Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Its Macan ;-)
Maybe he meant porch..
Haha... sorry about the spelling mistake.
It's a Macaan T..
So excited.
If I get a rise before then I could even afford the fuel š
Become???
Theyāre doing the same at EZJ. Always getting an RNS about BOA
What a first class post about someone gaining from shares, real nice to see.
It's Porsche btw Bernydude lol, your speed writing. Please don't make a t shirt that spells new Posrche owner., as you will regrot it haha
Dear Mr. Tufan.
Would you please.be so kind as to let me in know what I am to expect on May the 23rd ?
I have put a deposit down on a brand new Posrche and they will be requiring payment shortly. I have delayed the delivery until after the 25th.
Please let me know if I am doing the right thing.
Kind regards.
Me
Starmer is just a watered down Tory. Corbyn had his detractors but nationalising the utlilities and taxing the rich more makes sense.
Van someone tell me..
What is Bank of America doing ?
Are they just buying shares ?
What do the Journoās get for writing these sort of articles, Ā£50? It hasnāt even been proof read. āRR on verge of become a jokeā. Says it all really.
MF obviously just annoyed that he didn't get in when SP was under a Ā£
Just finished reading today's article and a few from 2021 to 2022. I don't think I've ever read so much misleading negative tripe as the Motley web site puts out. What sort of agenda do they have, particularly towards RR? Did one of them get turned down for a board position or something. It's obviously click bait for the advertising, but it's almost always negative.
Yes RR fundamentally is undervalued as Turbo TuFan RR big turnaround was surprising and backed up by 5 year growth plan. TuFanās AGM, expecting further profit upgrades and higher RR share price. Otherwise he would not risk his reputation as CEO if he could not deliver. Supply chain issues a concern but RR AGM will say try to minimise and mitigate them. The whole aviation sector suffering parts shortages anyways
Flight time is $$ and engines for planes āļø wait till earnings
Fordm,
We are in total agreement.
How do we change this situation for the better is the question for the UK, and most of rest of the world for that matter.
"Unfortunately"? Count your blessing that it will not be a Corbyn government, whatever happens."
...................
JC after the Salisbury poisoning suggested that the evidence for Russian involvement should be presented to Russia for their comment. I guarantee they would have laughed in his face if he'd done that.
The problem is that he's too much of an idealist, in power people like that get trapped between their ideals and cold reality. I dread to think what state Ukraine would be in now had he been PM. Trying to negotiate with Russia would have allowed them to keep the tanks rolling.
I'm not a great fan of nuclear weapons - if we ever have a WWIII where they get used there'll be no tactical element in how they get deployed, it'll be armageddon, but I'm happy we have a strong defence, Corbyn as PM would have left us too weak both militarily and diplomatically.
Etank. thanks.
From where I sit, I agree, Corbyn had his ideologies (I have read Corbyn's journey all the way back to the coups in Chile and him reporting on them), Truss, she had competition from a head of lettuce.
But all I see from Rishi and Starmar is personal greed. But governments around the globe currently are out to serve themselves not the people they are supposed to serve. On a personal level, I hate what has happened to the UK, corruption is rife in government, cronyism is running amuck. Not much better where I am tbh.
Fordm,
From where I am looking Corbyn is the direct counterpart to Liz Truss - both ideologes, that pursue their convictions with total disregard of what the country needs. The UK, are arguably, in a pretty poor spot at the moment, from a social, economic, health, etc aspect. What we need are a government that have the wellbeing of the whole country at heart- and are not just there to further their own advancement. Somehow, with the current setup I doubt that we will get that - regardless of which party forms the next government. The whole system needs a good clear out. Dare I suggest to move the electoral system to proportional representation to turn up the heat?
"Unfortunately"? Count your blessing that it will not be a Corbyn government, whatever happens."
Can someone enlighten why this is a concern? Genuinely curious why so many against the idea. I have no real skin in the game as I do not live in the UK nor do I plan on ever doing again.
But what I have seen is that the tories have killed the UK, cannot blame Labour as they have had no control of government since 2010? (I believe that was the last time I was in the UK)
I cannot believe some of the negative RR coverage from Motley. The more I read of them, the more I feel they are click bait articles with marginal added value.
RR Catalysts - Ratings upgrade benefiting debt refinancing & P&L boost * Dividends * Ultrafan * Shorthaul ops scalability * Comac 929 tender * SMR.
Rolls has a materially more competitive p/e vs. sector peers GE RTX & BAE. Unless there is mis-pricing of the entire aviation & defence sector then the trajectory for RR is only up. Covid 2.0 is a threat -> but it's not RR specific. if it happens nearly all shares would lose with portfolio rebalancing. Weak argument. Product specific impact like Pratt's-> disagree -> RR current products are well tried and tested. P&W powdered metal fan blades were a GTF entry into service issue.
Some thoughts given the MF criticism of Rolls which I think is wrong.
1-Competition -> LH ops cannot robustly flex their flying to suit near-term demand. It is not a freedom of entry set up like EU low cost. LH is bi-lateral agreements and traffic rights. Sectors will be flown regardless of load factor. Failure to operate and the government reallocates your privilege to another airline. The incumbents always operate if they think long term it is commercially beneficial. On a local level there are commercial pressures to operate at capacity constrained hubs like LHR but it is the bi-laterally agreed traffic rights I think are overlooked which help protect consistency of utilisation RR engine hours. Agreed LR leisure traffic to non-capacity constrained destination like the Caribbean could be affected but I also think the market for LH holidays are less price sensitive vs. lo-cost European ones.
2- War has been a boon -> Closure of Russian airspace (together with point 1) means a sector like LHR-HKG has increased from 12 hours to 14 hours. Stripping out taxy time that uplift is actually greater as %. Time in air = power by hour $. Europe to Asia isn't the only game, but it is material enough. While Russian airspace / Gaza etc is an issue, re-routing is $$$ to RR shareholders.
3- Rheinmetall is not a logical comparator -> They are a defense prime that manufacture munitions and hardware. This is non-recurring revenue once conflict ends. RR products are engine which need to be serviced and maintained -> a recurring revenue stream.
4- POI - It looks like the Leopard will become the new de-facto NATO MBT> guess who supplies the engines? MTU aka RR power systems, a 100% subsidiary. building Leopards is one off CAPEX for Rheinmetall, but servicing the engines is recurring revenue for Rolls. Drones have changed warfare but AFVS will have a place.
5- Inflation - I read somewhere Rolls engine contracts are inflation linked - Nov 22? Maybe someone can confirm this.
6- C929 progressing -> I understand COMACs moved into the more advanced spec stage -> waiting to hear RR updates. I make this the game-changer.
Looking forward to upward movement on ear
Look at the update it can be found on this page to go to live RNS updates
Bank of America looks like it is buying up stock up in swaps with dates assigned. Not sure how to read this or understand it. Are the buying from Market Makers or how does it work, or it it like something else
Pays looking into this and sharing the public pool opinion
Im stuck on how it will impact share price
"Unfortunately"? Count your blessing that it will not be a Corbyn government, whatever happens.
I for one will be gutted if these lovely sandwiches are scraped.
Corbyn wanted to scrap subs! whats unfortunate?????
"A labour govt under Starmer isnāt the same as a labour govt under Corbyn"
Unfortunately.