The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Who are all these derampers coming out of the woodwork.... loads of them. Fair enough about SPECULATING on the sp, but that's all it is speculation.
But the ones saying another RI have no clue whatsoever, because Easyjet has a RI, saying IAG and RR are too. Not a clue..
Crowman, tell me why you think this is another Rights issue, do you understand the fundamentals? Im pretty much neutral on RR so not exactly biased, but you don't sound like you know very much about what's going. So for another RI you must think that Covid it going back to square one for another year or so with more lockdowns. Or some unforeseeable multi billion engine issue?
What causes the current liquidity to dry up that can last a couple years at this rate? The last report showed profit, they maintained yet again profitability for the next quarter.... where is this current money going for more cash to be requested? Enlighten me please
Prob regurgitated covid news, a crappy goverment... who knows, any meh news and this falls. Positive news doesn't cause increase. The whole industry Is just in sell mode for the foreseeable. But you buy when sentiment is low
I think the takeover bids refer to the industry as a whole, meggitt etc and not specifically RR.
Similar article not behind a paywall https://www.google.com/amp/s/amp.theguardian.com/business/2021/sep/05/rolls-royce-needs-jets-in-the-air-and-government-on-its-side-for-the-long-haul
It depends how long you've been investing, if it's recent then 3.8% loss is normal. Most cannot time the market. Over the long term stocks will go up, that's why the term ' transfering from the impatient to the patient. If you been investing 10 years, down 3.8% means your doing something wrong.
Usa stocks are at ATH... UK stock are close to pre pandemic level and not far off ATH. Any shocks to the market and its a long way down, but the course in recovery looks good to me as it is now. Re RR, post dilution were sitting pretty high.. I can't say it's up from here as we can still fall a distance and still be in an uptrend as paper handed investors are shaken out.
All I can go on is, UK recovery looks OK.... USA is very overvalued but the market favours equities for now short term. RR has many negatives, debt levels, divi gone, asset sales, smaller company, very much the frontline of COVID shocks. Boris traffic light musical chairs, international border bans still in play.
I see positives, better than expected trading update (in profit early), asset sales to being the debt down, flight numbers increasing, World learning to live with covid, vaccination rates increasing.
For the short term this can go up or down, I don't think it'll be an easy ride though... medium and long term this will increase.
But you have many other factors out of RR performace that can create small and big shocks on the way. If your not in profit you'll feel it more than someone that is.
I wouldn't concentrate all into one stock. You never know what is around the corner. I'm currently 25% down in coupang and now 8% alibaba (was 20% but averaged down and its gone up a bit).
My other stocks have carried my portfolio well into profit.
If I was all in on x3 rr I'd scale back a bit and slowly build into it by average up over a longer period (on dip days) or if large swings down come I'd have some cash available to average down.
Also a varied portfolio allows me to trim off some of my well performing stocks at ATH and put them into my stocks that have taken large dips down. Only buy companies that you think will do well though.
I tend to only look at buying dips if it goes down 10% or so... only if I'm happy with why its dipping.
3% is daily noise, if your uncomfortable with it you've gone In too deep... it'll force you to sell if it goes down further.
So CW, see if your a hypocrite or not, if the buck stops at who is in charge at the time, you put no blame on labour after the financial crash and the fault lies solely at the conservatives door as it was on their watch the subsequent years of the deficit getting larger?
I'm nor a fan of trump or biden...I call it as it is.
Cw you also need to realise, knowing his term ending, remember the caption hill storming, the false vote machine, the I'm not standing down from president trump.
Trump was pushing on opening up coal plants, drilling in alaska, bypassing environmental laws.
Rushing the wall to Mexico... etc etc... all to push his own policy over the line to frustrate the democrats regardless of wether he destroyed interests of the USA... well guess what.. he did the same in the afghan withdrawl, rushed through as that's what his tweets foretold to his followers and to win the election, funny that the date set for withdrawl was set just after the election, he was pandering for votes regardless of the consequences.
Cw.. you've been watching too much fox news. So when biden took over his term, a withdrawl agreement had been signed by over a year, large amount of usa assets and troops had already been withdrawn (remver trump aimed for may withdrawl... so 3 months left). Agreements and handovers were well into completion with the afghan goverment. Small assets were still in afghan, mainly assisting the afghan forces.
Biden extended this to where we are now.
No way would it have been safe for such diluted Western forces to extend beyond agreement.
Extending would mean redeployment of large amount of troops, aircraft and assets again...
The quick collapse of the afghan forces who had been prepping for this for the last 15 years and year and half under trump caused the situation, for biden to prop the afghan goverment and bolster the retreating afghan army under 2 weeks would be sending usa for another afghan war.... which wasn't going to happen.
You seem to think it's like ringing BT to extend your broadband contract...
Re CW.... Biden created a rushed exit?
I suggest you read up on this and check the dates, cross reference it with a previous president..
https://en.m.wikipedia.org/wiki/Withdrawal_of_United_States_troops_from_Afghanistan_(2020%E2%80%932021)
Looks to be related to delta Airlines charging employees $200 to not be vaccinated... correct me if I'm wrong.
Stupid reason but it is RR and the airline sector.... maybe the big shorties couldn't find a reason, so that was just good 'enuf.