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With Hormuz open, there is no urgency on any of the actors to start negotiation, signing etc and seems they just want some time for things to settle down.

“Brent is $80 and it might take another 6 month to hit $70- and no fighting !!!“

Oil is likely to be $50-$40 in six months, most likely around the US mid terms. $70 or below is coming next week.

Oil falling - $77 a barrel now. Time for SP to take off.

Half yearly results due in about six weeks. Good HY results will take us to £16-17 range this year IMHO.

Once the Hormuz is fully open, I am expecting the share price to rally to £15 or £16 in the next few weeks.

Why did it open at £14.20? Back down to £13.26 now.

Don’t worry about today’s price. £16 will be seen this year imo.

Its over in my opinion and things get better from here. Oil above $100 is not politically sustainable in the US . Some deal has to be found.

Airlines Soaring: Delta Air Lines raised its revenue forecast today, reporting that despite high fuel costs and war jitters, people are still booking flights at record rates. This boosted the travel and industrial sectors.

Looks like Barclays smart investor doesn’t always show correct closing price. It shows 12.38 which is yesterdays closing.

Prediction for Tomorrow's Session

Expect Rolls-Royce to "gap up" at the 8:00 AM London open, likely reclaiming a significant portion of Monday's losses. If the broader FTSE 100 stays positive and oil continues to cool, we could see RR challenge the 1,280p – 1,300p range.

Https://www.bloomberg.com/news/articles/2026-03-05/asian-airlines-bolster-long-haul-flights-as-travel-demand-surges

13.40 close

Just as the AI predicted and I posted yesterday

IAG down about 5%

BAE up around 5%

RR down about 1%.

What a clever thing AI is!

Just wondering, if the USD jumps too high on Monday, does it make sense to sell the US stocks and reverse the trade when USD is weak again after a ceasefire?

Also a stronger USD will support RR as it’s earnings are mostly from exports?

From AI

“If you see BAE Systems up 5% and British Airways (IAG) down 5%, expect Rolls-Royce to be dancing around -1% to +1%“

Yes, financials justify a much higher valuation here. At least 5 times the current price imo.

Not an expert in this area but I think there is a gap at 1351 which was the previous high close. If we ended at 1352 today there is a chance that the gap gets filled up tomorrow morning and then we move up.

Even after an amazing 35% rise the share price is still below 30p. Needs similar rise for a few more days imo.

Today is one of those days when I can spend the whole day just watching the share price on the screen :)