Member Info for SS17

Not long ego it was £1.47, what has changed since then ? Ukraine war , higher inflation but at the same time covid fading away , people traveling, more flying hours , Nuke SmR on the spot light given energy crisis! It’s pessimistic view by 2023 RR will hit £1.50, my optimistic view is it will reach very soon , I would change the heading to £2.50
DYoR

At this price I can’t see any cheaper FTS 100 than RR, I’m keep topping up and it become my largest holding in my portfolio, some may say it’s poor investment decision and I’m emotionally attached to this stock.
But I think fundamentally it’s one of the best growth and recovery stock; alongside its strong defence business, civil aviation is picking up , flying hours increasing which means higher cash flows for RR, for me key attraction is not it’s existing business rather it’s Nuke SMR, Electric plane, it’s a next Tesla in the aerospace industry! I will hold till it explode to £2.50+, be it 5+ years , patience is required, RR is not an AIM stock
DYoR

I’m holding both, yes both will potentially could give big returns! Falkland island is the alternative to the Russian oil n gas , will receive lots of attention, interesting time ahead

Europe in deep energy crisis , scrambling to secure gas supply, bor is giving solution, already spent £200m in the past and has proven reserve , it’s an attractive investment for any large co to take over or become a farm in partner. Question is at what value ? Surely it has to be £200m+, may repeat it’s old price £1+
DYoR

More likely you missed the boat, hence negative here ! We have been holding for long ( started with 20p, then 12p, 7p, 5p)and taken the risk with two key factor; Italian compensation and big ticket SeaLion project going live, it’s highly probable now as comically feasible with oil above $85, Navitas with them . Sp could be many multiple Ofcourse comes with risk …
DYoR

50p coming , the award itself worth 20p range and Sealion is bonus where oil price is now $90

It’s seriously undervalued, my target £1 at minimum
DYoR

Current Mcap £107m, if eco strikes commercial oil , assuming 200mb, eco share 100m x $10 NpV= equity value $1b/£.8b , sp will X 7.7;
Not unrealistic expectations
DYoR

If this successful, ECo share price will be multiple times of current; say 200m commercial discovery, Eco share 50% at $10npv/b, SP will be 30p x 8 at min; I if $20 npv 16x, it will be transformational
DYoR

Good read ; I’m positive as always on RR, just need patience, keep buying at below £1 and hold ; DYoR

https://seekingalpha.com/article/4528993-rolls-royce-stock-might-get-more-interesting-soon

Two state-backed businesses from India are negotiating to buy Tullow Oil’s interest in the Turkana oil assets for more than Sh356.5 billion ($3 billion).

Tullow share of 50% means potential cash flow of $1.5b! Is it correct or I’m missing something? if so SP should go north , Tullow can pay down debts

It was £1.45 a few weeks back , It will go £1+ soon pretty obvious ,talk about where it should go next £1.50 or £2+

Too many pessimist and short term investors here looking for quick profit ! A few rainbow chaser will keep this board busy when it hit £1.20+ and start boasting I bought at xy price and now I’m on profit blah blah !
Need some genuine long term investors input and constructive comments
DYoR

I’m holding 3LRR, ETF is highly risky but give s 3x exposure ; if RR goes to £1.50 will make big money through ETF ! I’m confident RR will hit £1.50+ when bull run starts again in next few weeks , 3rr is purely to get short term extra exposure but holding RR shares with 3-5 years view , my target price £3.50 at minimum. It’s next Tesla in the aerospace industry; as I said many times before here !
DYoR

It may works in tullow favour as government will incentivise more of the foreign companies invested in their country, produce more oil and generate more tax and royalties

If oil goes $150+ where would Tullow sp be ? It will be debts frees quickly and start giving dividend and it’s operating in stable area , even if war escalate further Tullow will keep producing oil ! Hold tight, it will go big
DYoR

Tullow is the most undervalued oil stock, Jpm 82p target price is fair I think, expecting a re-rate soon. My target price £1+. CNE is a good strategic fit for Tullow
DYoR
DYoR

I thought Last week announcements of its Mtx110 receiving FDA’s first track designation status should re-rate Sp, but it’s going opposite direction, market seems not being able to value this co yet !

It has multiple game changing products, if any one come good SP will be up by many multiple in the range of £1 to £10! On that basis just topped up to reduce my average cost ;

Statement from annual reports re Jansen collaboration;
In March 2022 we announced that Janssen had further extended the collaboration to include the optimisation of drug loading and in vitro dissolution of a second protein. It is reassuring to have a collaboration partner of Janssen's status validate the work we are doing with Q-Sphera.

Dyor

I think pog is not over yet , they are not selling chips ! They may come up with a solution. Just bought some more at 1.69
DYoR

To get to the same level sp needs to atkeast 20x from here

Any one knows what was the macap and issued shares at that time when it hit £1.39? Then we can compare like for like ; if any farm out news it will fly to 10x than current price. Question is if any happening now or we are just speculating? Been holding this for long hope this time they capitalise given there is gas crisis in Europe and bor will be a part of the solution
DYoR

Extract from RNs, can any one put some number against it rather than making random predictions for f share price ? Been holding for long, now it looks promising. Based on 460mb, assuming npv £10 per barrel, project value £4.6b; say after farm out bor share remain 10% carry, we are looking BOr value £460m current Macap £45m, so min range we are looking 10X current so! Is it fair to say it should be re-rated to 50-60p range , if we apply 50% discount still sp should be 25-30p at minimum; just wonder what was the Mcap when sp was £1.23 in 2012?

I welcome constructive comments rather than ramping or from any day trader, from genuine long term investors who suffered loss and now recovering.

The project fundamentals are strong. Economic projections are attractive, the break-even oil price is low (less than $35 per barrel), sub-surface risks are low, and the environmental footprint low. As the industry enters the energy transition to a lower carbon future, we believe that Darwin (with its estimated 460 million barrels of condensate and LPGs) is a worthy development, comparing favourably to many global alternatives.