Melrose Industries Share Discussion Threads

[minerve] 28/11/2018 13:02

The only 'action' Yertiz probably saw as a sailor was in the showers after training.

LOL

[minerve] 28/11/2018 12:48

Portfolio holdings update:

AA: 0%
Bovis: 2.72% (adding)
Rolls-Royce: 6.13%
Melrose: 0%
JMAT: 2.82%

[gettingrichslow] 28/11/2018 12:34

So Ryelodge has literally got all his eggs in the MRO basket now...did the Ladybird book not mention diversification?

[brexitplus] 28/11/2018 11:08

Getting

If he weren’t such a coward he would tell us his top ten holdings, but as you say ....

[gettingrichslow] 28/11/2018 11:04

Yertiz, I don't know if you spotted it but the self-declared 'professional investor' also announced he'd flogged all his JMAT shares, then the very next day they soared 13%! Then after 5 more straight days of AA falls, he declared he'd sold them a few days earlier! Errrr...right, it's called not having the balls to admit you got it massively wrong!

[meanwhile] 27/11/2018 23:25

Yes, Minerve, they are going nowhere just now and, as the Daily Mail states, this is taking the gloss off the reputation of the bosses. Everything else in the Mail article is just selectively negative. But they've never liked Melrose, and possibly for the understandable reasons of their asset stripping reputation and the greed of the bosses.

Nortek has been an apparent disappointment by old Melrose standards. 6-9 months after the GKN takeover and the previous acquisition is still there. Maybe it reminds investors of the FKI residue Brush, still on the books after 10 years.

I don't agree with ryelodge (who is a different person to me) that they need some improved public relations; they've never needed that before and I think they just need to dispose of at least some big bits of Nortek at a good price, to get the old system going again.

[gettingrichslow] 27/11/2018 19:04

B+, like you I'm not worried about Melrose in the slightest. I'm confident they'll sort out GKN in a few years or so, I'm in no hurry. I sense Meanwhile will have another 'wobble' soon as he watches his one and only serious investment move up and down. Four hour lunch in York was great fun, and enjoyed the train back. London today. Working from home tomorrow. Paris next week!

[brexitplus] 27/11/2018 18:50

Getting. I see Melrose up again, regaining after the negative “news.”

[gettingrichslow] 27/11/2018 18:35

Another down day for Bovis. And AA. And Rolls Royce. Chimp shares! ROFLMFAO!😂

[minerve] 27/11/2018 17:35

This is great watching the fantastic Melrose go nowhere! ROFLMAO!

[brexitplus] 27/11/2018 17:10

jackdaw

Daily mail against GKN takeover from day 1. It was the DM that first mentioned cannonballs!!! They published an absolute load of rubbish. Not serious financial journalism. Ignore.

[jackdaw4243] 27/11/2018 16:27

Melrose definitely off the Christmas Party list at the Daily Mail, the multi million pound bonus criticised and the GKN deal called into question over two pages. I am pleasantly surprised that the share price has held up. I think the G M closures may have also impacted on the disposal of some assets.

[brexitplus] 27/11/2018 13:40

Has anyone read

THE CHIMP PARADOX: The Acclaimed Mind Management Programme to Help You Achieve Success, Confidence and Happiness. By Prof Steve Peters (author)

Apparently everyone has an inner chimp. Yes, everyone!!!

“The Chimp is the emotional machine that we ALL possess. It thinks independently from us and can make decisions.”

So when someone (no names) calls you a ‘chimp’, consider it a compliment, always knowing that person is a ‘chimp’ too.

[jackdaw4243] 27/11/2018 12:08

I'm not sure about the Welsh and wanting them to leave the United Kingdom.

They are credited with inventing the first contraceptive, using part of a sheep,s intestine.

The British modified and improved it by removing it from the sheep. :-)

[brexitplus] 27/11/2018 11:29

Jackdaw

I understand Barack Obama is a keen golfer. Just looked him up and apparently he played 306 rounds while in office. And of course Trump has his own golf courses!!!

[minerve] 27/11/2018 11:17

Brexit can't talk about his own kids because his sperm bank was empty when called upon! LOL

Thank goodness for that. One brexitplus is one too many! LOL

[brexitplus] 27/11/2018 11:13

Very funny. Do you think we could get rid of Wales and the Welsh? Or are there no takers.

By the way, you said about youngsters playing not golf, my nephew who has just gone to a top university to study physics is no mean golfer, cricketer and tennis player. And he’s a lovely lad.

[jackdaw4243] 27/11/2018 11:09

As Mrs May does her charm offensive I had this E-Mail from a City friend

"The rumours circling about backroom Brussels deals on ceding sovereignty of Gibraltar to Spain won’t help placate the legions of gammon.

My mole in Brussels says its actually more serious - apparently the Danes are demanding they get East Anglia, the French want the Channel Islands and have put in a claim for a large swathe of Chelsea, while the Irish will receive the North and most of the Scottish Islands.

Norway is getting Shetland and Orkney (although no one seems particularly bothered they aren’t even in the EU!) The Germans are claiming the North Sea on the basis the Shipping Forecast refers to the German Bight. The Swedes were offered York, but after thinking about it, politely declined. No one knows who gets North or South Utsire.


Sweet Rockall I think."

Off Topic sorry