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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 5,500 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 1301 to 1323 of 1800 messages
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DateSubjectAuthorDiscuss
28/11/2018
17:41
Just heard from Hargreaves Lansdown that, although I can continue to hold and sell Marwyn, as a private investor I cannot buy any more. This sounds absolutely crazy to me. Why restrict the register to professional investors only?
ygor705
28/11/2018
15:52
ZEG a better market today, now at 120p-125p
skyship
28/11/2018
07:13
It's a sad indictment of the failure of management, that shareholders are willing to take a near 40% discount to get out. I will say it again...stop the absurd gravy train, and liquidate the portfolio.
tiltonboy
27/11/2018
23:42
NAV discount @ 09/11 was 38.5% since when BCA up 6%, ZEG up 4%, MVI up less than 1%. With ZEG beginning to turn up, if BCA Interims are well received on Thurs the NAV discount may soon go through 40%.
gleach23
23/11/2018
13:43
No, not under the standard buyback formula agreed; however any company can make a special buyback if they choose to do so in shareholders' best interests. I'll have to put the thinking cap on...but I was a shareholder in one case...so should recall eventually!
skyship
23/11/2018
11:15
Daily average volume will not allow them to do that.
tiltonboy
23/11/2018
09:45
Today's buyback will likely take us through the 1,000,000 mark as the 35k reported today takes the total so far to 968k. Didn't calculate the average purchase price; but likely to be c124p. The Company will know where the tap is. Likely to be just the one institutional seller. It would surely make sense to offer them a price for the rest of the holding - just take them out in one go rather than persist with tiny slices...
skyship
23/11/2018
08:30
With BCA at 223p the MVI NAV rises yet again - up another 3.5p to 204.4p by my calculation...
skyship
22/11/2018
13:50
BCA Interims a week today
gleach23
22/11/2018
12:35
BCA back on a tear.
spectoacc
14/11/2018
15:56
NAV discount reported today as a whopping 38% as at 31 Oct BCA up 7% today as a read across from MMH and up over 5% since 31 Oct MVI currently up around 3% since 31 Oct so discount widening further
gleach23
08/11/2018
09:39
With BCA worth 39% of the portfolio, so c75p/share; the 22p increase (to 214p) since 19th October raises the NAV by 8.5p from 192.4p to 200.9p. All other holdings remaining n/c of course.
skyship
07/11/2018
07:14
Having to pay slightly more to get the buyback stock: =================================================== The Company announces that Liberum Capital Limited as broker, on behalf of Marwyn Value Investors L.P. (the "Master Fund"), has purchased 36,000 of the Company's ordinary shares ("Ordinary Shares") (the "Purchased Shares"). Date of transaction: 6 November 2018 Average price paid per Ordinary 124.0000 pence Share: Lowest price paid per Ordinary 124.0000 pence Share: Highest price paid per Ordinary 124.0000 pence Share:
skyship
02/11/2018
18:08
Yes that is at least something! Today the NAV discount is reported as 36.07% based on valuations @ 19th Oct. Since then, BCA is up over 10%, ZEG up over 1% and MVI is down over 1% so the discount as reported by MVI will continue to widen at least for the next couple of weeks. In addition, aside from the approaching BCA Interims on 29th Nov, there was a nice 20k buy in ZEG today which will hopefully initiate a curve up on a the chart. Also worth noting that ZEG is seeking to double its stake in Euskaltel. Seems to me as if the buyback has facilitated the exit of some holdings but meanwhile the share price has been left to an exaggerated drift which with any luck should shortly correct itself, aided by some of these factors above.
gleach23
01/11/2018
17:14
Well, at least we are agreed that at this level they should be bought...so agreement at last 😊
skyship
01/11/2018
13:47
Gleach - sorry, but you are still failing to understand that the NAV is historic whereas today's share price is today's share price ..so you have to adjust the discount accordingly. No matter; if you're prepared to make your judgements on historic as opposed to current data - then all I can say is - good luck to you too!
skyship
01/11/2018
12:48
NAV tomorrow - will we see the discount down to 33.85% as f/c by gleach - I suspect/hope not! Anyway, perhaps irrelevant as BCA back up to 210p today; so the bottom may be in @ 120p....
skyship
22/10/2018
10:15
Seems the penny is dropping even slower than I thought
gleach23
20/10/2018
15:30
Gleach - bloody chutzpah on yr part - unable to admit that you got it wrong it would seem! You failed to adjust the discount for the fallen share price Don't bother to admit your mistake; it's pretty obvious to all and sundry - so we'll leave it there shall we.
skyship
20/10/2018
15:07
"Though of course I agree that NAV is at 5th October - likely to be slightly lower now; but even 3.7% lower at 190p the discount would still be 35.3%..." So the penny is slowly dropping then...
gleach23
20/10/2018
13:58
Perhaps no PIs in ZEG anymore! Might ZEG be rather good value now; as they seem to be valued twixt 123p-144p for this deal... https://uk.advfn.com/stock-market/london/zegona-ZEG/share-news/Zegona-Communications-PLC-Zegona-to-Increase-Inves/78495920
skyship
20/10/2018
11:19
Though of course I agree that NAV is at 5th October - likely to be slightly lower now; but even 3.7% lower at 190p the discount would still be 35.3%...
skyship
20/10/2018
11:16
Gleach - go back and look again! This is what the RNS states: As at 5 October the closing mid share price of an Ordinary Share in the Company was GBP1.3050 and represented a discount of 33.85% to the net asset value per Ordinary Share. NB: the 33.85% discount is at an share price of 130.5p. The discount at 123p is 37.66%.
skyship
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