Mpac Share Discussion Threads

[andyview] 13/7/2020 13:20

Any chance somebody can post the tip please? Great day today

Gla

[shaker44] 13/7/2020 13:02

Very wise Tiger!! You may want to run your slide rule over CHRT. Below radar but interesting recent contract win.

[castleford tiger] 13/7/2020 12:37

want to keep my mouth shut till I have got what I wanted!!

picked up 4 small blocks sub 260

tiger

[mfhmfh] 13/7/2020 12:07

Just tipped by ST in IC.

[fuji99] 13/7/2020 10:45

A good opportunity to add more. Topped up with another 4600 (2300 + 2300) shares. IMO it will hit £5 by Christmas.

[castleford tiger] 13/7/2020 10:26

Weak this morning
I am buying at sub 260 with plenty more needed

[mfhmfh] 13/7/2020 10:21

My buy being shown as a sell.

[andyview] 13/7/2020 08:30

I've been slowly adding here over the course of the past week and since the update.

A quiet board but with a very strong and robust company,


gla

[bwm2] 09/7/2020 11:23

Certainly justified his 9th March Covid Winners recommendation at 215p, a price which still could have been obtained last week.

[bigbigdave] 09/7/2020 10:53

Fancy these for a Simon Thompson tip.

[fuji99] 09/7/2020 10:49

What a performance ! I think the market and investors are realising its true potential and understanding its resilience during the hardest times ever. Then its value is peanuts compared to what it can deliver. 50 million market cap delivering 88 million revenue with better numbers at the end of this year. IMO this is far undervalued.

[castleford tiger] 09/7/2020 10:43

nearly 100p up on my recent buys
tiger

[mfhmfh] 08/7/2020 19:15

hxxps://www.stockopedia.com/content/small-cap-value-report-wed-8-july-2020-summer-statement-mpac-crw-boo-632383/

[mfhmfh] 08/7/2020 19:15

hxxps://masterinvestor.co.uk/equities/mpac-well-financed-debt-free-and-orders-expanding/

[arregius] 08/7/2020 16:46

CNt find it

[mfhmfh] 08/7/2020 14:13

covered by Paul Scott today on Stockopedia.

[fuji99] 08/7/2020 12:02

I think the market was especially impressed by how the management overcame a unique hard circumstance that never happened before: A pandemic where every business activity was almost frozen, a situation nobody was prepared to deal with. Mpac have quickly managed to adapt and run the business in an efficient way. This is what really determines the strength and the future prospects of any company. Then, comes this statement confirming their resilience - instead of saying "we are slowing down with orders going down" they stated:
"Our order book going into the second half of 2020 of GBP45.4m remains strong (30 June 2019: GBP39.9m) and to date, no orders have been cancelled due to COVID-19."

Tiger: I won't be surprised to see the company snapped up before the share price runs away because a 48 million company making 88 million turnover should be peanuts to a larger competitor. IMO anything below £6/7 is undervalued.

[glawsiain] 08/7/2020 11:24

Tiger, I don't disagree with your points - the future looks decent for MPAC. I just didn't like the omission.

[castleford tiger] 08/7/2020 11:19

I think you are being picky

Cash has increased.
A small profit will be reported
Orders delayed should come through in 2 nd half .
Overall the year will be down on last year but then jump to 40 p plus in year starting January.
This problem for holders will be getting to fair value (600p ) before we are taken out by a bigger player.
Very strong chance of us being bid for in the 2 nd half
Would holders turn down 360p ?

Tiger

[glawsiain] 08/7/2020 11:05

Not impressed that the RNS failed to mention a 25% drop in revenues in the TU, then have the CEO announce it here instead:

[fuji99] 08/7/2020 08:44

shanklin - Who gives dividends nowadays ? Even the traditional big boys of the FTSE100 flush with cash, have suspended it.

[arregius] 08/7/2020 08:41

I would have liked tomsee the bad news refering revenues going down 25% in the rns. We must be transparent