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I have tried to point out some of the headwinds faced by RR.
Today the are suggesting 2 million people a week at best to be vaccinated.
Another report says 24 million by Easter.

So it’s going to be Q3 before we all get vaccinated.
Then there’s the parts of the world we want to travel to.

I humbly suggest it going to be a long time before Air travel gets to 70-80% of 2019 levels.

What does that do for RR profitability?

If you really want to geek out you can go to this link and download the excel file which lists all delivery’s and future deliveries.
https://www.airbus.com/aircraft/market/orders-deliveries.html

Hi Tom,
Guessing we spoke about this a few day ago on the phone.
Thing is the the valuation is only valid on the day of the right issue. After that it’s a theoretical value, probably calculated by some algorithms.

As I understand it, it’s the valuation of the company at the day before close. Add to that the amount raised by the rights issue and then divide that new value by the new number of shares.

So trying to estimate what the value today is compared to when it was £12 will be an estimated value.

Hope that now makes some sort of sense .

So it’s more complex than just the value of the company before and using calculations based on the 3 for 10 rights issue.
Info was found on investopedia.com.

Tom, best explanation I can find.
Calculation of a Theoretical Ex-Rights Price
The theoretical ex-rights price is usually calculated immediately following the last day of a stock’s rights offering. This calculation makes the stock’s price somewhat arbitrary and potentially more enticing for arbitrage trades throughout the rights offering period.

The simplest way to create a TERP estimate is to add the current market value of all shares existing before the rights issue to the total funds raised from the rights issue sales. This number is then divided by the total number of shares in existence after the rights issue is complete. This calculation results in the value of an individual share after the offering.

Throughout the offering period, all types of investors can speculate on the number of shares expected to be taken by shareholders, but usually, only current shareholders can participate. The basis for speculation in this scenario involves the number of share rights available, the expected demand, and the rights offering price. Companies may have various types of disclosure for this information which can make the estimate even more difficult.

Rr101
RE: Big jump coming Tuesday morning!Today
Do I open the position now before the opening or wait? Hmmm

It’s interesting how we differ.
I see big losses into the new year.
Component disruption to the build line due to strikes your all ignoring.
Brexit meaning the pound becomes stronger against the dollar, being as RR buys over 90% of parts in dollars that’s a bad thing for profits.

Different opinions, but I respect yours

Forecasting this will reach 210p, with a stretch target of 260p......... vaccine rollout, over half a million jabs have already been given. NHS England expects the bulk of patients at risk to have been vaccinated by March/April of next year.........

Interesting comments, but surely that would value RR way above what it was worth Pre Covid . Interestingly RR was making al loss pre Covid, now it’s haemorrhaging money by the billion, with no real actual time line for this to stop. Looking at UK time scales it could over a year to vaccinate a large percentage of the population.

Good luck with your valuation of the shares.

https://youtu.be/BefnienI1cc

Rr101,
I am sorry you lost so much money, I have done that in the past.
I just retired and got 38k to invest in the second week of Nov, it’s now 41,500.
Whilst it’s not exciting amounts, steady growth is how I have learnt to go with experience.

20% year on year is achievable and if your fairly young can grow you a great sum.

Rr101,

It’s about 3 quid on eBay

Rr101
Still feeling sick. I tried cancelling my stop losses yesterday but ig said they were already triggered. Just have to take baby steps from now on.
The biggest problem with stop losses is brokers can see volumes of shares set at each price level. So can we investors with the correct trading accounts.
So if a broker wants to buy a million shares he can see what price he needs to drop the price too. One broker obviously want a great number of shares so he set the buy price at 95p to mop up all the stop losses, unfortunately including yours. Once they bought them all the price returns to the normal price.
Leaving a lot of private investors feeling bitter.
All detailed and explained in the naked trader book. Which I learnt a lot from .

Strong Buy
RE: RRs Is not just about Air Travel...Today 21:50
Their tech roadmap is superb and extreamly impressive!

Enlighten us to this roadmap please!

RattyRy,
That’s why everyone invests to make money.
My 38 grand has done 10 % since second week in Nov.
After 35 years investing it did not include RR.
Whilst I have a few it’s not enough to be getting excited about.

Notrader
Cheers

No trader,
I hope I am not included in your post.

I am trying to point out fundamentals in RR.

Yes a deal is a long term thing , agreed.

But why would Brexit help, no tariffs on aero parts anyway.
Design responsibility is now Germany.
Loads of engines are now built in Germany and sent to Airbus.
90% of parts bought in by RR are bought in dollars.

RR need to survive this pandemic, that’s the reason they are bleeding cash, not Brexit.

MK05,
Please could you explain your logic as to why a Brexit deal means RR will rise.

IMHO , Covid and strike action are its biggest issues at this time.

MoneyiMalta,
The Naked trader is a very good book, you can get it on EBay for a few quid.
Like all things shares, it’s another research / learning tool

Rr101, I am sorry to hear about your loss. I tried spread betting and like others have said was poor at it.
I have had my losses over the years, Northern Rock being one where I lost my £2k I bought. Worst share was shares I was left by my Granddad. HBOS, £18k of shares at around £10 each, still got them , called Lloyds and at 33pence.

Dwalt,
After reading the naked trader book , I never ever set another auto sell price.