Melrose Industries Share Discussion Threads

[brexitplus] 15/1/2018 10:00

Just looked at the shareholder. No-one holds more than 2.34% and many institutions are US. I think this is good and GKN will be unable to persuade large blocks os share to support them.

[sogoesit] 15/1/2018 09:17

Let's hope the politicians are distracted by Carillion and don't try to meddle in this one!
Vince Cable, the business secretary who said the Co-Op Bank was safe, has already smeared Melrose as an "asset stripper" on Twitter.

[topvest] 15/1/2018 09:03

Yes, shareholders will probably rather have Melrose stock. Lets face it GKN management just have not delivered at all.

[brexitplus] 15/1/2018 07:18

Excellent Melrose presentation Re GKN on the website. Says it all really. Institutions should be impressed.

[eipgam] 14/1/2018 12:41

The Sunday Times: American buyout giant Carlyle is weighing an audacious counter-bid for the embattled plane and car parts maker GKN.

Front page Business Section

[brexitplus] 13/1/2018 11:58

Definitely a higher offer. Agree GKN in panic mode. MRO will bide their time and talk to institutional investors. Their track record is top notch and Brush, the anomaly, was just part of a previous successful investment.

[mattboxy] 13/1/2018 10:49

What r the chances of returning with a higher offer? How far would they be likely to go?

[dav1dc2] 13/1/2018 08:54

MEANWHILE ref 1916 etc ...CHEERS !!!
DFC

[yertiz] 12/1/2018 20:32

Spot on, MEANWHILE. There's some decent returns coming for us shareholders from Nortek too - it's just when, not if. Looking at GKN developments over the last couple of days shows they are moving swiftly to panic mode, the fat cats at the top see the threat to their cushty lifestyles being undermined by the Melrose business model. The only trimmings are made from the excesses of the company structure, driving efficiency and Lean principles throughout are Melrose's mode d'emploi, apart from Brush it has been very successful too. Bring it on!

[eipgam] 12/1/2018 11:06

Very bullish response from MRO to the GKN rejection.

I sold my shares in MRO before the Norcre purch but still hold through various collective funds

[steeplejack] 12/1/2018 09:46

Yes it would,this is what Melrose do and do it rather well.

[typo56] 12/1/2018 08:55

I'm surprised at the enthusiasm in MRO this morning. The offer from MRO, which has been rejected, was 405p, 80% of which paid for by issuing more shares in MRO. About £5.5bn worth? Wouldn't this be a reverse takeover? Likely GKN will hold out for more too.

[solarno lopez] 12/1/2018 08:51

price of 405p

[cisk] 12/1/2018 08:41

This would be a good deal. GKN is a first rate company that needs a push towards better margins. The fact this is happening suggests that the recent US deal must have gone very well for MRO.

[solarno lopez] 12/1/2018 08:40

GKN has announced a rejection

[bigalan3] 12/1/2018 08:37

How do we know about the bid?

[solarno lopez] 12/1/2018 08:27

Bid for GKN

[mattboxy] 12/1/2018 08:22

Nice move back up today anyone know the reason? Or is it just returning to previous areas

[sogoesit] 19/12/2017 09:54

Barclays today cuts TP from 250 to 240. Retains "Overweight".

[grahamburn] 08/12/2017 15:07

With all due respect, meanwhile, if you know this, you don't need to follow the herd and fund it.

Though to be fair to you, your first sentence implies you are doing the exact opposite to what you are saying the small fry do.

So, suppose I ought to say, "Smart chap!"

[meanwhile] 08/12/2017 12:36

My advice is try not to get too bored and don't panic. The market has been contrived for several months now while the big shareholding institutions swap, share out and adjust their holdings in MRO in preparation for the next big issue of shares.
If the small fry like ourselves sell up, so much the better for the big boys.

Like many areas of politics, government & finance, the market operates for the few big boys, while the rest of us just fund it.

[nikolidante] 28/11/2017 14:20

Brush traction sold to Wabtec in 2011 So nothing to do with Brush