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The point has been made previously regarding parallels with Rolls Royce recovery
I have bought in to the CPI recovery and can afford the punt if I'm wrong , buying if drops, hold if it rises
Not sure if cpi use any fujitsu software but I suspect that now the gov have raised the issue re Post Office system, there is a bit of a backlash.
Dont see any reason to panic, ducks are all in a row for the new guy starting. Saw this with Rolls Royce from a not dis-similar macro position albeit in different sector.
Agree Trisor about massive over reaction, I have bought big yesterday and today and at this price I'm happy to sit it out.
The positives are out there already, debt reduction and free cash flow. Market strop because there is no divi ffs?? I will add further if it hits 20p.
Thanks Stupmy. I agree with your 'sharp practice' comments and I do see the potential for the personalities involved to repeat their 'learned behaviour'. From my perspective, I have no doubts about their offering and the current SP level has tempted me even though I have doubts about their ability to maximise revenues. I was reassured at how quickly they responded to Quintessential's allegations. I keenly await an update on ET review. My world wont end if it tanks
I want to hear your counter views Stupmy, why dont you just tell us in your own words why you're downbeat
I personally thought the trading update was positive. I suspect it wasnt good enough or the market/share price would have reacted better.
These are good results. I think commercial property values and rents face an uncertain future and this is highlighted in results but cost reductions are projected. We’ll get a divi in 2023.
Lazarus, did you rise from the dead to share your negativity? Back in your coffin
Really, guys?
No doubt his arguments are well reasoned, I read and listen to these top guys daily giving opinions on all sorts of investments. They are professionals, high achieving and articulate and will argue that horses balls are fillet steak. They are worth listening to but let the share price and news flow guide your decisions
Given increased short position over recent days I suspect they smell blood and will profit from this update.
Guidance hasn’t changed which is a relief
This share will turn out to be a great case study - a financial Game of Thrones if you like.
Keep up the theories guys, some great discussions going on and some intelligent forecasts/conspiracies.
I've been trading in and out through the rise and fall but I'm now invested sub 50p average at a level that I can afford to lose so this is a punt for me. This sh it show will come to a head soon
I haven't changed my view on RR
I am disappointed that all the positive news did not feed in to the results but that time will come, just not this quarter. I took punt over and above my investment and I lost a couple of quid - no big deal!
The results are positive enough on balance and I remain committed to a 3-5 year horizon.
I don't think the Board or management are running the company badly but time will tell
Agreed. OK at best
LTH so happy with core investment.Happy to continue holding
Doubled my holding yesterday in the hope of a quick.profit.You win some you lose some……
The market is waiting for the results tomorrow.
I think some anticipation is in the share price already but I am betting on a hefty rise if the results are strong. They ought to be!!! This board regularly discusses the positive news flow over the last number of months in conjunction with the lack of share price growth.
Tomorrow is catchup day.
Good luck everybody.
I’m very positive on Rolls but share price will only recover on good news ie. improving earnings; the ducks are all lined up for Rolls but
not sure this rally is going anywhere so be cautious I’m not adding anything right now, holding 50% portfolio in cash
The market has no idea what is going to happen and is marking down prices across the board.
If RR continues to report progress, as they did today, then the price will recover well.
I'm a long term investor now but happy to buy dips after today's interim update.
In the mean time, hang on because markets are going to be volatile.
Full year results stated margin erosion and uncertain outlook. Debt reducing but still high. No dividend. I believe prospects are good but needs patience.
I’m holding for the longer term so happy to top up below 90p.
RR margins are going to be hit as material costs increase and supply chain bottlenecks emerge, they flagged the margin squeeze in their last results report. I presume they have limited scope to pass on increases
What share of undoubted increase in global defence spend will RR benefit from?
Nuclear is once again becoming a viable option and we know RR has exciting technology in that arena.
Flight hours will improve as world travel opens up but to what extent will recovery be hit by fuel costs and geo-pol risk.
I feel fall is overdone, would love to read some analyst reports on bear and bull cases
II expect this to bounce around for a bit longer (Taiwan/Ukraine fears when it suits the market).
This is a no brainer now, in my opininion, but will require patience now
1.Air travel wiil increase (hopefully no regressive covid variants)
2. Airbus expect strong demand outlook moving forward
3. Rolls Royce SMR innovation
Revenues will filter through in to earnings eventually and I'm not sure the market is pricing this in at this price level. I see share price hitting £2 over next 18 months
Anybody want to burst my bubble?
Tech in correction territory, don’t think the results will unsettle the shorts
Hope I’m wrong
The message I'm getting from the markets is that RR recovery is well underway but with 40% revenues derived from aviation and flying hours particularly, this will remain volatile until a higher degree of certainty returns to air travel generally. We are sadly linked to the fortunes of airlines which is fair enough given the reliance on flying hours.
It would have been interesting to see the reaction had Omicron variant not emerged.
Market was due a correction in US particularly but shares globally will fall as well. Narrative around Omicron coupled with Powell now seeing inflation being less ‘transient’ we now have a correction underway. I believe markets will recover through Q1 2022 and I plan to buy on further dips.
It hardly matters how far RR falls if you are a LT investor. Based on recent news flow I think the company is worth more than £1.35.
Media portrayal of omicron seems focused on creating fear and gloom . At worst, omicron variant is an inconvenience, early indications are that effects are milder; vaccines won’t be ineffective, treatments won’t be ineffective, in less than 100 days the pharmas will have a vaccine with higher efficacy if needed.
THE UNVACCINATED ARE THE BIGGEST RISK, EACH PROVIDES IS A POTENTIAL HOST THAT ALLOWS THIS VIRUS TO SPREAD AND MUTATE.