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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 2,560 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 1501 to 1525 of 1800 messages
Chat Pages: 72  71  70  69  68  67  66  65  64  63  62  61  Older
DateSubjectAuthorDiscuss
19/4/2020
12:42
An interesting late trade reported on Friday, 1,784,000 @ 58p. 2.99% of the ordinary shares.
hugepants
17/4/2020
12:33
Ah yes Euskaltel is a telecoms outfit not electricity. Well spotted, just testing.
hugepants
17/4/2020
12:18
Hugepants you said "the only real equity exposure is ZEG which has a single investment in a Spanish electricity utility". Incorrect. ZEG has an investment in a Spanish telco.
eezymunny
17/4/2020
10:36
They really are.
tiltonboy
17/4/2020
09:55
Invesco really are monumentally useless.
spectoacc
17/4/2020
09:53
major shareholders; http://www.marwynvalue.com/company-information/major-shareholders
hugepants
17/4/2020
00:54
Who are the major shareholders? They should be the ones to seek change if it is always trading at such a huge discount as it suggests nobody trusts management to make the right decisions.
davidosh
16/4/2020
17:06
He's the boss only until the shareholders want him out.
hugepants
16/4/2020
16:58
HP - wrong - he's the boss...
skyship
16/4/2020
16:24
Robert Ware is only the non-executive chairman. He's basically an employee, definitely not a major shareholder. He has 500,000 shares.
hugepants
16/4/2020
14:53
"..Every stock has its price" - couldn't agree more, but I reckon 50% discount is what I'd want on MVI pre-Covid :)) DJAN a great result - is it definitely going through?
spectoacc
16/4/2020
14:23
Specto - agree with you part way. Robert Ware is a total disaster zone, with absolutely no known recognition of minority shareholder rights. Still, every stock has its price. I was lucky enough to have boosted my SIPP by 5% on one such back in February (DJAN). I don't expect such a result here as I don't think Ware has one honourable bone in his body; but at this valuation they have to be worth a small allocation punt. Problem is I thought that 25% higher up!
skyship
16/4/2020
09:10
But will you ever see that cash? And will it get spent wisely, or on yet more "platform" co's, of which only one seems to have worked so far? Just seems like a directors' payment machine to me. And a tricky sell when some "genuine" PE co's are now on big discounts. MVI price vs MVIR price says a fair bit IMO.
spectoacc
16/4/2020
08:58
The ordinary share are mvi. This looks obviously mis-priced given the discount is now 50% (spread not withstanding) whereas historical discount is more like 30%. Especially so given cash is 60%+ of the market cap and the only real equity exposure is ZEG which has a single investment in a Spanish electricity utility.
hugepants
06/4/2020
21:31
The 20% in zegona worth about 35mln based on current price. Do I need to add both mvi and mvir together to get the value?
the ghost who walks
06/4/2020
21:13
Where do u see the split of the NAV.
the ghost who walks
22/3/2020
09:32
And still aren't a long! :) We'd never get to see that cash.
spectoacc
21/3/2020
17:47
I think I'm right to say that they are now trading at a discount to cash in the B/s.
skyship
20/3/2020
15:24
Hp, just wondering how frequently some of the unquoted private equity book is updated on valuation, if that is just on funding rounds?, there could be sizeable drops to come?, Dependent on wider markets etc.
essentialinvestor
20/3/2020
15:19
yep there may be some doubt as to accuracy of the NAV. However I take some comfort from the fact the share price didn't even get this low during the financial crisis. MVI is another one where the NAV has held up well although there's a good reason for that! More by luck than judgement Id suggest.
hugepants
20/3/2020
13:07
It's Gavin btw. Just wonder about some of what they hold?. An increasing amount of the book is unquoated, the market may want to ascribe a higher % discount during this extremely high volitility environment?. Also disappointing to see none of the BOD buying, or the Manger, even at these levels?. Have it on a watchlist.
essentialinvestor
20/3/2020
12:52
EE, yes still holding adig. The NAV has been very resilient considering so Id hope the share price will recover.
hugepants
19/3/2020
13:42
Hp, I'd you are around, any thoughts on ADIG?. Not holding atm.
essentialinvestor
13/3/2020
11:04
Hi Jack, many thanks. I've bought a lot of PRU, may be rash. If it keeps falling it may bring me out in a rash!.
essentialinvestor
13/3/2020
11:02
Hi EI. A couple on my watch list may be of interest. Firstly ASLI. Down 7.5% on last month. Yield s 5.7% and with a discount to NAV of 5.3% (normally at premium to NAV). Of course NAV figure may be a bit unreliable at present. However I can't think European warehouses will be much affected by Covid in the medium term - maybe the opposite in fact- so this seems a good solid share for an income portfolio, although maybe you are looking for something with greater recovery potential ? I'm also looking to invest in infrastructure as I think many governments will be ramping up spending on projects in coming months as a stimulus. SEQI is the one I'm considering as I like the geographical spread. It's a 5.8% yield and currently at a 10 year low. I've not bought either share yet but may start gradually accumulating on a future red day. Good luck.
cousin jack
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