Member Info for SS17

To all LTH , sit tight Iag is going towards right direction; future prospects looks great ; sp will move up soon towards £2; day traders can get depressed as it didn’t fly too soon

https://www.proactiveinvestors.co.uk/companies/news/1007223/british-airways-owner-iag-returns-to-profit-but-shares-fall-1007223.html?rel=scroll

Result looks balanced and ahead of market expectations; debts reduced to 10b , business returns to profit and next year reaching pre pandemic level , good cash flows! What is there not to like as a leading airlines Co? I am positive and will hold
Dyor

Same here loaded for tomorrow; hope it follows Rr

They are taking long positions and closing short after results, I’m assuming! Problem for day trader and shortens , as LTH I’m looking big return ! My target £2.50 at minimum , once it start paying dividends, it’s achievable in next 2 years or earlier ! Imas I said before it’s next Tesla in the aerospace world
Dyor

Any one recall my post with DB target price 136, a few dates ego, many short sellers was making negative comments ! Wonder where are they now …. Ultimately long term value investors win
Dyor

Up 16%

Tufan looks positive, he no longer thinks it’s a burning platform; I think result is better then market expectations, good days ahead

CEO said: "It is an honour to lead Rolls-Royce, one of the world's most trusted brands and a business with strong positions in growing market

Tullow has bottomed, it’s recent update is a good indicator; debts down to $1.9b, steady production level , oil price above$70; generating free cash flows with projected $700m next year , I don’t see it’s going down anymore , hoping it to go back to 50p and then gradually move upwards . It’s holding well at this level
Dyor

If all goes all, AIHl itself will generate millions of revenue; step 1 NHs adapts it , step 2 Us fda approves Step 3 product become global, private hospital worldwide takes this ; current sp will be a history, I expect atleast 10x than current, just hope they sell cheap to any big player
Dyor

Agree looks bullish atm, as is said before I will keep this heading until reach to 136, nearly there ! Rr is well under valued , market is taking lower end of the most conservative valuation which will gradually fade away as confidence return and Sp will be re- rated factoring all future growth prospects. Just look at how Tesla is currently being valued , not based on current revenue, Rr is the next Tesla in the aerospace world
Dyor

Market started realising the impact of the news , going towards £1.36 soon

https://www.marketscreener.com/quote/stock/ROLLS-ROYCE-HOLDINGS-PLC-4004084/news/Rolls-Royce-announces-biggest-ever-order-of-Trent-XWB-97-engines-as-Air-India-signs-MOU-for-68-plus-42996267/

we should see 136+ soon , good time ahead for all of LTH
The deal is a great news for Rolls-Royce, its Trent XWB engines power Airbus’s A350 jets.

Rr going towards my initial target 136; looking good

Don’t know why some people keep talking about mm when sp goes down, they are simply trader facilitating buy and sell and make some money through this ! If you have invested in a company after all research and understand the risk and business potential sit tight , don’t look at daily ups and down and get frustrated! If the business has potential, Mm will have no choice but to meet supply and demand! It’s just day trader and short termer use mm an excuse ! Beat the mm by buying when sp is low if you believe in the business prospects and fundamentals
Dyor

Like this statements, if England alone 200 , how about rest of the world, who wouldn’t want to save a baby from hearing loss ! I’m looking more at the private sector, private hospital around the world, if government funded health services don’t take soon , surely those private clinic and hospitals will be happy to pay premium; Potential is massive, just brought another chunk at 28.9p, short term may fluctuate , i see it’s a £1 once some certainty gets cleared around funding and NHs adoption. Dyor

“The new test means that babies found to have the genetic variant can be given an alternative antibiotic within the ‘golden hour’ which could save the hearing of 200 babies in England every year.”

Tullow will come good, it’s not too bad atm debts going down , low cost producer with 60kbopd + ; oil price going to jump again some analysts predicting $140! We should see sentiment changing and Tullow gets retreated ! Ignore those day trader who wanted quick gains , some of them here don’t understand why are they wasting time if they are not invested or think it’s a dead co ! Why don’t they move on and find better investments somewhere else … I want to hear from LTH or genuine investors as to what’s their rational for buying tullow share when they bought and what has changed fundamentally since then ? I see fundamentals improving overall
Dyor

Thanks Lloyd8&, it looks to me the product has already been selected, they have been experimenting for a quite long in a real life environment; main stream media also publicised including bbc , itv ! I am more pleased not because I’m invested in Gdr rather this will save millions babies around the world ; It’s a great contribution to the world through GDR!

Another few days before formally Nhs takes this products, then rest of the world! Short term may drop as need to raise cash , if could be that GDR will make a deal with any institution who will finance to accelerate the production process and provide cash until start generating cash flows with small premium ( in the form of equity or convertible loan etc)without diluting share price! Gdr will generate revenue soon with ground breaking global products which will save millions of babies from hearing loss around the world! I would be pleased if they give us opportunities to buy share at discounted price through rights issues but I doubt it. Let’s see

What ever happens, we know it has a unique product , anything can happen, it could also be a takeover by any giant who wants to take it early to bear the fruits later ! Time will tell , till then will hold and if drops top up
Dyor
“NICE's final guidance on the Gene-drive® MT-RNR1 ID Kit will follow a public consultation period which opens today, 9 February and closes on 21 February 2023. The final recommendations will be the basis for NICE's early value guidance on using the Genedrive® MT-RNR1 test in NHS England alongside additional data generation.”

It plans to invest $400 million this year, mainly on its flagship fields in Ghana, expecting free cash flow to come in at $100 million at an oil price of $80 a barrel, or twice that at $100 a barrel( source Reuters)

Lower Russian production together with China’s reopening should tighten the oil market further over the coming quarters,” UBS Strategist Giovanni Staunovo said in a Friday note to clients.

I see this is positive news for tullow hence I bought more at 36p! My initial target 65p, let’s see where it goes next few weeks , if we get any Positive Kenya update could go 80p+
Dyor

If oil stays at $80 it will generate 700m fcf, if oil >100 that could be double ! Given Russia cutting output by 500,000 , China opening up, oil stocks like tullow should rise ! Question is what should be tullows fair value? Current ev around $2.6b with projected fcf of $700m pa, should we loop at x5?

All constructive and informative comments welcome whether it’s negative or positive! I’m long on Tullow just topped up more , did sell some following capri rejection. Now I think it’s in good shape ; Debts $1.9b , it can easily payoff by 2025 !
Cost cuts and a focus on its fields in Ghana led Tullow to forecast $700-$800 million in free cash flow for the 2024-2025 period, at an oil price of $80 a barrel.