RE: Rolls Royce26 Mar 2022 20:51
big-blue, disagree strongly re cheaper price for RR if there is a bid from BAE. Indeed, the jump in RR's sp yestrerday could and should be investigated if info was leaked illegally from within RR or BAE (if BAE involved). I think the jump is due to the EU meeting re reducing EU dependance on Russian oil and the strong possibility that nuclear generated power will be speeded up for many countries in order to avoid use of carbons. The system that RR will develop could make a very large profit and many countries, previously against nuclear energy, are now considering it as a non-carbon cheaper pewer alternative. IAG needs to start looking at raising its fares, don't know what oil price hedges they have, but their fares are far too cheap V current oil price. Competition fares are very relevant, but there are extras that could be given to appease customers who fly mainly on lower fares. 'Free' snacks, better movies, etc.. a better flight experience with a better brand would entice more to be willing to pay higher fares and not just fly based upon cheapest fares. Customers forget that cheapest fares can mean the cheapest airplane maintenance !! I've put a strong buy for both RR and IAG !!