Member Info for Barnyrubble

Fully agree and keeps me holding , an offer will come I am sure

Yesterday’s result was mostly priced in after the steady decline over the last few weeks. Next update in November has to be more positive. Upwards from here

Getting taken out is Clearly our best near term hope , keeping the faith is hard … poor update

Magna: US ad spending rebound gathers force beyond cyclical events

The Olympics and an election cycle were expected to provide a bump, but the industry has proven resilient elsewhere as well.

Let’s hope this is the case and we see a bounce.

I think the share price knock down in the last couple of weeks is linked partially to the poor numbers and outlook posted by WPP. Only for the fact they sold a share in a PR firm for a tidy sum stopped the share price tanking. Personally I think we will hold guidance and hopefully there are a few green shoots of recovery in the update.

Positive write up in city am , check it out. Well received and at the bottom it references fears of a guidance cut weighing on share price , no guidance cut and continued stabilisation. Got to head north now

Numbers are odd but key words are in there continued stabilisation of the UK market. I am happy with that as I feared worse. Let’s see what happens at opening

Very clear and positive update , UK market continues to improve and all positive especially from across the pond. Really pleased we are on track with no wobbles

The broker has switched its valuation methodology from P&L to free cash flow-based tools, consistent with treatment of peers like Rolls Royce Holdings.

UBS said it had constructed an engine by engine net present value model for each engine in Melrose's portfolio to derive a fair value estimate.

This yielded a GBP2.8 billion fair value for the current portfolio against management's estimate of GBP5.7 billion and an implied market valuation of GBP3.9 billion, UBS said.

Long term this will bounce back

Cautiously optimistic was the last update let’s hope the US momentum continues. Only niggle I have is this increase in short position since last update . Genuinely feel the US market is the golden goose . Let’s hope for a positive update

Fully agree , sub 7 is a basket price for a quality outfit. I expect a bounce north of 8 very soon.

Solid results , capital allocation is the big thing , I guess a few in the markets were hoping for a big buy back or divi rise . Personally for me today’s pull back / fall makes this dirt cheap and a massive buy

H2 strong and busy summer holiday season ahead , results will get better. Personally I think it is oversold but the market will decide. Long round back to 13 but I think we will start to climb .

Let’s hope the news is good in the morning. Bounced above 500 p a few weeks ago on last update , positive news and I think we will get there again and more . On the downside anything negative and we are sub 400 p.

RIGHT WAY 2 plan to reinvigorate organic growth in North America. Increased Terminix synergies enables the plan to be accompanied by an additional c.$25m of investment in sales and marketing. We expect Organic Revenue growth in North America to be c.2% in Q1 and between 2-4% in the full year.

Let’s hope Right way 2 plan is working and we are north of the promised 2%.

Hopefully we get going again soon. Holding phase just now , momentum has been knocked since placing. Hopefully something kick starts the next leg up soon. July update is along way off.

In this political climate does anyone think Cambo is likely?? I am hoping the Eni deal is the launch pad for this to happen. Seems highly unlikely and 78 % proper wind fall tax on route it is hard to stay positive

As I posted earlier , I am hoping this pushes Cambo over the line. Provides the necessary finance for FID . The race is on as After the election I can’t see it being awarded

Ithaca Energy is targeting a 2024 dividend at the top end of its capital allocation policy range of 15 - 30% post-tax CFFO.

Eni news is a major positive , I hope Cambo gets the nod, for me that is one of the main reasons Eni are interested

Agreed seems to the steadied , hopefully climb back above 500 p pre results then hopefully a leg up. Brokers seem happy