Ms Share Discussion Threads

[profdoc] 03/7/2017 09:01

John Lee has bought some for his portfolio - wrote about it in the weekend's FT.

[cockerhoop] 03/7/2017 08:27

Flurry of small trades this morning, has MSI been tipped over the weekend?

[gleach23] 30/5/2017 14:20

Seems we have a keen seller in the market as we approach the interims which should be announced in the next few weeks.

On the basis that they don't know something we don't, I'm treating it as a potential opportunity to top up but prepared to bide my time as the seller currently seems prepared to sell below the quoted bid price.

[thorne3] 08/5/2017 14:04

This is an interesting company in which I have built up a holding over the last few months.The Directors of this business are a canny lot who are not really interested in communicating with the Stockmarket other than at the appointed times.They are more interested in building up and running an efficient operation and I cannot blame them for that.The recent Director share purchases were interesting and I get the impression that at some stage over the next year or so the company could be firing on all cylinders.That would indicate a significant increase in profitability and a proportionate increase in the share price which has gone nowhere for a very long time.Every well run dog has its day.

[royaloak] 04/5/2017 15:49

Thanks CH, even better than I thought.

[cockerhoop] 27/4/2017 13:30

They specialize in the canopies but do all the forecourt superstructure work

Global-MSI is a substantial business with an excellent pedigree and enviable long-standing reputation as a specialist in the design, manufacture and construction of petrol station forecourt superstructures, that includes convenience stores, canopies, retail, food & refreshment outlets and car wash buildings. With a heritage stretching back to the conception of forecourt retailing in the 1960’s through to today, Global-MSI is, without doubt, the leading specialist in the design, manufacture and installation of forecourt structures throughout Europe and is managed from its operational centres in the UK, Poland and Netherlands.

[royaloak] 27/4/2017 13:18

What part of the petrol station forecourt station do MSI build? I thought it was the overhead structure which will still be needed. Our local BP petrol station just re-furbished, now selling M and S foods, think this is happening throughout the country, plenty of work for MSI there.

[spooky] 05/2/2017 19:27

topvest, you are right but it will take a while.

[topvest] 05/2/2017 18:21

If you say so! Unless they have electric points they are definitely going ex-growth. Electric cars are the way forwards, whether you like it or not.

[cockerhoop] 27/1/2017 22:32

Oil exposure? Not sure petrol forecourts count :-)

[topvest] 27/1/2017 18:08

I've sold out for a small profit. On my list of holdings that are non-core and low conviction. Too much "old industry" and "oil" exposure for me. Not sure why I bought it other than it was cheap and had a high QVM score which is not a good enough reason.

[gleach23] 11/1/2017 10:05

Very little stock available online this morning - have had to put an order in for a top-up

[gleach23] 10/1/2017 14:10

Encouraging to see the FD picking up 30k @ 165p

[gleach23] 09/1/2017 09:14

Bought some today after a few years away from this stock. Feels like a good time to buy on a bit of drift in between news updates, the last of which was very positive. Held a bit back due to the current chart in case there's an opportunity to buy more a little lower.

GLA

[cockerhoop] 02/12/2016 23:04

David,

I think there's only Cavendish Asset Management Limited with 16.6% that have a notifiable holding.

[davidosh] 02/12/2016 17:29

Who are the institutional holders here ?

[cockerhoop] 02/12/2016 11:49

Perhaps the ultimate contrarian investment :-)

[gswredland] 25/11/2016 17:29

Heading past 200?

[dangersimpson2] 24/11/2016 09:02

That's the most positive I've ever known Michael Bell. Four mentions of the word 'growth' and only one 'challenging'!

[cockerhoop] 23/11/2016 21:41

Senegalese delivery.

[stevenlondon3] 23/11/2016 18:46

I made a small top up yesterday (more by luck than judgement).
1 MSI has been a dog and not joined in the post Brexit recovery.
2 The weak pound must be beneficial.
3 Defence stocks have moved up on the back of Trump.
4 The tick up in long term interest rates reduces the pension deficit.
PS I either had to buy a few more or ditch my holding)