Member Info for Napalm1

RonR, I think I'm probably one of the least worried people on here tbh. Does this do anything to dispel your conspiracy theories?

https://www.channelnewsasia.com/east-asia/cathay-pacific-rolls-royce-engine-problem-a350-airbus-4584986

I must admit I don't get my info from here, but it does confirm what has been said by myself and others.

If that's not enough then I'll leave you to you own opinions, toodle pip!

RonR, it is not an airframe part, it is very much an RR engine part as myself and MJK1 have stated. A ring of fuel spray nozzles inject fuel into the combustion chamber. Each one of those is connected together with a flexble braided hose that is fitted by RR in the engine build process. It is a relativly cheap and easily replaceable part and not at all worthy of the mass hysteria the press like to whip up.

As I understand it, it is the flexible fuel lines which connect the fuel spray nozzles. If so, then these are 100% an engine part and not airframe. The good news is that they are easily accessible and fairly quick to replace on wing.

Rowaboat, yes you are certainly not an aero engineer and yes, you have no comprehension of the design process for making one.

Although the scaling down of 'big engines' is possible, and does happen, RR are not going to sponk billions on a product that sits amongst it's competitors products.

They will want to make one that sits far above the competition, and so, it will take time and lots and lots of money.

"they're not exactly having to re-invent the wheel. they will have masses of old designs and data to draw upon during their design phase. i can't believe they aren't actively working on a narrow body engine already "

actually they are 'reinventing the wheel', so to speak. the new narrow body engine will use ultrafan technology, which is a whole new engine architecture which is only in it's infancy as yet. plenty more development and testing required so i'd say at least 5-10 years before you'll even see a prototype narrow body engine running. ****nal17 is right when he says it's a long way off.

@Swan01 It's called a 'Risk and Revenue' sharing partnership. RR do it all the time on new engine development as it reduces there risk in the event of failure and reduces the upfront costs in what are very money hungry ventures.

It has been a common practice for years in the aerospace side of the business so its probably a seen as a sensible option for SMR development.

Just for a bit of a laugh, I asked ChatGPT to give me a RR share price prediction. This is what it said

Rolls-Royce’s share price has garnered optimistic forecasts from several analysts, despite recent industry turbulence. The stock, trading around 449p as of mid-July 2024, has faced challenges due to supply chain issues affecting the aerospace sector. However, analysts have raised their price targets based on the company’s strong financial performance and positive growth outlook.

For the near future, analysts from Goldman Sachs, Barclays, and CFRA have reiterated their “Buy” ratings, with a consensus price target around 550p, which represents a potential 22% increase from current levels .

Longer-term predictions also reflect strong growth. By mid-2025, the share price is expected to reach around 914p, with further increases to about 1,051p by August 2025, and potentially up to 1,439p by the end of 2025 .

Overall, the consensus is bullish, supported by Rolls-Royce’s robust financial outlook and successful transformation initiatives .

This is the bit I like.

Geoff Berg, Chairman of RUA Life Sciences, commented: "The past year has seen a switch for RUA from being a business with future funding requirements to finance R&D projects to a fully funded business with a focus on cash generation and return to profitability. The balance sheet was strong at the year end with some £4 million in cash and prospects for growth remain exciting."

I have to say I agree with JJ7 on this. No news and this will continue to stagnate and drift down, bad news and it’ll drop further. Some good news and it’ll jump up but without sustained news it’ll then stagnate again after the ramping has finished and drift back down. We need a constant stream of orders or a massive jv/huge contract to really boost it. Polx is in survival mode and won’t fly until it becomes self sustaining on the profits from machines in use, which they have to sell first.

Also, why do rampers think that using bullet points and repeating themselves over and over again will make the share price rocket? Is it some kind of self delusional mantra?

Anyways, here’s hoping for good things.

Kier Starmer and Rachel Reeve visited the RR factory in Derby at the end of May to talk about UK businesses.

https://www.derbytelegraph.co.uk/news/derby-news/derby-firms-like-rolls-royce-9309809

I have heard from people there, that the now Prime Minister and Tufan dissappered off together and I'm sure that Turbo would have made his point directly, and bluntly to the now PM.

Lets hope he listened!

Smells and feels rather rampy tbh

As much as I’d love these rumours to be true, I’m going to have to call bs on them. Any big news like that wouldn’t just pop up out of the blue, it would be months in the making, so why the heck would you do a placing at 1p with cards like those up your sleeve? Surely you’d announce the big new, wait for the share price to rise, then announce a placing. You could raise significantly more money for way less dilution.

This is one time I would really love to be proved wrong, but I doubt I will be.

FYI, I've just spoken to HL and they say they are aware of the POLX corporate action and will be contacting customers shortly after they receive confirmation.

And labour’s Rachel Reeves was at RR in Derby.

Take a chill pill my dude and stop shouting.

I've not heard anything from HL either yet. If in doubt, pick up the phone and call them.

Read this, it may answer some of your questions,

https://www.polarean-ir.com/docs/librariesprovider37/archive/circulars/polarean-circular-(may-2024).pdf

Most, if not all, are underwater on this, some deeper than others. Panicking doesn't help, your playing in the wild west of markets with the AIM where fortunes can be made, but more likely you'll loose your shirt.

DYOR

I'm secretly hoping for some big news from either the RIS on the 17th-18th or from the ATS on the 19th-22nd.

It would be a great time to drop some news in a very public arena in front of the big hitters of the pulmonary world.

A PR persons dream come true!

Although I fear I'll probably be proved wrong :(

If it was on the 12th May, as stated in the original Manchester Evening news article, then it was A330-200 TC-JIT. This is P&W powered.

Also the images are not Trent 700 engines.

If I remember correctly, Bracco hold quite a few shares in POLX. How would they react to a buy out offer from one of the other big MRI manufacturers? I can't see them being happy about it tbh.

JMO

I believe that may be a P&W powered aircraft, not RR. Not that it will get in the way of a news story!

I can see it, if this was yours, and have been able to all day.

08-Apr-24 08:00:26 3.989 250,389 Buy* 9,988