Share Name Share Symbol Market Type Share ISIN Share Description
Ms International Plc LSE:MSI London Ordinary Share GB0005957005 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 209.00p 204.00p 214.00p 209.00p 206.00p 209.00p 7,983 08:00:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 77.7 4.8 23.1 9.0 36.00

Ms Share Discussion Threads

Showing 2201 to 2224 of 2350 messages
Chat Pages: 94  93  92  91  90  89  88  87  86  85  84  83  Older
Westcountryboy....good post, agree. Has been on my radar for while having traded it before. Yes, it is never going to scream away, but if I get a 10% return and a 4% divi in the next 12 months.... That does me,. Like to have balanced portfolio with some risk but also some 'plodders' like MSI
I hold, because I agree it's too cheap, but I'm afraid this has been a value trap for years and unless we're lucky the upside is not going to be astronomical. It's dependent on defence spending, which will be under pressure for a long time. There is no consistent projection of visibility, so no reason to award a high PE ratio. The lack of interest in getting a high profile will ensure that it never gets on most PIs' radar. People come, a bit excited at the metrics, and then they get bored and drift away. Occasionally a journalist puffs it up and there is a flurry of interest. The most interesting thing is the appointment of Nicholas Bell. If this is indeed MB's son, then it indicates an intention to carry family management into the next generation, so the business is not going to be sold any time soon. But he might bring a new approach: it will be interesting to see what it is. I actually like family-run companies when the shareholding is widely distributed so the shareholders and not just the directors get good rewards.
Happy to take out a position after update...As Pabster points out £36m mkt cap with a £13m cash pile....with 4% yield, minimises the risk IMHO MSI have a history of under promising / cautious approach, so revenue guidance of the same for the next yr, is fine by me. PE of 7 , means minimal downside .... With expectations Anything north of £1.97 will be needed to break the 18 month down channel ....break that would be bullish IMHO
IMS released at lunchtime! Some chunky defence orders announced - £32m over a number of years. But revenue unlikely to surpass this years although revenue growth expected at forgings and forecourts. Nicholas Bell (presumably related) promoted to the exceedingly well paid board.
Feels overdone here and panicky seller Market cap of £36m and cash of £13m on operating profit of £5m 4% div yield too!
They will send you printed reports if you phone them. There is additional info in them but don't expect anything 'glossy'. WCB, I seem to remember MB being asked once about possibility of getting a company broker for forecasts, etc. and his reply was along the lines of, "why should we pay money for that - the share price will take care of itself." Maybe he is quite happy to just keep buying the shares himself (last buy last March @ £2.94) but at a 26% holding, he can't go too much higher. 3 directors own 44% of the company so it is unlikely to fall prey to a lo-ball takeover. But then that also opens up a whole new possibility for an unwelcome "exit strategy"! At this depressed price, even allowing for the "profits warning", it must be on a current year PE of low 7s, nearly 4% divi. PTNAV of 1.8. Crazy, but what can one do? Without broker coverage it is always likely to be discounted (or just fluctuate wildly as it does).
I think there are just the websites for the different divisions. I went to an AGM in Doncaster in 2006. There was just me and a fellow-investor called Jim. We were treated with great consideration - Michael Bell is an old-fashioned Yorkshire gent - but I didn't get the sense that he was a great enthusiast for the ways of the City. I would love to know what his exit strategy is.
Does somebody know if there is a website with investor info (annual reports etc.) available? I can't seem to find the necessary website/information.
It is worth remembering the company is 1/4 in cash, paying 3.5% dividend at these levels, trading on a single digit p/e. In the interims they had already forwarned that this year would not match the record figures of 2011. The fact that the share hasn't traded today at these low levels should give some confidence that weak hands are not being stopped out and we may have found a level. The company are not great communicators but that might be where the advantage lies for savvy investors who have done the work and are confident in their research.
Agreed wcb. I was away on hols when the IMS came out so couldn't react quickly. On balance the shares are worth holding imo. I'd guess they'll report say 24p-25p EPS and £11m-£12m net cash, which would make this share price pretty cheap. However, I'd never have more than a small holding for the reasons we're all familiar with - illiquidity, lack of narrative from the company, lack of "City" support via brokers etc etc...
The market sell-off must owe something to the ridiculously, in fact offensively, offhand statement. 1) It's frivolous to say that the second half bias has become fourth quarter bias without any rationale or firm evidence that the money will materialise then 2) As there are no broker forecasts there is no sense of market expectations, so their own expectations are of no interest. 3) why now say 'inevitably lower' than last year? There is nothing inevitable about doing less well than the year before. 4) it would be truly alarming if they had run out of net cash! I am very unimpressed.
Possibly oversold here given the 'in line' result??
IMS out "All three Group divisions, 'Defence' 'Forgings' and 'Petrol Station Superstructures' have faced specific challenges in their respective markets. Nevertheless, the net result will be in line with our expectations albeit inevitably lower than last year's record figure. The balance sheet remains very strong with net cash and short term deposits."
alter ego
Good to see MSI heading up back up, some chunky trades going through this week as well. IMS should be out in the next week.
Nice find, Mr T. I love the fact that they continue to invest in state-of-the-art facilities and still remain cash rich!
It's a couple of months old, but here's a press release from MSI forks about their relatively new manufacturing facility in Rock Hill, South Carolina: MSI Forks have been manufacturing forks in the UK since 1964, and opened a distribution business in Rock Hill, SC in 1996. This was followed in 2003, by opening a manufacturing facility in Sao-Paulo, Brazil. MSI's commitment to the North American marketplace was confirmed when the Rock Hill, SC facility was converted into a state of the art manufacturing facility in 2011. MSI saw a need for this as Sao-Paulo it fitted in with the company commitment of being able to supply fork-arms of any configuration on the shortest possible lead time. As the recession struck MSI identified that their customers were no longer willing to hold large stocks of fork-arms and had a preference for a rapid delivery. MSI perceived that the North American market wished for greater choice than that which was offered by one dominant fork-arm manufacturer. The manufacturing facility in Rock Hill, SC has now been fully Rock Hill commissioned and has demonstrated a reliable and impressive capability. The American forklift truck market now has an option in buying forks that have been manufactured through an entirely North American supply chain. MSI-Forks has a continuing investment program to manufacture as close as possible to the customers it serves.
mr. t
amazing that this puppy is still trading a such a low P/E - next update should be soon?
Only 10k shares traded too...looking forward to some volume ;-p
Yep looking good
The bounce continues....
Good to see some buying coming in ahead of next month's update.
hi riv...yup, i topped up today on the back of the last update, the chart and general market backdrop
Moving up now. All but one of the last 5 director share purchases were at prices higher than the current price, including 7k at 294.5p - and the exception was at 242.5p :o))
It would be interesting to get an idea of the percentage holdings of MSI shares in circulation (not held by directors and families) that are represented by the contributors to this board.
Chat Pages: 94  93  92  91  90  89  88  87  86  85  84  83  Older
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