The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Good news, YTD check your stock gains,
Merry Christmas
How many shares is a good count?
๐ฐcheap buy day with good news,
Some of these men have millions
https://fintel.io/so/gb/rr.
Itโs google-able now @@@ AGM is out
There should be a shareholder meeting soon
Probably Friday or weekend we hear from the banks on price targets, market makers making money off liquidity no matter, what take today as it is. So itโs still capitalism at its finest.
Time is just a waiting game
Anyone still curious as to what tufan was alluding to of a big order or big news (I can't remember exactly what he said) last Christmas time
I wouldn't expect to see Dividends announced in a trading update..... Will they be announced at the AGM? Before anyone starts lecturing me about debt and buybacks I'm not suggesting the reintroduction of Divi's now is a good thing (or a bad thing) - I think it would give the SP a nudge in the right direction though. NTC has stated on numerous occaisions that Divi's are part of the plan once certain goals have been achieved. These goals have been achieved. Re-introducing divi's (whether it be the "right" move or not) would seem to be a logical next step.
Perfect AGM,
But we need a bank or investment firm to give a price target update.
Thatโs all we need with this news
Yes AGM then the C-Shareholder meeting today
Quietly waiting . Still buying only stock I like still, to much in to get out
๐๐๐
Sissy ๐
Is that like Stingray? Standby for action
Markets will wait for after the AGM. Much more than what was in the update will be discussed. Post meeting we will see how they react.
Imma keep buying, seems seaworthy
Good news, takes time.
Thankfully we live in a world of rapid trading and information.
๐๐คฃ
Indeed Svend... No expenses spared at the RR AGM. Cheese and onion crisps anyone?
I have got my pop corn ready for the post office IT scandal enquiry. Go Jason Beer go
Bit of a knee jerk reaction to the elelction news.. Keir would be stupid not to back RR nuclear.. UNited union are one of Labours biggest sponsors..
''Where is badlands?''
Well, I'm sitting here with a coffee feeling chilled after seeing (The Boss) Bruce Springsteen & the E Street Band last night in Sunderland you very strange little man, but thank you for caring so much about me.
Expecting a push after 11am Go RR.
Prawn sandwiches? Surely, a buffet fit for titans of industry requires a more... Rolls-Royce selection of canapes. Lobster thermidor spring rolls perhaps, or caviar blinis served on miniature jet engines? As for Tufan on karaoke, that might be a strategic risk. Imagine the headlines: "Rolls-Royce CEO Brings Down the House (and Possibly the Share Price) with Bohemian Rhapsody." Although, a well-placed "Living on a Prayer" could be strangely appropriate.
Maybe beer and prawn sandwiches at the AGM might cheer the institutional investors up. Tufan on the karaoke machine might also help
This update is likely to have a positive impact on the share price for the following reasons:
Strong Financials: The update highlights profit and cash flow growth, which are positive signs for any company's financial health.
Full-Year Guidance Unchanged: Rolls-Royce maintains its full-year guidance despite a challenging environment, indicating confidence in its performance.
Improved Credit Ratings: The credit rating upgrades suggest a lower risk profile for Rolls-Royce, potentially attracting more investors.
Positive Developments in Business Sectors: The update showcases positive developments across all sectors, including recovery in Civil Aerospace, contract wins in Defence, and growth in Power Systems.
Progress on Transformation: The update emphasizes progress on cost-saving initiatives and a simpler organizational structure, which could improve efficiency and profitability.
'
"On track to deliver ยฃ200 million in annual savings by 2025."
Redundancies in other words
I am off to watch the Jason Beer and Paula vennels show at the post office IT scandal enquiry
Rolls-Royce Half-Year Update Summary
Financials:
Strong performance with profit and cash flow growth.
Full-year guidance remains unchanged.
Improved credit ratings and a stronger balance sheet.
Civil Aerospace:
Engine flying hours are recovering well, nearing 2019 levels.
New orders secured from VietJet, Starlux, and IndiGo.
Investments made to meet rising maintenance needs.
Defence:
Contract wins for the AUKUS submarine program and B-52 engine program.
Positive progress on the Global Combat Air Programme.
Power Systems:
Growth in data center and government applications markets.
New order for battery energy storage solution in Latvia.
Sale of lower-power engines business to Deutz on track.
Transformation:
On track to deliver ยฃ200 million in annual savings by 2025.
Implementing a simpler and more focused organizational structure.
Building a "One Rolls-Royce" culture for long-term success.
Next Steps:
Half-year results announcement on August 1, 2024.
Maybe they're laughing at your grammar.. oh no, now I'll have upset the police who police the grammar police ๐
Superb to see the debt coming down so quickly. It's a good update and the market will see that once the dust settles.
Where is badlands?