Ms Share Discussion Threads

[cockneyrebel] 13/6/2012 13:33

Well the sell off over don on those results imo.

PE just 7.8 historic, Isa-able too. A decent divi increase and nothing alarming in there to account for a sell off likethse have had imo.

Outlook statement looks as good as you can expect in this climate too imo.

All imo/dyor etc.

[cockneyrebel] 12/6/2012 21:00

Best results timing I've had from MSI was when they released them at 7.00am several years back. Having biught a week before I was rather pleased with what was a pretty instant 50% rise.

These have great scope to thrash estimates imo.

They said this in Feb:

"In my interim statement, I referred to the Board's confidence as to the full year outlook for the Group. Pleasingly, that confidence prevails with the anticipated outcome becoming progressively more assured.
All three Group divisions, 'Defence' 'Forgings' and 'Petrol Station Superstructures' are performing encouragingly and in line with our expectations.
The balance sheet remains strong with net cash and short term deposits. "

In March Michael Bell added 7K @ 294p - that was 8 weeks before the year end.

I suspect the seller today was a capitulator that has been spooked by the results not being out yet - someone likely to be unaccustomed to MSI's quirky ways possibly.

So cheap these could quite easily rise 30% on decent results even in this market as they are dreadfully illiquid.

All just my opinion of course, dyor and all that.

CR

[cockerhoop] 12/6/2012 19:05

I don't think I noticed they'd released them till midday Monday because any RNS flags were reset before 7am on Monday morning.

[greenroom78] 12/6/2012 17:39

Wasn't invested that long ago. You can just picture how that occurred...

All sitting around their 1st Friday arvo pint and suddenly the penny drops...
Did you?
No, I thought you did?
No, we said you'd do it?
I don't remember that...
What time is the cut off?
6pm
What time is it now?
4:30pm...
Off you go then.

[cockerhoop] 12/6/2012 16:36

My favourite was Final Results in 2007 released at 17:30 on a Friday - and they weren't even trying to bury bad news - from memory they were positive results.

[greenroom78] 12/6/2012 11:34

Ah - makes more sense. I think it'll be a 9am RNS who knows which day.

Bit of selling ahead of them today.

[mikepompeyfan] 12/6/2012 10:57

I was talking about the time of day not date !

[mikepompeyfan] 11/6/2012 06:21

Will the results be out at 9, 11 or 12 ? ;-)

[greenroom78] 05/6/2012 21:57

Results were the 9th last year so they must be close. We know their shrouded in mystery with when they release and I'm sure they'll rock up intraday at some point soon. I wonder if they'll leave it this week with it being a short week and wait for Monday of next?

[cockneyrebel] 30/5/2012 06:34

Proquote showing the results date as June 8th - next Friday - that's 5 trading days away with the bank holiday, if correct.

I wouldn't have thought there were that many companies out there that had been so upbeat with what they say and how they had performed yet so far off their recent high.

CR

[stegrego] 22/5/2012 11:03

Added yesterday sub 240. Seemed rude not to.

[rivaldo] 22/5/2012 09:38

Interesting chart - this morning MSI has today bounced right up from the rising long-term trend line.

Results are probably in 3-4 weeks' time, and hopefully they'll be good enough to smash through 300p and well beyond with say 35p-40p EPS and a very useful divi too.

[connor23] 21/5/2012 19:31

Missed these last time by being greedy and waiting for them to pull back further. Didnt expect to get another chance below 250p to be honest. 230p on the cards? Cant see it going lower than that unless the mkt tanks.

[cockneyrebel] 21/5/2012 19:14

the difference being MSI will be doing 2-3 times the eps it was doing last August - mental ah? Probably paying 2-3p more in divi too.

CR

[gswredland] 21/5/2012 11:36

in our dreams eh?! a dip below 200 would be good

[mikepompeyfan] 21/5/2012 10:23

Yeah. That dip went as low as £1.93. Would def buy around that level if it's reached before results. I bet Michael Bell would be buying if it wasn't the closed period ;-)

[cockneyrebel] 21/5/2012 08:50

Greek default is priced into the market here imo - if you had bought these on the dip last Aug you made 50% in a few months - trouble is you can never get much volume when that bounce has started.

CR

[mikepompeyfan] 21/5/2012 08:13

Looking very cheap with loads of cash, probably over 35p eps and a good order book. In this market though you just can't tell if it will get cheaper and what effect a Greek default will have on future prospects.

[greenroom78] 21/5/2012 07:49

Weak this morning on no trades, I guess we should expect a late trade to show at some point?

[greenroom78] 18/5/2012 11:50

I'd say the director loads up regularly for a reason and I expect that is a rising divi as I don't see MSI being taken out. They do have a good history of a progressive dividend (except for the global crash)

[cockneyrebel] 18/5/2012 11:44

Any thoughts on the divi here?

If the full year is raised the same percentage as the interim then 10p for the year might be on the cards - a final divi of over 8p?

CR