The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
He is now a partner at the private equity firm Global Infrastructure Partners (GIP), which focuses on large-scale investments in infrastructure businesses and manages $81bn (£67bn) for investors.
Interesting part right here. Maybe our new Captain here could speak to his old buddies at the Private Equity side to dish in some capital for SME's (if not the only, one of the most future proof, lucrative and environmentally sustainable infrastructure project there is)
This smells of trader shenanigans. Who woke up Monday morning and felt like "oh with all this farnborough rumors, even if 1/5th comes true, RR will be on a much better place. But I should still sell, because I am an idiot." No one. So this is clearly institutions trying to get in on lower prices, and with the outgoing Chief, there is no one to brib... oh sorry bargain with, so it happens uncontrolled
The world seems to come into a conclusion that green energy plans incorporate a heavy weight on Nuclear Energy.
I am trying to build a nuclear energy investment to forget for at least 3 years. RR could be one of the best Nuclear Energy stock play.
Nasal Anti-CD3 Monoclonal Antibody (Foralumab) Reduces PET Microglial Activation and Blood Inflammatory Biomarkers in a Patient with Non-Active Secondary Progressive MS
Good news incoming
Mcap was north of $50Bn before pandemic hit, early 2020.
Today, we have the same business with sizable additions and ventures, and an Mcap of $8.5Bn
The reason: "RR might be insolvent, might go bankrupt."
I ask you, what if it doesnt?
This is one unique stock where the market has priced in the ultimate negative scenario, so anything less is a gain to be reaped! This is one stock you can buy from or close to the bottom.
Very relevant metric at this price
https://ycharts.com/companies/RYCEY/market_cap
In 2015 Emirates Airlines signed a contract for 200 Trent 900s including long-term service support at a cost of US$9.2 billion or US$46 million per engine.
IN THEORY,
With the current Mcap of 8.5Bn, Emirates could have fully bought RR. Not just civil aero, the whole thing. Heck, maybe Emirates could go into electric aviation themselves....
A nation, instead of comissioning RR for 5 Small Nuclear Reactors at 1.5Bn a piece, why not buy RR as a company? Civil aero, MTU diesel & hydrogen, nuclear subs, all this know how, they all come as a promotion for free.
This is not even perspective or business mind or anything, this is just basic math. Rr is heavily undervalued and everyone here knows it.
People... RR market cap is £10Bn as of now.
Ocado is £8.8Bn. Bloody OCADO. Do you think this company that has the R&D done for Nuclear reactors, the company that built the parts for Trident nuclear submarines, IS THE SAME VALUE AS OCADO? Not that I have anything against Ocado but comon, you get my point.
This stock is shorted to hell and when the entry point feasible enaugh, everyone INCLUDING JPM will get on on this.
It is a miracle RR is below £1 and it won't stay here for long.
If this was a start-up building electric powered planes, or if it was producing gree hydrogen solutions,etc. It would be worth well over £10bn.
BUT WAIT, it does all of these things and much more. I didn't even mention the aeroplane engines yet.
Wake up people. Rr is an ETF by itself. Imagine an etf from Ishares or Greyscale or Investco or something including all these industries... That is RR.
https://www.gov.uk/government/news/nuclear-energy-what-you-need-to-know
"The Advanced Nuclear Fund ?includes up to £210 million announced in November 2021 for Rolls-Royce to develop the design for one of the world’s first Small Modular Reactors. This could be deployed in the UK in the early 2030s to turbocharge UK nuclear capacity."
If this isn't a buying call, I don't know what is...
My 2 cents its an approved contract / deal about a project.
Rr too strategic for foreign takeover bc of trident alone, forget everything else.
Uk takover I see unlikely, for the lack of proper suitors that wouldn't provide antitrust.
I see enough chatter here about Suing / Lawcases.
This must be dusturbing for the BoD, which have personal obligations.( Beleive me they read.)
They may change the company seat to Mars if they want, they will still be responsible for the period of time that the UK entity existed, by UK law. I am talking Accustem, I am talking the Nasdaq transfer debacle, I am talking all the past deadlines and all. In my free time, I will revisit the prospectuses and speak to some people about this.
Personally, I have discarded my investment here as bad debt, Its not even worth selling at this point, as its much more valuable as a daily reminder, a cautionary tale, of my flawed decision making investing in TILS.
I still remember what my broker told me: "You don't want to get in on this. If there is a market maker in such a small company, it usually is a rug pull for PI s like you."
He enjoys reminding me of this every time we speak.
We lot got nicked fam
Well, thats the NEIL IN THE COFFIN for TLSA...
To the dude that insulted us for not believing this joke of a company:
Buddy if you really believe this company will be worth tens of billions, why don't you buyout my shares for 122p, then I will be on my way.
Are you related to the board that you fanatically defend maybe?
Gab, is that you? :)
Hello People.
I Have been doing a research about late recovery stock from covid. Am I doing a mistake? Did RR really fell from 650 to 120 just because of covid?
No share consolidation or anything happened?
If it fell organically, then it might be the best recovery play there is, no?