Member Info for TrojanHorse

CEO interview yesterday via Bloomberg. I don’t understand this move.

www.bloomberg.com/news/videos/2025-03-06/melrose-industries-ceo-peter-dilnot-tariffs-not-a-threat

Almost 30% drop from the high yesterday with only guessing attributed to decline. Crazy action!

Stifel Europe overweight

Doesn’t seem to be a reason. Seen this kind of activity in rolls Royce and bab before.

Overweight according to JPM today.

FWIW https://www.investorschronicle.co.uk/content/2a43eb90-f422-59cf-b6b7-04fc90ea90f0

https://www.bab****international.com/news/bab****-awarded-contract-extension-for-technical-support-services-across-the-armed-forces/

?

Yep, it’s being traded like a bucket shop at the moment.

Fair enough, sadly you may be right, I’m trying to think of a legitimate reason other than that and struggling!

That would be insider trading…

472–>4.65 in 5 mins, barely 5000 contracts trading.

Once again, small volume associated to a large downturn in price.

It’s really odd, the AGM is on Thursday but smells rotten.

I cynically think it’s a fund/trader making a position but who knows. Hope it bounces back.

Don’t see any reason and barely any volume…

Why does this drop quite suddenly every so often without explanation?

Why fly a route that’s too risky and too costly to be advantageous for the business. Smart move.

Drivel.

I wouldn’t agree it’s ‘totally explained’, the trend has been the same for months despite relatively good news, buybacks, signs of strong prospects and the company saying they are on track to meet mid to long term targets. Plus it’s now very Asian focused which seems to be showing green shoots based on the HSBC comments. Today’s movement and the general trend cannot be confined to general sentiment and data read outs in the US, I’d only agree if we were not at 12 year plus lows!