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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% 127.50 125.00 130.00 127.50 127.50 127.50 0.00 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 - 78

Marwyn Value Investors Share Discussion Threads

Showing 1526 to 1549 of 1800 messages
Chat Pages: 72  71  70  69  68  67  66  65  64  63  62  61  Older
DateSubjectAuthorDiscuss
22/5/2020
07:20
Looks like another typically obtuse Robert Ware deal. Though a buyback at 80p (a 47% discount) is hardly a deal! They presumably have a couple of institutional sellers lined up; as if not, surely not many will be accepting his offer!
skyship
22/5/2020
07:19
Read it through and still not sure what it's saying, other than that "...80p, a 47% discount to NAV.." seems to sum it up!
spectoacc
22/5/2020
07:18
An out and out disgrace. If they are that cheap, buy them back for cancellation.
tiltonboy
07/5/2020
16:01
I find the directors frustrating and irrational ;) Agree re buybacks.
spectoacc
07/5/2020
15:58
125K trade at 78p. I hope its a buyback. The company should be buying as many as they can just now. NAV should be about 154p now given the 10% rise in ZEG since the last NAV update. That would make NAV drop of about 4% since start of the year (not bad considering!) which compares with a 25% drop in share price over same period. No wonder even the directors "find the current discount to net asset value frustrating and irrational"
hugepants
01/5/2020
16:57
I just remember what happened to the last one, and how much cash it burnt through! But good point re valued at cash.
spectoacc
01/5/2020
15:34
"The acquisition companies, Safe Harbour and Wilmcote, will be unaffected financially in the short term, and may, as a consequence of the economic disruption and financial market dislocation, see increased opportunity to execute an attractive platform acquisition." I checked how they are valuing the 2 shells, Wimcote(WCH) and Safe Harbour(SHH). It turns out they are valuing these at the value of cash on their respective balance sheets and not at their current share prices which are well above that level. So they are being prudent. Wilmcote valued at approx 8p per share, Safe Harbour at approx 13p. There never seem to be any trades in these 2 stocks so their current share prices are inflated and pretty meaningless.
hugepants
01/5/2020
11:46
Am sure they'd argue that's why they created the MVIR share class - but entirely agree with you both.
spectoacc
01/5/2020
11:44
Can't disagree with that. If they treated outside shareholders better these would trade 20%+ higher.
skyship
01/5/2020
11:39
Would ordinarily be an excellent value play. Then you look at the history and you look at the management and you look at a completely ineffective large shareholder and where does that leave you?
langland
01/5/2020
11:27
HP - htnx for that; I'd missed it. Also, valued at a 10% discount to CASH, with everything else thrown in for free.
skyship
01/5/2020
09:31
Results were released yesterday https://www.investegate.co.uk/marwyn-value-inv-ltd--mvi-/rns/audited-financial-statements-december-2019/202004301648015560L/ "...We enter this time with an enviable position, having one significant investment that continues to perform well and more than 60% of the Company's underlying net asset value in cash." Currently valued at 50% of NAV.
hugepants
24/4/2020
16:24
I see their website calendar states: "30th April - Deadline to release audited annual report and financial statements for the year ended 31 December 2019" So should be out next week.
skyship
24/4/2020
16:20
HP - well spotted. Prelims to 31st December were announced 11th April in 2018; 1st April in 2019. It is now the 24th, very late surely.
skyship
24/4/2020
15:42
ZEG announced quarterly results yesterday. Shares rose 5% https://www.investegate.co.uk/zegona-comm-plc--zeg-/rns/euskaltel-announces-first-quarter-results/202004230700045722K/ Final results due. They are generally released 1st half of April
hugepants
21/4/2020
09:39
Yep maybe Armstrong bought them. They went over 11% in March.
hugepants
21/4/2020
09:16
Disappointing - today's buyback of just 25k @ 75p suggests the company did not buyback that 1.7m.
skyship
20/4/2020
09:20
HP - well spotted. We must surely get a buyback RNS today as no way a MM would take all that stock onto their books. Would add 2.5p to the NAV as well as removing a tap.
skyship
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
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