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MSI Ms International Plc

965.00
-25.00 (-2.53%)
Last Updated: 11:41:48
Delayed by 15 minutes
Ms Investors - MSI

Ms Investors - MSI

Share Name Share Symbol Market Stock Type
Ms International Plc MSI London Ordinary Share
  Price Change Price Change % Share Price Last Trade
-25.00 -2.53% 965.00 11:41:48
Open Price Low Price High Price Close Price Previous Close
990.00 950.00 990.00 990.00
more quote information »
Industry Sector
INDUSTRIAL ENGINEERING

Top Investor Posts

Top Posts
Posted at 10/10/2024 10:21 by dan_the_epic
too many investors getting in a twist

ELIX also doing completely fine.

Idiot Rachel Reeves
Posted at 07/10/2024 15:29 by cockerhoop
There aren't any ricky46 which is kinda my point. The lack of forecasts probably hold the price back to an extent as many investors need it spelt out for them.

But on the other hand if you're prepared to do the leg work and make a stab at likely forward earnings you're probably at an advantage to the market.
Posted at 22/5/2024 08:30 by whittler100
Just a matter of a few impatient private investors selling down relatively small amounts. MSI is the type of thinly traded stock that just a few trades can significantly move in either direction. The patient types will wait for the finals to be announced in June
Posted at 09/1/2024 15:08 by norbert colon
Stonehage Fleming (the only insti on the register) are seemingly a forced seller given their fund mandate of max 10% in any single holding. They own MSI in both their 'AIM' and 'Opportunities' funds and both are at 10%. This is very unfortunate for them given the fun at MSI is only just starting and a great opportunity for retail investors to buy the stock they are forced to sell.
Posted at 14/12/2023 12:29 by norbert colon
Stonehage Fleming held circa 9% of both their “Opportunities” and “AIM” Funds in MSI as of end November and once at 10% I believe they will be forced sellers under the 10% cap mandate of these funds.

It will at least provide some liquidity for those wanting to buy stock and it’s sad for holders of these funds that Stonehage are forced to sell when things are only just getting started.

Again, another reason why retail investors can outperform the market.
Posted at 07/12/2023 07:41 by bigbigdave
Investor relations isn't MSI's greatest asset.
Posted at 03/10/2023 05:08 by westofengland
Biggest share volume I can recall in MSI yesterday since the institutional seller four years ago.New record share price on high volume is what many astute investors seek.
Posted at 23/6/2023 16:25 by norbert colon
Hi Yasrub - i'm not sure if you subscribe to Stockopedia but there is a very good summary on there in yesterday's SCVR by a fellow investor and acquaintance of mine illiswig. Thats a good starting point and I echo his comments.

Clearly it would have been nice to see EPS in the 40-50p area which could easily have been possible (or exceeded) had the VSHORAD kit been booked as planned and if the branding biz wasnt so troublesome.

I have spent an inordinate amount of time (more than any other investment in 20+ years) researching this company and the summary is its very hard to predict the outcome for each subsidiary so I am more interested in the general direction of travel and scale of opportunties.

A year ago it was all about the US Navy contracts at Mk38 Mod4, now we have a very interesting and lucrative other income stream in the form of land-based GWS which have surprised everyone in their speed (and scale in GBP) of adoption.

The size of the order book (with divi increases), big hitter partners (Thales, Saab, Northrop and MARSS etc), US Navy roll-out and now the VSHORAD offering together make this a very compelling investment.

Its still going to be very lumpy and is contract driven but I have accepted that.

The US Navy roll-out will hopefully continue as expected with the first Mk38 Mod4's being fitted for IOC in 2025 on the DDG's. The contract values (sole source) will be in the tens of GBPm annually to start but I would expect these to ramp up and we know they are likely to get orders for 11 units this year (for 2025 IOC) and 8 units in 2024 for 2026 IOC. These are worth circa GBP50m alone. Seems there is still approvals to be signed off but on the balance of probabilities I would suggest any hiccups between now and the signing of contracts should be minimal.

In Defence we also have the A2 Seahawks being fitted to the MkVI patrol boats for Ukraine and to the FPB-98's also going to Ukraine plus I believe we still have GWS being fitted to the Indonesian Navy PC-40's and starting over the next couple of years we have GWS being fitted to the Royal Navy T26's and hopefully the Royal Malaysian Navy LCS with even more to come from 2026 onwards such as the Philippine Navy HDP-2200's and HDC-3100's. Of course, things can change...

There is also the added angle here of potential interest from a larger peer in the defenmce space as I would expect both the US Navy contracts and the VSHORAD uptake to attract eyeballs from the industry. That said, I am not sure a L3Harris or similar would want MSI with its subsidiaries intact.

H1 of this year is seemingly going to be a record half and the investment case rests firmly with the fortunes of their Defence business which clearly seem to find themselves in a sweet spot to put it mildly.

GBP 21m of freehold properties and a decent cash position continue to also help underpin the investment. My largest holding.
Posted at 19/1/2023 14:04 by norbert colon
Yes the worst thing you can do is procrastinate and get tempted to sell, either due to boredom or short term focussed profit taking. This needs patience if investors want to be rewarded. US naval contracts will be over decades and other navies (and land forces) are evidently re focussed on defence spending. I'm expecting to see the share price doubling from here over the next 2-3 years.
Posted at 26/6/2022 08:10 by illiswilgig
'Anyone else find it weird that they don’t answer the phone?'

Not really.

Basically it goes with the territory. More old school in approach. Love it or hate it.

The executive chairman is the largest shareholder and has been for decades. Run more like a family owned firm. Tends to be good for 'family' (including long term investors) and long term investment in the business, not so good for short term investor gain and communications.

They have no debts, are stuffed with assets, have a very large pile of cash and have no need of fresh funds from short term shareholders - who are expected to trust management. Not an easy thing to do these days?

Sometimes that can lead to lazy management. That seems not to be the case here and the evidence shows that they are using all their recourses to keep their customers happy, make sales and invest in future products even if they don't answer investors calls. I hope that accurately reflects their priorities?

cheers