Member Info for SS17

£1.80+

It’s q3 profit approx £1b, that implies next year we can expect min £4b full year profit , if we multiply by 10, enterprise value £40b, less debts £11b less current mv £7b leaves a gap of £22b, from that perspective I expect share price to be at-least 3x current ; therefore my target price £3.50+ as minimum; happy to hear others thoughts
DYoR

“Operating profit for the third quarter €1,208 million (2021: operating loss €452 million), and operating profit before exceptional items €1,206 million (2021: operating loss before exceptional items €485 million)

Iag will be a cash cow, already started making profit and gradually moving pre- covid level with flying hours , once pension funds and all institutions starts buying we will see it’s going £3.50+, we may see divided from next year if covid situation and Ukraine war do not deteriorate any further! In my view one of the top recovering stock which was hit hardest during covid. For that I topped up today again as I see it’s cheap at this price.
DYoR

RE: Not fired from RussiaToday 15:15
Peace is the only solution, it could be that Zelensky is trying provoke and escalate as recently US Biden administration asked him to take the opportunity for a peace deal with Russia. Current war only bringing pain to the ordinary citizens, no one is winning but people are suffering directly or indirectly due to higher fuel cost , food and inflation. If Ww3 starts Britain is at high risk as a tiny country, If Russia send a long range missile or nuke it will be over . Therefore rather than taking any side take active role to reach peace deal , currently US doing right thing not mad like other , they have taken right steps by taking time to investigate who actually fired the missile in Poland territory!

Peace is the only solution, it could be that Zelensky is trying provoke and escalate as recently US Biden administration asked him to take the opportunity for a peace deal with Russia. Current war only bringing pain to the ordinary citizens, no one is winning but people are suffering directly or indirectly due to higher fuel cost , food and inflation. If Ww3 starts Britain is at high risk as a tiny country, If Russia send a long range missile or nuke it will be over . Therefore rather than taking any side take active role to reach peace deal , currently US doing right thing not mad like other , they have taken right steps by taking time to investigate who actually fired the missile in Poland territory!

I think a peace deal will made soon, Recent withdrawal from Ciry of Kherson seem as green shoots , Biden administration is working behind to come a deal as war can not go on, higher energy price , inflation pressure all linked to that , we will see something during G20 summit! For that reason I have taken Ukraine and Russian asset listed in the London stock exchange like this one fxpo, Poly ; Eua, hope I’m right , these shares should go a few multiples from here on the back any peace deal news ; if price stays in that region will buy more !
DYoR

Fitch Ratings affirmed its BB- long-term issuer default rating and senior unsecured rating on Rolls-Royce (RR.L) and changed its outlook to positive from stable.

Another positive news

wondering where is the 65p team gone, whenever RR goes down those so-called experts come and make negative comments; RR is going towards right direction, patience will be rewarded, ignore those day trader and shorter
dyor

as I expected todays it crossed 90p, I hope it keep going up to hit £.40+

Apologies, typo I meant MF( Motely fool)

https://uk.finance.yahoo.com/news/rolls-royce-shares-10-week-151800680.html

Yesterday my article, I like their bit, if no other reason for todays fall I’m optimistic rr will cross £1 soon , tomorrow will hit 90p, no reason for it to go down as macro situation improves

“As of trading statement date, the hours flown were at 65% of 2019 levels, so they are heading in the right direction. But 2024 still looks like the most likely timeframe for a full recovery.

Putting the civil aerospace division to one side, there were other notes of optimism in the trading update. Two defence contracts were secured in the latest quarter, worth over a billion in revenue over five years. The group’s power systems division recently won contracts to supply engines for armoured vehicles and ships in the UK and Germany, respectively.

During the last quarter, the disposal of a business unit, ITP Aero, was finally completed, and the proceeds used to pay off a chunk of debt. That’s important, as the group took on a lot of debt to stay afloat during the pandemic. The balance sheet will look a lot more secure now.

It’s strange whole market up why RR down , Iag up nearly 5%, was expecting rr to follow same pattern, anyone can give some insight ? Or it’s simply profit taking as went from 70p to 85 in least few days , if noting serious we should see SP goes 90p+ tomorrow to catch up

I’m on the same page , I’m at loss now when RR was at £1.20 taken a position rr 3x granite as it’s gives 3x exposure, if it goes back to £1.20+ range I should be on profit …until then have to hold , am optimistic will go there soon! Wouldn’t encourage anyone to get into this , best is stick to ord shrares , I do have large holding in the RR with long term view ! My target price £2.50
DYoR

I’m still 15% down, very soon I think it will cross £1; rr is now in much better position than a year ego when it hit £1.47, don’t see any reason why it can’t go above £1.50
DYoR

I never take fools articles seriously as they were never consistent and keep changing view each day , they seem do it for their own PR. As I have stated many times before here , RR is the most undervalued ftse 100 stock , if covid situation doesn’t deteriorate any further we should see RR flying back to £1.40+ range soon, flying hours are increasing, solid defence business, on top of this SMr and electric planes ; next Tesla in the aerospace industry! I’m optimistic, it could go many multiple from here as sentiments improves, increased free cash flows, becoming a profitable business, a great British engineering co and market leader in it’s field.

DYoR

Iag will move up as flying hours increase , I see IAg hitting £1.80 + before Christmas; worse is over
DYoR

Results looks good, as market expected , no surprise! RR is making good progress and On it’s way to recovery, we will see steady rise in SP, as rr becoming quality investment grade co, awill generate positive cash flows , a re rate will be coming soon , it’s a well balanced update today
DYoR

I think it’s going back to 60p range now that CNr issue over ,oil price steady , some analysts forecasting op to hit $120, a positive update on Kenya can take to 80P +. I’m glad was able to top up at 40p last week
DYoR

Op at $95 it expects $200m free cash flows ; if it goes >$95 cf Should be higher too,
Half yearly reports disclosed below hedge position; any one knowledgeable can shed some lights here around the implication as current OP is more than $78;

At 30 June 2022, Tullow's hedge portfolio provides downside protection for 66% of forecast production entitlements (after pre-emption) through to May 2023 and 41% for a further 12 months to May 2024 with $51/bbl floors and weighted average sold calls of $78/bbl for the remainder of 2022, and $55/bbl floors and weighted average sold calls of c.$75/bbl in 2023 and 2024.

Op at $95 it expects $20 free cash flows ; if it goes > cf Should be higher too,
Per Half yearly reports hedge position; any one knowledgeable can Shed down lights here around the implication as current OP is more than $78

At 30 June 2022, Tullow's hedge portfolio provides downside protection for 66% of forecast production entitlements (after pre-emption) through to May 2023 and 41% for a further 12 months to May 2024 with $51/bbl floors and weighted average sold calls of $78/bbl for the remainder of 2022, and $55/bbl floors and weighted average sold calls of c.$75/bbl in 2023 and 2024.