Molins Share Discussion Threads

[steeplejack] 01/12/2011 13:19

There's a large seller of some 130,000 shares sitting on the offer at 93p.Once that's cleared up,the next cheapest offer is at 96p.....any takers?

[cockneyrebel] 31/10/2011 10:29

Wasn't aware of that cigarette testing in the US when I bought in last week - bit of a bonus there if anything comes of that.

CR

[battlebus2] 29/10/2011 12:29

Great news up on Monday then.

[cockneyrebel] 29/10/2011 11:47

David Schwarts in the FT tips MLIN today :

[castleford tiger] 25/10/2011 08:58

brokers lifted forecast again to 4.3 million.

We need a bit more cash out of them. I like the thought of a special divi!!!!!!!

Tiger

[battlebus2] 24/10/2011 08:27

Yes held these mainly for the yield especially in these times but this is definitely worth £1.50 imv.

[cockneyrebel] 24/10/2011 08:21

I bought on that statement battlebus - thought it was rather good with increasing comfidence.

PE just over 6, yield around 6% . ISA-able too.

CR

[battlebus2] 24/10/2011 07:49

That's a positive statement with the period showing strength. Maybe a tick up on that.

[s34icknote] 28/8/2011 17:17

Why they dont do a F W THORPE and pay a special dividend of 30p !

[battlebus2] 25/8/2011 18:55

I do as well and reading the latest Edison note out today they sure do. £1.50 is still possible imv.

[castleford tiger] 25/8/2011 18:30

I agree. If you look at the underlying profit, it's not that impressive. I was happy to take profits at 105p and I won't be going back in on the back of these results.

The vast pension fund, 300m+ in assets, would deter potential buy outs.

With a patchy record, to say the least , in trading, Too risky on an underlying PE of about 8.

HAVE TO DISAGREE..............

With 30 odd p in cash and profits over 4 million maybe even getting close to 5

I expect a 150p target and a increase to 4p in final dividend.

I remain a large holder, having sold just once. I think these have much further to go

tiger

[cjohn] 25/8/2011 08:20

I agree. If you look at the underlying profit, it's not that impressive. I was happy to take profits at 105p and I won't be going back in on the back of these results.

The vast pension fund, 300m+ in assets, would deter potential buy outs.

With a patchy record, to say the least , in trading, Too risky on an underlying PE of about 8.

[pro_s2009] 25/8/2011 08:19

Nice results indeed, and the market likes them as well it seems, no surprise.

[ydderf] 25/8/2011 07:43

how can you make sense of them, with such large exceptionals in the pension financing swinging around each year, is it a pension fund tail wagging the trading dog?

and with weak markets in prospect, not to mention the unresolved euro crisis, how can a sensible valuationof the whole be made?

remember what happened to to other small caps with pension tails wagging the "main business" dog!

[battlebus2] 25/8/2011 07:32

Nice results :)

[s34icknote] 22/8/2011 00:05

results on thursday?
any guessing in eps ? 9 p for six months ?

[greenroom78] 17/8/2011 16:52

Digital-look are forecasting 12.4p for the year ending Dec '11 so that is a P/E of 7.2p they then have that falling to 6.6 for 2012 (EPS of 13.6p)

I think P/E's can be a bit misleading for a small cap like MLIN who have lots of cash. Worth looking at EV rather than MCap, so if you take the last cash figure of £13.8m which is about 68p per share in cash we trade on an EV/earnings ratio of around 1.7 which is tiny (IMO).

[s34icknote] 17/8/2011 16:43

Whats the forecast EPS ?
Still very cheap if were in line or ahead.
Will be interesting to see what the cash balance is ?

[pro_s2009] 17/8/2011 12:24

Had a bit of consolidation, looks like its ready for another move upwards.

[greenroom78] 12/8/2011 11:02

Got it thanks.

[pro_s2009] 12/8/2011 10:55

Here is the link to it on Edison, if you are subscribed.



,

[greenroom78] 12/8/2011 10:52

I think i've used mediafire before with no problems, I have Edison access so will check there. Thanks, I didn't know they covered MLIN.