Member Info for bav1975

Will be interesting to see how they have performed, pretty sure if very very positive it will be very good for RR share price going forward. Essentially anything that exceeds expectations in terms of sales (forecast is around $9.5bill) with operating profits of more than $1.7bill will be very good indeed. Will set some expectations for RR in a months time of where this could go.

Cheers

Congrats @ Retirement - stick or fold? - maybe a tricky one to answer :) , but nice options to have!

Problem with Trumpet pants is plain and simple. Yes he is a businessman right or wrong, he has made his money and as the old adage goes, your better off dying with debt than not (pretty sure his estate will disappear into the ether and he will own nothing that could be chased to recover any outstanding debts when he kicks the bucket). Becoming bankrupt does not mean so much if the pay cheque at the end of it is worth it and trust me, if you have the right lawyers\accountants the pay day Vs the stigma of being bankrupt does not mean anything. The rich use and abuse the rules at such a level its absolutely bonkers and mainly because its worth it.

The bigger issue is, he will become the de facto ‘CEO’ for much of the world. With his tech billionaire cohorts at hand whispering in his ear, Trump simply does not have any filter which will cause volatility, both politically, socially and economically.

The upside is and yes there is one…his erratic controversial behaviour and past history does not bode well with other despots (world leaders). They want someone they can bully and stall while they get what they want. With Trump, like it or not is a bully and a big one at that and he won’t just sit there dithering about the ethics or morality of a situation he will just want action.

The world will change in the next 4 years, that I am pretty sure of. Whether it’s for the good or bad thats very debatable/jury is out.

In a sad way, I am looking forward to Trump’s administration maybe for all the wrong reasons, but what’s the real alternative? There is not one. The western leaders over the last 4 years have been procastinating, stuck in some sort or paralysis analysis phase as no one leader has just grabbed the world issues by the balls and said we are doing this, everyone just get in farking line with force\conviction or else and to be realistic, again like it or not, only the good old U.S of A has that kind of power.

Anyway have a good weekend all and GL for next week.

Cheers

....still trying to work out where they think all the power needed to be a world leader in AI is going to come from to run the power hungry GPU's....we can't even get enough power to create more EV charging stations due to limitations in Infra amongst other things.......classic rhetoric\procrastinating

Have a wonderful Xmas guys and new year. We all love a bit of banter on this forum and overall its a good board with some real characters.

Some of the guys here have had a great/fantastic year and in the grand scheme of things should make for a wonderful start to 2025.

On a somber note we had a hit and run this morning right outside of our house. Road has been closed since around 07:30. The victim I believe died on the scene. Forensics' still sweeping the scene and we are not allowed to leave in our cars (trying to keep it sterile). The thing that hit home is my wife was maybe 4 mins shy of being impacted by this incident as she left to go to work.

Not trying to bring anyone down, but maybe the opposite. Enjoy your friends, families, the 'in-laws' and 'out-laws'. Life is pretty short so go a little mad and enjoy the next few days.

Keep the faith, have a good un all.

@ Badlands, LOL.

I don't mind people of that level take a pop at industry, but when its slinging mud across the board and ignoring the level of debts, losses and cuts he pushed through...the 'corporate mirror' conveniently disappears.....prob wants to buy a few shares on the cheap.

Https://finance.yahoo.com/news/rolls-royce-share-price-surge-155329701.html

RR, follow suit please --> https://www.cityam.com/ftse-100-giant-ashtead-set-to-switch-primary-listing-to-the-us/

Like everyone here who has a vested interest and those that do not, if the UK Gov indeed does not put the country first and does not invest in UK companies (not just RR), they will ultimately decimate the markets from a point of no return.

The golden share aspects of RR, does not prevent it from moving its primary listing (from what I have read\maybe i could not find the exact restrictions) but more about putting in safe guards on strategic\hostile takeovers etc. I am sure there are ways to safe guard these aspects.

If RR does not get what it needs to grow (SMR contracts for example), they should move. They already predominantly deal in dollars, have a footprint in the states and to be a true world leader you need to be on the biggest platform \market place in the world.

This government like many have said before on this forum, just need to get on with things rather than poncing around and talking absolute nonsense

Keep the faith. Have a good week.

Wrong type of wind.

There will be a flurry of economic data, State side tomorrow. The elusive £6 could be hit quite easily post 1:30pm.

Would be a lovely way to start the weekend.

GLA - have a good evening.

Https://www.bnnbloomberg.ca/business/company-news/2024/12/03/rolls-royce-hits-50-billion-valuation-after-huge-stock-rally/

..you wish the markets were 24x7. Nice steady incremental rise. Flip side, most days you wish the market would close at 08:31. :)

Have a good evening all.

Other than the obvious big players in the US Tech stocks, monitoring and have brought a few of Sound hound. I like the tech they offer and they are established in their niche (unique product). As ‘AI’ evolves think their market segment will grow, partially on sentiment, partially with increased revenue’s and could be brought out. Quite speculative, but finding a stock like RR, will be hard pressed especially post Covid type plays of this nature with a decent buy in price.

@Retirement, Stockwits is quite good, well as good as any forum can be..

So very true Svend...

I thought about selling and rebalancing my portfolio quite a few times over the last few months. Currently leveraged at around 84% or so in RR. Not great. I took my pension into my own hands (SIPP) about 9 months ago (fidelity aligned) and dumped the whole lot into IAG. Now the kicker is, at that point in time I did not give a hoot about IAG or my pension so much as I will no doubt have a good 7 years to wait to access it and that has served me well in my decision making as smaller or larger bumps in the market should flatten out. The beauty of time. What also made that decision easier is the leverage in RR currently. Seeing what RR has done, I was pretty confident IAG would do similar over time (years).

However, I feel RR has a lot more potential and I would rather buy/hold the ‘shovel’ than a prospective hole in the ground which may or may not have gold in it. Its an interesting analogy that I came across recently which makes a lot of sense, especially in the TECH stock world, i.e. NVDA being the shovel (chip maker) and all prospective ‘AI’ stocks being punts (need the chips). Which one do you want to hold? In my head RR is the ‘shovel’. It has numerous income streams and whether or not the UK buy SMR’s from them…don’t really care as they will sell them to other countries. Ideally RR should request the UK government to rescind or splinter off any sensitive section of RR and along with that the ‘golden share’ aspect and move to Nasdaq.

RR operates in the U.S already with over 6000 employees. From any prospective tariff perspective that TRUMP could introduce, main driver being that he wants companies to base themselves in the U.S, I think RR pass that test already. Not to say there will be no impacts as I am sure there will be from a supply chain perspective.

Turbo has already acknowledged the issues with the TRENT engines with a fix to go in soon and another by the end of next year to increase durability. He also mentioned re-entry into narrow body markets which will take time but in planning. Dividends and any hint of share buybacks will move this up. IAG is the user case for this if you want that warm fuzzy feeling of where this is heading.

I think more Microeconomics than Macro is preventing RR from moving up, i.e. government short sightedness. From a Macro perspective wars, tariffs, terrorism, political instability all play into where RR will go and at what pace. These are levers which will cause the SP to shoot up, go down or consolidate within a range.

These are just my thoughts of where things stand for me in terms of RR. I like a few on here want to retire, for me next year in July and RR WILL make that possible.

Keep the faith!

Https://www.cbsnews.com/news/israel-hezbollah-ceasefire-netanyahu-war-lebanon-gaza-hamas/

Might make for an interesting tomorrow

Have a good evening all.

Nice article @ pappalazz. Was actually looking at this one over the weekend and forgot to post. I think there are many pro's and con's which are not exclusively anything to do with the engine, more about commercials and maybe business type politics.

I came across this article on the same website : https://simpleflying.com/largest-jet-engines-list/. Was interesting to see the different variants on offer and was even more interested when i found out who had the prospective No1 spot.

Cheers

Https://simpleflying.com/british-airways-reverses-cancel-bahrain-service-rolls-royce-engine-issues/

Always maintained the U.S markets are mainly built on pure sentiment and any type of rational \ratio's you want to apply go out the window. The latest one for me is Micro Strategy.....1 year, up over 800%, revenue around 500m per year. Current worth around 94B, share price around $490

The bigger issue for me is companies like RR or indeed a handful of other companies that are in the FTSE deserve a little bit more liquidity and exposure to a bigger market place. Yet we sit here waiting for our lefty government who talk about windmills\unicorns and rainbows to do\say something constructive.

VIX is on its way up (more volatility expected) and NVIDA earnings will undoubtedly push the markets one way or the other over the next few days.

Keep the faith.