Mpac Share Discussion Threads

[my retirement fund] 17/11/2022 11:29

Freyas arctic build out hints at the sort of levels of work MPAC can get involved in:

Globally, there will be dozens of these sized projects every year over the next decade.

You have to seriously ask yourself if a little UK listed outfit can actually get a toe hold in this market? (relatively speaking).

Its wishful thinking !!!

[c1d] 17/11/2022 10:23

Darrin1471 - the interview with the CEO of Freyr accessible via the link below includes a bit of info about their battery technology. It starts around 4 hr 33 mins into the video.

[my retirement fund] 11/11/2022 15:12

If the factory is using the 24M a process that's supposed to them simpler so cheaper to construct. It's difficult to know what product or products MPAC are involved with for FREYR though. What I can tell you is that it's certainly a field to be in and could command a huge premium over other plant, but again there's little to go on right now. Perhaps attend a company AGM or shareholders presentation event if they are planning any.

[darrin1471] 11/11/2022 14:39

MRF. Is there anything special about freyr batteries except they use green energy to make their batteries?

[c1d] 11/11/2022 14:03

Freyr buy large land site in US to build another gigafactory. Could mean significant future orders for Mpac thanks to the framework agreement already in place?


hxxps://www.freyrbattery.com/news/freyr-battery-announces-plans-for-u-s-gigafactory-in-georgia

[my retirement fund] 10/11/2022 17:18

Volume building I've dipped me toe in!

[simon gordon] 10/11/2022 14:37

Any thoughts on whether the DB scheme could have been caught up in the LDI debacle?

"The scheme was largely protected from the sharp increase in inflation forecasts by the liability matching strategy whilst strong growth in asset values generated a significant increase in the IAS 19 surplus."

-Prelims, 17/3/22.

[simon gordon] 09/11/2022 15:54

Seeking Alpha - 7/11/22:

FREYR Battery - We Need What This Company Does

[castleford tiger] 09/11/2022 15:09

discO

They made 39.5p eps in the last full year.


Therefore i assume you mean MPAC are likely to make 7p eps for 2022? as you say forward

Of course i and other long term holders see this year as a blip and expect a better recovery next year.
Whilst i trade my bulk holding is a longer term investment.

Tiger

[disc0dave45] 09/11/2022 14:40

HiNot really and meant to apologise to MRF, I didn't think he was a holder as he'd previously posted that these were grossly overpriced, which on a forward PE of 33x (the last time I looked) I completely agree.

[our haven] 09/11/2022 11:21

Castleford Tiger, all good points which by any measure, gives confidence it will rise.I will hopefully pass on the opportunity to buy more.

[castleford tiger] 09/11/2022 09:38

our haven
i agree.

A market cap of 48m ( with £10 million in cash at the bank )
does not value MPAC fairly in my opinion.

Yes there are short term headwinds as inflation kicked in ahead of price increases which gave a much lower gross margin.
These i think are covered now and sales have remained robust.
The order book is good.

At £2 i would be buying all i can get as i feel that`s just plain daft. However the market has been brutal to small caps but that gives us all greater opportunities

Tiger

[our haven] 09/11/2022 08:25

I think Dave is implying that he doesn't think it will fall to 2.I think that odds are in favour of upside rather than downside at this price.Time will tell.

[my retirement fund] 08/11/2022 07:37

Where you laughing back then too?

[my retirement fund] 08/11/2022 07:36

Given my views back in post 1602, when the share price was nearly £4, I'm at a total loss. Can you explain to us what exactly you find so funny?

[my retirement fund] 07/11/2022 21:58

Are you referring to my 1602 post ?

[disc0dave45] 07/11/2022 19:35

Your post did make me chuckle, so gave it a thumbs up.

[my retirement fund] 01/11/2022 15:52

Following my last post about falling below £3.00 and taking a view. Well, I suspect it may be off to £2.00 soon so will take a view then.

[disc0dave45] 21/9/2022 15:49

Do you work for equity development?

[castleford tiger] 17/9/2022 14:29

i was asking what pmsl .........meant?

As for different opinions i am fine with that.

I genuinely dont know what you were saying

tiger

To clarify the sell at £3
I bought a big lump of trading shares as a short term punt. I declared that at the time and i hold my shares as i feel this is just a bump in the road.

So be fair and do not try to take out of context.

[disc0dave45] 16/9/2022 17:52

Says the chap who didn’t know they will be paying £2.3m pa for their pension liability. Then thinks it’s worth £5 but sells at £3, bought at £3.85, ouch.
Why personal snipes, can’t you handle a different view?…..clearly you can’t.
Filtered

[castleford tiger] 16/9/2022 13:08

pmsl ?? not a clue