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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 1351 to 1375 of 1800 messages
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DateSubjectAuthorDiscuss
04/7/2019
09:07
Interesting re BCA. Do we know what MVI intend to do with the large amount of cash they'll be getting in?
spectoacc
04/7/2019
09:00
@ 128-136, still only 500 shares available to buy online as the share price continues to tick up. Plenty of demand for the shares on the Bid well above the market quote too (eg online Bid currently 131). Also worth noting that @ 245-246 BCA share price has nudged ahead of the 243 offer.
gleach23
27/6/2019
02:58
I read just now that BCA recommend acceptance and yet mvi share price drops. I don't get it.
shaker44
24/6/2019
11:22
Sorry- this board opened to me at 18/1/19! I see many recent posts now
shaker44
24/6/2019
11:20
Very quiet board. Simon Thompson published a very bullish article in investors chronicle last week, based on discounted nav and animpending takeover of a company in which mvi has a large holding. The shares went up about 7% but are now running back a little. Look cheap based on IC analysis. Views from any holders??
shaker44
21/6/2019
12:33
The expected Simon Thompson piece giving us a further boost today https://www.investorschronicle.co.uk/comment/2019/06/21/a-smart-way-to-play-the-bca-takeover/
gleach23
21/6/2019
10:30
Liberum; Potential bid for BCA Marketplace Mkt Cap £84m | Prem/(disc) -37.4% | Div yield n/a Event BCA Marketplace is in advanced discussions with TDR Capital LLP regarding a potential cash offer for the company at a price of 243p per share. The possible offer price values the business at £1.9bn and represents a 25% premium to the closing price on 19 June. BCA Marketplace is the largest investment in Marwyn's portfolio. We estimate it accounts for c.47% of NAV. Liberum view BCA owns and operates Europe’s largest automotive exchange network, providing a range of vehicle management services to OEMs, leasing companies and dealerships. The company has been the subject of private equity interest over the past 18 months having rejected a bid from Apax Partners of 200p per share in May 2018. BCA has been gaining share in the volume of used vehicles processed through its infrastructure and is also expected to benefit from providing services to OEMs and leasing companies. Marwyn's shares rose by 8.4% yesterday and the currently trade on a -37.4% discount to our live NAV estimate.
davebowler
20/6/2019
12:44
Plenty if value on offer here, i agree with others on this board that this should be in the 140’s given the developments with BCA which will still be a big discount to NAV
rimau1
20/6/2019
11:56
My final comment I hope! NAV should now be around 2.05 so discount is currently about 40% which surely is too much when about 60% will be cash assuming T/O goes through. I would have thought this should justify price of at least 140.
langland
20/6/2019
11:33
On further checking the ratio of ord to realisation shares is about 10:1 so I calculate BCA value to MVI ords is 81mn v mkt. cap last night at 77mn.
langland
20/6/2019
11:22
At the end of June 2018 MVI had a total of 36.6mn BCA shares. I have checked the holdings announcements since then and there have been no changes so fairly safe (though not certain) that they still hold these. At the offer price of 243 the value is 89mn. Care is required because some the shares belong to the realisation shares. Still, fingers crossed we get a decent cash return.
langland
20/6/2019
11:13
Just managed to pick a few up at 122 and get back in
belgraviaboy
20/6/2019
11:06
If I use last night's mkt cap for MVI I reckon today's news for BCA means that about 75% of the mkt cap is BCA. No wonder price is going up.
langland
20/6/2019
11:00
Indeed. Let's hope we will see a tender offer at the end of all this.
langland
20/6/2019
10:44
Offer for BCA @ 243 :)
gleach23
16/4/2019
19:25
The manager made a huge error of judgement to move completely out of eto and into a few unproven startups.
ceaserxzy
01/4/2019
07:50
Very poor recent share price performance here accompanied by some rather odd movements in the stakes held by Marwyn itself. Invesco's position also a little odd. They hold 45% of the equity in a company that has a huge discount to NAV. Taking control would surely improve their investment performance stats. That said, Invesco's share price performance last year was even worse than Standard Life Aberdeen which possibly tells its own story! Can't help but think this to be an unstable situation going forward. Managers strategy over the past 12 months is not working as far as I can see.
ygor705
14/3/2019
14:39
Hopefully something brewing at Safe Harbour: https://uk.advfn.com/stock-market/london/tyman-TYMN/share-news/Tyman-PLC-Directorate-Change/79468229
tiltonboy
12/2/2019
07:52
Oh yes - thanks tiltonboy. I see now that MVI advised on 14 Jan that following the placing they will only hold 19% https://www.investegate.co.uk/marwyn-value-inv-ltd--mvi-/rns/additional-investment-in-zegona/201901141741560637N/
gleach23
12/2/2019
07:09
gleach, They have increased their holding. Their stake has been diluted by the fundraising.
tiltonboy
11/2/2019
23:12
Nice rerate going on here now. MVI cuts its stake in ZEG today from roughly 26% to 19% which should help further reduce the discount to NAV. https://www.investegate.co.uk/zegona-comm-plc--zeg-/rns/holding-s--in-company/201902111239316576P/
gleach23
05/2/2019
20:58
https://www.dailymail.co.uk/money/markets/article-6666681/Kates-300-pair-wellie-boot-brand-Le-Chameau-sale.html
eeza
04/2/2019
18:07
Invesco is also biggest shareholder of both bca and zeg, the majority assets of MVI. So it makes so much sense for them to own mvi to get bca and zeg at about 50% discount compared to buy bca and zeg on the market.
ceaserxzy
04/2/2019
18:04
Investo owns 45.5% of MVI. Why is it not forced to buy the whole company?
ceaserxzy
21/1/2019
21:17
Well done skyship and thanks for info
gleach23
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