Mpac Share Discussion Threads

[onjohn] 13/1/2020 14:21

Took my profit

[fuji99] 13/1/2020 14:05

Nice rise.

[fuji99] 13/1/2020 14:04

I'll give you an example of vertical trend - MPAC ... Could be a tip too.
On here, no possibility of digging any further deeper because the bottom is made of concrete and steel.

[davr0s] 13/1/2020 14:02

Already hold VLX and added to it much lower :)

[onjohn] 13/1/2020 13:55

Davros as a trend trader check out 100k buy on VLX

[onjohn] 13/1/2020 13:47

ill lie down

[davr0s] 13/1/2020 13:37

You need to go have a lie down lol

[onjohn] 13/1/2020 13:37

WOW WOW WOW

[castleford tiger] 13/1/2020 13:13

And there is more to come.
We only have 8 months of Lambert in our next results.

330 is a target that in my opinion will be well smashed when we get more clarity.

Still lots to go for.
Please DYOR as I am a long term holder/buyer

tiger

[andyview] 13/1/2020 12:54

Indeed but I think just deserves for the rerate..still good value imho

gla

[nimbo1] 13/1/2020 12:52

In this market if MPAC's growth continues why shouldn't it trade on a normal PE of 20x - loads of average small cap companies trade at that level...

[mfhmfh] 13/1/2020 12:11

Just tipped by ST in IC:

Cash adjusted PE of 5.5. Fair value of 330p. Strong buy.

[mfhmfh] 13/1/2020 10:35

Positive write-up on MPAC.

hxxps://masterinvestor.co.uk/equities/small-cap-round-up-featuring-mpac-ramsdens-avon-rubber-and-more/

[npp62] 13/1/2020 08:37

In a small way, I'm in.

[shanklin] 12/1/2020 15:19

Any idea where their competitive advantage comes from please? There seem to be lots of competition.

[pireric] 12/1/2020 12:09

Reading again, the equity development note really is extremely bullish. One of the most bullish notes I've read in a while.

My impression is that MPAC is going through a step change in its operations, which still is not reflected in analyst forecasts. The sort of step change that reminds me of GAW or VLX. Time will tell if that proves to be right, but if the market concurs, then I think there will still be significant share price strength from here over the next 6 months.

After all, rather than continued momentum which is the picture the company paints, the forecasts seem to conservatively imply very little organic growth once you factor Lambert's lapping impact next year. And then you have a PE of less than 8 and EDs expectations of nearly £18m in net cash at year end (pension def to consider).

Credit to CT on here who has been on the money for quite a while

[pireric] 11/1/2020 16:00

Have been catching up on the business operations and trying to learn some background. So far so good and I'm pretty impressed. It seems to genuinely be a company well positioned when it comes to selling industrial automation solutions which is inevitably where the manufacturing industry has to move to. Some of their youtube videos for Mpac Langen give a real sense of the business

[nimbo1] 10/1/2020 14:24

you don't need to sense just pay for L2!

[gary1966] 10/1/2020 11:10

Bid price in size has been improving over the last hour and so I am sensing someone is nibbling at these in the background or late trades to be reported.

[shanklin] 10/1/2020 10:46

Just bought a few here. Have a real dislike for huge pension schemes with small businesses attached but, at least operationally, MPAC seems to have a great deal of momentum.

The ED report highlights there's a lot of competetion in this section, so I hope MPAC are nimble enough to be able to continue to grow their sales and at least maintain their margins, with Lambert obviously doing well currently.

Other than the financials, can anybody please direct me to why MPAC seem to be on such a good run operationally.

[gary1966] 10/1/2020 10:21

Should be good coverage in the Investors Chronicle today, appreciate online subscribers would already have had ST’s take on the update.