Melrose Industries Share Discussion Threads

[meanwhile] 15/11/2019 23:02

Why can't we all just get along?

[meanwhile] 15/11/2019 21:03

Burford - on a downtrend again,
PLUS500/MINUS900(but stop-loss of 10% added) - looking weak,
PurpleBricks - now in the final stages of inevitable demise.

We used to hear a lot, around a year ago and on this MRO board, about these 3 stocks.
Why not now, lads?

[gettingrichslow] 15/11/2019 18:17

What do you think of Meanwhile, Sliotar?
Would you say he comes across as intelligent or a little bit slow?

[meanwhile] 15/11/2019 17:33

And we are no longer the 'gruesome twosome'; Minerve has left this board. Although Sliotar is shaping up well to take his place
(Note the use of the semi-colon, grossly under-used these days).

MEANWHILE is now the 'lonesome onesome'.

[gettingrichslow] 15/11/2019 16:04

You’re very defensive about it Sliotar! Feeling a bit duplicitous are we??
🤣🤣🤣

[meanwhile] 15/11/2019 15:54

Yes, we must be the same person.

[sliotar] 15/11/2019 15:48

Far far better advice from Mark Twain for the lad/lass is “the secret of getting ahead is getting started”.

[meanwhile] 15/11/2019 15:31

Yes, you free spirits, you pioneers, explorers, adventurers, you trail blazers.

And Mark Twain, eh? And where is he now?

[brexitplus] 15/11/2019 15:16

Getting, for the record the “gruesome twosome” in all their aliases are, and have been for some time, filtered. Life is too short to waste time on them.

As Mark Twain said

“Life is short, break the rules, forgive quickly, kiss slowly, love truly, laugh uncontrollably, and never regret anything that made you smile. Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did. So throw off the bowlines. Sail away from the safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover.”

That is exactly what we are doing.

[meanwhile] 15/11/2019 14:59

Sliotar must be the same person as MEANWHILE, because he has the same view on the bonuses and on getting.

[sliotar] 15/11/2019 14:22

Yes - £10 Billion. Easy for KKR. Just imagine those bonuses for the boys. Of course Gettingmatureslowly's LTIP is mummy giving him/her an extra Pound's pocket money.

[gettingrichslow] 15/11/2019 13:23

We established a long time ago that Meanwhile is not very capable with numbers and can’t do maths! And it’s so obvious that Sliotar is Meanwhile - always posts just after Meanwhile and always mentions one of Meanwhile’s favourite topics such as Director bonuses or ‘£3 by Xmas’ - in this case he mentions both!!

[brexitplus] 15/11/2019 13:06

I believe the market cap is not far off £11 BILLION.

[tournesol] 15/11/2019 12:41

...The 10 million MRO market cap is bite sized…

???

Are we talking about the same company here?

Or have you mixed up your M's and your B's?

T

[sliotar] 15/11/2019 12:26

The MRO share price seems to be levelling out close to its price 2 years ago but still below the 232p trigger level where the boys on the Board will start to earn on their current LTIP. In a favourable environment they seem to be struggling with value creating disposals. So in everyone's interest the Directors should consider following Walgreen Boots and team up with KKR or one the other real private equity players and take MRO private. The 10 Billion MRO market cap is bite sized compared with the 60 - 70 billion for Walgreen. With the new private structure and the experts from KKR alongside them the MRO boys could earn some real money and make 42 million bonuses look like small change. Assuming a 50% acquisition premium even those MRO shareholders who came in with GKN would show a return. Oh! And we might even see £3 by Christmas.

[meanwhile] 15/11/2019 10:10

The Mutual Admiration Society is now back in full swing.
This follows the self-enforced run-to-ground of certain members, for a period of time, due to the setbacks at Burford and at PLUS500 (MINUS900).

I would just like to add my confirmation of how wonderful I think you four individuals are.

[gettingrichslow] 15/11/2019 08:48

Looks good for the year ahead:
- MRO pushing on
- Boris on track for a decent majority
- Brexit will be done
- Nice chunky LTIP into the GRS bank account again
All is right with the world...

[losos] 14/11/2019 22:07

B+ - "It just shows what the previous GKN board could have done, and didn’t.</&gt;"

Yes, perfectly worded,

[gettingrichslow] 14/11/2019 21:28

It’s a great point B+ (your last point)

[brexitplus] 14/11/2019 11:57

I agree Losos. They are doing a lot with additive manufacturing, and have now got into plastics. I’m glad it wasn’t sold.

In fact I am very impressed with what is happening in Aerospace and Sinter. Auto is a bit quieter but they are obviously positioning for the electric market.

It just shows what the previous GKN board could have done, and didn’t.

[losos] 14/11/2019 11:31

Thanks B+ - GKN had a 'sinter powder metal' business a long time before the MRO takeover but it never seemed to go anywhere. There was even talk about selling it off at the MRO takeover time. Now it seems that MRO have given this division it's head and they have come up with some interesting new markets for the process. I like the idea that they are headquartering it in Holland thus bypassing any (possible) Brexit negatives. Note that I say 'possible' because non one knows what the Brexit scenario will deliver but I'm absolutely convinced we need to get it sorted PDQ, whatever the outcome things cannot be allowed to drift on for another three months, let alone another three years haha..

[brexitplus] 14/11/2019 09:26

This news release from GKN Additive is for Losos

GKN Additive has announced it is preparing to locally produce metal powders for additive manufacturing in Europe after identifying a high demand.

The company will look to supply metal additive manufacturing powders through its GKN Additive Materials business segment at its Hueckeswagen facility, which already houses a team of GKN Sinter Metals experts. It believes by locating itself closer to its European partners, they will be able to achieve quicker turnaround times.

GKN Additive Materials, which was set up after GKN Additive and GKN Hoeganaes merged their expertise, is warehousing standard additive manufacturing powders, such as 316L, 17-4PH and 20MnCr5, but will also work to develop custom materials specific to customer needs. The Hoeganaes side of the GKN Additive Materials recently completed the first trials of producing water atomised additive manufacturing powders in its high-volume facility in Buzau, Romania. Alloys to be produced during these trials include ANCOR AM 4600 and ANCOR AM DP600, low alloys steels which are both used in automotive and structural applications. Research groups in Europe and customers in North America are currently evaluating these materials.

The primary motivation behind the company’s increasing presence in Europe is to enable its customers using additive technologies to reduce time-to-market. GKN Additive says it hears of customers often struggling to forecast prototyping projects enough to allow for a four to six-week lead time, working off one-week powder requests. By positioning itself closer to these companies, GKN will now be able to deliver powders more efficiently and react to subsequent requests more quickly.

[gettingrichslow] 13/11/2019 22:03

Losos is back! What a relief from all those dull posts about directors’ bonuses and wallet photos. All we need now is a post from ‘hvs’ about toilets and people on benefits!

[losos] 13/11/2019 17:10

B+ Have been keeping an eye on MS's career from many decades ago. Very talentedd man but for various reasons I have not been invested in any of his companies.

[losos] 13/11/2019 17:07

MEANWHILE You are big tease haha. Yes, more wallet photos please haha. Us country folk don't carry our dosh around in wallets we use a trailor on the back of our John Deere tractors.