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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Ms International Plc | MSI | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 830.00 | 08:00:09 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 820.00 | 820.00 | 840.00 | 830.00 |
| Industry Sector |
|---|
| INDUSTRIAL ENGINEERING |
| Top Posts |
|---|
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 “OpportunitiesIt 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 06:08 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 17:25 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 09:10 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 |
Posted at 15/5/2019 12:55 by thorne3 One has to recognise that MSI is essentially a private company with a listing.That said one can be assured that shareholders will be well taken care of in the medium term even if the lack of newsflow and failure to communicate with shareholders in the short term can be very annoying.The Board is made up of a very sound bunch of individuals and there could be some fairly rich pickings here for investors in due course.In the short term don't be taken in by the high level of cash on board as much of this relates to up front deposits from customers on the naval gun side of the business as stated in the Group accounts.Having said that I consider MSI to be a little jewel to be held in the longer term to see how things unfold. |
Posted at 01/12/2015 12:46 by cockerhoop Profdoc,I thought the results were a mixed bag, good to see the company investing for the future and the dutch acquisition being ahead of expectations. The positive (for MSI) outlook statement is also very welcome. Whilst as you point out defence is ahead of H1 2014, it wasn't close to matching H2 2014 which may have disappointed some investors. We do know though from the outlook statement in the finals that they expected defence to have a good H2 this year and this business does have excellent visibility. The current global terrorism & military threat whilst unsettling for everyone is clearly a tailwind for MSI. |
Posted at 01/12/2015 12:14 by profdoc Why are investors so pessimistic about this company this morning? Steady, if unspectacular progress, has been made overall, with Defence revenue up by £2.6m in the half year and Petrol up £1.5m. Admittedly, Defence was not profitable (but close to breakeven) and Forgings turnover is down by £1.7m producing an operating loss of £0.3m in that division.Plenty of investment in the future going on (CAPEX £1.19m, 2014H1: £0.31m) Plenty of cash £11.45m, and no debt. Plenty of experience in coping with cycles in these three industries. Was the market expecting a big bounce back already, and is now disappointed? Glen |
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