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MVI Marwyn Value Investors Limited

94.00
0.00 (0.00%)
12 Jul 2024 - Closed
Delayed by 15 minutes
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 0.00% 94.00 92.00 96.00 94.00 94.00 94.00 0.00 01:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Unit Inv Tr, Closed-end Mgmt 2.05M 2.05M 0.0362 25.97 53.14M
Marwyn Value Investors Limited is listed in the Unit Inv Tr, Closed-end Mgmt sector of the London Stock Exchange with ticker MVI. The last closing price for Marwyn Value Investors was 94p. Over the last year, Marwyn Value Investors shares have traded in a share price range of 77.50p to 102.50p.

Marwyn Value Investors currently has 56,534,848 shares in issue. The market capitalisation of Marwyn Value Investors is £53.14 million. Marwyn Value Investors has a price to earnings ratio (PE ratio) of 25.97.

Marwyn Value Investors Share Discussion Threads

Showing 1926 to 1949 of 2050 messages
Chat Pages: 82  81  80  79  78  77  76  75  74  73  72  71  Older
DateSubjectAuthorDiscuss
19/12/2023
11:29
Well I've followed you in, my reasoning being the insiders knew who was selling and how many were left and so hopefully have bought near the end.

I had to put a limit order in which took an age to fill at just below 80p on a measly 12,300 shrs, so whomever was selling wasn't around at the time

I can be blamed if this tanks now as I bought last ;-)

Can't buy anymore as ii won't allow retail purchases and have used the last spare cash in HL

I'll start moaning tomorrow about how this should be wound up for the benefit of long term shareholders

return_of_the_apeman
19/12/2023
07:55
Interesting to see that late announcement and the 300,000 purchase by the PCA at 78p
cwa1
19/12/2023
05:24
3 of the 4 large trades today are explained in the rns at 17:53, but the other one at 76p again seems to indicate the tap is still present

I have no idea either where the tap is coming from or how many they might have left

return_of_the_apeman
18/12/2023
16:34
Taken a little punt on MVI at 79p, missed the ones at 78p on Friday and wondered if the supply was tightening when the bid nibbled up to 77p late this afternoon. Cue a collapse tomorrow :-/
cwa1
15/12/2023
13:30
Where's the tap at 76p coming from?
cwa1
15/12/2023
13:22
Armstrong Invs etc buys another 635,000 at 76p.
skyship
13/12/2023
12:59
Zegona now at 170p

Incidentally, what would we accept for our holdings?

I would take 120p cash.

That's a 50% uplift from where we are now; but still a 27.5% discount for the bidder.

skyship
12/12/2023
16:46
This is a pretty absurd case. 7m shares is a free float of just 12.6%!

At 80p the discount is c52% and the yield 11.3%.

Certainly worth holding onto; and just hoping that it gets bought-in at fair value by some entity in the Marwyn stable.

skyship
12/12/2023
15:04
Rise in ZEG from placing adds just over a penny to NAV. Hopefully ADVT open up at a premium as well.

A bit of stock went through yesterday. Looks like Armstrong added, but who was the seller.

Free float of perhaps 7m shares unless one/more of the big holders sell.

Market Cap of just £45m at this price.

tiltonboy
12/12/2023
14:40
RathDhu/Armstrong increasing to over 22%+


I'll probably jinx it but ZEG doing well. Now at 166p, up from the recent placing at 150p. SAA also recovering (held via ADVT). NAV should be up a few pence.

hugepants
18/11/2023
08:14
Well, that's a pretty exact figure. Thnx Tilts.

So, pretty insignificant - will add just 1.5p to the 167.33p NAV.

skyship
17/11/2023
16:58
Impossible to work out how many ZEG held by MVI before this week's announcement.

If really 10m as per the ZEG B/b Header, then quite a fillip for MVI's NAV. MVI's capital structure so obtuse it is really difficult to ascertain what is what; even from the Annual Report!

skyship
14/11/2023
12:40
Impressive record I agree and their timing may be perfect
makinbuks
14/11/2023
12:30
Makinbucks,

These guys have done it twice before, hence the backing. It will be 5 years plus before they seek an exit

tiltonboy
14/11/2023
10:53
As HP says £6.23m is modest but this does look like a better deal for Zegona than VOD, driven by the fact that VOD really needed it. My question, however, would be how will Zegona manage to exit, even if they are successful in improving performance from a modest valuation base? Wouldn't a trade sale invite scrutiny from the competition authorities given the consolidation that has already happened? And I would struggle to see an IPO on the basis that if VOD couldn't get it to work, why would it prosper independently
makinbuks
13/11/2023
09:15
So we've invested a relatively modest £6.23M into ZEG at a ZEG price of 150p. (should add a couple of pence to the MVI NAV based on MVI's original holding in ZEG).
hugepants
31/10/2023
14:52
ZEG to acquire Vodafone Spain for E5 billion
hugepants
30/10/2023
14:29
Premier Miton Group increased to over 5% last week
hugepants
04/10/2023
08:30
A pretty major commitment as James Corsellis, managing partner of Marwyn Investment Management LLP, buys 265k at c 84.75p. He already owns over 5m shares; still, good to see.

Personally I was wondering whether we might see bad trading news from Le Chameau / Barbor, as this 2023 heatwave continues here in France; but of course the weather in the UK has been somewhat different!

Anyway, topped up at 82p for the notional 51% discount and 11% yield.

skyship
03/10/2023
10:55
For Pete's sake
hugepants
28/9/2023
14:35
I don't know.
At least they have confirmed the payout of 9.06p will be maintained next year.

Here's the portfolio breakdown at end of August.

32% of the 168p NAV is cash. But that excludes all the extra cash held in the shells.
I note they've written ZEG down to almost zero.

Le Chameau) 25.4%
AdvancedAdvT 14.2%
Marwyn II 10.5%
Marwyn III 10.5%
Palmer Street 6.9%
450 plc 5.5%
MAC Alpha 1.1%
Zegona 0.2%
Cash 32.2%
Other assets / liabilities (6.5)%
Net assets 100.0% = 168p

hugepants
28/9/2023
07:11
MAC ll p!$$ed £3.5m up the wall already.

When will these buffoons see the light!

tiltonboy
25/9/2023
16:12
They should have their own TV show this lot.

But still reckon too cheap down here.

hugepants
22/9/2023
11:55
These lot really are a bunch of clowns.

Just use cash to buy back shares, and then hand the rest back to the rightful owners.

Of course they won't do it!

tiltonboy
Chat Pages: 82  81  80  79  78  77  76  75  74  73  72  71  Older

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