New to the board… not the game24 Apr 2024 16:20
Been following this board for a while. Some good colourful opinions and challenges in the main. That said I’m looking forward to using the filter feature as well…
A bit about me, I’ve been in the markets 20 odd years but still get it wrong from time to time and now focus on medium to long term conviction buys rather than spivvy punts or knife catching. I’ve and have built a position in RR. over the last 4 years (mostly from price cost averaging) and now have a fairly modest holding averaging just over a quid.
IMO RR. straddles several sectors and seems well positioned across all of them when compared to their peers. I think milestones in SMR, narrow body aircraft, investment grading / dividend and defence are all possible and while they may take their time getting over the line each represent compelling investment arguments in their own right. From the principle wide body perspective the struggles at Boeing offer even more opportunities as I’m sure the likes of Emirates are reevaluating their Dubai air show commitments behind the scenes and are awaiting the promised Trent performance updates discussed during that public spat a few months ago.
All in all I’m bullish and try not to let emotions cloud judgement. That said I lament the lows and celebrate the highs like the rest of you. Happy hunting.