Member Info for SS17

It doesn’t correlate exactly 3x on cumulative basis, I stared when rr was £1.20 then lost nearly 90% on granite , had no choice but to top up , now average .28, nearly there to be on green ! Hopefully it continues , if Rr goes to £1.50 I wonder what would be granite value ? I am optimistic around 140% at mom from here. I would not recommend any one with faint heart to buy granite as highly risky when so goes down
DYoR

Iag sp gone up by 50% just in a month ; still some are moaning here ! As flying hours increasing and reaching to pre pandemic level, China opened up, we should see all airlines stocks jump big time from here , today AAL update indicated that , Holding all 3 , Iag , ezj, AAl , already on heathy profit but I will hold , I see it’s going atleast double from here ; those who doesn’t like these share always can sell and move on to better one rather than wasting time posting negative comments ; Ofcourse constructive and fact based info always welcome
DYoR

Looks like EZj is taking off soon as it crossed £4

Hold tight

IAG SP will take off soon

https://www.proactiveinvestors.co.uk/companies/news/1002960/british-airways-gets-boost-from-passenger-growth-at-heathrow-in-2022-1002960.html?viewSource=TwitterUK

Well said MrJ; We all know UK stocks have more conservative valuation than US; market is not taking RR future technology business into the valuation including smr, electric planes ; current value is only based on its defence and civil business. Just look at Tesla which is selling only 1m cars a year but valued over $trillion though it’s recently dropped 70% still over $400b, if we we take wild valuation like Tesla for RR future technology and prospective valuation where will it be ? Even if it goes $100b what would be Rr share price? We should see some traction this year as market started appreciating RR potential; it has multiple products and business lines industry leading technology taking towards sustainable and green aviation / defence and energy engendering business. I see it will hit £1.50 soon then £3.50+
It’s not for short term trader , patience investors will be rewarded.

DYoR

Tullow was always lucky share for me, bought at 11, 13p, last time at 29p then sold 45-55 range , this time sold all at 44p. It’s on my watch list now and looking to entry when I feel time is right ; re growth can any one tell me current proven reserves and over all potential reserve please ? I am wondering if there are no new findings can Tullow sustain the same production level for next 4/5 years or more or generate cash flows to give dividend at some points

Good to see positive post here as it was depressing to see negative comments who were most looking short term gain; to me RR provided opportunity to retail investors like me to buy cheap shares ; I think 2023 is the year for covid affected shares especially airlines and related stocks , as travel industry is now fully open and reaching to pre pandemic level we should see RR , Iag , ezj flying too … more institutional investors will join as risk profile improves so as potential dividend ; I’m holding all 3
DYoR

So pleased RR is out of penny stock, I hope it’s on the rear mirror, gets re-rated soon given overall market sentiment improves, flying hours increasing and gradually reaching to pre- covid pandemic level on top of its solid defence business ! Market did not factor it’s future value of SMR and electric planes …. Huge upside, hence my initial target price £1.50 then to £3.50+ range. Year 2023 will be transformative for RR.
DYoR

My average cost is 11p, long way to go! I have written it off as dog shares. If it’s recovered would be a great surprise of the new year

As I have started this chain on the last trading day 2022, am now more optimistic, below comments summarise all! My short term target is £1.50 then gradually move towards £3.50 depends on covid and Russia war situation; assuming they don’t get worse than now ! dyor
“Analysts expect that the civil aviation industry will do well in 2023. Demand for wide-body travel is expected to remain high while flight tickets will ease slightly.

Rolls-Royce will also be supported by the stable defence and power industries. It has already won a few orders by the US Navy. Defence contracts are expected to rise as the economy recovers.”

Todays news is completely unexpected, lost faith on those Aim shares ! I’m glad I sold Agy long ego , but was on my watchlist , was thinking to buy some when it dropped at 11p range ! Thought it’s a solid business , but looks it’s different co today with all the bad news , at what price they will issue shares ? Another 50% discount? They just ruined the business! FCa should investigate scenario like this , how could they drop such a news just before the year end ?

https://www.theguardian.com/business/2022/dec/28/we-cant-wait-for-hydrogen-rolls-royce-warren-east-on-the-engine-makers-future?utm_source=facebook&utm_medium=news_tab

Directors buy provides some confidence that Pfc is not a dead cat, they put their own money as they see the business is recovering and it will be a profitable business. Short term May struggle, may even make a cash call but I’m optimistic here given a few large contracts in the pipeline, sfo chapter close, expanding renewal business while oil industry recovered, Pfc will be in great demand to service those oil and gas production companies! It’s a buy and hold for me
DYoR

I think the dust has settled now, Pfc should gradually go up as it gains more contract and sfo is in rear mirror , will jump on the back of any big contract win ( I.e ADNOC new tender that it participated following the withdrawal of suspension) .
I have just topped up at 85p, looks to me good buying opportunity, let’s see , I will hold
DYoR

Rr is in much better shape than a year ego when Sp hit £1.47, can’t see any reason why it wouldn’t go at this level given it’s reduced net debts, flying hours increasing, aviation industry getting back to normal, reaching pre covid level, recent easy jet or IAg results demonstrated it well , while it has solid defence business with additional nuke SMR and electric planes; it is well diversified market leader in its field ; for me it’s a hold, my target price £2.50 , when sentiments improved current price would be a history
DYoR

I’m invested in both, I think it’s better iag focus on reducing debts and improving existing business efficiency rather than buying ezj; too big may not be a good idea at this time ! It may be good fit merger with Rayners or Jet similar budget airlines though there are are some synergy exist
DYoR

Both Golsachs and UBS maintained buy rating with target price £6 +, £5+ respectively whilst Jpm downgraded to £2.60; I have topped up as it looks EZJ is a great recovery stock and possible take over target; business improved a lot with increased revenue and cash flow
DYoR

I think it will be positive result tomorrow, share price may £5+ soon, World Cup , holiday season, airlines industry coming back to life pre covid level ; I’m optimistic, we should see decent return
DYoR

https://www.thisismoney.co.uk/money/investing/article-11471939/MIDAS-SHARE-TIPS-life-sciences-start-wealth-booster.html?ico=mol_desktop_money-
We get a chink from this fund, short term gdr may go down but great potential given it’s products in the pipeline; just topped up ! DYoR

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To my fellow LTH , recommended take a look RR too , I’m equally invested in both ; if flying hours reach to pre covid level ; both shares will fly! Rr recently went up over 30% so as IAg , I’m expecting big returns as two of the top post covid recovery stock ; target price Rr £2.50 and IAg £3.50
DYoR