Been holding here for the last 6 months after long term holding in RR and believe there is a huge opportunity here both short and long term. Lost a bit last week but bought again under £6 and back to £6.34 is now on the uptick to £7 and beyond hopefully. Won’t be selling and trying to guess the market myself as moves quickly when it does move.
Compared to peers undervalued and board appointments strong with recent buys as well around £6.12 so we are hopefully out of the high £5’s and will beat conservative estimates to build investor confidence.
Seems Aerospace going from strength to strength. Rolls still got legs in it.
Share price bouncing around but hopefully will continue a steady rise now unless 10th Nov creates further panic. Not sure if the budget will adversely impact defence so seems solid investment.
Melrose Plc another big one undervalued vs RR so believe that’s go a similar growth trajectory for great British Stocks.
RE: Bearish Japanese Marubozu daily candlestick19 Oct 2025 20:22
Expecting a bounce tomorrow post the weekend news in Gaza and Middle East. Tensions mounting again and defence should be a safer bet than many other stocks Gold and Silver have had a great run and likely to continue but defence down last week could see an uptick this week before settling back in.
All shares are down, ASOS has some shorts but territory is in serious buy now for newbies, got broker ratings all from 2.90-4.00 so being held back artificially.
I am hoping this won’t play out like last time. Indications and commentary this time around are better learning from previous volatility. Expecting FTSE down but not the levels of the US and last time since orders are locked in and markets understand the game.
I have just bought in at this price. It’s a good entry point.
Some known headwinds like wages NI etc. but turnaround starting to make inroads. Also the sum of the parts worth more than the whole! Operations investment will see some further improvements.
Revenue growth will be challenging but huge opportunity to improve the margin per order. That has not been priced in. Some broker downgrades today pushing price down but some positive news on the horizon so expect to be up post £3 very soon.
I think a lesson for non traders is keep calm. Business fundamentals always are longer term.
I think what was hard for everyone is that this episode was self made and very erratic and clouded us all in uncertainty even for the next three years.
The Rhetoric has changed and I think deals will happen and this will bring RR back to £8 before ex div. Anyone selling now will need to buy in higher.
RR well protected as are BAE. Two stocks which post this volatility will rise. Also funds will move from oil to defence as this is what trump wants to damage Russia indirectly.
Anyone selling will be trying to time a market which can change on a whim.
Should start seeing some agreements soon and that will give markets a lift. Good luck all think today will be up and down but hold for tomo and Friday.
US imports to China are likely to halt with these tariffs now in force. Second largest exports from US to China at 8% of total are Aircraft and Engines. Step in RR. Opportunity knocks.
Positive messages from negotiators8 Apr 2025 12:43
Some positive noises coming out of Downing Street regarding productive negotiations and Reeves hopefully will get some exemptions so could be helping share price
Confidence is back. This can go quickly due to FOMO went oversold and MM made. My nerves have been shot and lost £15k on all my portfolio but RR should be my safest.
Going up again based on the large decline hope we claw back to where we were at least on Friday. Good luck all. I am sure there will be more fluctuations but from a higher base plus ex-dividend in 11 days so people won’t want to miss out on the Iconic dividend moment.