Ms Share Discussion Threads

[norbert colon] 06/6/2024 13:58

https://www.navalnews.com/naval-news/2024/06/malaysias-first-littoral-combat-ship-kd-maharaja-lela-enters-water/Always been on the cards to have MSI mounts but a massively delayed programme. LCS1 now in the water and being fitted (incl. weapons in due course). MSI DS30M

[sundance13] 05/6/2024 21:01

Looks like it's been 22nd June, 28th June and 1st July they've announced results in the last 4 years, so last week of June looks a good bet.

[norbert colon] 03/6/2024 16:22

https://x.com/turkish_straits/status/1788059793187311898?s=46&t=xI2-gceVHgm-MOozUlV4uAA further 4 x FPB-98 Mk1 vessels being delivered making that 12 since May 2023 with up to 8 more to go, hopefully all within FY25. Proposed to each have 1 x DS30B mount each according to one source and assuming the mourns are delivered, this is another decent source of revenue for MSI during FY24 and FY25

[cockerhoop] 31/5/2024 11:02

I'd say June but tough to be specific on past performance.

I'd be surprised if anyone has any inside insight to the results, MSI are famously tight lipped. Last year the share price was really weak in the run up to Finals and they announced a £54m VSHORAD contract.

[gswredland] 31/5/2024 10:36

Do we know a date for results?

[johndoe23] 31/5/2024 10:31

Some in the know regarding upcoming results?

[cockerhoop] 31/5/2024 10:26

I'd love to know how you deem the level of confidence in a transaction (unless it's your own of course :-))

[gswredland] 31/5/2024 10:23

Some very confident buys going through

[johndoe23] 30/5/2024 08:35

A Ray of light in a dreadful last few trading days

[norbert colon] 29/5/2024 14:02

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.

[fft] 29/5/2024 13:05

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.

[norbert colon] 27/5/2024 20:49

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/

[johndoe23] 22/5/2024 09:34

Then a nice bounce!

[whittler100] 22/5/2024 09:30

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

[johndoe23] 22/5/2024 09:09

Two goes at breaking 1000p now the inevitable pullback

[gswredland] 14/5/2024 15:14

Interesting someuwin
Thanks

[someuwin] 14/5/2024 13:04

Can buy £6k but not £7k. So stock is limited.

[yasrub] 10/5/2024 15:37

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!

[harrywilliam] 10/5/2024 15:36

Indeed good point I'd forgotten about that. Share price suggests could be coming sooner rather than later

[+eysenck] 10/5/2024 15:34

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."

[harrywilliam] 10/5/2024 15:21

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