Member Info for samb69

Worrying thing is that if I'm reading correctly they have lent them out ( 55M against securities lending).

Someone please correct me if they know how to interpret these notifications...

I would not short because I think it's overvalued.. It's if you think the big boys will play games to bring this down to benefit them and if you think the volume of shares/selling post rights will cause this to drop for a short time..

Hopefully plane traffic will be up early next year otherwise you can see why JPM are suggesting another cash call will be likely..

Pre covid RR Mcap was around 12billion
At 250P the post rights Mcap will be around 7billion still way below pre covid levels.
However they had horrendous cash burn of 3billion . Next update will be interesting... Without planes in the sky it won't be improving anytime soon..

Millionaire
You've got your sums wrong.. post rights the share price will be 77p if the share price stayed at 230p. So Mcap would be around 6.5Billion not 19B..

Fair enough if H&M were in deep doo but
"Profit before tax for June-August, the company’s third quarter, came in around 2 billion Swedish crowns (178.15 million pounds)" and they are expanding online..

H+M buying out Boohoo is more likely..

I'm baffled why we have not see many other new or increased holdings notifications.. The big boys always in the know first with rises like this coming. Maybe we'll see them in the next day or so. Any thoughts?

Laughing all the way to their own bank.. What a killing they are making on this...

From the RNS it looks like they bought / increased their holding to 60M shares on the 2nd October virtually at around the bottom price .. They then flogged 8M by 5th October.

As these declarations are delayed by a few days it will be interesting to see how many more they sold in the last couple of days with this epic rise.

I'm surprised there have not been any more purchase notifications from institutions when the price hit around 100p

Bully1985

TERP is not 140p
I worry for people on here who have no idea what is going on here...

Toff,
I just hope all this is not manipulation by the big boys to unload and buy back a lot cheaper.. It's always the PI's tha get screwd..

You've posted over 100 times in the last 30 days..

<20 does not mean your opinion is bollx

This sort of rapid rise you would associated with some good news being expected or algo's driving it up..

no reason for new investors to jump in yet.. This jump is great news for existing investors who maybe not have the funds to take up the rights issue. They can sell some and take the 32p shares with it...

At around 200p share price the market cap is valued at around 6Billion post rights.. I don't think it will go much further up for now.

https://www.londonstockexchange.com/stock/RR./rolls-royce-holdings-plc/trade-recap

Looking at the trade data, the majority of trades have "Algo" assigned to it. Does anybody know if this means they are being bought by computer bots or a mix of actual investors and algorithm trading? Genuine question..

Mystic ..
The price a few days ago was 101p.. That would have made the TERP 47p if I had taken it then.. So what you talking about?

Please don't tell me how it works..
I have no crystal ball and nor do you... I said I'm a buyer as a new investor if it went to that level. I did not say it would and hence advised those in already would be better off most likely to take up the rights.

Plenty of rights issues have gone below the TERP in the past. Just look at IAG as the most recent. I have no desperation to buy into RR but if I saw a good opportunity for me, I would.

As an existing holder, at the price you bought at you are better off to take up the rights at 32p and average down. You will be kicking your self if the price did not fall back too much after and you missed the chance to buy at 32p.

As a new investor like me you are better off waiting ex rights to see if the price falls back. I'm hoping to get in at around 45p after the rights but if it doesn't then it doesn't matter...