Member Info for Slim_Shady

Yep all the derampers disappear when SP goes up it is easy to spam negativity when going down. At least those of who are bullish on the stock long term are here for good and bad times.

Wow this is some pace of gain RR, IAG and EZJ all up 5-6% any idea if some big positive announcement coming, HFs playing tricks or simply these stocks smashed down too much?

Rebound in whole travel sector pushing up RR as well. Hopefully by end of day can reclaim a solid position in the 90s to restore some confidence and a new resistance point.

Lot of negativity on here on projections on infections (not important anymore), hospitalisations and deaths. Agree trajectory is concerning but good to stick to facts so we are currently at c.4,000 people in hospital of c.50,000 cases. In the last peak of c.60,000 cases there were just under 40,000 in hospital so we are still far off from that and shows how well vaccines have worked. Admittedly there is some lag with people going into hospital but even if number of people going to hospital increases by 5-10,000 in next week still big progress since last peak.

If you don’t believe me this comes direct from govt stats:
https://coronavirus.data.gov.uk/details/healthcare

Think pullback I s market in general as all recovery stocks in the sector have traced back to Nov prices or just lower than first vaccine bounce.

H1 results will all come down to whether ITP Aero cash is coming and the timing if it is coming. Anyone with an inside track on that most welcome. Also does anyone know if RR has historically given any indication before results if bad news is coming?

It seems odd that the issue doesn’t get settled as he can easily pay the amount of just with special dividend he received from the last couple of yrs. He must be confident long term he can get a better deal out of this than what is on the table.

One quote has stayed with me for a long time “This is Wall Street not Sesame Street” - if it was easy to make money everyone would do it you have to do your own DD and be comfortable on time horizon and cash status.

I am fine to wait 2-3 yrs for this to go up significantly if need be as this was never a short term trade for me and RR is not that kind of company.

If you want short squeezes and big short term gains then go onto the AIM or the US markets with your meme stocks or high growth tech Tesla, Nio etc. - naturally volatility is a lot more but big gains can be made

Whole market sell off today due to COVID delta variant fears across the globe. All other big commodities are down and Fxpo caught up in the mix

Costs and Trent engine issues were big issues pre COVID which are nearly resolved so have to add that caveat in. Lot of new issues post COVID dragging SP down but this is a company that has made positive progress recently just getting hurt badly like everyone else atm.

RR is not the outlier here the whole market is down across all sectors so circumstances are diff this time where no obv sector will give you safe low volatility returns right now.

Just have to be smart and do a lot of DD on individual shares as easy recovery plays across the market have dried up due to the complexity of learning to live with COVID. I mean who knew pingdemic, individual US state issues etc would be issues a month ago.

Market starting to backtrack and say iron ore demand to hold into 2022/2023 rather than tail off in H2’21:

https://www.google.com/amp/s/www.cnbc.com/amp/2021/07/16/goldman-sachs-on-iron-ore-bull-run-outlook.html

Yep hoping for no surprises on HY results main thing is whether they will get decent cash for ITP Aero soon to keep them going through this year.

Need to get out of pattern of lower highs and lower lows which requires a big positive catalyst - those HY results can’t come soon enough.

With all the noise on cases and general fearmongering I wouldn’t be surprised if Biden delays any decision on travel now as all govts are now cautious and take zero risk rather than put neck on line and get burnt.

Whole market sell off today irrespective of sector even banks and commodities which have worked as good defensive plays against inflation. Who knows if this is the bottom but will wait it out as there is def more upside in long term and trying to be clever in and out is always a gamble with how quick things change atm.

We are back at SPs from early Nov time last yr when there was still lot of unknowns on vaccine just hope yet now we know decisively the vaccine will end the pandemic in the longer term. Just have to get to HY results then can reassess I mean after FY results this bounced around 120 and as long as cash is ok should trend upwards nicely after.

The price has dropped too low now so best to ride out and hope ITP Aero, US travel and RR results will push SP up in H2.

The UK news will continue to be volatile as the media is fixated with numbers that are not important anymore. The govt expects cases to get to 100,000 plus as they are aiming for herd immunity through vaccine and antibodies ahead of the winter. We will only know the outcome end Aug / early Sep if approach has worked and hospitalisations / deaths are within tolerance. Just have to grit teeth in the meantime while govt / media keep causing / driving negative news.

I am closely watching the deaths as I think based on Flu the tolerance is around c50-60k a year which is likely to be same for Covid. Based on that if deaths get up to 150 a day is when real concern should set in although hospitalisations would likely tip balance before that point anyway.

Ultimately young ppl need to step up and get jabbed to reduce Covid spread which is not happening quickly enough atm.

Agreed lets hope people remember RR is a global company not UK centric and only 50% airlines driven but sadly past history doesn’t suggest will happen.

France news should impact Tui and EasyJet mainly but sadly any company in travel industry takes same heat atm as investors treat any news the same like you say below.

Ideally want low volatility intraday as well on that 1-2% rise as well as shows strength in the stock rather than day trading manipulation for quick profits.

I look at Microsoft as perfect example of solid growth over time with low volatility sadly a little while off for RR due to the bumbling govts

Also nice not to hear all the deramping I thought we were set for the 80s by the end of the week lol

What do people think is keeping the price suppressed? - I know there is a driver shortage but was still hoping this would move up slowly but stuck in 420-450 range since April. I guess one to look at again in 6 months / a year.