Ms Share Discussion Threads

[nomunnofun] 25/7/2011 19:36

6th October Mike

[mikepompeyfan] 22/7/2011 20:49

Can anyone tell me the date of the agm please ? Have tried everywhere but can't find it. For some reason l can't seem to access the msi website.

[rivaldo] 13/7/2011 12:48

A 4k buy at 280p has done the trick nicely.

MSI could well achieve 35p-40p EPS this year imo, and perhaps a lot more.

[rivaldo] 06/7/2011 12:38

All that's happened is that the bloke who runs T.M.F's Value Shares portfolio took profits on his shares - around 100% profits from memory. An e-mail went out yesterday, and a few lemmings have folowed him.

I can partly understand it, but imo the upside at this point is even greater than it has been in the past:

- the US defence orders underpin future profits
- we now have all 3 divisions firing nicely, whereas before there were doubts about Global-MSI and MSI-Forks
- the Balance Sheet is in even better shape

Time to take advantage of any share price weakness - and it's ISAble.

[paleje] 06/7/2011 10:24

Small volume summer sales methinks, buyers on hols, not a red flag imo.

[gorilla36] 06/7/2011 10:17

Grump - whats up here then?

[rivaldo] 28/6/2011 12:19

Bouncing now. It's been a long time since any company buybacks - now would be a good time for MSI to start buying their shares back again.

[rivaldo] 23/6/2011 11:26

Cheers Mr T. Looks like bargain time is here - the MMs have dropped the price 25p on just £8k of trades!

[mr. t] 22/6/2011 13:58

Patricia59 - as you said, MSI has worked out well in recent weeks.

Rivaldo - thanks for your insights and analysis. I hope you're right about 40p eps this year; MSI are certainly performing and look nicely positioned for the future.

Cheers,

T

[rivaldo] 22/6/2011 12:34

Shell are one of Global-MSI's biggest customers:



I noticed today that Shell have just bought 254 new petrol stations costing £240 million - I'd assume that all of these will require rebranding and potentially big refurbishment:



This could just be worth an awful lot of money for MSI.

[rivaldo] 21/6/2011 11:13

Further coverage I hadn't seen:



"MSI shares soar as profits hit record high
Published on Friday 10 June 2011 06:00

ENGINEERING group MS International said annual profits doubled to a record high, sending its shares soaring by 29 per cent.

The Doncaster-based group, which has three divisions spanning defence, forgings and petrol station forecourts, said pre-tax profits in the year to the end April hit £6.7m. Revenues increased by a third to £54.2m as all three divisions bounced back from the recession........etc"

[rivaldo] 20/6/2011 12:59

Cheers connor - I'm now hoping for 40p+ EPS this year given that 20p EPS in the last H2, so on that basis there should be at least another 50% upside here.

[connor23] 19/6/2011 14:38

Geez, this one still going up. You make a fair point Riv. I was particularly interested in the segmental analysis from the Nov figs (shame they didn't include something similar in the final results). Using that as a read across for margins I estimated that the US deal could be worth £3.6m. Defence also seemed to be making up 60% or Rev but 100% of profits, so a positive outlook for that division bodes well.

Kicking myself, but still plenty to play for as you say.

[nomunnofun] 17/6/2011 10:28

Thanks rivaldo - found my 1035 - the low volume has a lot to do with one's inability to buy any kind of quantity.

[rivaldo] 17/6/2011 10:23

Nomunnofun, try here:



I was surpirsed to see so much activity on PLUS - £60k of trades already today on top of £35k on the main board equates to probably a month's worth of normal MSI trading in just a couple of hours!

Very encouraging to see a good rise on such volumes.

[nomunnofun] 17/6/2011 09:49

Any experts know how to find plus trades on advfn, presumably where mine is shown?

My little buy seems to have sparked matters.

[blueball] 17/6/2011 09:32

Had to buy @315p this am.

Impossible to buy any quantity.

[nomunnofun] 17/6/2011 09:14

Just dipped my toe in to buy 1035 - hard to get these and paid 309.9 . Even that small buy has bumped edged the share price upwards.

[rivaldo] 17/6/2011 06:47

Ah, but there's plenty to go for here connor.

As you said yourself, MSI achieved 20p EPS in the last H2 alone. If they achieve even a modicum of growth from there this year, they'll achieve 23p-25p EPS in each half - i.e getting towards 50p EPS for the year.

At which stage a share price of 500p would seem reasonable on a P/E of 10.

That's 70% upside from here.

[rivaldo] 16/6/2011 13:45

...and buying coming in at 300p now.

[rivaldo] 16/6/2011 10:24

Nice to see MSI as the 5th highest riser on this rather poor day on the markets....

[blueball] 16/6/2011 10:08

Cool share...thanks to RB.

[rivaldo] 16/6/2011 08:23

Excellent point connor23. MSI made 20p in H2, which implies that this year they could make 40p EPS - or even more....

That would suggest a share price of around 400p, and perhaps a lot more as the market comes to appreciate MSI properly.