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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 4,895 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 1401 to 1421 of 1800 messages
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DateSubjectAuthorDiscuss
27/12/2019
12:16
Below from last results, and before the Le Chameau write-off, but you'll still have beaten the index investing in this outfit. "The Company's strategy has delivered a 172.5% NAV total return to ordinary shareholders from inception in March 2006 to 30 June 2019, compared with a total return of 121.3% for the FTSE All-Share Index over the same period. "
hugepants
27/12/2019
12:01
A long-term vehicle to fund salaries, perks, benefits, mates.
spectoacc
27/12/2019
10:14
Current NAV of ordinary shares is 161p so discount is 33% at current 107p share price FYI. Portfolio breakdown (my estimates!) Net cash 91p ZEG stake 54p SHH stake 9p WCH stake 7p On top of that ZEG is currently valued at a 25% discount to the value of its Euskatel holding. See ZEG news release on 2nd December; https://www.investegate.co.uk/zegona-comm-plc--zeg-/rns/zegona-s-market-value-per-share/201912020700102400V/
hugepants
24/12/2019
10:51
The discount here surely a bit anomalous compared to the wider market?
hugepants
22/11/2019
16:17
Never Any Value.
spectoacc
14/11/2019
13:55
I doubt ST will ever be back to it - once bitten etc. It'll be good value if/when the buyback ends, and the shares can find a "true" level.
spectoacc
14/11/2019
13:43
At some point this will be such good value, Simon Thomson will return to his buy advice. Possibly once one or two new investments are announced
makinbuks
13/11/2019
20:16
Certainly the only buyer
tiltonboy
13/11/2019
16:27
Is only the buyback holding them up IMO.
spectoacc
12/11/2019
13:23
Thanks, explains the drop today - MMs making hay with a 7p spread. Edit - and worse, they gave someone 107 for 12k shares when 108/115. Wonder if this drop will wake up management (no).
spectoacc
12/11/2019
13:05
Simon Thompson (IC Online) calls time on MVI: "So, although there is still long-term value on offer in Marwyn’s shares, I now feel that investors are going to take a cautious approach to any new investments made in light of the hefty impairments on the holdings in Le Chameau and Wilmcote. In the circumstances, I would close out the position. Sell."
skyship
10/11/2019
10:36
The real disgrace here is they sold eto and wasted the receipts from selling their best investment to buy lots of rubbish. Fear they will repeat that value destruction exercise with their bca receipts.
riskvsreward
10/11/2019
02:09
I agree about OCI but also hold BPM where a large equity stake is held by BoD. Good track and high discount on NAV dyor
shaker44
09/11/2019
21:18
OCI is the only PE I hold or want to hold tbh. Tho have a few legacy MVI elsewhere.
spectoacc
09/11/2019
14:08
Really feel for holders here; yet another Robert Ware disgrace. Also wouldn't hold out much hope of Invesco trying to rectify matters. Best to just sell and move on. Where to is always the problem! Within the PE sector choose from those listed on the PE thread. IMO best value at the moment might be NBPE. https://uk.advfn.com/cmn/fbb/thread.php3?id=26570589
skyship
09/11/2019
09:28
See that Invesco is all over the press today and for all the wrong reasons. It seems that Woodford's protege Mark Burnett has to too many underperforming income funds at Invesco. The MVI model is beginning to resonate too uncomfortably with recent failures in the managed fund sector.
ygor705
07/11/2019
10:12
Invesco could at best be described as "inactive".
spectoacc
06/11/2019
18:20
The latest RNI is an absolute disgrace and a total rip off so far as shareholders are concerned. Not convinced that Invesco have big enough balls to sort this out: that's why their performance is also sub-standard. A Woodford situation is beginning to come into view here.
ygor705
06/11/2019
17:58
Difficult to stomach on the back of recent performance!
gleach23
06/11/2019
15:56
"...To support the launch of new management teams and acquisition companies.." Because that's gone really well overall, hasn't it.
spectoacc
06/11/2019
12:15
What an absolute disgrace: Marwyn Asset Management Limited, as manager to the Marwyn Funds (the "Manager"), intends to use the proceeds attributable to the Company's ordinary shareholders to support follow on investments in the current portfolio and to support the launch of new management teams and acquisition companies. Robert Ware, MVIL Chairman, commented: "The sale of BCA to TDR delivers a successful outcome for MVIL and supports the Manager's track record of backing exceptional management teams to execute investment strategies that can generate shareholder value. The Manager continues to assess opportunities to reinvest the resulting capital now available to the Marwyn Funds." The arrogance of these guys is unbelievable, coming on the back of three virtual write-offs, which they decline to mention.
tiltonboy
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