Ms Share Discussion Threads

[cockerhoop] 18/11/2012 22:10

They generally turn up unannounced :-) but Half Year Reports have been released on 23rd, 25th and 26th November in the last 3 years so shouldn't be too long.

[gswredland] 18/11/2012 20:26

Does anyone know the date of update or results please?

[gleach23] 08/11/2012 22:27

new to this thread...does anyone know offhand what % splits of the business the 3 group divisions are, particularly defence (on a broad sales & profit basis)?

i looked in the final results but found no mention of it. it says defence is the largest and that was the area highlighted as a concern in the first 3 months of H1

[jameshodson32] 07/11/2012 18:47

On the face of it this is a great investment. Half yearly report due later this month; looking forward to a positive update to bring the price back up. I'm not bored yet, just a little concerned!

[xdavid] 07/11/2012 18:32

Boredom? :-) Does it all the time. Large proportion of shares are in director's hands so it only takes a small amount of trading to make it move. Of course, this also works in the other direction :-)

[jameshodson32] 07/11/2012 17:48

Bought in a few weeks ago at 157. Any thoughts for reason behind drop in price?

[xdavid] 05/11/2012 15:59

This is getting back into Decision Time territory...

Historic PE 7.1
Historic Divi Yld 3.25%

[mr. t] 27/10/2012 09:30

Someone is interested in an investment in MSI:

[jameshodson32] 05/10/2012 09:46

News soon? Just topped up...

[rivaldo] 07/9/2012 15:50

Uptrend resuming again?

[rivaldo] 03/9/2012 10:42

Excellent spot again Mr T. Have MSI announced this yet - of course not :o)) At least I don't recall it. The only way MSI ever announce anything is if they're forced to.

Talking of which....I notice that whilst on hols there's been director buying of another 3k shares at 255p:



Director buying at MSI has invariably been a good clue as to future news and share price movements.

[mr. t] 02/9/2012 18:01

There's some good info (including pics and a video) about MSI's Seahawk system being used on some of the Royal Navy's combat ships within this article:



A £15m contract caught my eye:

"First entering service in 1988 they have been continually refined and the latest version is the DS 30B Mk2 equipped with offboard sensors, the ATK 30mm Bushmater Mk44 cannon (instead of the Oerlikon) and Seahawk fire control systems that are replacing all previous versions on the Type 23 by 2014 in a £15m contract with MSI."

Has this been announced previously?

[rivaldo] 17/8/2012 09:13

Decent IMS out last week with trading overall in line with expectations. In particular, Defence will have an H2 bias given a few delays, but the normally cautious CEO appears happy to note that expectations for the year "remain as we anticipated".

Encouragingly, I yesterday received (as a member of the Shell Drivers' Club - don't ask) - this e-mail from Shell:

"We're delighted to announce that we are currently adding more than 250 new service stations to our network in 2012! We are embarking on a major programme of upgrading and rebranding former TOTAL stations, and you may well have noticed some of our new sites near you."

Lots of lovely work for MSI no doubt.

[rivaldo] 24/7/2012 08:48

Very encouraging rally. Heading back towards the highs?

[rivaldo] 20/7/2012 08:44

Ah - cheers mpf :o))

Here's what he said - 350p would be nice (I note he also bought CRE, which I hold a few of):

"MSI is an interesting company doing well re-designing petrol forecourts, also has a forgings business and a defence business in naval guns. All three divisions going well and it looks mighty cheap with a £10m cash pile and a great dividend to boot.

It went ex dividend this morning for 6p, so I get that dividend and the shares have gone up, so in effect a free 6p dividend coming my way!

Anyhow I bought them at the seminar at 252.3 targetting 300, but if it pushed through that could go even better. I really think the shares are worth nearer 350 and are underrated. I also added a few more MSI this afternoon at 256."

[gorse] 19/7/2012 20:05

"Proof it was tipped by the naked trader 2 days ago l think you will find ;-)"

Better if he had tipped it 10 days ago, but better two days ago than tonight.

[cockneyrebel] 19/7/2012 19:50

Oh no ! :-)

CR

[mikepompeyfan] 19/7/2012 19:42

Proof it was tipped by the naked trader 2 days ago l think you will find ;-)

[rivaldo] 19/7/2012 17:30

Indeed.

Amazing that MSI have gone ex-div with a 6.5p divi this week yet the shares have stormed upwards! Proof of somthing good methinks.

[gorse] 19/7/2012 16:38

A quality company is delivering solid returns.

[paqman] 18/7/2012 19:38

X div today and share price up.

[cockerhoop] 12/7/2012 18:21

Good spot Rivaldo

I couldn't agree more about the compelling investment case, also been director buying at higher prices and Michael Bell has been a fairly shrewd buyer in the past.

[rivaldo] 12/7/2012 14:22

I notice that Shell has today received approval to purchase 253 more petrol stations:



Since Shell is a major customer of Global-MSI's - and in fact won "an award from SHELL Oil Europe for safety innovation that earned us the Best Contractor HSSE Award for 2011" - this should ensure loads more conversion and update work for MSI in the coming months and years.

Worth noting that MSI made 36.8p adjusted EPS last year, against the current 240p share price - a historic P/E of 6.5. It also had over £10m net cash at the year end.

Looking forward to my 6.5p final dividend - the cut-off date for being on the record books is next Wednesay the 18th July.

[mr. t] 21/6/2012 22:50

Some news on MSI:

1. The first of two RiverHawk vessels built for the Iraqi navy, which have MSI DS-30 guns, has just finished trials and will be delivered to Iraq in Autumn:



2. Global MSI is gaining customers, with its first forecourt for Morrisons and its first two in Ukraine completed recently:

[cockneyrebel] 14/6/2012 11:54

PS - as the chart goes that's a nice buy point near that recent low imo.

CR