Mountview Estates Share Chat (MTVW)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Mountview Estates	LSE:MTVW	London	Ordinary Share	GB0006081037	ORD 5P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+50.00p	+0.42%	11,900.00p	11,600.00p	12,200.00p	-	-	-	211	16:35:16

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	78.2	45.0	929.1	12.8	463.98

Mountview Estates Share Discussion Threads

Showing 376 to 400 of 400 messages

Chat Pages: 16 15 14 13 12 11 10 9 8 7 6 5 Older

Date	Subject	Author	Discuss
21/9/2017 13:31	Struggling to get past that early 2015 high! I would not mind if the yield were a little higher but goodness knows how long before true value realised.	tiswas	Read Full Thread Reply
09/8/2017 18:44	Seems like the AGM was eventful. Three resolutions passed by 2:1 only, and one failed conclusively - reelection of Mhairi Jarvis defeated 87:13. I've been to two AGMs and she didn't speak, but wasn't the only silent director. Mr Sinclair doesn't like dissent, and another GM is to be arranged to try to overturn the vote! EDIT: there must be some rules about who is not allowed a vote on certain resolutions - eg. reelection, remuneration. I don't know what they are.	jonwig	Read Full Thread Reply
19/7/2017 17:02	The Allsop valuations are for properties with sitting tenants, when the tenant dies there is a big uplift as they then have vacant possession and can sell, the Allsop valuations are probably not that far from market, just have to wait for the tenants to croak...	catsick	Read Full Thread Reply
18/7/2017 11:55	gdjs - thanks. looks significant. The 2014 Allsopp valuation was the one which was keenly awaited, and revalued the TPs at about 2.07x their book value. So can we add 48% to that, ie. make it 3.07x book? That would look like a NAV of £270 per share against book of £86. Trouble is, that's the valuation uplift of the properties held at end-2014 and properties were added at higher costs between then and now, whilst some have been sold. So the true multiplier will be a lot less than 3.07x. And note 15 pours cold water on too many assumptions!	jonwig	Read Full Thread Reply
18/7/2017 10:43	I found it interesting that the properties sold last year that were in the 2014 Allsopp valuation were sold at an average premium of 48% to that valuation. Page 43 of the report.	gdjs100	Read Full Thread Reply
18/7/2017 09:37	I haven't found anything of significance yet, either. Except the Belsize Park investment properties which were valued 2.4% below a year ago. And yet Camden apparently saw a 3.5% increase in the year to March 2017: Http://www.cityam.com/266388/london-house-prices-haringey-enjoys-biggest-annual-house Admittedly I haven't read much of the report as yet.	jonwig	Read Full Thread Reply
17/7/2017 18:15	The report is now on the website, nothing untoward I could see in the accounts, things seem to be running smoothly. Only a couple of big ticket trades and they mention that they like to renovate themselves so the things showing up in auctions must be the exception.	catsick	Read Full Thread Reply
10/7/2017 11:26	AR will be posted on 14 July according to the website. Should be on the website next week. Six of the fifteen trades today were for 100 shares. It could well be a single buyer accumulating.	jonwig	Read Full Thread Reply
10/7/2017 10:54	Whats going on here, rising on decent volume, the ann report due out this week should make interesting reading	catsick	Read Full Thread Reply
26/6/2017 09:13	Maynard Paton's blog is always thorough and well-researched. here's his first review of the numbers: Http://maynardpaton.com/ (Posts here very occasionally as 'TMFMayn'. Also Simon Thompson (IC) has promised an article when the full AR comes out in a few weeks.	jonwig	Read Full Thread Reply
15/6/2017 23:04	Great figures, particularly in H2 given a quieter H1. I read the first paragraph of the RNS with my heart in my mouth - but thankfully just typical Sinclair understated commentary!I struggle to see where we will get a closing up of the discount in the short or medium term - a dividend increase or a share buyback would help, but I doubt we'll see the latter given the large family shareholdings, and I suspect the relatively mean dividend (particularly in light of the substantially falling net debt) is due to the Sinclairs watching their tax bill. I wouldn't expect a revaluation any time soon either.So I shall continue to wait, receiving my 3pc yield, and seeing 8pc NAV growth year after year, and one day there may be a payday when they finally decide to sell out or wind up. Not holding my breath though!	gdjs100	Read Full Thread Reply
15/6/2017 14:31	I wouldn't assume both are sells to the MMs.	jonwig	Read Full Thread Reply
15/6/2017 13:55	Two huge sales today totalling 130,415 shares. Who is selling; who is buying?	greatgiginthesky	Read Full Thread Reply
15/6/2017 07:18	Here they are: Http://www.investegate.co.uk/mountview-estates---mtvw-/rns/preliminary-results-for-year-ended-31-march-2017/201706150700041272I/ Actually, they're pretty good considering the H1 performance - nearly made up the shortfall. And NAV is ahead of the half year number. Mr Sinclair's inscrutable mask slipped a little in his opening paragraph, expressing his frustration with our political masters. The full annual report will have a lot more detail, and I trust lower-grade London property won't have suffered as much as the premium stuff.	jonwig	Read Full Thread Reply
15/6/2017 07:10	Preliminary Results for the year to 31 March 2017. Move along, please. Nothing to see here. Reassuringly boring.	greatgiginthesky	Read Full Thread Reply
06/6/2017 10:06	Annual results announcement next week: 15 June.	jonwig	Read Full Thread Reply
04/4/2017 22:30	CEO Duncan Sinclair purchases 36,000 shares taking his total to 574,383 shares. A good vote of confidence.	greatgiginthesky	Read Full Thread Reply
30/3/2017 14:08	What would also be nice to know is how the 1.15m compares with the valuation a couple of years ago.	greatgiginthesky	Read Full Thread Reply
30/3/2017 12:54	Well it sold at 1.15m vs the guide of 750k so they will be pretty happy with that and probably a fair price, there will be a nice dollop of profit on this one	catsick	Read Full Thread Reply
29/3/2017 07:50	Well in the auction tomorrow there is a 1460 square foot maisonette in chelsea for sale, the guide is 750k , maybe it sells at 900k but I used to live about 200 meters from this property and although its right on the busy kings road stuff in this area sells at 1000-2000 per square foot and a decent renovation can be done for 100 a square foot, so it would seem they are leaving a lot on the table, even though they probably bought it for next to nothing about 30 years ago ...	catsick	Read Full Thread Reply
25/3/2017 06:30	catsick - thanks for the info. I don't follow property auctions (or residential much). Would it be fair to say that since a buyer will probably be paying 3% sd he'd rather get a cheaper property and do the job himself?	jonwig	Read Full Thread Reply
24/3/2017 23:39	Yes but its also 4 months without a move in the price, I would buy more on a move below 100 but otherwise just wait for the tennants to die and free up properties, there seems to be a mountview property in each allsop auction at the mom, another chelsea one in the current one so the still have decent stuff rolling off, they look like they are leaving some cash on the table by not tarting them up a bit before they sell them but thats prob a matter of opinion	catsick	Read Full Thread Reply
22/3/2017 17:54	I suppose so, but it was pretty exciting a couple of years ago!	jonwig	Read Full Thread Reply
22/3/2017 16:40	This is the sort of share I like, 4 months without a post!	tiswas	Read Full Thread Reply
27/11/2016 17:10	With interim earnings of 446.9p per share the P/E ratio is still under 12. Not too challenging. Plus, MTVW shareholders are notoriously long term holders. So what if the profits are down over a six month period - property is a long term game.	greatgiginthesky	Read Full Thread Reply

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