Member Info for SS17

If consensus estimates are achieved, then the stock looks cheap to us,” said the bank, with revenues predicted to hit £11.8bn for the full year, up 8% on 2022’s £10.9b
https://www.proactiveinvestors.co.uk/companies/news/1004832/new-rolls-royce-chief-tufan-erginbilgic-could-reset-the-narrative-ubs-1004832.html

A few penny drops day trader comes and show frustration in this board, you can not expect it to go up straight line( from 66p to 110p between October 22 till now ), give yourself 6-12 months and see where your investment goes; Rr a long term investment, as flying hours increasing Rr revenue will increase too while it still has solid defence business alongside SMR, Electric plane ; now new CEO’s job is to make this business profitable and sustainable which I believe he will do! To all LTH hold tight don’t get panic by those day trader and scaremongers if you believe in your fundamental research before investing into RR; sit tight , patience will be rewarded!

I am thinking to use the same heading until SP hit £1.36; anyone welcome to join me and keep this going
Dyor

Agree fundamental still exist for Gdr, it’s overall market issue and I guess profit talking given it’s up 200%+; I will wait till it’s settle and an rnd comes to support the sp rise which could possibly ( if positive)re-rate the stock for next leg up; until then wait and see Dyor

Look at price movements from oct 2022; hit 66p now £110; I should have said months rather than weeks

Last week was a tree shake as it risen 40% in last few weeks , Panic sellers out , am hoping a steady rise to £1.40+
Dyor

It’s time for Tufan to turn this around and make it a sustainable and profitable business; it has solid foundation and excellent products ; just a need a smart leadership and make it operationally efficient and profitable co! Since he made bold statements , I’m sure he has some plans to make some big changes and may need to make some tough decisions including job cuts, product and service price review with the view to increase etc
Dyor

As supply chain issues linger, airlines will be relying on servicing of existing fleets to keep up with continued customer demand in 2023, and Rolls-Royce Holdings PLC is well placed to tap into that.

That’s according to Deutsche Bank, which upgraded
Time for Tufan to take this forwar and make it a profitable business; I’m optimistic
Rolls-Royce UK:RR to buy from hold on Thursday, lifting its target price to 136 pence per share from 90 pence.
The bank has “gained greater clarity regarding Rolls-Royce’s civil aerospace aftermarket recovery,” adding that China’s economic reopening and a global travel resurgence have provided “increased confidence in a marked rise in A330 MRO activity,” said analyst Christopher Menard in a note.

It’s positive for Iag I guess as part of the bigger group it can leverage and take up Flybe slots and market share ! Market consolidating, post pandemic it’s expected a few smaller players will go bust. I expect market to open it Iag gone up
Dyor

Thanks , realises after I have posted Macap gone nearly double to 27m, even if at this macap Gdr is capable of going £120m+ depends on the positive update on their product in the pipeline particularly AIHl, I think good time ahead and Gdr could go much higher than it is now, obviously there will be some profit taking given SP gone triple recently but patient investors should wait till any solid news comes on their Products , strategy and future prospects
Dyor

I think it's better that Tufan acknowledged there are issues and poor performance, business as it stands it's not profitable compared to the peers, better to set the right tone so every one work towards it; it's not a governments subsidiary, so need to make profit and run efficiently , RR has excellent products; just need to make the process efficient and profitable, it is better to be open rather than giving rosy speech, now it's his job to change and turn it round to a better and sustainable business model
https://www.reuters.com/business/aerospace-defense/rolls-royce-slumps-new-ceo-warns-last-chance-change-2023-01-27/

GDR tiny co with £15m mcap, so any positive new especially NICE any NHS contract or prospects or any tie up with any large pharma can drive the Mcap up to 100m which means 6x current SP; it has limited number of shares in issue. worth taking the risk for bigger gains
dyor

Update expects in Feb ..hope it’s positive

The EVA allows the NICE diagnostics advisory committee to consider the technology much faster, which will result in a published report in a six month timeframe instead of the initial 63 weeks (approximately 14 months) via the Diagnostics Assessment Programme. A provisional schedule has been published by NICE which indicates the consultation process will occur in February 2023.

Does anyone have idea what is causing this spike ? Any imminent news coming on Nice or any other products? Of course happy to see I’m on Green with average 18p, just hope it doesn’t drop if there is no real substance that is driving the SP increase this week

Am expecting a big jump in Rr sp to reach to £1.40+ level as we can see airlines stocks are flying ; todays Ezj update underpins the market expectation that the travel industry is getting back to pre pandemic level , China open up , more longhahul flights means more revenues for RR;

I think todays update is positive in line with what stated before, exceeded certain guidance I.e free cash flows , gearing now expecting x1.3; its going towards right direction , Tullow will be rated , let’s see what brokers think and if the upgrade; just topped up
Dyor

Tullow is not exposed to 75% tax like hbr , it’s a low cost producer with 60kbod, it’s reduced gearing current 1.3x; with 240m 2p reserves; due to that I have switched all my hbr investment into Tullow , I think it has good prospects compared to hbr of oil price jump ! Hbr should look to buy Co like Tullow to diversify and move away from U.K. North Sea tax trap. I will come back to hbr if I see they moved away materially from North Sea or UK government review EPL with a view to reduce or adjust according to oil price
Dyor

I won’t sell until it reaches £3.50; todays Ezj update gives more confidence airlines sectors going toward rights direction; no COVID , China opened up and oil price steady ;
Dyor

We should see some fireworks tomorrow; expecting rr to jump if market follows US which gone up in the hope of China opening, fed moderate interest rate hike as inflation cooling ; it looks bull running ! Let’s see where Rr goes would it hit £1.40 soon to give a good response to JP and welcome Tufan

GKN itself valuation will be higher than group total market value, given aerospace industry is picking up Mro valuation should too… management seems optimistic as indicated in their last statement; I have just added more and let’s see how demergers works out and subsequent share price ! To me it’s a great business and post pandemic recovery stock , SP should be much higher, even if price doesn’t go up at least will get dividend if I just hold

GKN Aerospace, which makes parts for aircraft manufacturers Boeing and Airbus, for business jets and helicopters, and components for engine makers such as Rolls-Royce, average revenue per month was said to be 6% higher than in the first half, when growth of 11% was reported, with operating margins “notably better”.

Management said Aerospace is “positioned well to benefit from the strong momentum being seen into next year”.

As engine flying hours increasing and reaching to pre pandemic 2019 level, RR share price increase will be significant too; We should start seeing re rating from this quarter as we can see China opened, Airlines shares already started flying ( Iag moved 60% in last few weeks ); Tufan will pay key role in bringing down and making RR a profitable business ! In my view 2023 will be a transformation year for RR share price and it’s business as a whole. Current sp will be a history; it’s a Tesla in the aerospace industry
DYoR