Share Name Share Symbol Market Type Share ISIN Share Description
Melrose Industries Plc LSE:MRO London Ordinary Share GB00BZ1G4322 ORDS 48/7P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.20 -0.97% 225.60 225.60 225.80 226.40 223.60 224.70 1,597,394 10:21:34
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 8,605.0 -550.0 -12.0 - 10,960

Melrose Industries Share Discussion Threads

Showing 10601 to 10621 of 10850 messages
Chat Pages: 434  433  432  431  430  429  428  427  426  425  424  423  Older
DateSubjectAuthorDiscuss
03/10/2019
10:35
A bit of market volatility at last.
essentialinvestor
01/10/2019
15:02
M, I've been way too cautious on markets over the last few months, hey ho. OXIG looks a quality company fwiw. The share price is very volatile though - a 15% move is routine. I'm less sure how they will navigate the next downturn, however it's one for a longer term monitor list.
essentialinvestor
01/10/2019
12:29
Essential I think that says a lot in a good way. ;) MRO would fit nicely in my portfolio, particularly the GKN bit. I'm not sure I can get my head around the executive remuneration history though given redundancies and all that.
minerve 2
01/10/2019
12:12
Well MRO is one of my best ideas on a 3-5 year basis fwiw. I'm not sure what that says about my ideas!. So much in the market looks very fairy/fully valued atm. Buying MRO following some market weakness is preferable, as it tends to take a hit on risk off sentiment.
essentialinvestor
01/10/2019
12:06
Essential Of course there are various forms of capitalism and it can be very easy to mistake one for the other on the face of it but make no mistake what Melrose are about. Of course, as investors, we need to decide whether we agree with such activities. Buffett's investments were always bought on the premise that the inherent value if broken up or closed down was greater than the investment cost but the objective of the investment rarely ended-up as a corporate raid. He did most of this in the earlier days. His big investments which made him the most money were those that actually created value by reinvesting the little they needed to promote brand like Coke, Gillette and American Express. Equally, he had little need to borrow money because he used insurance float to fund deals. Corporate raids today use 3rd party debt which needs to be paid back and sharpens the need to sell assets and get rid of employees. I'm sorry to hear of your previous family experience. I guess it was bad but if you look at the bright-side it has obviously made you a prudent investor. Not many on ADVFN. Benjamin Graham also suffered a similar family experience during the great depression which ended up with him developing his value theories including his net-nets. Good luck Essential. I'm not judging you. I know you are a decent fellow. ;)
minerve 2
01/10/2019
11:44
Essential They haven't created any value. They have just shifted it.
minerve 2
01/10/2019
11:32
The LSE is littered with BOD's who have been rewarded for failure with lottery win type renumeration. At least MRO have (to this point) created huge value. There are no guarantees, however early indications are they will do the same again with GKN. I'm hoping there will be an opportunity to add lower down.
essentialinvestor
01/10/2019
11:22
Hypocrisy rules! Recruit someone with the relevant experience at board level whilst making thousands with the relevant experience redundant. Erm, OK, whatever.
minerve 2
01/10/2019
11:18
ryelodge Looks like you missed this sentence from the RNS: "During this time she gained extensive experience within the aerospace, engineering, manufacturing and energy sectors." Relevant experience re: Melrose businesses.
grahamburn
01/10/2019
11:16
Another lawyer added to the Board replete with bankers, accountants and lawyers. Fine if they are going to move quickly and unload the major businesses. In the meantime the market might respond more positively if there was some heavyweight engineering representation on the Board of this now FTSE 100 company.
ryelodge
01/10/2019
06:40
Appointment of Independent Non-Executive Director Melrose Industries Plc ("Melrose") is pleased to announce the appointment of Funmi Adegoke to its Board as an independent non-executive Director with effect from today, Tuesday 1 October 2019. Originally qualifying as a barrister after reading law at Cambridge, Funmi has well over a decade of working in and leading legal teams across the globe at the large multi-nationals, Bombardier and BP. During this time she gained extensive experience within the aerospace, engineering, manufacturing and energy sectors. Funmi brings to the Board this diverse industrial knowledge as well as significant transactional and commercial management expertise. Justin Dowley, Chairman of Melrose, said, "We are delighted to welcome Funmi to the Board. Her background and experience will bring new skills and knowledge to the Board, and we look forward to working with her as we seek to deliver further value for our shareholders."
brexitplus
28/9/2019
16:12
Minny, where did I say that’s all I seek to achieve? They’re just the things I focus on at work. Leisure time is far more rewarding!
gettingrichslow
28/9/2019
13:37
Life isn't very rewarding if all you seek to achieve is a share price, golf days and long pub lunches. I am sure there is way more reward and healthy legacy in helping a son establish a business that he enjoys. But hell, what do I know about life.
minerve 2
28/9/2019
13:19
Sliotar, if you have a clawback clause it takes away the ‘I’ from LTIP! The whole point is that you drive the share price to the trigger point then you collect or don’t collect. Having collected 18 out of my last 20 years’ LTIPs I can assure you I wouldn’t be incentivised to play the amount of corporate golf days I do, or spend afternoons over long boozy lunches unless I wasn’t being properly remunerated!! It’s really tough out there you know!
gettingrichslow
28/9/2019
12:09
An LTIP or bonus clawback would be where the price drops markedly shortly after the award. If the price increases from the date of the payout the participants would get the reward in the next payout.For example MRO directors will get their next millions from a price of 232 and above in their current plan. Not as complex as Rights Issues though.
sliotar
27/9/2019
23:42
Oh dear, sounds like someone is rattled! You said you hadn’t even heard of a stop-loss until the other day Meanwhile, now you think you understand them! I’ve already told you, the price slid 18% on the day before the Muddy W tweet. Google it if you can work out how to! And there is only one ‘g’ in brag for crying out loud. Stick to sheep and inner tubes! Love Getting 💕 💖 💗
gettingrichslow
27/9/2019
21:53
Sliotar, you obviously don’t understand the concept of a LTIP scheme if you’re wondering if there is a clawback facility! Imagine if there was - would it work the other way round??!
gettingrichslow
27/9/2019
20:29
Those levels may be more difficult to see following the H1, needs the UKX quite a bit lower down.
essentialinvestor
27/9/2019
18:00
At an entry value of 240 these predictions of 160 - 180 make grim reading for Ex GKN shareholders but great news for the 4 directors who pocketed 42 mil each on a point in time share price of 231p. Is a clawback provided for in the contract for the directors’ LTIP award? With the Press pursuing Thomas Cook maybe they should take a look at MRO too.
sliotar
27/9/2019
11:56
Reckon around £1.60 is a gift. The upside on EV is underestimated.
essentialinvestor
27/9/2019
11:52
More pain to come before significant gain. MRO may hover around the range of 195-205p for some time but with Brexit, Trump's shenanigans and a host of other pressures the price may well drift down to 160p before year end. There again, WTFDIK? BTW, Revised my £3 by Xmas to sub-£1.80.
yertiz
Chat Pages: 434  433  432  431  430  429  428  427  426  425  424  423  Older
Your Recent History
LSE
MRO
Melrose In..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191210 10:36:38