Member Info for JohnLewis79

pharmhall thanks for your post and forecasts which i have to say are higher than my estimates which i swerved from posting (not wanting to be laughed out of court) and are a lot more comprehensive to boot. so thanks for that.

you know more about msi history and share price action than i, being a latecomer to the company. so i take on board your views given the company doesn't provide holders with any up to date info. he'll if bp or shell can be ****d?

anyways we wouldn't be here if we didn't know the score. i expect the shares to creep higher as the interims approach which might kick start a much bigger advance to the end year nos if some new contract support is forthcoming and let's face it as a micro cap we are hugely reliant on order flows.

pharmhall thanks for your post and forecasts which i have to say are higher than my estimates which i swerved from posting (not wanting to be laughed out of court) and are a lot more comprehensive to boot. so thanks for that.

you know more about msi history and share price action than i, being a latecomer to the company. so i take on board your views given the company doesn't provide holders with any up to date info. he'll if bp or shell can be ****d?

anyways we wouldn't be here if we didn't know the score. i expect the shares to creep higher as the interims approach which might kick start a much bigger advance to the end year nos if some new contract support is forthcoming and let's face it as a micro cap we are hugely reliant on order flows.

With the H/Y nos only 2 and a bit months away it seems unlikely we're going to get any

updates on trading nos etc....

News of management reorganisations fade by the day so presumably none encisaged this side of the year end results. As a reminder the nos to beat or at least equal.

Revs £57•2m.

Profits £7•72m.

Cash £50•5m.

Eps 35•9

Sp 970p

Asian mrkts are trading slightly ahead this morning bouyed by positive cues from Wall St on Friday where the Dow and 500 posted record closes. Tokyo is closed for Sports Day holiday.

Mrkts in China and HK are mixed after China's finance ministry promised to spend more to boost the economy but was light on the details. Weak domestic demand continues to worry investors. In late afternoon trading the Hang Seng is up 100 and Shanghai ahead 75.

In Sydney the ASX200 is trading higher in light trading with gains in mining and financials. Oils are mostly lower while Gold's are ahead.

Bigest loser on the day was Web Travel Group off 31% due to disappointing results. The ASX200 closed at 8253 up 38.

Pacificas are mixed to better with Soeul and Taiwan in the black. Taiwan Semi Conductor ranks no 9 on the global ranking list of bigest firms with a value of $990bn. That places the KOSPI at no 18 in the list of bigest global exchanges behind the ASX200 and TAIEX.

London and New York are called lower at the start of wk 42 trading. With only 10 weeks to the end of the year the 100 and All Share are up 7% while the Dow and 500 are up 14% & 22%.

Latest:- Vix 20. Brent $78.

Gold $2659. Copper $4•456.

Palm $1167. Silver $31•575.

$1•307. €1•196.

FF -11. DF -22.

Morning all.

Morning Clarkey 1880, you don't mince your words! Given previous I'm not surprised. However I got a surprise when checking trades my one never went through, a long lunch probably had something to do with it! I suspect I screwed up in transferring funds etc... Let's see Monday morning I may have had a good break for a change.

Despite the DJI and 500 posting new record high closes it was Boeing that made the headlines yesterday and for all the wrong reasons.

New CEO Kelly Ortberg warned of losses in its weapons & military equipment manufacturing arms and pushed back delivery of its 777X widebody plane to 2026 some 6 years behind schedule.

In a futher blow 17,000 jobs, c.10% of its workforce will be laid off as the 5 week strike has grown more acrimonious by the day. A stalemate now exists between Boeing and the workforce. Around 33,000 workers are seeking better pay and conditions and have flatly turned down Boeings revised 30% pay increase offer.

The global credit agency SP CreditWatch has put the company under scrutiny and could pull its investment grade rating on the firm downgrading it to junk status.

In a surprise release Boeing Announced preliminary Q nos of a $10 a share loss and revenues of $17•8bn for the Q both well below Wall St forecasts. Boeing will report full Q3 nos on Oct 23. Since 2019 the plane maker has lost $25bn.

After hours the shares closed at $149•74 slightly up on the day.

Nyse data

Issues 2857

Advances 2223

Declines 566

U/c 68

NH 206

NL 13

T/vol(bn) 3•2

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

DJ +410 (42,864)

SP +35 (5815) R

NS +30 (20,272)

R2 +25 (1412)

WTI $75

10ytb 4•105%

----------

MSCI(W) +21 (3732)

Gold Bugs +2 (319)

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

Close :- Vix 20. Brent $79.

Gold $2657. Copper $4•494.

Palm $1350. Silver $31•740.

Yen 149. Yuan 7•07.

$1•307. €1•195.

FF +2. DF -38.

Morning all.

Bought Bill down in the 300s happy to continue holding. One of my better purchases along with RR in the low 70s which I sold in the 150s and bought back in the 200 area.

I'm trying to ween myself off cheapo blue sky mining hopefuls of which I currently hold Optibiotix and Panthera the latter on a punt it wins its case against the Indian Govt on disputed Gold mining deal with the Rajasthan Govt. Bought at 11 & 13 so underwater atm. Opti was a tip from a pal who has a very good track record so I know sfa about the company.

Yea I will send her an email tomorrow. An old share cert? sell and buy back Renold..you never know! I held Renold for a year or so but lost a few quid, became bored through lack of action and sold to buy more MSi......Anyways off to my local for a bevy or two. Speak soon. I live in South London not far from Crystal Palce football ground which is my local team, grrrrrr!!

Speak later.

I know of Renew as its been well tipped. Never had any spare to invest.

I've been in and out of Sanderson, totally, zambeef, Gph, renold, Brighton pier and Virgin Wine to little success.

I tend to sell if I'm losing after a couple of weeks. My longest term hold is MSi followed by RR, Braemar, Billington and REA Holdings a forever stock which I have held onto for far too long.

(I worked in Malaya years ago) so know the rubber/palm oil business.

I take it you never heard back re the contract? No surprise there. Nobody gives a flying **** these days.

Nothing to write home about this week, though vols stood out being double last weeks, shares down 10.

Sp 980-1000

L/yr 720-730

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

High '04 1136

Low '04 770

1/1/'04 850

7/'88 113

----

T/trades 104

T/vols 85,000

Buy 47,000

Sell 38,000

Buy % 56

Av trd 817

-----

Ytd

--

MSi +13%

100 +7%

250 +5%

A/S +6%

Aim -4%

---

Oil +2%

Gold +29%

Palm +44%

--------

another non event in terms of msi shares this week. no'one should be surprised as talk of events off the investor table is definitely hampering any advancement in the share price. i mean who needs to know about cap gains and inheritance tax for the board when im checking the shelves for baked beans under £2?

not many im sure. i don't give a **** to be honest. with such low daily volumes (this week being an exception) even day traders head to the likes of yu group to turn a coin. i have myself on 3 occasions taken a punt on yu, calling it right 2/3 times giving me a reasonable turn, well at least enuff to pay for spreads and commission and a small profit.

i'm not giving up on a msi despite several naysayers saying the stock is going nowhere. can't see it myself but shrewder investors than

myself say its a sell ahead of the budget. i know better don't i?

when it comes to making investment decisions i'm only too aware of some serious clangers i made which like the monkey on my shoulder nags me to this day. for instance i held a few million shares in sphere medical a penny stock touted as going to the moon due to its revolutionary fully tested & certified blood testing device. a no brainer i thought!

of course that was the kiss of death as hospitals preferred nurses to waste time taking blood from patients by sticking needles into arms when the machine could do it instantaneously as many times as required and record the data then and there.

i last heard they we're trying to give it the kiss of life in kings hospital mortuary to no avail.

none of my considerable investment was recovered and investors saw c.£50m flushed down the pan. a classic case of backing britain!

Well oversold on spurious grounds. I have added.

Wall St stocks saw modest weakness yesterday after a strong run in the previous

session. The major averages all gave back ground with the 500 and Dow pulling back off record highs.

On the economy Thursdays report showed inflation slowed to 2•4% (2•5% in Aug) and separately the nos of people filing for benefits was 258,000 versus the 230,000 forecast which was relatively low compared to past history. Nevertheless the economy continues to 'hum' along instead of just fighting inflation.

On the DJI, 9 of the top 30 gained led by UH, Salesforce & Amazon. Losing ground 3M,

Home Depot and Intel. Boeing the bigest loser on the day fell to a new ytd low of $146 and will face relatives at a hearing in Texas infront of a Judge to review details of some of the 346 people who died in 2 crashes involving the 737 Max planes.

They are asking a federal Judge to throw out a plea agreement Boeing struck with federal prosecutors where the company could face tougher punishment. The families call the deal between Boeing and the Govt a 'sweetheart' deal that fails to consider the lives lost.

Nyse data

Issues 2852

Advances 1125

Declines 1615

U/c 112

NH 92

NL 37

T/vol(bn) 3•2

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

DJ -58 (42,454)

SP -12 (5780)

NS -27 (20,242)

R2 -9 (1387)

WTI $76

10ytb 4•070%

----------

MSCI(W) -5 (3711)

Gold Bugs +9 (318)

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

Latest :- Vix 21. Brent $79.

Gold $2644. Copper $4•454.

Palm $1350. Silver $31•530.

$1•305. €1•193.

FF +17 DF +5.

Morning all.

Cheers Roger.

I doubt BAE Systems wouldn't RNS a contract win of that size. Still winning an order of nearly 20% of our mrkt value and that is yet to be confirmed as it could be part of the £50m from months ago, is neither here nor there as far as MSi is concerned.

Just another way of keeping the buggers in the dark!

That's a nice addition to the order book if confirmation from the company. Don't hold your breath!

On Wall St stocks started the day on a flat note but gained strength as the session progressed and by mid'day were near record highs. Cat, IBM & Honeywell led the risers while Boeing and Salesforce were the only 2 losers.

Boeing failed to come to agreement with their workforce when talks collapsed. The stock fell to a days low of $149 as the company withdrew contract offers of $30 salary increase payable over 4 years to striking machinists. The stock is down 41% this year and teeters on the edge of junk status.

Cruise line stocks had a good day after upgrades from Citi who suggested data for the industry has legs for 2025 and beyond. Norwegian, Carnival and Royal Caribbean all gained between 5% & 11%.

KinderCare Learning ($26) rose 9% in its 2nd attempt to go public on the NYSE. It abruptly pulled its initial IPO in 2021 citing regulatory delays. The company offered 24m shares at $24 raising c.$576m. The company will uses the money to pay down debt and other outstandings. It has 2400 early childhood education centres across the country for kids between 6 weeks and 12 years old.

Nyse data

Issues 2862

Advances 1587

Declines 1183

U/c 92

NH 163

NL 28

T/vol(bn) 3•6

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

DJ +432 (42,512) R

SP +41 (5792) R

NS +161 (20,269)

R2 +4 (1396)

WTI $74

10ytb 4•072%

----------

MSCI(W) +22 (3716)

Gold Bugs -1 (309)

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

Latest :- Vix 21. Brent $77.

Gold $2613. Copper $4•438.

Palm $1350. Silver $30•825.

$1•307. €1•195.

FF +20. DF -3.

Morning all.

At the half way stage volumes were double last weeks with buys outpacing sells by 26k to 17k on 64 bargains dealt. Shares off 10 to 980-1000.

The major averages all ended on a firm note yesterday with techs leading the upward moves. Investors are looking forward to the upcoming CPI nos on Thursday as the next signpost on the path of rates. Also reporting major banks 3Q nos are scheduled for Friday analysts expect a 5% growth rate.

Nvidia ($133) was the pick of the 'Mag 7' gaining 4% its largest one day % increase in a month and took over from Microsoft as the 2nd most valuable global company valued at $3•259tn. Other notable risers included Apple, Tesla & Meta.

GM ($46) met with CEO Mary Barry who assured investors at an investor day event better days were ahead for the motor company. On the DJI, 20 of the top stocks rose led by Intel, Salesforce & Apple. Leading the laggards Cat, Dow inc and Amex.

Energy stocks were the bigest losers as oil prices retreated after Mondays rally. Volumes on US exchanges were a below average 11•57bn traded.

Nyse data

Issues 2864

Advances 1436

Declines 1355

U/c 73

NH 99

NL 28

T/vol(bn) 3•4

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

DJ +126 (42,080)

SP +55 (5751)

NS +307 (20,108)

R2 -1 (1392)

WTI $74

10ytb 4•021%

----------

MSCI(W) +16 (3694)

Gold Bugs -1 (310)

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

Latest :- Vix 21. Brent $77.

Gold $2616. Copper $4•457.

Palm $1187. Silver $30•760.

$1•308. €1•193.

FF +23. DF -41.

Morning all.

Investors buying MSi managed to send the shares down to 960 yesterday. I doubt they were much pleased about that. The shares are long overdue a re-rate struggle around the 950-1000 level. Unfortunately those in that category are often ignored and wither through lack of interest.

Last eps were reported as 71p giving a p/e of c.14x earnings. So unless you believe that's a fair rating now is your chance to think again. Simply Wall St Broker is a big fan of MSi and thinks the shares are 100% undervalued. OK they talk their own book, one I'm happy to read!

For a company with a healthy balance sheet, lots of cash, no debt and paying dividends the shares look cheap on a 2 year view. No use in comparing them to US defence stocks as we're never going to trade at 30x+ earnings, part of the malaise of the UK mrkt and in particular Aim counters which can be difficult to value due to irregular news flows and lack of profits.

Mind you we do ourselves no favours falling between 3 main stools of defence, petrol stations and forgings when trying to attract investors. I doubt becoming a mini conglomerate was ever intentioned even with one jewel in the crown.

I've never understood why we have never moved off the Aim market. Less regulation and scrutiny hardly seems a compelling enough reason if investors suffer the drawbacks of being associated with the n'eer-do-wells on Aim.

So the board are more than happy to remain in the knowledge that many iis cannot invest in Aim companies even if they wanted. That limits our investor base. Perhaps the next profile of management will take a different view and broaden their outlook.