The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Lloyds not Syn ... :)
Happy to say my Rolls Royce call is roaring ahead. :)
If RR hits my target a financially comfy retirement is assured.
Still is SYN for around 70m shares though so like to see this get a sensible valuation.
I wonder if there will be a steady climb before the visit of Roland in Feb for discussions with possible JV partners?
It would good to get back to .20 seems to me there is no logical reason it is not above that valuation.
https://www.ii.co.uk/analysis-commentary/why-rolls-royce-shares-can-rally-25-2023-ii526458
Debt position is miss represented, it has the money to clear the debt tomorrow, but why would it the interest rates its paying are lower than inflation so the debt is reducing, in high inflation is cheaper than holding cash if your inrest rates are lower then inflation.
The thought it will sell the power systems arm is nuts all the marketing ans future is about power systems.
I don't think the writer has a clue.
Today on twitter.
The C-77H PCM pump will contain elastomers that can degrade in the presence of oil unless correctly specified. PCM are analysing a sample of the C-77H condensate to enable them to identify the correct elastomer composition after which the order and delivery date can be finalised.