Marwyn Value Investors Share Discussion Threads

[makinbuks] 29/3/2021 09:51

16% premium to Fridays price

[tiltonboy] 29/3/2021 09:47

Assuming an exit price of 170p, this should add 30p on to NAV, minus any performance fees.

With the small uplift on ADVT, the NAV looks to be around 190p.

ZEG cash would represent about 93p of NAV (less performance fees)

[skyship] 29/3/2021 08:56

Anybody done the maths for the effect on our NAV? Will do so when I have some consistent internet connection - only came on 5mins ago!!!

[wiganer] 29/3/2021 08:31

Thanks for posting tiltonboy, the reaction is positive so far!

[hugepants] 23/3/2021 13:28

yes MVI is really only suitable for, ahem, "sophisticated" investors.

[wiganer] 23/3/2021 12:23

P.s. when I bought my huge £800 stake last week, AJ Bell made me do an exam first, as MVI is classed as a complex investment!

[hugepants] 22/3/2021 22:36

but are there any shares to trade at the moment? The placing shares aren't admitted until tomorrow.

[tiltonboy] 22/3/2021 19:42

Its been trading under MAC1 for a couple of days

[hugepants] 22/3/2021 19:26

I wonder who though up the name "AdvancedAdvT". How do you even pronounce it!?
Anyway it lists tomorrow with epic ADVT. Should be interesting to see the price it opens at. If it's a big premium it will make buying MVI shares the better option imo.

[tiltonboy] 19/3/2021 18:06

Given the name behind this one, even I will ascribe a bit of value...lol...

[makinbuks] 19/3/2021 17:35

10p of hot air! LOL All we've seen is intent

[tiltonboy] 19/3/2021 15:09

At 150p on MAC1, it adds about 10p to NAV.

[skyship] 19/3/2021 15:08

Why don't the MMs raise the visible bid price? Surely that might tempt someone to sell a few at, say, 105p...

[tiltonboy] 19/3/2021 15:05

I'm trying to buy a few more, but struggling

[skyship] 19/3/2021 14:42

Unable to get an online quote for a small top-up...

[wiganer] 19/3/2021 13:57

Well done, mine was the little £800 punt at 107.12 yesterday.

[tiltonboy] 19/3/2021 13:40

Adds a few pence to MVI NAV.

With all the interest in SPACS, I'm surprised there hasn't been more interest in MVI given they have some off-the-shelf vehicles ready.

I had to pay 108 this morning

[skyship] 19/3/2021 13:25

Dealings in MAC1 - nice close spread as they power up to 140p-170p!

[gleach23] 18/3/2021 22:19

More likely to be something like...ahem...wellington boots?

[tiltonboy] 18/3/2021 21:39

I dont think they are that clever!

[wiganer] 18/3/2021 17:49

In the meantime, if they announce something blockchain related then the new venture should skyrocket!

[tiltonboy] 18/3/2021 17:38

There is of course a continuation vote later in the year, which if lost would put them into orderly wind-down. Market soundings will be taken well before the vote, so we may hear something sooner.

[makinbuks] 18/3/2021 16:30

Yes I think the argument to return cash to shareholders has been lost now. Irrespective of your opinion it isn't going to happen. So this kind of progress is exactly what we need to get the share price moving. I agree, whilst we know no detail of what is planned this looks a credible proposition. I will remain in

[wiganer] 18/3/2021 12:28

To be fair the new venture has someone pretty credible stumping up £millions of their own money, so looks a better value proposition than some of the less successful investments you mention.