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Alphyn Capital Management's investment thesis on Melrose Industries Plc ($MRO.L) — Q3 2025 | Buyside Digest

$MRO.LNASDAQMelrose Industries Plc

BULL

Alphyn Capital Management—MRO.L

Fund Letter

Q3 2025

Published October 1, 2025

$515.20USD

+2.3% vs last month

$643.40Pitched

-19.9% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Melrose's transition into a pure-play aerospace business is beginning to show tangible evidence of cash flow inflection. The conclusion of...

— Samer Hakoura

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