Marwyn Value Investors Share Discussion Threads

[makinbuks] 10/5/2021 12:00

That would make sense. Someone wanting out without a clearer sense of direction. Once it clears my short term expectation is £1.40

[gleach23] 10/5/2021 11:33

Very surprised to see the underlying Offer down at 112p this morning. Couldn't resist a top up. Buys were just a fraction under 120p last week.

My trade is showing as a sell as are the previous 2x10k trades @ 112.8 which makes me think they were buys too. Seems to be some supply of stock at the moment.

[skyship] 06/5/2021 13:16

BT strikes back! I see your entry as nothing but a positive; and especially as you've pointed out XD today - had missed that...

[badtime] 06/5/2021 12:56

Down by less than div..positive market reaction...I see you have sold your 21 shares ..big grin

[wiganer] 06/5/2021 09:02

Market has reacted to badtime buying in.

[badtime] 05/5/2021 19:15

Nibbled on a few

[tiltonboy] 05/5/2021 11:28

Pot/kettle

[makinbuks] 05/5/2021 10:51

Good for them! Somewhat ironic when they ignore their own shareholders similar demands for returns

[hugepants] 04/5/2021 19:41

Marwyn requesting that ZEG return at least £350M to shareholders.


That's about 86p per MVI ordinary share?

[gleach23] 29/4/2021 15:18

Finally some encouraging signs -

- lifting off that period of consolidation on the chart
- some buying evident in last couple of days
- just 1k shares available to buy currently

...on the back of -

- confirmation of the quarterly dividend
- 38% discount to NAV

[hugepants] 29/4/2021 15:11

I don't understand that news release because I thought all companies had 6 months anyway from the year end to release the results.

[makinbuks] 29/4/2021 10:51

Delay in publishing the accounts, why would you do that without explanation?

[skyship] 28/4/2021 13:15

Hmm...that's why I only have a small allocation (4.2%). With any normal, reliable management I would be allocating double that because of the seeming value here.

[tiltonboy] 28/4/2021 11:40

The total distrust in the managers has never been emphasised more than the present. In theory they have everything going for them, with piles of cash, and SPACS ready to go. The shares should be trading at a premium to NAV....

[tiltonboy] 28/4/2021 08:28

SKY,

It's what they want it to be!

Subject to change, alteration, amendment. They move the goalposts so often, they are currently on the halfway line.

It will be interesting to see how many shareholders vote for the next Realisation Class, later in the year.

[skyship] 28/4/2021 07:28

Very nice, another 2.265p divi. If they pay 4 of those the total would be 9.06p and the yield at 117p would be 7.74%. I just wish I knew what their "share distribution policy" actually is! Anyone got a handle on that?
=================================================

INTERIM DIVIDEND TO ORDINARY SHAREHOLDERS

The Company is pleased to announce that an interim dividend of 2.265p per Ordinary Share will be paid on 28 May 2021, pursuant to the Company's ordinary share distribution policy.

[makinbuks] 23/4/2021 14:27

Precisely HP, as I said, taxiing towards the end of the runway (if anyone can remember that)

[hugepants] 23/4/2021 12:15

Not really taking off as such yet but NAV up to 183p and divi announcement due

[makinbuks] 20/4/2021 15:39

So we're taxiing towards take off

[davebowler] 20/4/2021 09:34

Liberum;
Mkt Cap £65m | Prem/(disc) -37.0% | Div yield 2.0%

Event

Marwyn Funds, including Marwyn Value Investors LP (in which MVI is fully invested), have invested a further £12m into Marwyn Acquisition Company II Limited (MAC II) and Marwyn Acquisition Company III Limited (MAC III). Of each £12m investment, c.£9.2m is attributable to MVI and therefore represents 9.2% of the ordinary shares' NAV at 31 March 2021. MAC II and MAC III are also considering a further equity issue of up to £200m via redeemable shares and warrants.

[skyship] 16/4/2021 08:57

We suffer from a wide enough spread here; but with MVIR it's crazy - not tradeable really.