Morgan Sindall Share Discussion Threads

[peddlers] 18/10/2020 23:29

https://www.theconstructionindex.co.uk/news/view/morgan-sindall-to-build-13m-robot-research-lab

[peddlers] 12/10/2020 13:36

Looks like Morgan Sindall is about to break up and out

[peddlers] 11/10/2020 09:56

Yes agreed. The country needs to keep motoring on. Projects still need to be constructed.

[mayers] 07/10/2020 19:20

I suspect a good purchase in the longer term EI. I too considered an addition but wanted to avoid being overweight following a 25% addition a couple of weeks ago.
I doubt if we will see another national lockdown, particularly as Nicola Sturgeon has gone for a selected approach. Boris is unlikely to do otherwise risking further adverse comparison. We will see. Good luck.

[essentialinvestor] 07/10/2020 17:20

Had a small amount of MGNS before the close.

If these get clobbered on another national lockdown, will add.
BBY would also be hit obvs.

[peddlers] 07/10/2020 15:32

Yes good luck old sport, I hope it works out well.
I will also keep an eye on BBY

[essentialinvestor] 07/10/2020 14:43

What differentiates BBY is their investment asset book valued at circa £1 billion.
They have nearly worked through all legacy contracts taken prior to the new CEO joining.

I have MGNS on a watchlist. Good fortune with your holding.

[peddlers] 07/10/2020 14:37

I tend to look at a number of indicators
If you look at the the return on equity, return on capital and operating margin they are all so much stronger at Morgan Sindal.
I'm not saying its going to go up but I feel its more likely to than BBY

[essentialinvestor] 07/10/2020 12:16

Appreciate the view, although don't agree.

The benefit of MGNS is it can move 10% plus very quickly,
if you are on the right side of that trade!.

[peddlers] 07/10/2020 11:39

The fundamentals are much better.
Plus MGNS presents more value

[essentialinvestor] 07/10/2020 11:27

ped, why MGNS rather than BBY?.

[peddlers] 07/10/2020 11:24

Added again to capture more gains

[peddlers] 05/10/2020 12:56

Nice rise today !

[peddlers] 04/10/2020 11:06

https://www.constructionenquirer.com/2020/10/02/morgan-sindall-lands-first-phase-of-36m-campus/

[peddlers] 04/10/2020 08:18

https://www.constructionenquirer.com/2020/10/02/morgan-sindall-lands-first-phase-of-36m-campus/

[peddlers] 02/10/2020 14:31

I see Robbie Burns has updated his websit today and note he is holding Morgan Sindal with an initial target of 1400.
That'll do nicely.
Good confidence here.

P

[peddlers] 02/10/2020 14:15

Morgan sindal holding nicely on this down day.
Great fundamentals.
I expect we shall see plenty of Contracts awards coming out of the energy sector shortly.

P

[peddlers] 02/10/2020 10:43

Buy while you can

[peddlers] 01/10/2020 17:47

Hi All,

bought into Morgan Sindal today.
Plenty of upside potential

P

[nickzs] 28/9/2020 13:12

Any idea what has stimulated this latest upturn? I can't see any obvious reasons, but not to say there aren't any.

[mayers] 28/9/2020 12:56

Hi essential, not a huge holding but I added 25% on 24 Sept: the share price fell initially but has since made good progress; a solid company with promising areas of potential growth and if it does fall back I think it will still recover well in due course

[essentialinvestor] 26/9/2020 15:47

Hi mayers, no not atm.

I did have some BBY yesterday fwiw.

[mayers] 24/9/2020 14:17

Essential Investor.
Hello. Are we nearing your point of adding in weakness? I imagine it could still fall further judging by earlier falls but worth watching. Perhaps no rush. RNWH and HILS in somewhat similar territory have shown relatively small falls also.

[essentialinvestor] 06/8/2020 13:42

* it underlines their financial position and liquidity when tendering
for contracts- that should have read.

[essentialinvestor] 05/8/2020 23:14

Might view returning the furlough cash as a longer term investment
given the source of their contracts.

There is possibly another factor, it underlines their financial position
and liquidity. No dividend payout is more political expediency.

If UK COVID cases rapidly escalate in to autumn, MGNS may be worth a look on weakness.
(Inot wishing for that eventuality).