Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
As the saying goes it's all up in the air.. while recovery has proved to be slow, the International Air Transport Association (IATA) recently forecast that global passenger numbers will finally surpass 2019 levels in 2024. They are due to increase from 99% of pre-pandemic levels in 2023 to 109% this year and are then set to rise to 119% of 2019 levels in 2025.
Furthermore, with global passenger traffic expected to double between now and 2040, long-term demand for aeroplanes and the engines that power them and ancillary services such as maintenance is bound to increase significantly.
Maybe the institutional cats or lions just awakened and showed their paws in anticipation of another salmon caught flying into their stockpile no big old punt is worthy without a big nice cat's or lion's big coat reward.
RonR It's impressive to see such optimism! I must admit, my target of £444 by Easter seemed a bit on the high side. However, the positive momentum over the past 20 weeks, along with increased trading activity and price appreciation, suggests significant potential. With potential re-ratings and programmatic buying acting as catalysts by the end of the month, the future looks very promising.
''So, short term, are we at a bit of a cruise........''
Indeed the current cruising speed (ATR is 27.04) with 20 weeks of higher lows and firmly heading towards ATH the magic '444' which is a potential target level i.e. 2 x 27.04 = 54.08 + 390 = 444 by March 29 AGW all other targets remain open as anything can happen and who knows👀
👍My favourite British housebuilder 100 % Paul's video hit the nail on the head and Greg's solid 42 years of experience is very sound indeed onward and upwards
Nice capital appreciation heading into the mid-teens following another £100 million BB commencing in April
Remain on track for closing out this week with 20 higher closing lows and the combined average estimate from analysts is £ 413.13 only 20p away could be jumping up there by easter https://www.youtube.com/watch?v=CzYplxl_RAc
Let's take a look at this company's stock price. Over the past year, the price has soared from 65 pence to nearly 400 pence! That's an increase of almost 500%! This impressive climb follows 18 months of steady growth, and the stock even won an award for being the best performer on the FTSE in 2023!
However, it's important to be aware of potential challenges ahead. Just like birds have seasonal flight patterns, some experts predict the stock market might experience some turbulence between May and October. This shouldn't necessarily deter us in the short term, though, because the stock price seems drawn towards its all-time high of 444 pence!
In simpler terms, the stock has done very well recently, but we should be cautious about possible difficulties later this year. In the meantime, though, things seem positive!
Parkdread I aimed for 378 by Easter which has now attained the afterburn and the fair wind is catching up and pushing us forward towards the 4th barrier with its peak in sight at 437 the previous high back in January 2014 the next main target.
Hopefully, we shall see an update & confirmation they remain on schedule to return £1B to shareholders within 3 years i.e. by 2026.
The conclusion is that both Apple and Rolls-Royce Aerospace Engineering have strong moats that protect them from competition, but in very different ways:
Apple: Thrives in the fast-paced consumer technology space with a strong brand, leading-edge technology, and a tightly integrated ecosystem that creates high switching costs for users. Security is also a growing factor in their moat.
Rolls-Royce: Dominates the commercial aerospace industry due to its long-standing reputation, technical expertise, and established relationships with major aircraft manufacturers. Their aftermarket services and potential leadership in the SMR market further solidify their position. Additionally, government contracts in aerospace might necessitate stricter security protocols, adding another layer to their moat.
Ultimately, the "better" moat depends on the specific industry and the factors most crucial for success within that domain.
Key Differences:
Industry: Apple in consumer technology, Rolls-Royce in commercial aerospace (vastly different markets).
Focus: Apple on user experience and ecosystem, Rolls-Royce on technical expertise and partnerships.
Overall:
Both Apple and Rolls-Royce have strong moats in their respective industries. Apple's strength lies in its brand, technology, and ecosystem, while Rolls-Royce excels in technical expertise, established partnerships, and potential for leadership in the SMR market.