see if any response in share price over coming days.
gleach23
19/8/2018
17:21
Thnx for pointing that out - encouraging indeed... "Marwyn Value Investors Limited, LSE: MVI, announces that it was notified by Mr Ronald Hobbs, Non-Executive Director of the Company, that he has purchased 50,000 Ordinary Shares in the Company at an average price of 136.5 pence per share on 15 August 2018. Ronald Hobbs's holding of Ordinary Shares in the Company totals 200,000 shares, representing approximately 0.28% of the Company's ordinary issued share capital."
skyship
19/8/2018
16:51
Non- exec Director bought 50k of shares at 13 on Friday. Encouraging!
ygor705
15/8/2018
12:58
Yes have read it but it they have to sell something to pay our divi we are winning because it is a heavily discounted asset at this market level as far as we are concerned and we are winners anyway.
ygor705
15/8/2018
09:03
@ygor705 - read the last RNS (yesterday). They're proposing to change the distribution policy - still the same yield (in theory) but giving themselves the option of returning it via buy-backs. NAV accretive, sure, but not a cash yield potentially.
spectoacc
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
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