Member Info for Medjed

“Can you name any previous shares like this”

(where share price was suppressed below true value)

Rolls-Royce: Undervalued or Suppressed Stock?

Key Suppressed Period: 2020–2022

• Stock Price Drop: At one point during the COVID-19 pandemic, the stock fell below £0.40—down over 80% from pre-pandemic levels.

• Why It Was Hit So Hard:

• COVID-19 Impact: Heavy reliance on civil aviation (widebody jet engines) meant demand cratered when global travel halted.

• Cash Burn: The company had to raise capital via rights issues and asset sales.

• Debt Concerns: Rising debt load and credit downgrades spooked investors.

• Market Sentiment: The UK stock market as a whole lagged global peers, especially in the post-Brexit era.

Why Many Thought It Was Undervalued:

• Defense Business: Stable and growing defense contracts were overshadowed by civil aviation weakness.

• Nuclear Submarine Tech: Rolls-Royce is key to the UK’s nuclear submarine program—a strategic, defensible niche.

• Green Tech Potential: They’re investing in small modular nuclear reactors (SMRs), hydrogen aviation, and electrification.

• Turnaround Plan: New CEO Tufan Erginbilgiç (ex-BP) made aggressive cost cuts and boosted profitability.

The Comeback (2023–2024):

• Stock Recovery: RR shares soared—up over 300%+ from the bottom—as air travel rebounded, restructuring took effect, and sentiment flipped.

• Profit Surprise: Profits beat expectations, and they rejoined the FTSE 100 index.

• Still Room to Grow?: Some analysts still say it’s trading below fair value based on long-term defense and energy exposure.

⸻

Bottom Line:

Yes—Rolls-Royce was heavily suppressed and considered deeply undervalued by many investors and analysts during 2020–2022. It’s a textbook example of sentiment and temporary headwinds masking underlying long-term value.

Even Petrofac's Market Cap is over 1xEBITDA.

Some mad shorter & MM manipulation here.

And Earnings vs Market Cap. Earnings projected at $460m+ for 2025, market cap $178.

Ridiculous!

"Show us the evidence, Med."

just click on the Short Positions button on this very page lol! Or look at some other short tracker website.

Then multiply 667m shares by fraction reduced and voila.

Nah, totally different.

Petrofac $31m Earnings Before Interest etc etc, WG $460.

Petrofac $600m debt, WG $1100m debt.

Debt to earnings ratio vastly different.

Sorry I mean 1.3 million lol

13 million shares shorts closed. Nice!

Sweating yet Aim’master’ ?

ChatGPT says USPP are unsecured

As of June 30, 2024, John Wood Group PLC had approximately $352.5 million in outstanding US private placement (USPP) loan notes. These unsecured notes are scheduled to mature between 2024 and 2031, with around 75% of the total due in 2025 or later.

Tuesday open. Could be a concern for PI shorters :)

Tuesday open will be even more interesting :)

Let ChatGPT help you out re:assets

As of December 31, 2023, John Wood Group PLC reported total assets of approximately $7.66 billion USD (or £5.93 billion GBP) . Here’s a breakdown of key asset components: 

Key Asset Components

• Goodwill and Intangible Assets: Approximately $4.36 billion, including about $2.51 billion related to the acquisition of Amec Foster Wheeler . 

• Right-of-Use Assets: Valued at $355.9 million, comprising land, buildings, and equipment leases . 

• Trade and Other Receivables: Around $1.7 billion, reflecting amounts due from customers and other parties . 

• Cash and Short-Term Investments: Totaling $475.4 million, including restricted cash and short-term deposits . 

• Property, Plant, and Equipment (PP&E): Approximately $408.8 million . 

• Other Non-Current Assets: About $616.4 million . 

Net Assets

The company’s net assets stood at approximately $3.64 billion USD (or £2.87 billion GBP) as of the same date .

Hopefully that was some shenanigans to help the shorters close at a nice profit.

The manipulation on this stock is unbelievable!

“ Sidara may want to take a revenge for earlier”

By that logic hopefully Worley want to take revenge on Sidara too, lets see what happens next.

A circle of revenge 🤣🤣😵‍💫

Doesn’t matter how SNP would run it, we would be wiped out and the optics would be great for them, saving Scottish jobs and keeping them in Scotland.

Even more impetus for a buyer to be sensible and not play around too much because they could lose this company forever.

Admin hasn’t been even hinted at.

There is a dilution option if IIs will accept it.

In fantasy land if it did go to admin then SNP would most likely grab it for nothing, or Sir Ian Wood. Sidara wouldn’t get a sniff in.

They know this so they better play nice in the negotiations.

Carrot you really are good entertainment 🤣👍

Just annoying could have bought more lower. Must remember to always keep some powder dry.

That’s my prediction, lets see

Maybe they are waiting for a firm offer to land?

Its only the opening offer in a negotiation, lets see what happens next.