Member Info for playingtheodds

Also
https://www.joint-forces.com/defence-equipment-news

https://www.business-live.co.uk/manufacturing/rolls-royce-working-300m-department-24662057

https://www.shephardmedia.com/news/defence-notes/rolls-royce-increasing-staff-and-assembly-lines-anticipating-increased-demand-for-mtu-engines/?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Where did you get this info from. Link please.

Agree 100% . Its current world turmoil that's holding the SP down. Risk is off the table at the moment

I am a man of many hats. If this goes up 10% today then I will add salt to my Fedora.

So ITP priced in ? The results need to be really good to maintain this SP in the short term. I think it's a difficult ride from here given all the turmoil in the world. Seat belt on . GLA.

The ITP sale has been authorised by Spanish authorities we are just awaiting a conclusion with Bain Capital. It appears to be factored into the current SP. The results should help maintain the current SP and perhaps a few short term gains. It's a mad world at the moment with catastrophic news feeling like it's waiting to pounce on a regular basis. In all my time investing , 30 years on and off, I have never known so many risks to investment. Good and even splendid news is not moving the SP in many companies bar oil and gas and essential domestic product producers like Unilever. Tin hat time , Rolls will rise again , a pioneer in new technology for travel and power.

Military drills encircling Taiwan announced by China Aug 4-7th

This is just plain crazy. She obviously thinks she's indestructible. Let's hope she is right.

For gawds sake , the day before results. Surely not another disastrous news day.

The recent rise from lows seems to have come about during a period of reduced volume. Technically this is negative. Volume needs to increase if the SP is to stop yo-yo ing. Imo. Hopefully next week will be the catalyst.

Either completion in November 2022 or June 2023. If it goes to June 2023 a revaluation will be required. Rolls may pull the plug beforehand as the value of ITP will have appreciated given world events.

Time to get your coat ......

Oops, bye bye.

So now we know that the drop in SP has been mainly attributable to the inclusion of Indra as part of the ITP consortium. It took Rolls forever and day to buy ITP so it is no surprise that its the same for a sale. The question now is whether it drags in to 2023 and a possible revaluation.

sol001 , 100% mate. August 4th should see a re-rate .

More likely ITP authorisation postponed until after summer recess in Spain rather than CEO in my opinion. He would have been sold to major investors way before us muppets found out today

At @FIAFarnborough Airshow we signed #TotalCare agreements with: @flynorse, @_flyPOP @silkwaywest @ITAAirways and @ThaiVietjet Just like 90% of our customers they all agree that TotalCare makes Total Sense when looking at the most cost effective way of maintaining their engines. https://t.co/QQeakDg4Ik

42 engines from 4 companies announced this week. Looks like Farnborough has been quite lucrative.