Marwyn Value Investors Share Discussion Threads

[hugepants] 10/8/2022 13:55

They don't really do anything though so quite difficult to squander

[tiltonboy] 10/8/2022 10:52

They will squander that soon enough

[hugepants] 10/8/2022 07:49

If I'm reading it right this adds what, approx 1.5p to NAV? (this represents only 10% of the claim?)

[cwa1] 28/7/2022 07:40

28 July 2022

Marwyn Value Investors Limited

(the "Company")

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 26 August 2022, pursuant to the Company's ordinary share distribution policy.

The payment of the interim dividend to eligible holders of Ordinary Shares will be effected through CREST (in the case of holders of depository interests relating to the Ordinary Shares) or by BACS/cheque (in the case of Ordinary Shares held in certificated form).

Timetable for May Interim Dividend


Ex-date 4 August 2022
Record date 5 August 2022
Payment of the Interim Dividend 26 August 2022

[kev0856153] 20/7/2022 11:30

I got some today at 103.5p

[timestable] 08/7/2022 17:40

Bizarre Group

[hugepants] 08/7/2022 15:56

It looks like existing shareholders bought them

[toffeeman] 07/7/2022 09:16

Presumably Watts needed the cash - wonder who bought them?

[hugepants] 07/7/2022 08:14

Time to wind this up boys.

[tiltonboy] 07/7/2022 07:39

Oops, someone was desperate.

Time to go!

[makinbuks] 20/5/2022 10:43

The deal with Next Fifteen looks to have strategic logic irrespective of the price so I think it will go through. Its predominantly a share deal so it will be interesting to see if they continue to hold the shares. Nice 40% profit on the transaction

[toffeeman] 20/5/2022 09:48

Unless they overpay to get Saatchi

[skyship] 20/5/2022 08:40

SAA receives a bid from NFC - worth c 245p/share.

ADVT jump c10% to 90p....will be a boost to MVI's NAV.

[makinbuks] 29/4/2022 11:19

Rise in Saatchi's price today will help us

[cwa1] 29/4/2022 07:36

Robert Ware, Chairman of Marwyn Value Investors Limited, commented:

"The Board are pleased to note the strong investment performance of the Company during 2021, driven by positive returns from the existing operating companies in the portfolio. The cash generated from realised investments over the last couple of years provides the Manager with a strong balance sheet to support the exciting next generation of recently launched acquisition companies combined with what the Board believes is an attractive dividend.

Against a backdrop of the current macro-economic and geo-political environment, I believe that, given the Manager's investment strategy of backing experienced executives, employing low financial leverage together with innovative acquisition structures, as well as our cash resources, the Company is well positioned to take advantage of opportunities which may arise in 2022 and provide the foundations for strong portfolio performance in the years to come. "

[cwa1] 27/4/2022 07:29

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 27 May 2022, pursuant to the Company's ordinary share distribution policy.

The payment of the interim dividend to eligible holders of Ordinary Shares will be effected through CREST (in the case of holders of depository interests relating to the Ordinary Shares) or by BACS/cheque (in the case of Ordinary Shares held in certificated form).

Timetable for May Interim Dividend


Ex-date 5 May 2022
Record date 6 May 2022
Payment of the Interim Dividend 27 May 2022

[makinbuks] 22/4/2022 11:40

Shares already held in the long term incentive pot now issued to mark brangstrup watts, managing partner.

[toffeeman] 22/4/2022 08:57

Just shuffling holdings?

[cwa1] 21/4/2022 16:41

Couple of stake announcements:-



and...

[hugepants] 01/3/2022 21:28

Outperforming here. MVI showing that doing absolutely nothing is the way to go.

[cwa1] 27/1/2022 07:42

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 25 February 2022, pursuant to the Company's ordinary share distribution policy.

The payment of the interim dividend to eligible holders of Ordinary Shares will be effected through CREST (in the case of holders of depository interests relating to the Ordinary Shares) or by BACS/cheque (in the case of Ordinary Shares held in certificated form).

Timetable for February Interim Dividend


Ex-date 3 February 2022
Record date 4 February 2022
Payment of the Interim Dividend 25 February 2022

[hugepants] 23/1/2022 22:12

I see Le Chameau was revalued upwards (NAV announcement last week) adding over 4% to the NAV

Silvercloud (Le Chameau) revaluation

The Company holds all its investments through Marwyn Value Investors L.P. (the "Master Fund"). For the estimated NAV as at 31 December 2021, the Master Fund's investment in Silvercloud Holdings Limited (through which the investment in Le Chameau is held) attributable to the ordinary shares has been revalued to GBP18.90m from a previous carrying value of GBP13.08m. This reflects the continued strong performance of Le Chameau through 2021, delivering double-digit % revenue growth, in both its retailer and direct e-commerce channels, along with an increase in gross margin and underlying profitability. The new value of the investment represents 18.54% of the NAV of the ordinary shares as at 31 December 2021.

[toffeeman] 07/1/2022 10:44

ADVT suspended as they pursue S&S acquisition

MVI holds 15% of ADVT

Wonder when/if we'll see any value!

[tiltonboy] 06/1/2022 10:05

MVI have got a stake in ADVT