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Share Name Share Symbol Market Type Share ISIN Share Description
Morgan Sindall Group Plc LSE:MGNS London Ordinary Share GB0008085614 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -30.00 -1.2% 2,480.00 2,480.00 2,485.00 2,530.00 2,470.00 2,530.00 27,975 13:05:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 3,034.0 60.8 99.8 24.8 1,151

Morgan Sindall Share Discussion Threads

Showing 1226 to 1249 of 1525 messages
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DateSubjectAuthorDiscuss
03/4/2018
10:47
Bogdan - I don't disagree with your post and have stated that it looks cheap. But it keeps getting cheaper. That is the problem. It would be a matter of timing the right entry point for me.
bluerunner
03/4/2018
10:23
Blue. MGNS is very cheap right now. Carillion has done MGNS a big favour as government /local authorities will now be very reluctant to let contracts to those companies without a very fat balance sheet. Balance sheets don't come any healthier than MGNS. Any public sector official letting a contract to a firm that goes bust half way will lose his/her job now, it is the ultimate egg on the face for the public sector contract as it results in big contract delays, large additional cost in sourcing another contractor to pick up the work, doubts about the quality of work done as a firm going under often cut corners, susceptibility to the replacement contractor claiming things were worse than indicated with work already completed, wanting more money, more delays etc etc.. MGNS has to do something with the cash, there is so much of it. Personally I would be disappointed with a special divi. MGNS are clearly highly proficient, I would rather see them use their competence and their balance sheet strength to start bidding for larger contracts, just like Peabody. This stock will move on news and move rapidly on news, you don't know when the news will come, forget TA here, MGNS is cheap and it won't stay this cheap for long, put your cash to work for you. Ultimately value/growth investing is about leaving your money lying around in the most extreme under valued growth/quality situations available. Surely you can't feel that c30% cash is better than a c30% MGNS holding! Bogdan
bogdan branislov
29/3/2018
14:05
It does look like good value.However, just broken through support and could go to 1120-ish.If that does not hold then the drop could be steep.I continue to watch for the right moment to buy.
bluerunner
29/3/2018
08:06
These look v cheap, nice net cash on balance too, bought some and looking forward to another positive update in May at the AGM
valuehunter1
14/3/2018
14:25
Nice find, probably the cause of the rise
hatfullofsky
14/3/2018
11:14
Fingers crossed! Lendlease and Morgan Sindall left in chase for £4bn Peabody scheme https://tinyurl.com/y8wddekj
piedro
22/2/2018
10:39
Numis upgrades to buy: 1,565p target price Peel Hunt reiterates buy: 1,600p target price Liberium Capital reiterates buy: raises to 1,700p target price
mfhmfh
22/2/2018
10:30
Liberum Capital today reaffirms its buy investment rating on Morgan Sindall PLC [LON:MGNS] and raised its price target to 1700p (from 1650p).
broadwood
22/2/2018
09:46
bought here on Monday. looking for share price to return to at least 1,500p when director bought: 'Steve Crummett, Financial Director, bought 16,400 shares in the company on the 3rd November 2017 at a price of 1500.00p. ' GLA.
mfhmfh
22/2/2018
07:59
Broker re- rating?
broadwood
22/2/2018
07:58
Stonking results, should re-rate to 1500p again, sounds like they really understand the markets they operate in and are now in a position to continue grow and improve margins. Great mgmnt team.
valuehunter1
22/2/2018
07:42
Barnstorming results this morning. 48% increase in PBT. Dividend for the year up 29%. Healthy increase in margins particularly in construction where they can afford to be highly selective. Focus on affordable housing and urban regeneration which I think adds a defensive quality. Confident Outlook. Looks rock solid to me...a perfect SIPP holding.
quant_investor
15/2/2018
11:08
I think this is extremly good value. I also don't blieve that the wider industry sentiment is too problematic for MGNS. If anything there are opportunities which weren't present previously which can be exploited. BUT I strongly suspect the sentiment of the (stock) market will be what weighs on the stock price here for some time and so the risk of investment is that one's capital could be deployed better elsewhere in the short-term. As ever much depends on your personal strategy and timescales but "capital deployment risk" is always IMV a relevant issue regardless.
thorpematt
15/2/2018
10:08
Topped up at £11.92. Looks good value to me. It may turn out to be true that Construction generally is no booming, but I bought MGNS not the Construction Industry.
jadeticl3
14/2/2018
21:33
at 1210 this will need a short term breather but overall looks good.
corlis
03/2/2018
12:12
Guess hw has good timing .... Data out earlier showed the UK's construction industry was "teetering on the edge" of contraction last month amid the collapse of Carillion and as Brexit and the surrounding political uncertainty curtailed investment. The IHS Markit/CIPS UK Construction headline PMI for January was 50.2, down from 52.2 in December and marking a four-month low. It was also well below the consensus estimate of 52.0. Residential building activity slipped into decline, while overall, total industry activity barely rose. Pantheon Macroeconomics said the collapse of Carillion, which operates in the commercial and public sectors, could not explain why the PMI fell in January. "Although the PMI remained slightly above the 50-mark that in theory should separate expansion from contraction, all readings below 52 have signalled declining output in practice. Housebuilding was the weakest sub-component; the housing activity index fell below 50 for the first time since August 2016. By contrast, the commercial and civil engineering balances both edged above 50," the economists said.
hatfullofsky
02/2/2018
12:29
Naked Trader sold out, Sector out of favour, looks like a good call at the moment. I got bleeding hands, poverty by a thousand cuts (of that falling knife). Adding on weakness, numbers look very good and good cash levels this is a sector survivor, just may take a little time now. Hoping we get a recovery up to results.
hatfullofsky
02/2/2018
11:33
I take comfort from the statement on 15 Jan that the collapse of Carillion has no material impact on MGNS. With the bad news from Capita and SIG (neither being relevant in my opinion)it is hardly surprising that we should see a markdown here.
varies
02/2/2018
11:00
I'm out. Something not right here.
ppreston1
01/2/2018
16:36
Somebody driving the share price down before results, very positive news flow. Buying opportunity ?
hatfullofsky
14/12/2017
14:12
4.12.17 Morgan Sindall and Omexom joint venture awarded a circa £30 million major Scottish electricity transmission project https://tinyurl.com/ycg6xq47
piedro
14/12/2017
11:29
France's Vinci SA (DG.FR) said Thursday that its Vinci Energies division has won a 30 million pound ($40.1 million) contract to build new overhead power transmission lines in Scotland. The concessions and construction company said Vinci Energies won the contract via its Omexom brand, which has agreed to operate the contract as a joint venture with the Morgan Sindall Group PLC (MGNS.LN). The transmissions lines are 18.5 kilometers long and will connect two substations in northern Scotland, said the company. According to Vinci, the project will be carried out over a period of two years and includes the installation of 73 transmission towers in remote areas. It is also part of a power transmission line contract with Scottish Southern Energy Networks, the company said. Write to Anthony Shevlin at anthony.shevlin@dowjones.com (END) Dow Jones Newswires December 14, 2017 03:22 ET (08:22 GMT)
ariane
16/11/2017
09:02
http://www.thisismoney.co.uk/money/markets/article-5073809/Founder-Morgan-Sindall-believes-best-come.html
broadwood
01/11/2017
13:23
Good summary Matt I' considering a purchase here
pillion
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