Ms Share Discussion Threads

[cockneyrebel] 24/5/2006 11:25

I'm not sure who owns them - our local Esso became an "On The Run" recently, they seem to be springing up everywhere. They seem more geared to selling food and mags rather than fuel but they undergo a big refurb when they become "On The Run" which includes the canopy for the pumps and the building that is often pre-fabricated that MSI do.

Must be some cracking business going on there at the moment.

CR

[milesy] 24/5/2006 11:14

CR - "On the Run forecourts"...could you expand....do these belong to one of the big retailers (certainly lots of expansion in petrol stations lately)?

Thanks

>M

[gswredland] 24/5/2006 11:13

Yep.I think we will head for 200 quite quickly

[cockneyrebel] 24/5/2006 11:05

DJ MARKET TALK: UK CBI May Industrial Output +10 Vs +12 Apr

1001 GMT [Dow Jones] UK industrial output balance came in at +10 in May versus +12 in April, according to the CBI industrial trends survey. DJN forecast was for +9. The CBI notes the highest export orders performance in over a decade - export orders were at a balance of 0 in May compared with -13 in April, reaching the highest level since +1 in February 1996. CBI chief economic adviser Ian McCafferty says "the outlook for UK manufacturing is more encouraging...on the back of the stronger performance of euro-zone and ...the US." (IAB)

--------------------

MSI forks must be selling like hot cakes imo.

We know the defence gun barrels have huge orders.

Canopies? Well the oil industry are making massive windfall profits and to jeep them from looking excessive they are re-investing - bet a lot of that is goin into new forecourt work. Definitely seenin a lot of new 'On the Run' forecourts around here that MSI build for.

CR

[rivaldo] 24/5/2006 10:15

And still only just above the 146.5p at which MSI bought in £150k's worth of shares...

Good to see the chart uptrend continuing too with a nice bounce. Not long till results.

[gswredland] 23/5/2006 19:36

Yep these can shift 30 - 40% in virtually one month.The chart shows this several times.The situation has not changed here.

[cockneyrebel] 23/5/2006 08:36

the bounce will be all the bigger on the results after this fall imo - now back to where the co was buying share back recently, all but 2p

CR

[gswredland] 20/5/2006 09:18

Considering the falls in any small caps these have held up really well. Not long till results though.

[rivaldo] 19/5/2006 11:06

Agreed...especially when you consider MSI bought in 100,000 shares at 146.5p, just 5p below the current price. Why do that unless it was going to enhance earnings?

Not long to go now anyway.

[cockneyrebel] 19/5/2006 09:36

A lot has conspired as far as timing from sellers, market sentiment etc to see this share price this low.

All I would say is 100% earnings growth year on year for the past 2 years and this year too.

EPS in H1 7.7p

Earnings usually weighted to H2.

I think 18p looks on the cards for this year, 24p next year. That would mean a forward PE of 6.3 for staggering growth and a diversified business winning some huge contracts.

A PE of 6.3 - the lowest PE on the LSE? And fully listed so ISAble. Are punters really going to keep ignoring that with results just 6 weeks away? My be is the nearer we get to the results the steper the rise will be either before the results or on the results.

CR

[puku] 18/5/2006 18:27

Diogenes - many thanks Mike

[chopshs] 16/5/2006 22:16

Bought in today at 157 although my trade hasn't shown up. Looking for a nice recovery (and more) up to and beyond results... These seem to do well second half of year after finals are out and market sees how cheap they are...

[cockneyrebel] 16/5/2006 16:17

sorry, wasn't it on there? I thought most carried the details.

Looks like Diogenes has provided a good link.

CR

[diogenesj] 16/5/2006 16:08

Aim and Ofex trading companies (companies not carrying on significant non-trading activities, such as investment) are business assets for CGT purposes. Shares quoted on Aim and Ofex count as unquoted for this purpose.

See:



The effect is that the CGT liability is reduced by 50% after one year and by 75% after two years.

[puku] 16/5/2006 14:07

CR would you kindly give me a brief explanation re AIM shares and CGT and taper relief, I cant find any specific reference on HRMC website, and I know that you have mentioned it on several AIM threads. Regards Mike

[cockneyrebel] 16/5/2006 11:34

Net 5K sold over two days - wiped 5% of the market cap or £750K - monsense! lol!

And with commofity prices falling that's actually good news for MSI!!!

CR

[xdavid] 16/5/2006 11:17

Problem with market shakes like this is that all those people on risky margin start dragging it down for the rest of us while they flick around looking for liquidity. MMs are just reacting to the market - not their fault that everyone and their aunt wants to sell things and no-one wants to buy.

[rivaldo] 16/5/2006 10:38

Finally it's MSI's turn to try to panic a few out with a ridiculous markdown. Results coming out soon, and no doubt the MMs want to try to get a few cheap shares in for when the rush starts as I believe it will.

[doubleorquits] 09/5/2006 14:29

Actually looking very strong today. But does need to throw of this mid 160s cap and really breakout. But only a matter of time IMO.

[cockneyrebel] 09/5/2006 13:00

MM's soaking up a 7.5K sell too - looks like there's strong buying behind the scenes too.

CR

[cockneyrebel] 09/5/2006 10:25

Another of those 20K buys - someone is stake building a decent chunk. Director buys would need to be about now before the closed period - we'll soon see if it is.

CR

[njp] 09/5/2006 09:50

Good to see this breaking out at last. Another one destined for the 200p level! (SMC, SGI two others I can think of.)

[gswredland] 09/5/2006 09:49

great.at last! glad i added to my ISA last week!
Hope we see one of MSI awesome rises!

[cockneyrebel] 09/5/2006 09:45

Hope so big dave - technically broken out today, new high at the mid :-)

CR