Mpac Share Discussion Threads

[backmarker] 09/4/2024 08:35

Just a misfired wry comment.As I said before, I expect the share price to not do much for a while and would look to increase my holding ahead of the next results. In fact a small rise a few days ago triggered me into buying some more then in case the price does go up earlier than than I thought. After all I can't see any significant downside risk versus my expected 100 point upside by next results and 200 by the one after that.

[castleford tiger] 08/4/2024 17:43

Backmarker

Dips.?

[our haven] 08/4/2024 15:22

IMO no relation

[backmarker] 08/4/2024 15:15

MPAC dips on notice of AGM.

[markatkinson] 07/4/2024 08:31

Released this morning is an episode of Jeremy McKeown's 'In The Company of Mavericks' podcast where I had the pleasure of co-hosting a discussion with Adam Holland CEO of MPAC which is one of my long term core holdings. It was great to hear Adam’s story and his plans for the future -

hxxps://open.spotify.com/episode/1vyZWlSRlRGQHBJPFEtCIZ

[backmarker] 03/4/2024 09:41

MPAC appears to report every 6 months, so newsflow may be a bit thin in the next few months.I think this is an excellent company and will look to add once they start moving up again which I anticipate will be ahead of the next trading update.

[bwm2] 28/3/2024 19:46

Just listened to the presentation which sets out the 5 year objectives and how they are to be achieved...Importantly, this video left me with the belief that they can achieve them and so for me I won't be selling at the broker forecasts

[charlotte2020] 26/3/2024 17:03

Thank you very much indeed Tiger. Much appreciated.

[edmonda] 26/3/2024 12:18

Mpac Group - Investor Presentation (FY Results) - March 2024

Adam Holland (CEO) and Will Wilkins (Group Finance Director) of Mpac Group conducted an Investor Presentation covering their FY Results for the period ended 31 Dec 2023.

After a short video ("Innovation Unleashed"), management ran viewers through highlights of the period including strong financial performance, returning the Group to revenue and profit growth, and positive net cash. The team updated investors on progress towards strategic objectives and discussed the Group's ambitions, as well as providing a detailed financial review and answering questions in a wide-ranging Q&A session.

The full video is available below, divided into chapters:
0:00:03 Mpac corporate video ("Innovation Unleased")
0:06:49 About Mpac, including case studies (Adam Holland, CEO)
0:21:22 Financials (Will Wilkins, Group FD)
0:30:53 Ambition & Strategy
0:39:38 Summary & Outlook
0:40:35 Questions & Answers

Full video here:

[gswredland] 25/3/2024 11:44

Well they are cheap even at these levels
Have they been tipped in national press eg midas in mail?

[our haven] 25/3/2024 11:24

Agree CT, it's on the move again.

[castleford tiger] 25/3/2024 11:23

Looking like 500 very soon

[backmarker] 25/3/2024 09:11

Correction. VINO results were 1H, not EOY.

[backmarker] 25/3/2024 09:09

Off topic. I mentioned VINO a few weeks ago. As expected they came out this morning with a strong set of EOY Accts. Lots of cash. Lots of potential. Key thing will be how they can grow the business. Company Presentation on Thursday should amplify what we already know.

[charlotte2020] 23/3/2024 17:44

That's great. I'll find it I'm sure. Thanks for your help.

[castleford tiger] 23/3/2024 13:56

Equity development did it so they might have it.

It was said that it was being recorded so it will be on there and eventually on MPAC site.

Its 100% worth watching. I learned a great deal and i thought i knew the company well
tiger

[charlotte2020] 22/3/2024 17:21

Thank you CT. Is it on their corporate website?Kind regards

[gswredland] 22/3/2024 14:54

Thanks Castle

[castleford tiger] 22/3/2024 11:31

great presentation.

Keys facts.

Double sales and profit in 5 years.

looking for the right bolt on companies

pension expense 1.1 m but interest was 1.5m

new targets for current year as more growth coming through.

you can watch on catch up.

Under 500p is a steal IN MY OPINION.

Tiger

[disc0dave46] 21/3/2024 10:37

Nice one CTStill don't fancy this one, no offence to holders or you chap, could be pure stubbornness or my gut feeling, who knows! Thanks will take a butchers at MFX, but fancy BGEO, have watched for a while now.All the best

[castleford tiger] 19/3/2024 22:40

Pleased you made a few Bob.
Remember we don’t always get them right.
Mpac/Mfx/Hsp / jet2 I mentioned in this pi world from a good while ago.

[techno20] 19/3/2024 22:12

Lovely write up on the IC website from Simon Thompson…

Conclusion….”However, with margins set to recover further and robust order intake de-risking earnings forecasts, the ongoing rally has scope to achieve analysts' fair valuation prices of 500p (Liberum), 530p (Equity Development) and 500-600p (Shore Capital). Buy”

Thanks to CT for your unwavering insight & positivity, which led me stay invested, when I would have otherwise bailed some time back!

[tatie] 19/3/2024 19:04

Many thanks. That’ll do for me