Melrose Industries — Growth outweighs tariff uncertainty
Melrose Industries’ end markets remain positive and the company is trading strongly, in line with management’s expectations, with guidance...
277 Views
Melrose Industries — The horizon remains positive
Melrose continues to build on its track record of delivering to expectations. Indeed the Engines division has achieved FY25 target returns a year...
159 Views
Melrose Industries - Fundamentals remain positive
The aerospace sector outlook remains positive, with lengthy order books at the primes (Airbus and Boeing) and total passenger flying hours in 2024...
566 Views
AAM-Dowlais: Short-Dated Arb with Double-Digit Annualised Return
AAM/Dowlais offers ~3% spread, annualising to low-teens return, with funding and votes secured. Only regulatory timing risk remains, creating an...
226 Views
Melrose Industries - H224 progress in line with guidance
Melrose Industries’ H224 trading has been in line with management’s expectations despite the volatility in the civil aerospace market, highlighting...
230 Views