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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
  -4.50 -3.53% 123.00 119.00 127.00 127.50 123.00 127.50 2,300 15:28:11
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 1476 to 1498 of 1800 messages
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DateSubjectAuthorDiscuss
03/2/2020
13:53
Not sure where the return is on MVI tbh, beyond Greater Fool - no divi, only cash returns via MVIR. Invesco with a lot to sell (was it them at 90p the other day, can't remember seeing it confirmed?). Current discount not unusual - if look at 10yr discount chart on HL, other than the big spike to -10% on ETO sale, it's down around where it always is. And not convinced that's low enough. Tho I accept there's an argument that there's a "double discount" on ZEG. Double fees too, on all these sub-co's. But good luck - takes two to make a market.
spectoacc
03/2/2020
13:37
No, missed that, finally came good. Have however finally decided to buy back in for a few here. Offered at 99p; but went for just 10k, got the hit at 97p.
skyship
03/2/2020
13:35
Did anybody buy HAST...
tiltonboy
03/2/2020
12:16
HP, ADIG has held up better than I expected, it's often knocked down to around 1.06 on any market weaknes. I've been adding to Asian and EM trusts, not sure is that brave or foolish.
essentialinvestor
03/2/2020
11:00
Missed the holdings announcement on Friday. Armstrong Investments up to 10%.
tiltonboy
03/2/2020
10:56
discount > 40%. 90% of market cap covered by cash. This SHOULD be a really good hedge against markets going south.
hugepants
03/2/2020
10:53
I was looking at this a few weeks back so thanks to those who cautioned.
essentialinvestor
03/2/2020
09:54
97p to buy now. Who is in charge of the buyback!
hugepants
31/1/2020
09:09
With the size of the Invesco holding, is there a reason they have not agitated for greater capital returns rather than new investments. Apologies if that question misses something fundamental.
essentialinvestor
30/1/2020
15:49
May be some market opportunities next week.
essentialinvestor
30/1/2020
09:12
90p! Missed that. HONY got in on some of the dump (850p) but my experience is that Woody & Invesco have little interest in getting the best price by involving everyone. Spoke to another co (who shall remain nameless) who also suffered a dumping recently, and even they weren't able to get in on it. But generally, the co's have a chance (eg OCI, twice now, on Invesco sells) but us mere mortals going through our regular brokers can't get near them. Not saying I'd have been a buyer of MVI even at 90p but.............
spectoacc
30/1/2020
09:04
Well. that was disappointing. Neither of the big trades in MVI and ZEG yesterday were bought back by the respective companies.
tiltonboy
29/1/2020
13:16
they can easily afford to and would obviously make a big difference to NAV
hugepants
29/1/2020
13:02
HP, 30 million. MVI should buy them in.
tiltonboy
29/1/2020
12:45
The silver lining is Invesco have only 60 million shares left to sell
hugepants
29/1/2020
12:02
Interesting trade of 1.5m at 90p. Hope they have bought them back.
tiltonboy
27/1/2020
19:51
You don't say )).
essentialinvestor
27/1/2020
19:03
Invesco obviously aren't the sharpest pencils in the case.
hugepants
27/1/2020
17:12
Just got to love Invesco. Having supported the incumbents at double this price, they are now selling. Why not use your vote to wind them up!
tiltonboy
23/1/2020
09:28
Whats the point in buying back a few thousand shares?
hugepants
17/1/2020
13:55
Can we just go back to MVI chat now, please.
tiltonboy
17/1/2020
13:52
I sold some JEFI this morning, PRU my only buy of any size this week, following the share price weakness. It's not cheap if wider markets were to sell off. There may be a redeemable opportunity in JII, as a result of not hitting benchmark, from memory it's a % of holding rather than total amount of shares held. If anyone has looked at this and has a view, would be interested to hear. Don't particularly like a lot of what they hold btw, it's seems very financials heavy, but it's trading well below NAV atm.
essentialinvestor
17/1/2020
12:10
Artemis comment in their weekly missive: "Jacob de Tusch-Lec is keeping faith with Euskaltel, the Basque cable company. Global Income has held the stock since its IPO in 2015. At times, Jacob has been unimpressed by the way it was (not) being run. So he joined other shareholders in urging the company to change its management and strategy. Partly as a result of those changes, the stock gained almost 30% in the second half of 2019. The company’s new CEO, José Miguel García, brings over 30 years of experience in the industry and knows the Spanish telecoms sector well. Before joining Euskaltel, he led Jazztel, which under his leadership came to stand among Spain’s fastest-growing telcos. Jacob rates Mr García highly. While investors wait for his changes to bear fruit, Global Income is more than content to collect a healthy dividend (currently 3.5%)"
tiltonboy
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