Ms Share Discussion Threads

[cambium] 15/6/2006 09:18

I thought it was you buying some more CR!

[cockneyrebel] 15/6/2006 08:08

SFR - seen their trading statement today? Trading ahead, record order book.

Steel fabricators much like MSI

CR

[cockneyrebel] 14/6/2006 19:09

well considering the PE I can't see why anyone would sell with the results imminent.

MM's marked down today in the hope to trigger sellers imo - no trades, so why the mark down? Same with ISD - marked down at the open but no trade till 9.55am and a small one at that.

MM's that have buyers line up chance their arm in these markets - try to buy and they quickily mark back up - look at FDP today - up straight away in the sniff of a buyer.

CR

[gswredland] 14/6/2006 19:04

Punters staying in here waiting for results. Looking good against the general market decline.

[cockneyrebel] 07/6/2006 11:08

Interesting trades today at the offer - ann arranged buy or a put through?

CR

[crapcrap] 05/6/2006 16:28

got them at last. had to buy in small lots. my last buy @ 168p.

[crapcrap] 05/6/2006 16:15

if there no stock around how come its dropped 3.5p?

[jgscott] 05/6/2006 15:39

I bought at the end of last week and there was no stock around.... I had to pay top whack (168.5p) for £5,500 worth and it took the best part of an afternoon to fill. This is likely to be one of may tree shakes this month before results are announced.

[njp] 04/6/2006 23:05

Ian

SMC had a lot of gains to give up. This one has been rangebound for 6 months. Not that surprising.

[iandippie] 04/6/2006 20:47

5% of my high. The thing is, SMC has done most of the damage! The one I would have expected to hold up the best. Ah well, it's price next year will have no relation to the recent drop.

ID

[cockneyrebel] 04/6/2006 11:48

I'm 3.5% off my high. I'm happy with that in view of the FTSE100 off 6%, FTSE250 off 7%, Small Cap Index off 6.5% and AIM off 11% from their highs.

Buying quality low PE stocks mean you benefit from the ises well but are more protected on the downside imo. Value is what it's about in the end.

CR

[cordone] 03/6/2006 22:38

Or the rest of your portfolio dropping in value!

[janeann] 03/6/2006 22:34

iandippie...... i assume you are anticipating the rise in share price to make them 20% of your holding.... the otherway they could increase from 13 to 20% of your holding is by you buying a certain amount more.

d

[iandippie] 03/6/2006 19:35

Although at the time of results last June, these were trading on a very low pe, by the end of Sept 2005, they were on an historical pe of over 14. So, if the do hit 18p eps this June, then it's reasonable to expect these to be on 14 * 18, i.e. 252 by the end of this Sept. A nice round 50% higher than where we are now.

MSI is now about 13% of my holding at the moment, and I am very comfortable with that. By the end of the summer, I anticipate it being 20% of my holding. :-)

[iandippie] 02/6/2006 09:59

Grabbed a few more just now - but had to pay top dollar (169) for them :-(

[iandippie] 01/6/2006 13:52

Sorry, I meant to post some waffle on the RTD board, posted it here by mistake and edited it out. Bet you're glad I cleared that up then. Talking of nudging new highs - I think a few holders here are MACF holders too. Looks like it could be new highs for MACF as well as MSI this week.

It's a funny old game. I reckon the recent slump in the market is actually good news for the holders of value/recovery stocks like MSI/MACF. It causes investors of "Blue Sky" stocks to re-evaluate their portfolio, and look around for safe havens with great growth potential. Like MSI and MACF. So when the market recovers we end up at a higher price that before the slump. IMO.

[cockneyrebel] 01/6/2006 12:45

ah?

CR

[gswredland] 01/6/2006 10:29

yes cambium..approaching all time high..breach it this week maybe..all depends on results day!

[cambium] 01/6/2006 10:27

deep breath everyone!

[jgscott] 31/5/2006 16:43

I bought the £5,500 worth this afternoon. Topping up before results as I can see this one smashing through the 200p barrier. This now my 2nd biggest holding! Roll on results!

[cockneyrebel] 31/5/2006 16:14

nearing a breakout - all those watchers that know the punters want in before the results imo.

Quality wins through! :-)

CR