Mpac Share Discussion Threads

[brummy_git] 10/11/2020 10:57

Andy Brough of Schroders briefly talks about Mpac here (11mins)

hxxps://www.linkedin.com/posts/paul-hill-a5994116_andy-brough-from-schroders-discusses-his-activity-6731870667890855936-VAxK

[brummy_git] 06/11/2020 15:14

Mentioned on today's vox markets stock-picking video

hxxps://www.linkedin.com/posts/paul-hill-a5994116_justin-waite-paul-hill-talk-about-7-stocks-activity-6730489344181768192-vA_g

[ggbarabajagal] 03/11/2020 10:32

RCH 200k buy just in, PE under 4 still. Thanks for heads up

[castleford tiger] 02/11/2020 22:34

Lots of upside so added a further 10000 shares today.

Tiger

[garth] 01/11/2020 22:03

CAR. Value dog?G.

[arregius] 01/11/2020 21:15

Bytheway, Mpac is now a totally different company. Automation is a booming trend where many bluechip companies are investing ro remain competitive. Summing they operate in growth and resilient sectors and we have a good risk reward company here with a very good management. As terry smith says, waiting is the more difficult thing

[arregius] 01/11/2020 19:23

If you want a tip apart from Mpac, look at $IPA a canadian cro business that soon will be uplisted to nasdaq. You are all welcome

[shaker44] 31/10/2020 12:25

Thx for posting.

[cjohn] 31/10/2020 12:19

Hello, Castleford Tiger and shaker44,

These are Japanese value dogs.

I won't go into huge detail, as I'm aware that few investors want to diversify into akitas and shiba inus, preferring the more readily understood British mongrel and pug.

((I have done a post on broad considerations on investing in Japan on the VALUE share BB at post 143 on the 4th September.))

Charle Co, Rhythm Watch Co, Tesec, Nishimoto and Tokyo Broadcasting, and one or two others are all within a few % of my long-term buy price. Fukuvi and hi-lex are two I already hold, but are still fantastic value.

All are trading at deep discounts to tangible value.

have a good weekend!

[castleford tiger] 30/10/2020 14:36

I never mind a tip or something that I can have a look at.
Currently looking at Northern Bear for example.

I think the story is just starting here and will re consider at a market cap 110 =to 100 ex cash

tiger

[shaker44] 30/10/2020 13:25

Haha. Yes that's your style Tiger right.? Find value then sit back and wstch

[castleford tiger] 30/10/2020 12:51

shaker I will ask the same

[shaker44] 30/10/2020 12:29

Well done! Wanna share your value dogs??

[cjohn] 30/10/2020 11:36

I've taken the opportunity of the price spike of the last few days to sell my entire holding here.

I bought the stock at a small fraction of the current price when it was still called Molins, and was a classic value dog, trading at a discount to asset value, in part because of over-blown concerns about the pension situation. In addition the business was poor.

The company's transformation over the past few years was not visible at that time at all - or at least not to me.

So I agree - to a certain extent - with the bullish statements of other posters on here, but have decided to re-cycle my MPAC investment into a couple of value dogs, trading on dirt-cheap multiples.


Good luck to holders and thanks for all the informative postings.

[castleford tiger] 27/10/2020 10:36

Yes I think they are.
Pretty sure some news is coming but not 100% yet
tiger

[shaker44] 27/10/2020 02:09

Announcing something Tiger? So still a buy at this level in your view?

[castleford tiger] 26/10/2020 16:46

so we get some official forecasts

panmure have 2021 at 37.4p eps and a target of 461p.

I disagree.
Firstly a company with such growth potential is worth more than 13x earnings.

We are ignoring the cash of 10m still waiting to be spent.

I also feel the targets whilst a move forward are still behind the curve.

I gave my estimates about a month ago on here and I still feel that the official numbers will rise to meet my target.

Its a good place to be and a new closing high in modern times.
The company may also be announcing something soon.

tiger

[redalert] 26/10/2020 14:18

Mngf - ST is Simon Thompson of investor's chronicle. Regards RA

[pjleeds] 26/10/2020 13:38

Wot does mfhmfh mean

[mngf] 26/10/2020 13:23

Sorry guys what does ST mean?

[our haven] 26/10/2020 12:15

I am happy with the target price mfhmfh, by no means unrealistic.

[richjp] 26/10/2020 12:15

What I like about ST is that he sets realistic and achievable medium term price targets, but is not afraid to upgrade them as events unfold.

[mfhmfh] 26/10/2020 12:06

ST just updated his view on MPAC:

New target price of 461p.