Great write-up in the FT.With a buy rating and Stg 10 target |
My price target is 985p. Why that number? Same as the banks, I just made it up. Strong Buy. |
Their price target is 735p. |
Melrose Industries was the standout performer on the FTSE 100 as Citi reiterated its 'buy' rating on the stock, saying it "presents a compelling investment opportunity". |
I've given up reading the results, the text for items are not even matching up with the figures line.
Is it deliberately obfuscating. |
initial res by 530/540 just tested first. area for profit taking for st traders. yest low of 472 initial sup with some also from 490. |
This type of market is particularly rewarding stock-picking, especially in the small cap arena. That's a change from the Fed put, macro driven stock market drivers that had suffocated small and mid caps for too long. |
Some sanity returning to the price. Hopefully it continues |
If this was a good company 3 working days ago then it is still a good company now. Some figures may have changed a bit but they would anyway.
I hold many thousands of these and have no intention of selling in the near future. |
started to nibble on mro when the volume spiked. us inflation, tariffs us recession risk all playing there part here as has been mentioned but if the fwd cashflows are to be met its now in a decent area imo. tech sup begins from near 4 quid down to 350 but youve now got that volume spike to play off as well. if they go go flat today youll have a dragonfly doji. |
 Looks like some bottom picking attempts and short covering down here bookbroker, but it is so difficult to trade from one headline to the next on tariffs - when you just don't know when they're gonna hit the wire or come out elsewhere.
This move in MRO looks nearly all tariff related - some company related initially (with the tariffs not being factored into the forecasts so the market didn't know what to pencil in) and then the follow through from the S&P500 breaking under the 200 day moving average and continuing to hit further lows.
It is abit capital preservation out there in the near term. More companies are commenting on the tariffs and it is plain to see what is happening out there.
I am watching 113 small and mid caps (mainly smaller) and can count 9 companies that have made any form of notable price gain very recently. Some of them are giving back the gains too.
That is such a tough environment. If anyone new is in the market, I mean......even more experienced folk are finding it challenging!
Use stops, bank into spikes is the only play in town right now. I'm mostly just sitting this yeah but no but yeah...but no...on tariffs.phase out - too hard to trade with confidence.
Gap up, gap down from one headline to the next.
MRO sort of paints the picture.
EDIT: Yeah....it's Trump and more Trump......and he can't rule out a recession or higher prices and is being dismissive of businesses who are RIGHTLY concerned about the uncertainties this is all bringing. The US was comfortable about the tariffs a short while back, now you're getting more headlines about them having a bigger impact...so we have to watch how they move....just in case they have a bigger tumble from here.
All imo
DYOR |
Its all about Mr Trump believing that we’ll have to wander in the wilderness before the chosen few reach the promised land. |
Is the share price low yet?
LOL
To a monkey: define 'low'.
Guffaw. |
Oh, I don't expect much from the ADVFN BBs. LOL
As I say: monkeys and bananas. |
Most bulletin boards are frequented by monkeys and bananas for the very simple reason that those who care to post are anonymous.That anonymity means that they cannot be held meaningfully accountable for what they are posting.Moreover,the greater number don't even subscribe,they are 'free' members,fodder to nurture advertising revenue.Don't expect anything and you won't be disappointed. |
My words are wasted on you.
There are plenty of books on these things and it just requires you to buy them, sit down and read them.
Of course, continue in your ignorance if you like, it makes no difference to me. You are the loser. |
 I'm a monkey.
Louis, I accept your right to be offensive although I'm only offended by your inability to explain economic value, intrinsic value, opportunity cost, income statement profitability and balance sheet profitability.
Great word salad. You'd make it in politics big time.
The only aspect I can agree with in a BB is do it when the share price is low. When the share price is rising hold back on the BB. Their larger spend NOW as rettah points out is sensible and if you can agree that point it follows that (in hindsight) last months BB spend was less than sensible.
And I'm pretty certain the 'Sage' also advocates that aspect to a BB. I also believe Buffett owns a big chunk of Coca-Cola. $29bn I understand.
Coca-cola are about to embark upon a share buyback. 1bn Euro buy-back. It appears the EPS is down 15% on the previous year. Bet you the director's bonuses are linked to EPS. So, let's blow 1bn Euro of shareholders cash to ensure the bonuses are maintained.
Now, throw me a banana please 😂🍌🍌🍌 |
Barclays raises Melrose Industries target to 730 (650) pence - 'overweight' |
Louis Brandeis is right but doesn't make it clear whether he is a monkey or a banana. |
Big increase in the share buybacks the last couple of days from around 62,000 to 330,000 and 209,500. |
Thanks rettah. I'll not rehash the debate about BB's on this thread as it's been debated to death on lots of other threads.
I cannot escape the view though that the £72 already spent and the £240 to be spent hasn't had a positive share price effect.
I'm looking for a quick profit on this one - I think - and hence the BB is pretty immaterial to me and in effect, denies me a dividend whilst holding. But I appreciate the heads up. |
I think in terms of shareholder returns you need to also consider the share buybacks. They spent £72M on dividends last year and £431M on buybacks. They are committed to an additional £250M of buybacks to march 2026. |
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