Do we know a date for results? |
Some in the know regarding upcoming results? |
I'd love to know how you deem the level of confidence in a transaction (unless it's your own of course :-)) |
Some very confident buys going through |
A Ray of light in a dreadful last few trading days |
Yes results could be anytime from next week through to end of July. Forks and Forgings biz is hard to monitor via the industry but the forecourt business seems to be doing well with a good tailwind behind the sector from key players such as MFG who are investing cash plus the ongoing EV rollout. As for branding it's anyone's guess but I'd hope they are at least breakeven. Most of this will be immaterial as the defence subsidiary starts moving towards and beyond GBP 100m turnover. |
Last year the full year figures (not a TU) for year ended April 2023 came out on June 22 2023. No hanging about producing the numbers !So, we could get numbers for year ended April 2024 anytime this week or next week or later ! (MSI do seem to be a law until themselves).For me, the question is how the petrol station, branding, forgings and fork handles divisions are doing. I have no doubts about the defence side but don't want to see minus numbers for the other parts. |
Mobile / towable version of the Paladin now on the MSI website and shown on their LinkedIn feed:https://www.msi-dsl.com/product-category/msi-ds-terrahawk-vshorad/ |
Then a nice bounce! |
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 |
Two goes at breaking 1000p now the inevitable pullback |
Interesting someuwin
Thanks |
Can buy £6k but not £7k. So stock is limited. |
I think the balance is they have some very good defence contracts with US and UK Navy and it would seem Terrahawk Paladin is in demand. The phantom award in November certainly concentrated the mind that some corporate deal could be a consideration, plus profile of current board and them seeming to be clinging to their holdings! |
Indeed good point I'd forgotten about that. Share price suggests could be coming sooner rather than later |
harrywilliam, I think this is what will happen and there seems to be some preparation for such an event. From last year-
"The Company has granted a phantom award in respect of 100,000 notional shares, exercisable at nil value, to Roger Lane-Smith to reflect his significant contribution to the Board, and the Company's progess and international development, and in order to retain and incentivise future service to the Company (the "Phantom Award"). The Phantom Award will be cash-settled in reference to the share price on the date of exercise. The vesting of the phantom award is subject to continued service and will only vest in the event of a future change of control of the Company. The Phantom Awards will lapse if they have not vested within 10 years of grant." |
Wonder if this company will be bought out in coming months. Aging senior management and owners of massive stakes in the company looking for a way to get that golden goodbye. It's certainly the right time to sell for a big premium |
Suspect not, haven't seen anything and the trade sizes don't really correlate to small PI buys. Seemed to kick up on a delayed 7500 share purchase. |
Yes!
Tipped somewhere? |
Further to contract awards to BTi Defence from 2022 for MSI's Seahawk LW30M fitment to Indonesia's growing fleet of new PC40 patrol boats, we finally have sight of them - KRI Butana and KRI Selar.Although the gun mounts are not fitted yet it would be nice to think they were delivered by end April 2024 for inclusion in the prelims. If not, it's a nice addition to FY25. hxxps://mediaindonesia.com/galleries/detail_galleries/36396-peluncuran-kri-butana-878-dan-kri-selar-879hxxps://bti-defence.co.id/blog/detail/15/name/bti-defence-agreement-with-pt-citra-shipyard |
Closing in on previous high. |
hxxps://defence24.pl/technologie/skyctrl-czyli-jak-powinien-wygladac-system-antydronowy
Good content and confirms the various systems are held in high regard by Ukraine. I doubt the need/demand will change not just in Ukraine - worldwide issue. |
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