[ADVERT]
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% 122.00 117.00 127.00 122.00 122.00 122.00 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 0.0 0.0 - 75

Marwyn Value Investors Share Discussion Threads

Showing 1451 to 1472 of 1800 messages
Chat Pages: Latest  60  59  58  57  56  55  54  53  52  51  50  49  Older
DateSubjectAuthorDiscuss
17/1/2020
09:32
Since c.2012, yes.
spectoacc
17/1/2020
09:17
Is anyone else getting a tad concerned about equity market excubrance, at least on US markets?.
essentialinvestor
14/1/2020
15:34
SGEM up around 7% from my post a couple of weeks ago, hopefully some benefited from that. Thought it a nice low risk idea at a near 20% NAV discount when mentioned. Hoping for some wider equity market weakness, but precious all sign of that atm. Would really suit me, but you can't always get what you want ..etc ).
essentialinvestor
14/1/2020
15:02
Blimey, hadn't realised they were buying in such size - goes to show how much is waiting to be dumped: "The Company announces that Liberum Capital Limited as broker, on behalf of Marwyn Value Investors L.P. (the "Master Fund"), has purchased 973,366 of the Company's ordinary shares ("Ordinary Shares") (the "Purchased Shares"). Date of transaction: 8 January 2020 Average price paid per Ordinary 104.0000 pence Share: Lowest price paid per Ordinary 104.0000 pence Share: Highest price paid per Ordinary 104.0000 pence "
spectoacc
14/1/2020
14:59
Plenty of stock on offer still. Not certain why they aren't picking it up.
tiltonboy
14/1/2020
14:25
Pleased with JEFI results today. Exceeding benchmark, move to quarterly dividends very welcome. Payout fully covered. NAV discount atm and these are annually redeemable shares. Added a few more NICL.
essentialinvestor
13/1/2020
10:40
I reckon discount has edged up a bit to 35% here now given the buybacks from MVI and ZEG last week
hugepants
13/1/2020
10:18
I don't usually mention individual shares, however Nichols (NICL) may be worth a look. Overreaction to the Saudi Arabian tax on soft drinks. That region comprise a very small part of their total revenue. Quality company imv. Added BRFI and JEFI this morning. £ getting pummelled.
essentialinvestor
10/1/2020
12:36
Lol @EI. Have to admit I bear a grudge against MVI. I bought in when they introduced the c.2p quarterly dividend, seemed eminently sensible. Subsequent events have turned me very much against them. The shoddy MVIR isn't justification enough for taking away the cash yield.
spectoacc
10/1/2020
09:07
Yes - NAV can rise all it likes, but if there's no shareholder returns, what's the point? Particularly when can own something like TFG/S, on a much larger discount, with much better performance, that also pays a fat yield.
spectoacc
10/1/2020
08:44
Share buy-back of 1.5% of the equity yesterday suggests somebody else has voted with their feet. At least it's a million less for them to manage. In theory, adds 1p to MVI NAV, and with Zegona supporting it's own price, we should see a further upwards tick in NAV. Still not tempted!
tiltonboy
03/1/2020
15:49
Been in NSI for some time. Hold, but not added. @HP - that stake was in the Income Focus Fund. Woody's been ditched as a manager, SL Aberdeen the new manager. So for every position it has (over 3%, generally), there'll be an RNS where it appears WIM has sold and SLA has bought. But no trade actually taken place.
spectoacc
03/1/2020
14:44
I like NSI in terms of the discount and what they hold. The issue is NSI could continue long after JD is no longer around and will that discount close?. They traded at a near 40% NAV discount at one point, might be worth a look if the NAV discount pushes past 35% again?, Charges and performance fees have to be factored in. I could not even get 0.10 pence off on a JEFI trade today, % spread there is a bit ugly. FEET trades on an approx 10% discount atm, however performance there has been dire. Even though I hold, can't make a buy case to be fair.
essentialinvestor
03/1/2020
14:33
ok so Woodford didn't own the shares he just managed them.
hugepants
03/1/2020
13:36
"You will lose more than half of investor money and still think you have something to offer the investment world".
spectoacc
03/1/2020
13:23
:) But as per post above, none of the Woody SHH stake has actually been sold.
spectoacc
03/1/2020
12:54
Actually it was Standard Life Aberdeen. Well spotted. I was hoping someone would pick up on that.
hugepants
03/1/2020
12:46
@HP - just a transfer of holder I believe, tho where did you get LGEN from?
spectoacc
03/1/2020
12:13
Yesterday Legal And General Aberdeen bought Woodfords 20% stake in Safe Harbour (SHH). No mention of the price paid as far as I can see.
hugepants
31/12/2019
06:59
Twice tried to short @LTI, couldn't find anywhere that would allow it. Should acknowledge the first short would have seen some drawdown :)
spectoacc
30/12/2019
19:36
I'm guessing none of you guys were buying LTI at a near 100% NAV premium just a few months ago, words fail me.
essentialinvestor
30/12/2019
18:13
Been looking at USFPStill deploying funds from IPO but operating in an area which is growing exponentially and on a (relatively) small premium
panshanger1
Chat Pages: Latest  60  59  58  57  56  55  54  53  52  51  50  49  Older
ADVFN Advertorial
Your Recent History
LSE
MVI
Marwyn Val..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210925 11:00:47