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Good grief. This goes down every single day for a year,over 80% now. My stubbornness has cost me a lot of money. If I'm squeezed much further I'll bail. That should probably see it start to rise....
Gone sailing past the march 2020 lows, when the world was going to end. I never thought it would get even close to this price.
Suprised it's down here. I've bought as many as I can. It's never going to blow the doors off, but a defensive recovery play,i think it's great value at this point.
I just can't see it going that much lower, and if it does, then I really think somebody will take them out.
I've got to join you guys at this price, this is just starting to get silly now
It's an uncrossing trade
For people who are underwater it probably is worth focusing on that the revenue is merely delayed not lost.
Many companies are having supply chain issues.
I'm nearly 10% down. Not overly worried. I'm not talented enough to pick the bottom, but I would presume we are somewhere close. Fundamentals are starting to look quite strong at this price point, it will not be allowed to go much lower imho.
Sadly there will be some selling pressure from tracker funds.
Looks decent value for me at this level so decided to join you guys. Imho I think it's approaching oversold/overreaction levels. Update said many of their issues are likely temporary in nature.
Ive got Fy22 pe approx 19, peg approx 0.4. Not outrageous. A low base, but dividends growing at a decent pace and well covered. Most of what I've read indicates a quality company with a reasonable moat to their products.
However if it stays here for any length of time, it's at risk of being booted out the ftse 250, and all the tracker funds selling out which concerns me a little.
Oh i didn't say it before the uptick, apologies owls you were correct!
Slightly harsh owls.
Not exactly hindsight when I'm invested and make the statement before the uptick . The statement, at least currently, was correct. 2.80 was oversold.
Mid 3s is closer to fair value in my view, hope to see it move closer to that over the summer.
It was fairly obvious this share had become oversold, nice to see this tick back up a little.
This seems to be getting over done now, it's very good value at these levels. Really should be mid 3s some point this year, barring some extreme vaccine dodging variant.
Agree with shadowfall.
It depends how you measure success. If you look at the cards they were dealt last year, then I'm not sure how many could have done that much better.
The asset disposal is not easy. It's really not a buyers market, we need a good price and they are having national governments veto their efforts.
I think reserve judgement on their ability for a couple years yet.
Almost certainly the government would not allow this to be taken over on national security grounds due to it's nuclear defence work.
If your hoping for a private takeover the best you could hope for is aerospace being broken up, and the nuclear/defence section being hived off to BAE. I'd say that's highly unlikely.
Much more likely in my opinion is a slow lumpy recovery back to £2.
But i do keep an eye on this share. it's success is not in its own hands, we are relying on governments not to keep us locked up all year.
Huge fan of rolls royce.
Know plenty that work there. Not a single post where I criticise them or management, its been a really tough time.
But this SP now is just starting to get a little concerning, starting to test my belief.
Its at significant odds with its peers.
Well done all who bought the dip here over the last couple months.
Equifax 15% today day with their results, and we have followed them up
I'd assume experian will be back over £30 relatively soon.
There's a few very harsh judge's on here.
It's global pandemic, with governments closing travel. The cards have been stacked against the board and the workers. Ive been relatively impressed with the measures they have taken.
I believe them to be World class. They make some of the most complicated technology on earth. There are not many that can match them. I am as confident as I can be in 12 month's 1 pound will be a distant memory.
This was 1.28 only a couple weeks ago, and will probably be back there in a couple months time. This really is only a question of patience until people fly again.
If it stays mid 13s for months on end, if I was Stryker or J&J, id take it out.
This is mostly suppressed due to covid. I think there is value here.
Nearly at 1st lockdown price now.
Very suprised. Seems overly pessimistic. Must be huge backed up demand.
Considering they allowed travel corridors last year with no vaccine and limited testing, it would be completely mystifying to deny it this summer with multiple vaccines and a hundred fold increase in tests
Surely they will have a traffic light system involving tests, vaccines and infection rates. Otherwise shapps should abolish the travel taskforce now and say we give up in case of variants.
The virus will always mutate. There are millions of variants and will be a million more. So far not one has escaped the vaccines.
Pfizer can adjust within 6 weeks.
You don't go from 96% protection to none. There are multiple immunogenic sites to the virus.
The only logical conclusion to the hypothetical possible potential nightmare variant arguement, is to lockdown forever.
I would have to concede that is the safest for ultimate covid protection, but I doubt many people would vote for that.