Marwyn Value Investors Share Discussion Threads

[tiltonboy] 15/1/2024 10:56

ADVT value written up to 93p ahead of listing

[return_of_the_apeman] 10/1/2024 08:58

No stock around to buy though as max size of 100shrs at HL @84p

82.8p if anyone would like to sell some to help with liquidity ;-)

[skyship] 10/1/2024 08:44

Indeed - 100p-105p as I type. Adds c5p to the NAV.

[cwa1] 10/1/2024 08:19

Solid start from ADVT this morning. Fingers crossed that sticks/improves...

[x54v] 09/1/2024 16:02

"#ADVT admission to AIM tomorrow.

Share price 82p
Mcap £109.22m

Investment in #SAA worth £19.2m
£78.7m cash with a further £3.5 to come from the sale of Synaptic.

Acquired businesses purchased for a combined £33m from Capita.

No debt

Assets worth >£130m
Fair value = 100p"

[tag57] 09/1/2024 14:57

Managed to buy some this morning on HL at 83p. Now need to wait for some more divis to drop to continue to build a position.

[toffeeman] 09/1/2024 10:47

No stock available on line on AJ Bell today

[tag57] 08/1/2024 20:28

Yep, there were a few transactions earlier today but nothing after 2pm when I was trying.

[chucko1] 08/1/2024 20:10

Odd - I bought some on HL a few days ago.

[tag57] 08/1/2024 16:17

Can’t buy any on HL atm.

[toffeeman] 08/1/2024 15:29

gap to fill to 85

[cwa1] 08/1/2024 13:52

MVi gently, quietly, creeping up :-)

[hugepants] 08/1/2024 11:28

Yes advt to relist on wednesday and trading update today.


ADVT is 14.2% of the MVI NAV.

[cerrito] 03/1/2024 09:21

martincc
Just seen your 1948.
I am sure Barclays are still far more restrictive than ii.The admin of Barclays is good but can only recommend them to those who just do the plainest of plain vanilla.

[skyship] 03/1/2024 08:58

ZEG moving up further - now 190p. We paid 150p for our recent 4.15m shares. Total holding c4.9m.

ADVT scheduled for re-listing on the 10th - a week today.

[cwa1] 22/12/2023 12:27

If any help AJB and iD both allow trading in them

[martincc] 22/12/2023 12:20

Thanks for replies, so its just ii then, imposing their own conditions not a new 'compliance' type issue for all funds and ETFs. Seems ever since abdrn took them over they've got more and more restrictive and 'we know best'.

[x54v] 22/12/2023 11:51

James Corsellis clearly keen at this level with the recent PCA buying on top of his earlier purchases in September and October.

Perhaps partly due to ADVT re-listing on Jan 10th and an anticipated move up as Vin Murria gets to work.

Marwyn has 20.5 million shares in ADVT which were 82p before suspension, so a fairly chunky holding.

[chucko1] 22/12/2023 11:32

Works with HL.

[holts] 22/12/2023 11:06

Can trade with AJBell , II are becoming a pain with their restrictions.

[martincc] 22/12/2023 08:43

Tried to buy some MVI with ii, cannot buy, only sell if currently holding. Assume it's due to this VFMA value for money assessment for funds and ETFs? Have the same problem with another holding CHRY, can only sell current holding and only over the phone, but cannot buy as they've marked it as failed VFMA.
Anyone else coming across this with other providers or is it just ii?
(saw r o t a had similar problem with ii)

[tiltonboy] 20/12/2023 12:05

Seller still around!

[skyship] 19/12/2023 16:20

ZEG creeping up - now 176p. We paid 150p for our recent 4.15m shares - so total holding c4.9m.

[return_of_the_apeman] 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

[cwa1] 19/12/2023 07:55

Interesting to see that late announcement and the 300,000 purchase by the PCA at 78p