Recent weakness in the share price (down 25% in Q122) reflects investors’ macro concerns. Melrose Industries’ value realisation occurs through disposing assets to vendors aware of the longer-term value. We expect disposals in 2022 (Ergotron and possibly GKN assets) to prove Melrose’s ‘buy, improve, sell’ model once more and support our valuation.
12 Apr 2022
Melrose Industries - Short-term trading versus long-term value creation
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Melrose Industries - Short-term trading versus long-term value creation
Melrose Industries PLC (MRO:LON) | 633 21.5 0.5% | Mkt Cap: 8,309m
- Published:
12 Apr 2022 -
Author:
David Larkam -
Pages:
3
Recent weakness in the share price (down 25% in Q122) reflects investors’ macro concerns. Melrose Industries’ value realisation occurs through disposing assets to vendors aware of the longer-term value. We expect disposals in 2022 (Ergotron and possibly GKN assets) to prove Melrose’s ‘buy, improve, sell’ model once more and support our valuation.