Member Info for j45dev

Great move by RR today, this could have spiralled out of control.

It’ll probably end blue today after all that! Lol

Don’t forget the debt in your calculation. Regardless, what a fantastic buy!

Based on liquidity, RR will be fine - market sentiment and uncertainty is what’s driving the price down. As covid deaths and hospitalisation drops significantly confidence will return and the price will bounce. It’s now cheap at these levels.

Totally agree, it therefore becomes a question of liquidity - RR said the last fundraiser would see them through to 2022 so I assume we’ll be okay. But when they made that statement restrictions were being lifted not tightened. The sale of ITP seems to be gathering pace so hopefully there’s circa £2b incoming.

As a long term holder I really hope investors sit tight and ride it out, but doubts will start to creep in.

General Electric - RR closest competitor across the pond. Unfortunately, I think the share price will continue fall, albeit slowly, until the route out of lockdown becomes clearer. It’s obvious to see that foreign mutations have shook our incompetent government and as such, they’ll ramp up restrictions to avoid growth and variation in this space (until deaths and hospital admissions are firmly under control). To add to this Biden is finding himself 12 months behind the curve and he’s made it clear that his priority is getting this disease under control, which will primarily involve more restrictions.

Rolls will make it out the storm but the next few months are going to be painful and I think the next financial update from RR is going to crap. If you’re in the red, i wouldn’t worry, but patience will pay dividends. The end is in sight but it now feels further away than ever.

Yes and disappointing that 100p support has been breached!

RR will do well long term and we should see the share price gain momentum in H2. H1 will be a rocky road - news about asset disposal is what’s needed right now - namely ITP. Be good to get some more cash in the bank.

I know we all want this to well but the reality is circa 90% of long haul flights are grounded and civil makes up over 50% of revenue for RR - the next update from RR is not going to be a good one and I can’t see travel picking up until Q3. The facts are the facts but hopefully in 2-3 years we should be a looking at a good return.

Crowds at Heathrow airport making the headlines - good for share price hey? Lol

Goldman also rating RR a buy - 122-126p. When death rates drop, which they will, travel and leisure will head north aggressively. You’ve got to be in it to win it. I also think this will happen sooner than we think.

Talks about prolonged lockdown talks will also diminish as infection and death rates drop.

Buy when there’s blood in streets :-)

I wonder what the SP would be if SMR export gained momentum and RR secured orders for say half the market reach? Any thoughts?

I think we could see a rally/auction before the weeks out. The fog is starting to clear....

Lol! Plenty of space for a few in my garden too. Looks like SP is trying to head north - be great to close the week with a rally.

I imagine a few shorters are having a bad week given topic of convo over weekend. 50p? Lol

I think travel and leisure stocks will start heading north now.

Agree, big bounce due soon

What I would say is, now’s the perfect time for RR to update shareholders on progress being made in regards to asset offloading - a couple of billion dropping into the bank from ITP sale would be a nice confidence boost. Warren?

I really can’t see any reason for a big drop today, yes tougher measures were announced but vaccinations are progressing well (worldwide now) and holiday bookings are picking up at ‘warp speed’ - should be a flatish day again but you never know. If anything thing airlines should feel the pinch.