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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 1376 to 1397 of 1800 messages
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DateSubjectAuthorDiscuss
05/11/2019
19:09
The NAV has been in free-fall for some time, and the managers have taken layer upon layer of fees all the way. My only hope is that Invesco now demand that capital is returned, as I think the deluded incumbents will try and set up another "shell" company.
tiltonboy
05/11/2019
18:51
They've had long enough to come up with a plan. Could they do some sort of special dividend?
gleach23
05/11/2019
18:39
The BCA acquisition seems to have done very little for the share price and net asset value seems to be dropping like a stone. A return of capital means less income in the hands of the greedy Managers and so I'm sceptical about a return of capital. Beginning to run out of patience with holding a stock with zero yield.
ygor705
05/11/2019
18:24
Yes lets see the plan now
makinbuks
05/11/2019
18:22
Thanks. Job done then.
gleach23
05/11/2019
18:13
https://uk.advfn.com/stock-market/london/bca-marketplace-BCA/share-news/TDR-Capital-LLP-Court-Sanction-of-Scheme-of-Arrang/81073680
tiltonboy
05/11/2019
17:43
Great news tiltonboy - thanks for the heads up. Do you have any link for info?
gleach23
01/11/2019
11:18
If the BCA deal goes through we must be due a Simon Thomson update
makinbuks
31/10/2019
20:32
Have they said anything about the BCA proceeds? Bonuses?
spectoacc
31/10/2019
20:01
I notice the Interims on 27.09.19 included - "The FCA has also approved the acquisition, however, at the time of writing, the offer remains subject to certain other conditions including approval by the European Commission."
gleach23
31/10/2019
18:33
I havent got a definitive timetable, but it cant be long
tiltonboy
31/10/2019
18:32
Thanks tiltonboy...can't argue with that. Yes of course the share price in Wilmcote, another "investment" which has been "in the price for free" has almost halved in value after being recently restored to AIM. Do you know of any milestone/deadline date for the BCA deal?
gleach23
31/10/2019
18:06
There has also been a substantial write-down in Wilmecote. Yet another failure from the deluded managers. The BCA deal should conclude soon, and the proceeds need to be returned to shareholders.
tiltonboy
31/10/2019
17:14
Anyone able to summarise where the BCA takeover is at please? There was some chat back in June that Crispin Odey had a short position open on BCA saying he didn't think the takeover would happen but I notice it's since been exited, according to short tracker (which incidentally currently shows no short positions open). There seems to be plenty of stock available to buy currently (and not much on the sell side) but I'm monitoring with a view to a top up if it continues to drift. I know the La Chameau write down has been announced since but MVI is now approaching where it was pre BCA bid.
gleach23
27/9/2019
14:27
Ha ha yes - reminds me of Woodford reducing the unquoteds % in WPCT - by them going bust.
spectoacc
27/9/2019
09:10
"This discount has further narrowed in Q3 of 2019, to 25.74% as at 13 September 2019" Yes boys, you had to write down the value of an asset to achieve that. Do the honourable thing!
tiltonboy
13/9/2019
11:00
Liberum; Mkt Cap £87m | Prem/(disc) -31.2% | Div yield n/a Event Marwn Asset Management has fully written off the value of the company's investment in Le Chameau Group. The value of the Master Fund's investment attributable to the ordinary shares has been written down from £15.0m. This has resulted in a -11.8% decrease in NAV. The value of the Master Fund's investment attributable to the realisation shares has been written down from £1.8m. This has resulted in a -13.8% decrease in NAV. Liberum view Le Chameau is a producer of high-end rubber boots and footwear. Marwyn originally invested in Le Chameau in October 2012 and holds 93.4% of the company’s equity following a number of follow-on investments. In addition, Marwyn had provided the company with a debt facility to fund a number of initiatives. Most of the equity had already been written down and the majority of the remaining value had been in the debt. Marwyn had written the position down by c.40% in December 2018. Marwyn confirmed in February that Financo LLC had been engaged to review strategic options for the business but this has not resulted in a transaction.
davebowler
13/9/2019
08:33
Looks like they have written off Le Chameau investment, judging by the 10% drop in NAV. Really is time to pack in now boys. You've milked enough off the vehicle(s) for far too long.
tiltonboy
17/7/2019
08:03
ygor, Likewise. I think there will be a statement once it's all gone unconditional. I hope there is sufficient pressure on the board for a substantial return of cash. In the meantime, happy to see them buying stock back on this discount.
tiltonboy
17/7/2019
07:19
See that Marwyn are stepping up the scale of own share purchases. Given the scale of our involvement with BCA, one would have thought that there might be some mention of intentions regarding the BCA situation. Have I missed something?
ygor705
04/7/2019
09:24
I'm hoping that Invesco put sufficient pressure on them to return all of the resultant funds. Following the demise of Gloo, and no sign of any transactions for Wimington or Safe Harbour, it's time to end the gravy train for the managers. Will they do the honourable thing...Answers on a postcard!
tiltonboy
04/7/2019
09:15
Given a bid for BCA @ 243p means MVI's holding equates to around 90p of its own share price currently that seems a rather pertinent question SpectoAcc! One I don't have an answer to but it'd be interesting to find out.
gleach23
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