Ms Share Discussion Threads

[cockneyrebel] 22/6/2006 16:42

And it's always pleasing to see they don't overspend on web design either :-)

CR

[rivaldo] 22/6/2006 16:17

Well spotted Mr T - Global-MSI should be continuing to thrive.

Another point re MSI-Defence. Now that it seems Britain will be spending £12 billion on a replacement Trident deterrent, the most likely option is submarine-based. Not to get into the politics or rights and wrongs of it, but MSI will be a beneficiary given its expertise for example in submarine masts:

[mr. t] 22/6/2006 09:28

Atkins results were out today, with some info relevant to MSI:



There results were at the top end of expectations, with increases in turnover, profit margin and order book. A couple of quotes in particular were good to read:

"The outlook for Design and Engineering Solutions remains good and the short supply of high quality engineering skills means there is scope for further margin growth....

....We were awarded a major commission for Shell to provide programme management services for their capital investment programme covering retail outlets in nine European countries"

I wonder who Shell/Atkins will look to to provide forecourt canopies????

As has been mentioned here before, good companies use high material prices and skill shortages to increase their margins. Just like MSI do!

[rivaldo] 21/6/2006 07:35

Here we go again...

[gringostar] 20/6/2006 17:39

I think my 2 year old deserves a reward on his Trust Fund for his patience on MSI!

[iandippie] 20/6/2006 14:50

You see. My bad intraday timing, is a gift from God.

[rivaldo] 20/6/2006 13:45

Trexpert, I got much the same response, though in addition I was told it was "unlikely" to be this week. Not long to go anyway.

[gswredland] 20/6/2006 11:14

there may be a few who know judging by the last two days of the share performance!

[iandippie] 20/6/2006 11:11

The last four years have seen the results come out on the 19th, 25th, 21st, and 28th. Taking the average of that and rounding to the nearest integer, we get 23. So Friday the 23rd it is. ;-)

[gswredland] 20/6/2006 09:50

Yes these are a sound buy and hold. Love to know when the results are coming

[onlyonestorm] 20/6/2006 09:32

I'm with you CR!!!!!!!!

Stormy

[cockneyrebel] 20/6/2006 09:31

Why think about days, think months imo.

CR

[iandippie] 20/6/2006 09:23

Oops. As I said, my timing sucks. Can now but more online than I can sell.

About to notch down, methinks.

[goatman] 20/6/2006 09:17

Wow, nice move today! Topped up with these a while back. They are now my biggest holding in the ISA. :o)

[onlyonestorm] 20/6/2006 09:11

I should add, that is using their 'quote and deal' facility, may well get a 'at best' transaction if you try, the good news is I've allready got mine!!!

Ha, Ha

Stormy

[iandippie] 20/6/2006 09:11

Well, I intentionally waited for the breakout before topping up a bit. (I'm already heavily invested, so wanted a clear signal). Managed to but 1882 at 184. I bet they go down a notch or two now, as my short term timing sucks!

Still, we could be looking at 250 in the very near future. :-)

[onlyonestorm] 20/6/2006 09:05

Max online with Barclays is £250, very strange!!!

Stormy

[cockneyrebel] 20/6/2006 09:04

And good things come to those who wait!!

As has been said many times here - you might go through spells of boredom but they are worth it for the exciting periods - and when you look at how these hold up v the market too then it's even better.

100% growth pa on this PE of 7 or so is just miles too cheap imo.

[rivaldo] 20/6/2006 09:02

The amount I can buy online has now reduced from 1500 to 150 :o))

If the results are anything like as expected then there will be plenty more to go for imo.

[onlyonestorm] 20/6/2006 08:53

I think we all posted at the same time, everything comes in three's!!

LOL

Stormy

[cockneyrebel] 20/6/2006 08:50

We're cooking with gas now - great breakout as the results approach - can obly be good news to do that imo :-)

50% undervalued still imo.

CR

[nurdin] 20/6/2006 08:50

Looks like a break out..very thin volume though