Ms Share Discussion Threads

[gringostar] 05/5/2006 22:43

EPS
2004/5 H1 5.4
H2 7.3
2005/6 H1 8.1
H2 ?
Anyone for 2005/6 H2 maybe 10?
The MOD contract won in September 2005 will only just be starting to kick in.

[cockneyrebel] 05/5/2006 15:46

Well I mentioned YSP above - they've just come out and said they are paying a 10p divi this year - not bad from a stock that was 38p a couple of weeks ago!

Now could MSI do the same?

I suspect there's a big payback on all these gun barrels and the oher investment they have put in recently.

CR

[onlyonestorm] 05/5/2006 14:29

Well I've topped up!!

Stormy

[alroyrob] 05/5/2006 14:06

Hi CR,

After reading your thread opening summary and after DMOR I took the plunge today. Company does seem cheap and.. (looking at the long term chart),the share price seems to wake up on the release of June results.
Hope I've got my timing right and there will be a repeat performance from boring MSI this year too. ;o)

[gswredland] 05/5/2006 13:53

just added a few more to my ISA..i think we are the next leg up..fingers crossed.

[cockneyrebel] 05/5/2006 13:42

Have a look at YSP chart.

I love boring - YSP is what happenss when boring wakes the punters and turns exciting imo.

Anyone for boring MSI ?

CR

[rivaldo] 05/5/2006 13:31

Approaching results in June now - today's move shows how any demand at all should cause a significant move. MSI's share buy backs in the past have foreshadowed good results and big price advances. There's no reason why this year's shouldn't do the same imo.

[cockneyrebel] 05/5/2006 12:38

approaching the breakout level - 3p away.

CR

[iandippie] 05/5/2006 12:35

And now the offer market size is down to 200. Here we go then.

[xdavid] 05/5/2006 12:34

Squaregain will only sell 150 shares (£250) online !

[chester] 05/5/2006 12:32

I bought a few too, not showing.

[iandippie] 05/5/2006 12:32

163. As predicted 20 minutes ago ;-)

[iandippie] 05/5/2006 12:23

Ho, ho. SMC and IND on the move too. :-)

[iandippie] 05/5/2006 12:22

I just bought a few more (1000), but it's not showing yet, so looks like there is some buying going on, and the MMs are looking for stock. Can only buy 1000, but can sell 2500...

[rivaldo] 05/5/2006 12:22

Quite right CR - and you didn't mention the share buy back at 146.5p either...

The spread is fantastic - buyers will never get a better chance than this with this stock.

[iandippie] 05/5/2006 12:09

Wow, don't remember the spread being that small. Bet the offer moves to 163 any minute now...

[cockneyrebel] 05/5/2006 12:06

The lion is stirring - results next month - lets see if this starts to make new highs too soon.

Every engineering company I seem to look at are doing well and posting good result.

UK Manufacturing data very strong lately. Here's a reliable company that has been growing earnings at 100% pa and it's sat there, not moving, PE about 8, directors buying, no debt and it has been going nowhere - that can't remain like that imo.

CR

[mr. t] 05/5/2006 11:33

Morning all,

There was an interesting bit of news today which may comfort people concerned about MSI's margins with the dramatic increase in commodity prices. An old favourite of mine, the electrical contractor T Clarke, said this in it's agm statement today:



" We have had a good first quarter in order intake and we are experiencing a slow improvement in margin recovery. We have the capacity in terms of resources and management to meet the increasing demand for our services, which is likely to benefit long-term margin improvement.

" We are alert to the sharp escalation in commodity prices, in particular steel and copper and of the perceived shortage of skilled labour. We are confident that the steps we have already taken will mitigate this risk."


So CTO are managing just fine and, if anything, are using high commodity prices as a nice excuse to boost their margins. IMO MSI are doing the same.

Oh - and didn't MSI increase their stocks of raw materials just before the price of copper doubled! Now MSI they've got an excuse to increase their output prices while their input prices stay low - nice :)

In my opinion both T Clarke and MSI are superbly run similar companies and I very much like them both. However, these days there is one key difference - MSI are on a PE of ~ 8 and CTO are on a PE ~ 15!!

[rogerbridge] 04/5/2006 21:09

Wake me up when we have further news. Not complaining though.

[diogenesj] 03/5/2006 12:28

Ooops, sorry, CR - December, not today. I'm dozing off here. :-)

[cockneyrebel] 03/5/2006 12:23

Where did you see that Diogenes?

Last news I can see is a Dec buy back

CR

[diogenesj] 03/5/2006 11:59

Actually there is a bit of news today. MSI have bought in 100k of their own shares for cancellation.

[onlyonestorm] 02/5/2006 16:12

Lets hope your right then, and hope for "incredibly good results"!

Stormy

[xdavid] 02/5/2006 15:51

Well, you're probably (no - certainly) in the wrong share if you are looking for "newsflow". Due to the fact that MSI never comment on trading outside the results periods, they do not therefore have to make comments even if they are forseeing incredibly good or incredibly bad results! They didn't even comment on the large MOD contract due to this being spread over a number of years, despite this being the sort of thing other companies would be screaming about to try and get a footnote in a newspaper column somewhere!

I like them that way :-) Makes for even bigger adjustment later...