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The former will assist margin recovery for Melrose Industries’ original equipment (OE) operations, while increased flying hours are already generating strong growth and margin in the aftermarket business. 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The impact of the scheme on our forecasts will be limited, having already assumed the full value the scheme would accrue. There are no changes to our valuation of 654p per share as set out in our previous note.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-crystallisation-of-the-2020-employee-share-plan/3_33662xxx-0fdd-855d-6950-3cd8f7231236?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/47898f18-a6b2-4eac-be2b-8269894abdda-aerospace-3-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2024-06-03T11:54:57", "LastModifiedDateTime": "2024-06-04T09:00:56.233" }, { "Id": "research-3_33550xxx-dbed-8654-b4fd-b4ed8d61ae85", "ContentId": "3_33550xxx-dbed-8654-b4fd-b4ed8d61ae85", "Headline": "Edison - Melrose Industries - Steady climb", "Synopsis": "Melrose Industries continues to deliver strong performance improvements and is on track to achieve its ambitious margin targets in 2025 (Engines 28% and Structures 9%). As a focused aerospace group, Melrose is also benefiting from the positive long-term drivers in the sector with record civil order backlog. 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Attractions remain from the Risk and Revenue Sharing Partnerships (RRSPs) and associated cashflows along with the investments being made, such as in additive fabrication, to drive organic growth beyond the already positive aerospace market.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-continued-outperformance/3_33331xxx-b380-ec4e-4bf1-b078b9db531c?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/0e618e60-d32e-46e8-9d37-eb98938e404f-aerospace-2-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2024-03-08T12:20:16.257", "LastModifiedDateTime": "2024-03-08T12:20:16.257" }, { "Id": "research-3_32966xxx-b5a2-fa3e-9f59-948f6dbceeef", "ContentId": "3_32966xxx-b5a2-fa3e-9f59-948f6dbceeef", "Headline": "Edison - Melrose Industries - Increasing trajectory", "Synopsis": "The aerospace cycle is in strong recovery mode and Melrose Industries, assisted by the restructuring actions, is taking full advantage at both the top line and profit level. 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Arguably the most important element for shareholders is the extension within the risk and revenue sharing partnerships (RRSPs), which demonstrates the importance of GKN Aerospace to GE’s overall engine offering while also providing greater exposure to the lucrative aero engine aftermarket.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-ge-partnership-expansion/3_32863xxx-857a-5f9e-ad42-579c2ea2f691?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/3ca63482-8230-41f4-9574-5f3c67754f1a-aerospace-8-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2023-11-07T08:07:13.97", "LastModifiedDateTime": "2023-11-07T08:07:13.953" }, { "Id": "research-3_32789xxx-69b0-c48b-df2f-bfa75bad38f0", "ContentId": "3_32789xxx-69b0-c48b-df2f-bfa75bad38f0", "Headline": "Edison - Melrose Industries - Engine for growth", "Synopsis": "Melrose Industries’ investor event focused on the key GKN Aerospace engines business (Edison estimate 81% of FY23 profit). The industry-wide Risk and Revenue Sharing Partnerships (RRSPs) and its position as a design partner on both the next-generation engines under development are testament to the capabilities and technologies it possesses. Investment continues in order to maintain such leading positions as seen in additive fabrication and manufacturing, which includes a new £40m facility to support signed commercial contracts. This will put GKN Aerospace at the forefront of this step change technology, promoting future partnerships and commercial opportunities.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-engine-for-growth/3_32789xxx-69b0-c48b-df2f-bfa75bad38f0?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/8d53f28e-7d7c-4009-84af-3524138bcf80-aerospace-5-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2023-10-24T10:24:11.823", "LastModifiedDateTime": "2023-10-24T10:24:11.807" }, { "Id": "research-3_32674xxx-1c8b-b83c-b349-784f460bf076", "ContentId": "3_32674xxx-1c8b-b83c-b349-784f460bf076", "Headline": "Edison - Melrose Industries - Clarity on GTF helpful for investors", "Synopsis": "The announcement about the expected impact of the GTF engine programme, in which Melrose has a 4% share, removes an uncertainty from the shares. The expected cost of £200m equates to 14p a share. While material at 2% of our valuation, it should not detract from the underlying attractions of a focused group serving the rapidly recovering aerospace market.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-clarity-on-gtf-helpful-for-investors/3_32674xxx-1c8b-b83c-b349-784f460bf076?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/8d53f28e-7d7c-4009-84af-3524138bcf80-aerospace-5-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2023-09-12T15:02:55", "LastModifiedDateTime": "2023-09-13T09:09:42.99" }, { "Id": "research-3_32663xxx-c0c5-feae-5fec-b1636b20fc9e", "ContentId": "3_32663xxx-c0c5-feae-5fec-b1636b20fc9e", "Headline": "Edison - Melrose Industries - Building returns", "Synopsis": "The improving aerospace market, original equipment and aftermarket, combined with internal restructuring, are driving strong profit recovery. This is offering the potential for significant returns to Melrose shareholders as seen with the additional share buy-back announced.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-building-returns/3_32663xxx-c0c5-feae-5fec-b1636b20fc9e?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/ffbb7879-a035-4098-98bc-39cd6cad68db-aerospace-12-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2023-09-08T12:06:07.017", "LastModifiedDateTime": "2023-09-08T12:06:07" }, { "Id": "research-3_32344xxx-28eb-8b6a-87d3-19c2cc8bc93b", "ContentId": "3_32344xxx-28eb-8b6a-87d3-19c2cc8bc93b", "Headline": "Edison - Melrose Industries - The stars are aligned", "Synopsis": "Following the demerger of Dowlais automotive, Melrose Industries is a focused aerospace group with a retuned strategy, still with shareholder value at its core, to develop its capabilities long term as a focused entity. The flexion point in the aftermarket partnerships, benefits from the operational actions and the accelerating recovery in the aerospace market provide strong positive dynamics for Melrose. Profit is set to expand significantly, well beyond the pre-acquisition levels, fuelling a balance sheet capable of significant cash returns to shareholders.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-the-stars-are-aligned/3_32344xxx-28eb-8b6a-87d3-19c2cc8bc93b?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/c9266f58-038d-4203-bf9c-dc7442dde55b-vehicle-parts-1-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2023-05-23T09:20:27.84", "LastModifiedDateTime": "2023-05-23T09:20:27.823" }, { "Id": "research-3_32033xxx-0711-e90e-4b75-a1b6ba3c6ba5", "ContentId": "3_32033xxx-0711-e90e-4b75-a1b6ba3c6ba5", "Headline": "Edison - Melrose Industries - Positive trajectory", "Synopsis": "Melrose Industries’ results highlight that the Aerospace division is recovering ahead of previous management expectations. This should increase the attractions of the new Melrose group post demerger when it becomes a focused aerospace-orientated group. The other half of the demerger, automotive-orientated Dowlais, will offer recovery potential (10%+ margin targets) along with corporate activity expectations.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-positive-trajectory/3_32033xxx-0711-e90e-4b75-a1b6ba3c6ba5?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/c9266f58-038d-4203-bf9c-dc7442dde55b-vehicle-parts-1-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2023-03-02T11:40:26.413", "LastModifiedDateTime": "2023-03-02T11:40:26.413" }, { "Id": "media-16507", "ContentId": "16507", "Headline": "Melrose (MRO) - Vox Markets Fund Manager Series: Richard Penny of CRUX Asset Management", "Synopsis": "", "ProviderName": "Vox Markets", "Url": "https://www.research-tree.com/media/referrer/16507", "ThumbnailUrl": "https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/638/005638/000004/moments/thumb_014838.png", "ProviderLogoUrl": null, "ContentType": "Media", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2023-01-11T09:52:27", "LastModifiedDateTime": "2023-03-01T21:32:58.713" }, { "Id": "research-3_31392xxx-7262-5d74-758e-d0c76b07be70", "ContentId": "3_31392xxx-7262-5d74-758e-d0c76b07be70", "Headline": "Edison - Melrose Industries - Releasing the potential", "Synopsis": "Melrose’s demerger of the automotive businesses and the listing of separate entities (NewCo and Melrose with Aerospace) will provide greater transparency of valuation. Using listed peer ratings for the two entities, we estimate a combined valuation per current Melrose share of c 200p. In addition, both companies will be able to accelerate their strategic pathways with greater potential access to capital markets. Melrose shares have declined 25% since the announcement of the demerger despite management reiterating full year expectations, suggesting some disappointment that a clean sale of the Automotive business and cash return has not been achieved. This has significantly increased the upside potential value realisation.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-releasing-the-potential/3_31392xxx-7262-5d74-758e-d0c76b07be70?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/1e8954db-e298-4dfa-81a7-94ead78f9006-vehicle-parts-4-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2022-09-29T09:45:48.743", "LastModifiedDateTime": "2022-09-29T09:45:47.557" }, { "Id": "research-3_31311xxx-a506-a133-5cb3-b89702083c0f", "ContentId": "3_31311xxx-a506-a133-5cb3-b89702083c0f", "Headline": "Edison - Melrose Industries - Two are better than one", "Synopsis": "Melrose has started the GKN businesses realisation process by announcing the demerger of the automotive businesses. This will permit automotive to prosper as a standalone listed entity, developing growth, including in electric vehicles, and corporate opportunities within the automotive arena. Melrose will continue its ‘buy, improve, sell’ strategy, including completing the restructuring of the aerospace business with the flexibility to undertake the next deal. This should release value while also providing optionality for shareholders.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-two-are-better-than-one/3_31311xxx-a506-a133-5cb3-b89702083c0f?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/673b39be-3a53-4660-afb8-d14d801c2165-vehicle-parts-3-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2022-09-08T10:00:29.22", "LastModifiedDateTime": "2022-09-08T10:00:29.093" }, { "Id": "research-3_31000xxx-7867-7af3-3a6c-4eca712c611a", "ContentId": "3_31000xxx-7867-7af3-3a6c-4eca712c611a", "Headline": "Edison - Melrose Industries - Aerospace rising", "Synopsis": "Following the disposal of Ergotron, Melrose has now completed four transactions since 2005 with an average IRR of 28%. Focus now turns to the fifth deal, GKN Aerospace. Recovery in the aerospace market and management confidence to lift margin expectations from 12% to 14%+, along with greater disclosure on the engine contracts, suggest GKN is recovering strongly, albeit value realisation is likely a few years out. In the shorter term, the fully restructured GKN Powder Metallurgy and GKN Automotive operations are likely to be exited, which should provide further support to our 246p/share valuation. Investor attention may also start turning towards the next acquisition and sixth deal.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-aerospace-rising/3_31000xxx-7867-7af3-3a6c-4eca712c611a?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/1e8954db-e298-4dfa-81a7-94ead78f9006-vehicle-parts-4-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2022-06-10T09:24:33.497", "LastModifiedDateTime": "2022-06-10T09:24:33.137" }, { "Id": "research-3_30908xxx-9a21-86e6-bac5-904771747f4a", "ContentId": "3_30908xxx-9a21-86e6-bac5-904771747f4a", "Headline": "Edison - Melrose Industries - Accelerating sustainability", "Synopsis": "Melrose embraces sustainability through two avenues: internally through continuous development of its ESG practices and externally through the development of enhanced or completely new products that assist global decarbonisation. The former offers the potential to improve the internal operations of acquired businesses, an inherent part of Melrose’s ‘buy, improve, sell’ strategy, and the latter offers accelerated growth opportunities through the increasing push to reduce global emissions. Improvements in both are likely to enhance the key value realisation ‘sell’ element of the Melrose strategy. This review provides a discussion and analysis of the group’s sustainability actions, goals and performance to assist investor understanding. An overall rating is not provided.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-accelerating-sustainability/3_30908xxx-9a21-86e6-bac5-904771747f4a?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/1e8954db-e298-4dfa-81a7-94ead78f9006-vehicle-parts-4-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2022-05-17T08:52:31", "LastModifiedDateTime": "2023-07-04T10:21:00.17" }, { "Id": "research-3_30778xxx-2d18-23cb-971c-e81dea126a5d", "ContentId": "3_30778xxx-2d18-23cb-971c-e81dea126a5d", "Headline": "Edison - Melrose Industries - Short-term trading versus long-term value creation", "Synopsis": "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.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-short-term-trading-versus-long-term-value-creation/3_30778xxx-2d18-23cb-971c-e81dea126a5d?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/673b39be-3a53-4660-afb8-d14d801c2165-vehicle-parts-3-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2022-04-12T09:25:23.173", "LastModifiedDateTime": "2022-04-12T09:25:22.343" }, { "Id": "research-3_30135xxx-b626-122f-0ead-0d591c551476", "ContentId": "3_30135xxx-b626-122f-0ead-0d591c551476", "Headline": "Edison - Melrose Industries - A proven, high-value creation model", "Synopsis": "Melrose has a proven track record for creating shareholder value through its ‘buy, improve, sell’ model. Focus on financial returns and close management alignment with shareholders ensures tight discipline in the acquisition and disposal phase to combine with the key value enhancement achieved in the improvement phase of the strategy. The circularity of the model provides clarity: monies are raised to finance individual transactions with the disposal proceeds subsequently returned.", "ProviderName": "Edison", "Url": "https://www.research-tree.com/companies/uk/aerospace/melrose-industries-plc/research/referral/edison/melrose-industries-a-proven-high-value-creation-model/3_30135xxx-b626-122f-0ead-0d591c551476?partner=llms", "ThumbnailUrl": "https://rtfilesprod.blob.core.windows.net/publicimages/1e8954db-e298-4dfa-81a7-94ead78f9006-vehicle-parts-4-21x6_m.jpg", "ProviderLogoUrl": "https://rtfilesprod.blob.core.windows.net/logos/edison logo lockup rgb 2000px.png", "ContentType": "Research", "SubType": null, "Companies": [ { "CompanyName": "Melrose Industries PLC", "CompanyUrl": "https://www.research-tree.com/companies/uk/industrial-equipment-goods-services/melrose-industries-plc/MRO/LON/id/GB00BZ1G4322", "CurrentPrice": 0.0, "CustomSectors": [], "Id": "GB00BZ1G4322", "InternalId": "6bf9a3a4-66e7-424e-9f70-39a7fd64de12", "Isin": "GB00BNGDN821", "LastDateContentWasAdded": "0001-01-01T00:00:00", "LastDateContentWasChanged": "0001-01-01T00:00:00", "LastDateContentWasRemoved": "0001-01-01T00:00:00", "LatestRating": null, "LatestRatingDate": "0001-01-01T00:00:00", "Location": "Not Set", "MarketCap": 0.0, "PriceChg": 0.0, "PriceChgPercent": 0.0, "Sector": "Aerospace", "Ticker": "MRO:LON", "TIDM": "MRO", "BBTicker": "MRO", "AltTicker": "MRO", "AltExchange": "LN", "Exchange": "LON", "TotalBlogCount": 3, "TotalEventCount": 0, "TotalMediaCount": 10, "TotalResearchCount": 21, "TotalRnsCount": 1468 } ], "Location": "Not Set", "CanDirectDownload": false, "LoggedInUserHasAccess": true, "IsPremiumOnly": false, "OnlyAvailableToPayingClients": false, "DirectDownloadUrl": null, "DirectDownloadViewerUrl": null, "PartnerViewerUrl": null, "PublishedDate": "2021-10-29T10:42:50.97", "LastModifiedDateTime": "2021-10-29T10:42:50.753" }, { "Id": "media-10002", "ContentId": "10002", "Headline": "Proactive - 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