pike fisherman
28 Mar 2018
Re: its all over? Seems odd. No mention anywhere on the internet yet.
tradingup
28 Mar 2018
its all over? My GKN shares with HL have already been de-listed from the portfolio - corporate action.
paul1945
28 Mar 2018
? MRO 2 win.
pike fisherman
28 Mar 2018
Win or Lose ... ... this is a Win/Win for Melrose. There was nothing to lose from the start. Nortek is a great investment and more will come.As for GKN the frightening thing is they have to deliver what they say they will. Can’t see it with Stevens and Sclater at the helm. Driveline will be sold off on the cheap and GKN in the U.K. run down by Dana who will get the business, any intellectual property and cash for site sales. Metallurgy sold off too cheaply. Aerospace bought by an overseas company.GKN gone completely by 2020, but Melrose thriving!!!
pike fisherman
28 Mar 2018
Handbags at Dawn!!! Today’s announcementsMelrose reiterating their positionDesperate GKN saying pleaseeeeeee vote for us.Funny
pike fisherman
28 Mar 2018
BoA BoA with about 10% of GKN increased Melrose to 7.3%.
pike fisherman
28 Mar 2018
Goldman Sachs GS now up to 11.8% of GKN.What will they do???? Spooky!!!
pike fisherman
28 Mar 2018
Re: Adoption of Post Offer undertakings What do you suggest they say. We will take over the company and change absolutely nothing because the company is perfect already. At any point in the future the government has the right to veto the sale of any part. You don’t seem to have any opinion on flogging off a huge part to Dana!!!! Which you are supporting.Melrose has a track record of sticking to what it says if you bother to really understand it and not have a Daily Mail mentality.
Lupo di mare
28 Mar 2018
Re: Adoption of Post Offer undertakings Inadequate response to my disclosure that MRO is wriggling out of its commitment. That just reaffirms what I posted.
pike fisherman
28 Mar 2018
Re: Adoption of Post Offer undertakings Are you going to apply for the job?
Lupo di mare
28 Mar 2018
Adoption of Post Offer undertakings Worthless, totally meaningless - see note. A blind donkey could find its way around those undertakings.
pike fisherman
27 Mar 2018
Re: Last minute dot com Deutsche Bank up to 8% Melrose. If I am right Barclays 5% short on GKN.
pike fisherman
27 Mar 2018
Re: Last minute dot com Sound, I agree. Hedge funds like WaceMarshall, or is it MarshallWace, are increasing long, Goldman and Bank of America are suddenly the two top GKN holders with a total of 19%. Lots of long only are selling shares only for the M and A arbitrageurs to mop them up so they have 20-25%. 5.76% had already gone with Melrose soon after the bid- few if any will be institutions who will wait til the end.
sound money
27 Mar 2018
Re: Last minute dot com Well it does seem as if we are in a market economy after all. I did fear that Ill informed comment, political grandstanding and patronising press comment would win.Whatever the result credit to the government for letting shareholders determine the outcome here. It's seems the national interest nonsense did not hold water with those that look at these things.They say that the loudest noise is made by a half empty bottle, well that's certainly been true here.I will make a prediction now that it will not be as close as some seem to think.M
pike fisherman
27 Mar 2018
Re: Last minute dot com Rubbish Lupo, how could Melrose answer the questions until the pensions were settled with the trustees. Remember the trustees themselves were GKN employees and GKN. Appointments!!!!
