Member Info for leas

Badland
The rich get richer. Will always be the same. Sunak and his extended family get wealthier and potential decisions that he can make will draw too much criticism. A fresh start is what the Tories need after all by his resignation he agrees.
He cannot be in touch with day to day decisions lower income families make and what sacrifices they have to make to get by. Only guy that seems to have any morals and leadership skills has ruled himself out as he puts his integrity before ambition and ego.

Grezzz
Ignoring the posts about price guessing of RR tomorrow or next year I would argue that now is the time to invest. I know there are risks with the wider market and that having an affect in the short term but the case for me is too compelling not to invest. Clearly you have a good understanding of what RR does and the potential but governments around the globe will be increasing budgets in order to take advantage of the technology RR are developing and already have in production.
I am convinced that if the UK government did not have 'golden shares' then we would already be in foreign hands.
Defence and 'Green Energy' will be imposed on spending whoever is in power so the fundamentals will only improve going forward.
Been reading some very interesting research notes on BAE Tempest development and the US NGAD programme. Budgets off the scale.
All my own opinion and just my thoughts but the current MC makes the risk v reward too tempting to watch from the side lines.

dallo
your views mirror mine. What is holding me back at the moment is a possibility of a placing. I’m guessing each individual has different timescales on taking a successful drug forward into commercial use.
If I’m wrong then I miss a great opportunity at this price but I’m hedging my bets at the moment and not denying greed playing it’s part.
Happy for investors as long as they come away with a profit as I have done here in the past.

But then there is the long term evaluation (P4) this is not going to be commercial before the year.
I have never posted my view that this trial is like the 2018 P3. That is your assumption.
I am no ‘novice’ when it comes to IMM.been invested here in the past, with all due respect I am well researched. My posts are only my opinion and thoughts based on the company’s past decisions.
I will leave you guys in peace with your own views.

loadsofloll
I may be wrong but IMM do not have the luxury of time to make that gamble. I have posted before but it has always been my belief that Avion want it ALL on the cheap. I’m thinking their gamble is paying off.

For those investors bored of constant ‘guessing the sp’ game; Flightglobal have just published a good article on RR enter the super mid sized business engine market.
The positive news keeps mounting up despite the drag of debt. Hoping the balance of news coming out now tips it in favour of the investors.
Great read for those serious investors!

I seem to remember that there was a RNS a couple of years ago and possibly pre Covid that they had funding (cash) until 2023.
If so it would make sense to fund raise prior to any FDA findings. TM did that just before the last P3 readout.
If they don’t then the company is sunk if the results are not expected. Not that I think the findings will be.
My view as posted at the time of the RNS is IMM will be taken out by their partners as imo their strategy has been to drag their feet knowing cash is tight. Avion, that is.
I held shares with HVIVO who had a great flu vaccine on trial but lacked the funds. Of course that was snapped up on the cheap leaving LTHs quite bitter.
Again only my opinion but as a rough guide a buyout on average is 2.5 x the company’s MC on announcement if that is the outcome.
The lack of IR with this company speaks volumes to me. A cheap buyout will serve the BoDs very well not forgetting a possibility of a new roles within any negotiations.
I will sit on the sidelines until the dust settles and perhaps miss a buying opportunity at the current MC which is crazy given the risk v reward.
There may well be ND contacts knocking about which accounts for the lack of information to investors but any silence leads to more speculation going forward.
I’m astounded that after all this anticipation the sp did not close nearer to 9p. yesterday,
Just my thoughts but good luck to all the LTHs

cw
You always know who have multiple id’s as the style of posting is the same. There are a few on the lloy bb too. Personally, I am bullish on rr as I’m confident with my research, not because an lse member throws out random figures.
I share your frustration sometimes but I guess we live in a democracy.
A broken clock is right 2 x a day so eventually they will be ‘I told you so’s’

Morbox
Could have gone the opposite way. Day not over yet and city boys/girls not at their desks.

Madness
Looks pretty impressive to me given the circumstances it has been operating in. Totally customer focused to which will result in picking up those customers who have been disappointed with its competitors.

Hardly a confident short. Better hedging their bets on the wider market taking a hit with interest rates and inflation. RR recently has outperformed the ftse.

The problem here though is BA. have not had to restructure and sell off an asset to reduce debt. RR is not BA.
A lot of the debt was incurred through Covid due to travel restrictions. You cannot make comparisons.
I’m not saying RR staff are not as skilled but BA. staff continued to work both in the factory and at home.
I am a shareholder here and interests with BA. but the latter is generally speaking very much reliant on defence budgets.
Their pay deal can be absorbed very much easily going forward. Debt is not a concern.
That is why RR. Is priced at this lowly MC. That of course will change.

SPC
I totally agree. Losing experienced staff through ‘necessity’ helps no one but whether you like it or not, accountant’s make most of the decisions in business. If wage costs become to high and risk harming profitability or increasing debt then they will look at making savings within their workforce.
I’m nit saying that would necessarily be engineers but could be posts within the company. Recruitment, HR, Comms or even canteen staff. Positions looked at that could be done by other agencies.
Not saying that is going to happen but maybe a negotiation tool available if unreasonable demands are made.
I’m sure many industries are currently struggling with delivery dates. No just RR. World supply chains are currently screwed.

Inky
Pay negotiations will always add a little volatility to the short term price as potentially the fundamentals change. Many of the workforce will be shareholders so it’s as much in their interests to resolve any dispute as quickly as possible.
The 2k bonus imo was a sensible approach to opening up dialogue and hope greed does not get the better of them in these worrying times.
Further culling of the workforce would be an option for the BoD’s in order to manage their debt.
Personally, if I was offered 2k and a pay rise I would be buying shares in the company and hedging my bets as an employee as the company returns to profitability.

Seems that Jet2 falls in equal amounts with it’s peers but never rises as strongly.
This company is head and shoulders above other travel companies in the UK.
Out holidaying in Portugal atm. My transition through Man T2 was seamless without any queues at bag drop off or security.

The way I’m reading this is the BoDs are reluctant in opening up their assets for development. Cash is minimal and any movement towards production comes at a cost.
Again only opinion but I think the board are looking for a buyer as they don’t seem to have the ambition or motivation to unlock shareholder value.
The price of lithium makes the current MC a joke. There does not seem any support even at this ridiculous price.

Makes me smile when members post their trades after the event. I bought Jet2 at 2.21 and sold at 15. Smart? No, just lucky with my timings.
Too long in the tooth on LSE to believe most of the nonsense that you read.
Members post their profitability trades as if that is recognition and confirmation that they are smart guys. The shrewd investor but the reality is they are playing the tables at a casino

Finderskeepers
How can you make a comparison with AIM and level 3 in Moscow.
You are clearly inexperienced and no understanding of the markets. What pension fund will invest here now. They may in the future but right now the vultures will be circling to pick the meat of the corpse.

Motley has published quite a bullish report on RR.
Also broker views are not quite as bleak. A change of sentiment coinciding with a strong rise in the ftse.

Olmedo
Your post could be straight from Putin Public Relations team. Luckily you have freedom ti post whatever you like on a public chat board unlike many of the Russian people.