Ms Share Discussion Threads

[rivaldo] 15/11/2006 12:33

I hadn't realised Robbie Burns bought in again yesterday. Let's hope he's right about another 50p in the price. And I got verbal confirmation from MSI that they were sticking on the main market so I have no reason to think otherwise. Here's what Robbie said yesterday:

"One new top up for me today and that's in MS International (MSI) I bought 2,000 shares at 189.45p. Target 245 stop 145. That's to add to my other two positions at 176 and 184.

Slightly irritated as I got a 15 second countdown at 186.5 but got the quote pulled as I pressed to accept and had to take the higher price. Happens sometimes and nothing one can do!

There has been much buying in the run-up to results. Not sure of the exact day but they reported on 23rd November last year so I guess results will be around then.

Its last statement it confirmed all three of its divisions (defence, forgings and forecourt structures) increased profitability and I'm hoping for a very upbeat statement. It also recently won an MOD order for naval gun systems and it will be interesting to see how this is going.

The only downside on the horizon for me was gossip about a move to AIM - however the company did say it wasn't in their plans so I hope they are to be trusted. But generally I have felt this year the company could be undervalued by 50p or so. I now hope my patience in holding will be rewarded."

[cockneyrebel] 15/11/2006 06:56

ok, will take a look, cheers

CR

[rivaldo] 14/11/2006 22:22

OT : will have a proper look CR, on first sight looks good. In return (!) have a look at GNG, results out in 2 weeks following an excellent trading statement - my thread header post says it all.

[cockneyrebel] 14/11/2006 20:27

Hi Goatman, yep, out of ISA cash sadly!

DorQ - you're right, one of those stocks you can just relax with and wait for the action.

Thought you said VTC then Rivaldo - I've been buying that - looks interesting to me - HD-TV equipment and digital photography - red hot products. Directors buying, earnings growing at around 80%. Fwd PE about 12. Not the cheapest stock but cheap for that growth and director buys make it look more interesting imo.

I suppose MSI will just spring the results on us again and no notice in advance - saves them £40 on an RNS I guess.

CR

[rivaldo] 14/11/2006 20:19

Reeshar, go back quite a few posts and you'll find references to where MSI-Defence seem to provide the gun systems for most or all of VT Group's Offshore Patrol Vessels, Type 45's etc, so there is at the least a very good relationship there.

[reeshar] 14/11/2006 20:12

Interesting the tie up with VTG, Rivaldo, can you elabourate ? I've been holding VTG for a while and been rather bearish on it recently looking at the charts. Only held on for the results in the hope of a bit of excitement. My feeling at the moment is to cash in VTG tomorrow whether it recovers during the day or not.

[doubleorquits] 14/11/2006 13:27

MSI is like a good old pair of slippers. So comfortable you don't know you've got them and you can easily forget them - but there are times when you're glad you got them.

[rivaldo] 14/11/2006 12:24

Taking a breather now. Looks like my post about VT Group's RNS earlier got some interested!

[spiritbear] 14/11/2006 10:06

Am I seeing correctly? It's not another ADVFN pricing problem is it?

[goatman] 14/11/2006 09:57

Good morning CR :o).

ISA looking perky this am. MSI is my biggest ISA holding. DTZ has a nice statement out today too.

G

[cockneyrebel] 14/11/2006 09:53

Blimey, just got in to see the price - that's a wow! :-)


Nearly broken out - all blow together :-)

CR

[johnrxx99] 14/11/2006 09:53

results 2 weeks away and moving well. Breakout pretty certain imo.

[onlyonestorm] 14/11/2006 09:47

Sidebar - I felt exactly the same but stayed and topped, up wish I'd done same with cable&wireless, but you cant win them all!!

Stormy

[dayjob] 14/11/2006 09:39

hanging on in there......yip.

[sidebar] 14/11/2006 09:39

Strange how I can change my mind so easily! I said to myself during the long boring days of 1-60ish "If only I'd sold at 1-90 during June.If it ever reaches those levels again I'm out! Definately!"

Needless to say I'm still holding :-)

[njp] 14/11/2006 09:33

Sure gotta be patient with this one, but the moves are well worth waiting for. :)

[onlyonestorm] 14/11/2006 09:30

HAVE IT!!!!!!!!!

[iandippie] 14/11/2006 09:29

:::::::::::ooooooooooooooooo)))))))))))))))))

[rivaldo] 14/11/2006 09:20

Hmmmm....:o)))

[rivaldo] 14/11/2006 08:21

Good stuff today from MSI's partner, VT Group - current stuff is going well and looks like lots more work in the pipeline:



"VT Shipbuilding has shown good profit performance in the first half of the year, despite a disappointing performance from our Marine Products businesses. This reflects continuing progress in the programme to supply blocks for the Royal Navy's Type 45 Anti-Air Warfare Destroyer and the achievement of the requisite milestones in our programme to build Fast Attack Craft (FAC) for the Hellenic Navy, in partnership with Elefsis Shipbuilding. Three FACs have now been accepted by the customer and prospects remain good for the ordering of a further two ships. The second Type 45 ship block was delivered to BAE Systems during the period and the programme for all six ships remains on schedule."

"The Royal Navy Offshore Patrol Vessel, HMS Clyde, has now started trials and is expected to be officially accepted later this month. She is scheduled to be
deployed to the Falkland Islands next Spring."

In particular:

"Following the announcement that we have been named preferred bidder to build
three Ocean Patrol Vessels for the Government of Oman, we expect the contract to be signed by the end of the year. It is anticipated that this contract will be worth approximately £400m."

And interestingly:

"VT Shipbuilding is pursuing an opportunity to build Offshore Patrol Vessels for Trinidad and Tobago and we expect an announcement on Preferred Bidder by the end of the year."

[onlyonestorm] 13/11/2006 20:24

Ah well, back home, thought I'd cheer myself up so topped up again!! NOT showing on screen though, I hate that!! Growl!!!!

Stormy

[dayjob] 10/11/2006 16:17

hmmm, tricky, i've got a friend with a very large VLK position who thinks 1.20 is imminent.
and MSI gave it all up on the results last time. i don't have a feel for whether thye will surprise this time round.....
RNWH going up, which is nice.

[rivaldo] 10/11/2006 15:53

LOL! I have 3 of those 4 myself...even though I have some myself I'd probably say VLK has less short-term upside, particularly with MSI about to report H1 results. JMO.

[dayjob] 10/11/2006 15:46

conundrum.

i've got 4 stocks MSI RNWH CCT VLK
i've over-stretched myself and need to either sell something or close some t10 VLK for a small loss.
i reckon MSI could be the one to let go. i.e has least short term growth potential from this point.
anyone got any opinions?
i realise that probably no-one gives a stuff, but i'm easily led so any opinion is welcome (well 'ish)

[onlyonestorm] 09/11/2006 12:47

80 ish but goes off chilly at night, (60 - 65)

Today at 7.30am 78 degrees and sunny!

Stormy