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 Shares Traded Last Trade
  1.00 0.89% 113.00 0.00 08:00:00
Bid Price Offer Price High Price Low Price Open Price
108.00 118.00 113.00 113.00 113.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.00 70
Last Trade Time Trade Type Trade Size Trade Price Currency
- O 0 113.00 GBX

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Date Time Title Posts
08/4/202120:59Marwyn Value II1,664
31/12/202008:48Marwyn Value Investors Limited1

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Marwyn Value Investors Daily Update: Marwyn Value Investors Limited is listed in the Equity Investment Instruments sector of the London Stock Exchange with ticker MVI. The last closing price for Marwyn Value Investors was 112p.
Marwyn Value Investors Limited has a 4 week average price of 103p and a 12 week average price of 103p.
The 1 year high share price is 118p while the 1 year low share price is currently 75.50p.
There are currently 61,518,156 shares in issue and the average daily traded volume is 7,500 shares. The market capitalisation of Marwyn Value Investors Limited is £69,515,516.28.
hugepants: The increase in the value of ZEG has added 22p to the NAV of this mutt but the share price is only up 7p! I suppose the spread may be putting some punters off this but I don't think its as bad as it looks.
davebowler: Liberum; Significant NAV uplift from Euskaltel bid Mkt Cap £61m | Prem/(disc) -33.1% | Div yield 2.1% Event Masmovil yesterday announced a takeover bid for Euskaltel worth almost €2bn. Euskaltel is a quad-play telecoms provider in the North of Spain The largest shareholder in Euskaletel is Zegona Communications, which is the biggest position in MVI's portfolio. Zegona accounts for approximately 33% of MVI's NAV (based on Friday's closing price). Zegona's large shareholding in Euskaltel originated when it sold Telecable to Euskaltel in 2017 in a cash and share transaction. Masmovil's offer of €11.17 per share in cash for Euskaltel has the agreement of 52.3% of shareholders. The offer price represents a 16.5% premium to Friday's closing price. The offer is conditional on receiving at least 75% acceptance. The transaction values Euskaltel at 10.1x EBITDA and 21x operating cash flow. Liberum view A transaction between Masmovil and Euskaltel has been speculated for a number of years. Assuming the takeover completes, the transaction should be highly accretive for Zegona shareholders. Based on Friday's closing price, Zegona's market cap is £207m and the company's 21.4% stake in Euskaltel is valued at €428m (£363m) at the offer price. Zegona also has a small net cash position resulting in an underlying asset value per share of 170p (80% premium to Friday's price). Zegona’s share price has risen by 32% so far this morning. We would expect the majority of capital received by Zegona to be returned to shareholders.
skyship: "Assuming an exit price of 170p"! Exit price for what Tilts? The ZEG holding apparently represents 37.2% of the MVI NAV - according to the Interims to 30/06/20. So the 26% rise in ZEG from 95p to 120p takes the ZEG stake valuation up from 62p to 78p per share; adding 16p to the NAV, which therefore climbs from 166p to 182p. At 118p the discount stands at 35%.
hugepants: 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: 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
makinbuks: 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
hugepants: Not much sign yet of the SPAC craze spilling over to MVI. Au contraire! MVI has 4 SPACs; MAC1, MAC2, MAC3, MACP
hugepants: 15 January 2021 Anyone have any idea why NAV jumped from £1.553 on 18/12 to £1.63 on 31/12? The ZEG (Eusklatel) share price has been pretty constant. Have they written up Le Chameau? fyi This was my previous NAV breakdown estimate; NAV 156p. Discount = 31% based on 107p share price. Net Cash = 84p Zegona(ZEG) = 54.5p Wilmcote (WCH) = 8.5p Le Chameau = 7p New Acquisition Vehicles 2p
davebowler: First rape, then pillage..... Marwyn Value Investors Proposed share acquisition by manager and crystallisation of carried interest Mkt Cap £46m | Prem/(disc) -49.3% | Div yield n/a Event The manager of MVI is proposing a share acquisition of 9.7m ordinary shares (c.16.3% of ordinary shares in issue) by a Marwyn Carry Partnership. The transaction will be by way of an accelerated bookbuild at a price of 80p per ordinary share (total share acquisition of £7.8m), representing a 47.4% discount to NAV at 21 May and a 3.9% premium to the share price on 21 May. The transaction will be funded by a crystallisation of the carried interest relating to the ordinary shares. The accrued carried interest at 21 May 2020 was £19.1m. This is accrued in the accounts of the Master Fund (MVI LP) and already reflected in MVI's NAV calculation. MVI will acquire the ordinary share carried interest entitlement in the Master Fund based on a consideration of £19.1m. Approximately £6.0m is beneficially owned by the Master Fund through its ownership of Marwyn RP Ltd (an entity which was set up to acquire the incentive allocation owed to former partners and employees of Marwyn). The net payment due is £13.1m. MVI will fund the payment through a partial redemption of its interest in the Master Fund. The transaction will be NAV-neutral aside from total transaction costs of c.£200k. The future carried interest will be reset on the basis of the NAV at 21 May 2020. The carried interest will be 20% of the value returned to ordinary shareholders above a reference amount of £90.3m (subject to a 7.5% pa preferred return).
shaker44: I read just now that BCA recommend acceptance and yet mvi share price drops. I don't get it.
Marwyn Value Investors share price data is direct from the London Stock Exchange
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