Ms Share Discussion Threads

[eezymunny] 08/1/2024 15:06

MSI guns I think. For shooting down flying penguins?

[gswredland] 08/1/2024 12:42

Yep crazy that it's falling

[lancasterbomber] 08/1/2024 12:06

I don't mind a good buying opportunity to get my first shares

[johndoe23] 08/1/2024 11:36

How on earth can this be dropping

[someuwin] 07/1/2024 20:53

Sounds like business is booming...

Here at MSI-DS we are experiencing an exciting period of significant growth and as a result are shortly due to embark upon a recruitment drive for those with experience in the following disciplines:

* Mechanical Fitters
* Test Engineers
* Field Service Engineer
* Mechanical Engineers
* Electrical Engineers
* Software Engineers
* Optic Electronics Design Engineer
* Wire Persons
* Buyers

[harry_david] 04/1/2024 21:56

I did not buy this share looking for a takeover. The company has developed some exceptional products that could take them a long way.

[adamb1978] 01/1/2024 21:12

Hi All

Not currently a holder but had MSI on the watchlist for a while and just been through the various announcements over recent months to update my guesstimates.

Interested in others views on where FY25 and Fy26 could come out. Any views on:

Fy25: £130m - £140m revenue, 85p-95p EPS
FY26: £150m - £160m revenue, 100p-110p EPS?

Obviously needs some guesswork on what other new business might be won and how the revenue recognition is phased with the various contracts.

Will be interesting to see whether they start to divest the non-defence business units now that defence is by far the biggest part of the story. The other bits are something of a poison pill for acquirors.

Adam

[johndoe23] 19/12/2023 11:17

Seller dragging this down

[someuwin] 19/12/2023 09:58

Cheers Norbert - I thought you might know:)

[someuwin] 19/12/2023 09:47

I wasn't aware of this MTWS. Is it a new product?

[johndoe23] 15/12/2023 12:40

Should be moving up

[someuwin] 15/12/2023 12:29

Can currently buy £5k. But not £6k.

[scottishfield] 14/12/2023 12:33

Tks Norbert C

[norbert colon] 14/12/2023 12:29

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.

[johndoe23] 14/12/2023 11:44

Somebody selling down/out

[johndoe23] 14/12/2023 09:20

Delayed sells appearing from earlier

[gswredland] 14/12/2023 09:05

Yes.
Quick turnaround.
Had to pay 884

[johndoe23] 14/12/2023 09:03

860p might have been the opportunity

[gswredland] 14/12/2023 08:37

Yes crazy.
I'm looking to add

[johndoe23] 14/12/2023 08:25

How on earth is this dropping??

[cockerhoop] 13/12/2023 17:20

I'm using 37.4p diluted EPS for H1 as the derivative liability is going to be all over the place. A £731k loss in the Interims and now a £1m+ profit with modest changes in the exchange rate.

[johndoe23] 13/12/2023 16:01

Profit taking day

[wjccghcc] 13/12/2023 14:34

Duplicate.

[wjccghcc] 13/12/2023 14:34

35.9p EPS in H1. Likely higher in H2 so say 75p for FY gives PE of 12 at current buy price of 905p. Include the fact that 30% of the mkt cap is cash and it's single digits.

[montyhedge] 13/12/2023 13:55

Been looking at this share, well done guys, you must of made good money, how are you getting to a p.e 10 looks more like 25.