Ms Share Discussion Threads

[johndoe23] 26/6/2024 10:32

A loser mentality

[harry_david] 26/6/2024 10:00

Going by the volume quite a few sellers waiting on the results to sell, irrespective of the detail of the figures.

[johndoe23] 26/6/2024 09:02

Yes, would have thought warranted a larger rise than 5% but markets are still strange

[gswredland] 26/6/2024 08:41

Looking great here

[johndoe23] 26/6/2024 07:22

Look at that cash pile!

[primarch1] 26/6/2024 07:16

Incredible set of results future looks very bright perhaps a hint of management change aswell as there looking towards retirement

[sundance13] 26/6/2024 07:15

Excellent results and strong order book, hopefully a positive reaction from share price today.

[harry_david] 10/6/2024 12:26

It is encouraging the way old and stalled contracts are being reactivated everywhere, MSI are certainly benefiting for their share.

[yasrub] 10/6/2024 12:06

Probably worth focusing on the current client base/contracts achieved location wise for the defence division.

[fft] 10/6/2024 10:13

Don't think you have been reading the papers ! The right in much of Europe (France, Austria, Hungary, Slovakia, Italy, Germany,. Spain etc) don't think that more arms should be sent to Ukraine, and some have as good as said that Putin is a friend. It is exactly the same as in the USA where in a reversal from the 50/60/70/80/90 it's the democrats who are calling for increased help for Ukraine and republicans are saying no more. And there are even republican senators saying that Putin did not invade Ukraine !!!!The world has gone crazy.

[sundance13] 10/6/2024 09:34

Surprised to see MSI hit hard but seems to be driven by just a few modest sells so more a tree shake I expect before the price starts climbing again. With the 'right' performing strongly in EU elections I certainly wouldn't expect any cuts in defence spending anytime soon.

[johndoe23] 10/6/2024 08:32

Wow. Poor day for equities again

[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.