Member Info for SS17

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Thanks A17, I don’t care about the day trader , my aim is towards the investors, those are here last 2/ 3 years will know what I mean , I’m sure alongside me all made decent profit which a day trader can not make( Rr from 70p to £2) ! Rr will eventually fall into institutional investors hands where they will buy at much higher price than current, as it gets re-rated , become an investment grade , starts paying dividends, pay down debts ! However , now it’s giving retail investors opportunities to take position for long term gains! I know many weak investors sold at 200%+ profit, am still holding with sitting on a paper profit , as I can’t buy at £5+ the same quantity ! Some one said £7, I think it’s not impossible depends on what news it brings to convince market Rr in the growth phase regards to Electric flying taxi , plane , SMR which will be global products like Tesla . While it has steady defence n civil aerospace engineering business ! It’s a unique company with multiple global products and world’ leading technology , it’s no longer a burning platform, it’s a cash cow!

Dyor

Dyor

Rr is quite steady and holding well at £2, recent drop is due to macro issues nothing to do with Rr business itself. Last month rise from £1.50 to £2 is based on fundamental and I think it will continue rising ! Next leg £2.50 as we see flying hours reached pre Covid , airlines are upgrading their planes, more servicing work alongside its steady defence business + bonus SMR and electric air taxi , planes ! It’s great company to invest, i wouldn’t take risk of staying sideline just in case it start

Jumping as it’s becoming a cash cow !!

It’s a next Tesla In the aerospace world , as said many times here , when Rr was even 60-70p!

Dyor

It’s on the road to recovery and hold for me !

Reacting to the group’s financials, Alex Smith, an analyst with Investec, said: “The Petrofac recovery story remains slightly delayed, following on from previous years’ project disruptions, delays and cost overruns, with the impact expected through 2023. However, despite H1 being free cash flow (FCF) negative, the company continues to target being broadly FCF neutral in FY23, with a reduction in working capital H2 weighted and a reduction in net debt expected.

“Importantly, the company is making huge strides in award momentum, with the mammoth TenneT order and major wins in Algeria and the UAE potentially suggesting a quicker recovery. A robust group pipeline provides opportunities for growth, with a healthy pipeline of $60bn scheduled for award by end 2024.”

https://stocks.apple.com/A2jGJPbGyR6C8UKLnBAxxUQ

Results not too bad in line with guidance they provided , cash neutral from second half with Increased backlog ; I will hold ! Dyor

The Group's backlog(6) increased substantially to US$6.6 billion at 30 June 2023 (31 December 2022: US$3.4 billio

That news itself is enough for me to invest into PFc ; it’s massive with potential similar projects from other states ! Middle is simply bonus ; I think it’s seriously undervalued

Dyor

https://www.proactiveinvestors.co.uk/companies/news/1010690/petrofac-shares-soar-60-after-13bn-offshore-wind-framework-deal-1010690.html

When a sell other side is buying , so does it really make any difference? Something day traders looks at it … we look at fundamentals, future prospects, revenue and cash generation, profitability, not daily buy and sell , few penny ups n down ! In my view waste of time ! Be a n investor not a day trader , can sleep peacefully and make long term gain , how Warren Buffet made

Dyor

They released all bad news , now is the time to see some positive update which will re-rate the sp ; more like Adnoc $700m contract needed . Following sfo conclusion it went to £1.90, what has materially changed since then , oil price stable at $80, more contracts win , only negative is cash flow issue , debts increased

I’m optimistic here , let’s see , it’s s hold !

Dyor

Citi raised to £2.90 so all going towards the same direction

Dyor

Moody's raised the corporate family rating of Rolls-Royce (RR.L) to Ba2 from Ba3, while keeping a positive outlook, according to a Tuesday release.

My post on Rr not long ego ; when it was 105p, target was 130p , next was £1.80, a few thought unrealistic and came up with comments like “ I will pay off xyz “ ! I am still here , wonder how many became millionaire at this price or they were simply bluffing?

Anyway fact is ; I was optimistic when it was 60p, now it’s 350% up and I’m still optimistic! Dyor

SS17

Posted in: RR.

Posts: 899

Price: 105.18

No Opinion

RE: DB target price 136;1 Feb 2023 20:12

A few Penny dropped all experts started negative comments; these are day trader , let it settle will start motoring again next stop £1.30+…. I wonder where do they go when SP rise ? Don’t forget it’s moved from 66p £1.10 in 3 months( that’s 40% rise) ! As I said before I will keep this headline going until it hit that price

Dyor

Key facts in the last week update , which market and

Analysts are still digesting ;

-Sales £6,950m, +28% yoy

-Operating profit £673m, +382% yoy

- FCF £356m, materially above £-68m in H1 22

- FY23 guidance upgraded: £1.2bn-£1.4bn operating profit and £0.9-1.0bn FCF

With all of these updated number, SP should be be re-rated , still cheap given the growth prospects when including SMR, electric aircraft, taxi … British engineer with the world’s leading technology in the aerospace industry!

Another re-rate , agree with their price target , £3.10 is achievable in next few weeks. Today’s Jpm upgrade removed all doubts, all positive ! A great recovery stock , life time opportunity, therefore won’t be selling so soon. Those who are here for last 2 years, can see my post have been keep saying, it’s next Tesla in the aerospace industry . Looks like it’s going towards that

Dyor

They loaded before upgrading; Perry should be sacked as he proved himself his 90p target price was insane when sp was £2

I see it’s positive, business doing well so reward the employees who are running the business and doing all the hard work! It will remove staffing issues , low turnover which will save cost ( less training , business disruption less HR cost etc )company can focus on providing quality service to its passengers, generate decent profits, employees play a key role to any successful business! So I welcome this as investors of IAg ! My target price remained the same , £3.50 long term , £2.50 within next 6 months. Out of my two favourite, Rr already started motoring , I’m sure IAg will follow soon as travel industry booming and got back to pre Covid level

Dyor

Dyor

Been in the side line since so dropped significantly, and stopped trading, started looking again as it seems worst is over and recently sp picked up , however, still some uncertainty and potential another round of fund raising based on below in the June report; I welcome comments from anyone with who has done some more research?

“Notwithstanding the recent loan funding and planned equity refinancing of the loan, the Group expects that additional funding will be required from around September 2023 onwards for trading, working capital, capital expenditure and continuing R&D programmes. Discussions have commenced with certain shareholders on providing additional funding; these discussions are at an early stage with no binding arrangements but have been positive.

Ahh JPM target price 90p! Shorters burning !! Rr in different league now , re rate coming , market sentiment changed , very bullish here ! Let all weak investors out, institutional investors in , we should see where it goes ! I’m holding

Dyor

Going in line with the expectations; great to see crossed £2 , more to come

Dyor

It’s going towards £2+ as I said earlier in the morning when Rr was on red ! It was a tree shake to get rid of weak and day trader, soon should be re-rated to investment grade ! Todays update was assuring and very positive, RR back on black and back to business, well done Tufan , burning platform strategy working well so far , let see where it goes in next few months

Dyor

Looks good, in line with market expectations! I think we will have blue finish today and gradually move towards £2+, opportunity to buy more

Dyor