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Sale not fully priced in as I see it. Timing and amount are uncertain. Both are important. When it sells the sp should rise as uncertainty reduced...size of rise depends on price achieved. If it takes too long or the price is significantly below expectation SP will fall.
I think we’re going to have to wait to see when or if it announced to see what happens…I now centrica asset sale of over 2bn was known months before sale announced but jumped a good 10% on that day as it put them cash positive from a negative position…we shall have to wait and see on that one me thinks…
I personally believe that the sale price of IPT is factored in the share value. They knew this was being put up for sale some time ago at rights issue and I think it’s potential value number was in the total business. By adding to its original capacity it will be worth more and as such a sale will realise more than initial vale on book ....it won’t de value the share it will Add to it I believe DYOR
I’m still in the 130-150p range end of year. If everything lines up then it’s possible to go higher but too many things to go wrong to get it out of that price range which would take too long to add here but I’ve been through these in other posts.
Desperate for 160p for the retirement fund???
I’m concentrating on how markets react across sector tomorrow on Fridays travel update. Might take a few hours till market settles on the news. May or may not be some trading opportunities on that reaction. I’ll watching from opening bell tomorrow in case opportunities arise. Fingers crossed…
1. CW... you cannot use 148.... that is my number 2. ITP sale is not factored in at all. It’s not sold. It is simply up for sale. Using the logic that it’s factored in because it’s up for sale is a bit like saying that all revenue is factored in because eventually we will get more revenue. 3. If people honestly believe that this is going to be 130 by the end of the year they shouldn’t be invested in RR. We were nearly at 130 with the Bergen sale in the middle of lockdown with no travel and no certain outlook. It will be the end of May..... but for those that don’t believe me... I will say Merry Christmas now.
I’m saying you are able to put your opinion here too as it’s a forum. As long as we are all constructive maybe some of us will gain from hearing both sides of the argument. Not having a go at you personally but there are others here that post numbers and timescales with no reason how they reached those numbers or timescales, more plucked out of thin air. Not saying I agree with red inky but there are certain parts that I do agree with which I get as I’m not blinkered to other peoples opinions…it doesn’t upset me if someone has a different opinion than me as long as it’s explained constructively….I’m not adverse to looking at someone else opinion…hope that helps. A bit of humour now and again doesn’t go amiss either as it gets a bit heated here sometimes
Sure CW. Completely agree. Not sure if I am missing your point though...are you saying do not put too much stock on opinions here and DYOR, or are you saying some comments are not constructive. Just trying to understand. Thx.
I’m invested like many others. Remember it’s a forum where everybody is able to post their view. If someone is constructive with their view that’s fine with me as I like to read constructive opinions as it’s stops me being blinkered and unable to see further than my nose. I take what I read then constructively do my own research then form my own opinion. Reading both side of an argument helps me do the hard miles and not only research my position but monitor my position as things can turn quickly when trading… DYOR GLA
Interesting to see what happens next week and how markets react to travel news not just RR but across the sector…
On another note sky news just reporting problems in Jerusalem again. Water cannons and skunk spray used with some rockets fired from Gaza. Seem under control but Israel’s off our list of holidays…doesn’t sound great!
I’ve been saying this months back , opening travel will be limited and until things fully open up the share will trickle north and take another 6-12 months to find £1.30s again .. the sale of ITP is somewhat already factored so that will only push us 5% . Some shares out there that can go up 50% in a couple of months but they are called risky shares which can also bomb at a second , yes rolls-Royce can and will drop again especially with any bad news but the business is a safe one and your money is safe it just may take time for you to profit. We all invested in rolls because we know it’s a no brainier if you can wait.
I’m a LTH here and now hold over 100k very low average. I’ve read the posts in this thread, unfortunately there was only one positive that came from the travel update on Friday being that’s it now opened up. There was very little on the list for RR if you look at the destinations on first list but maybe more in 3 weeks time added but no guarantees. Some destinations won’t let us in currently, some difficult to get to and some nobody wants to go to. Some of the hysteria over flight/holiday bookings will be cancellations held back over the lockdowns because of COVID so difficult to say what new bookings are…add in costs of tests under the traffic light system…the lack of long haul of benefit to RR on first list was disappointing. If I look at Fridays list it’s worse than the one I thought we where getting and that one wasn’t great. As for the asset sales Bergen isn’t coming anytime soon as it’s now up again looking for new buyer after last sale was blocked, ITP is still positive but not yet confirmed and would provide a major injection to the balance sheet and I’m sure would lift the SP but not drastically. This weeks AGM and financial update should provide an in-depth look into where RR are at. Hopefully there’s some progress update on the ITP sale. What with a disappointing travel update and the AGM financial update on Thursday I’d expect the SP to drop on Monday but with sentiment up over travel opening up it may well rise…I’ve no doubt the share will rise at some point but not to the levels and timescales some suggest…all IMO DYOR GLA
Red I see your posts on and off on a regular basis. If people are getting personal,and in fact you have suffered a loss then its Very sad and people should keep it a level about business and money making (hopefully ) ...
Would not worry about Bergen. At €150m sale price it is not moving the needle.
ITP Aero is a bit of a shame imo. Looks to generate a decent op profit of 10% and be a useful contribution to the group (although it is tricky to tell as I believe most of its sales are internal and margins will not be true arm's length as a result). Saying that, if management can extract £1.5-£2.0bn (15-20x normalised op profit) from one of the big PE houses for it they will have achieved a fair price.
Reading between the lines, I got the impression from Warren East's statement in the RI presentation that they do not really need to sell ITP yet. They are only doing it now to ensure they do not have to sell it for a song with their backs against the wall if the business becomes severely distressed again. Unfortunate, but it is the conservative, sensible and ultimately correct decision as I see it.
Warren East is as straight, humble and smart as they come. He is just the guy I would want to guide a business through a severe financial crisis such as this. That is one key reason I have shovelled a fair chunk of change into this one.
Red_inky, you say your commenting for fun and your holding for long term, but you do about 15+ comments daily you are probably the person who says the most amount of rubbish/hypocritical statements on this chat. I suggest you spend your time instead with your missus before she leaves you!
If you are in for years “you said 3 years I wouldn’t waste your time logging in Dailey / weekly etc and if the share goes to 90/80p you shouldn’t worry as you have invested in the long term of rolls Royce , why put yourself through it ? I invested as an employee few thousand here and there then during the rights issue I invested my retirement fund which is not needed ASAP but I wanted a return of 70% profit or more in 2 years I’m averaging 78p and know the share is and will be worth at least £1.30 before I sell. I may not sell all but we are talking also a good sized house in Derbyshire amount. I log in mainly for the fun and don’t take anything serious on here. Good luck but don’t panic or take too much of what people say.
Yes I say many sarcastic things about RR. But thats what people do when they get annoyed. My heart does indeed sink every time I log on to see how everything is going. BUT I've topped up 9 times with enough money to buy a small house in the rough parts of Oldham . I'll get annoyed a lot more as the price fluctuates down to 90s and upwards and I feel entitled to have a little dig here and there. It's not RR keeping the price low, it's nature :)
77blackbridge Posted in: RR. Posts: 6 Price: 103.18 No Opinion Titanic04 May 2021 13:15 What was the tune they played while the Titanic was sinking. Every time I look at RR I picture the movie scene and the tune plays through my head.
I’m invested and I have a balanced approach , nobody is kicking any shares they are kicking covid and all that it brings. These forums are open to all views good or bad positive or negative. Take what you will from people’s views but you cannot silence them end. Don’t like something nice on