Mpac Share Discussion Threads

[fizzypop] 21/2/2020 10:18

Sp consolidating around 350p with the next move up due with results in two weeks on Wed 4 March.

[nimbo1] 21/2/2020 09:39

castleford do you know what % of MPAC work is affected by China and where MPAC's parts come from?

Tekmar took a pasting the other day on the china news - probably an opportunity there.

[castleford tiger] 21/2/2020 09:13

martin

The expected MIX of work was not forecast to be as profitable.

That's why they was a reduction.

However I am of the opinion that once again upgrades will follow.

Note the p/e ignores cash and any possible bolt on company.
I have 45p eps for current year

tiger

[fizzypop] 21/2/2020 09:13

Agreed tongostl which is why I've just topped up at 348p with 1500.

[tongostl] 21/2/2020 08:18

Martin I wouldnt look to much into any analysts predictions just yet, I'd wait for the revised forcasts once we see the FY results and outlook. My guess is the so called 'experts' don't fully appreciate what the company has been upto recently.

[tongostl] 21/2/2020 08:15

With only 20 million shares in issue we could see an abnormal rise on results day should they beat even the most optimistic forecast. It could become very difficult to buy in if the demand outstrips the supply.

[martinthebrave] 20/2/2020 13:25

Haven't looked at this for a while & hope someone can help me with a couple of queries.
Firstly, why EPS is forecast to decline 7% in 2020?
31-Dec-19 89.00 6.67 36.17p 10.1
31-Dec-20 95.27 6.65 33.67p 10.9
Concensus above shows Rev's increasing to 95.27 PBT slight dip but EPS 7% down & PE increasing to 10.9x
My other concern is the Rev's coming from China which fell 25% (£1.7m)last year but are still material.
Any thoughts would be welcome.

[wton1] 19/2/2020 14:09

Fandabadaydozey

[wton1] 19/2/2020 12:02

Good to go

[john09] 19/2/2020 09:48

Here we go

[shaker44] 18/2/2020 11:11

I thought like that too Fuji, but then as it seemed that the market is looking past covid19, I bought back in. Cheaper than I sold at in the main. We shall see

[fuji99] 18/2/2020 10:48

I am not comparing but flagging up a worldwide China effect (Apple is another one today too).
IMO the coronavirus will have a negative effect on many companies. Oilers, miners and industrials will be the first to suffer. Then China being the trigger, the longest bull market will come to an end and start correcting. So I cannot see any company as excellent as it can be, escaping the correction. For the long term, it will be OK, but for the short/medium term, I prefer to stay in cash and just keep the minimum exposed to the market.

[tongostl] 18/2/2020 09:36

Comparing TGP to MPAC is almost as pointless as comparing SOM to MPAC

[fuji99] 18/2/2020 09:02

Cheers 3fiona - Region/China market share doesn't look important as it is the lowest - just about 11%: "Sales by region were, Americas GBP26.9m (2017: GBP23.2m), EMEA GBP24.7m (2017: GBP20.4m) and Asia GBP6.7m (2017: GBP9.8m)".

[3fiona] 18/2/2020 08:49

Check last year's final result and you will find the answer there.

[fuji99] 18/2/2020 08:30

Following Tekmar (TGP)results flagging up China's negative effects, I will not top up until the results. Does anybody believe MPAC would be affected by China standstill economy ? What's MPAC market share in China and neighboring countries ? I think this is very important when one takes a look at TGP results.

[john09] 17/2/2020 08:32

RCH at 170p

[onjohn] 17/2/2020 08:18

yes its a P_A_R_R_T_A_Y for those in the know

[john09] 15/2/2020 05:25

Is this on a Current PE of 8 when you stop out the cash? For a company upgrading profits 5 times in a year it should be on a PE of 25

[john09] 14/2/2020 16:10

I love the red ticker who follows me on every board, can anyone tell me who it is I’ll enjoy stalking them and getting my own back I’m quite adept at it they’ll regret it 😋👌

[john09] 14/2/2020 16:00

RCH breaking up again! MPAC will follow no doubt

[john09] 14/2/2020 11:29

Be nice if there’s a fresh closing high today, would set up a stocking fresh week from Monday