Member Info for SS17

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Dyor

I prefer they pay debts first then dividend, there are many billions $ Co not making dividend but share price sky high such Tesla ! Rr has great growth prospects alongside its solid defence and civil business; investors will invest when they see Rr is a profitable business with growth potential; no need to attract them by paying dividends too early

I just did …. Nothing change for Rr, recent drop is due to macro issue , we should see Steady or even better defence business and improved flying hours!

Dyor

It’s unfortunate and feel sorry for those are being made redundant, however from company shareholders perspective it’s a good news and we should see reflected in the share price, reduce non core activities and save cost , improved cash flows and profitability

Dyor

Who takes MF seriously, they keep changing like British weather! Mf was scaremongering when Rr sp was below £1, Those followed them, lost opportunity of making 100% gain! Time will tell and next update may take it to £3+. We may see another opposite article next week if Sp turns positive

Dyor

RR making engine?

“easyJet already has 69 A320neo family aircraft within its fleet and an existing order book with Airbus to FY29 for a further 158 A320neo family aircraft still to be delivered. Alongside this, easyJet has now entered into conditional arrangements with Airbus to secure the delivery of a further 157 aircraft (56 A320neo & 101 A321neo) between FY29 – FY34 as well as 100 purchase rights (the “Proposed Purchase”). This provides easyJet with the ability to complete its fleet replacement programme of A319 aircraft and replace approximately half of the A320ceo aircraft, alongside providing the foundation for disciplined growth. The Company is in exclusive negotiations with CFM for the supply of engines for the Proposed Purchase.

Rr is not airline’s business, rather they provide engines and services! It’s strong defence business should have kept it green today , a bit disappointing why it didn’t follow Bae , hope it doesn’t drop anymore and keep going up to my £2.50 short term target

Dyor

US market reversed earlier loss Dow up 300 points , we should see blue Monday ! This is potential good news for Rr if Airbus gets contracts , plus indicates demand for aircraft engines, all major airlines are looking to upgrade , great news for Rr as a global leader in the aerospace industry! Dyor

https://www.reuters.com/business/aerospace-defense/iag-talks-with-airbus-boeing-potential-widebody-order-bloomberg-news-2023-10-06/

Overall market down due to US job data pushing bond yield higher , I think RR is in good shape and it is resisting well in the negative macro environment! I have bought more in this week dip … hope I’m made good judgement! Fitch rating was positive on RR, so no major concern, shorty term may fluctuate but will shot up to £2.50 soon

Dyor

Timing of the rerating is good, oil down today while Iag upgraded to investment grade , hope Iag jump like Rr to £2 soon

Dyor

Https://www.fool.co.uk/2023/10/01/will-rolls-royce-shares-be-the-best-ftse-100-investment-in-2023/

US avoiding shutdown alongside more orders, should take Rr to £2.50 soon then to the next level following Nov update ! As always I’m optimistic on Rr, another Deere coming soon !dyor

Hong Kong's Cathay Pacific Airways (0293.HK) said on Friday it had purchased 32 Airbus A321-200neo aircraft from Airbus (AIR.PA) for a basic price of $4.66 billion.

Source Reuters

Thanks Daz, it’s a great news fir us then , hopefully we should see blue tomorrow and gradually go to my £2.50 TP

Is Rr making engine or gets any kind of work/ revenue from this order ?

Https://www.reuters.com/business/aerospace-defense/japan-britain-italy-plan-place-advanced-jet-fighter-project-hq-uk-sources-2023-09-21/

My short term target VoD £1.10 and BT £1.70

Dyor

Topped up in both BT and Vod , defensive stocks , won’t give big returns but can expect a decent return especially may perform well when market is volatile against blue chip and regular dividend! Vod may outperform given its business across EUrope and Africa, a few asset sell can reduce debts and improve margin as well room for expansion and growth into the region outside UK. Other hand BT is a solid business with leading EE mobile network !

Dyor

Let’s just focus on Rr, plz only share anything relevant for Rr whether it’s new contract, future potential, revenue , your own insight etc ! No point wasting time discussing other matter in the Rr chat board

Dyor

Come on Rr!

Jus need little patience, holding it well and slowly will get there then to £3.50

Dyor