||ORD SHS 20P
||EPS - Basic
||Market Cap (m)
|Aerospace & Defence
Rolls-Royce Share Discussion Threads
Showing 3126 to 3147 of 3150 messages
|Goldman Sachs upgrades RR to Buy v Neutral and adds it to the Conviction List
* GS notes cash flow has deteriorated at RR as organic
EBITDA has fallen and investment spending has increased
* Broker expects underlying EBITDA performance to improve (on a cash basis) led by the Civil Aerospace division, and investment spending (R&D + capex) to level out
* This should enable FCF (RR defined) to grow from £120 mn in 2017 to £1,547 mn in 2020E, GS says.|
|Doing very well from (PREM), (PVR)holdings etc so have bought some more here, not for short term trading though, majority of my investments are for long term holds.|
|From memory VA sold out of SMIN in order to double down on RR.
SMIN has since soared.|
|I don't know but it is very difficult to build-up holdings with them over your shoulder.|
|Some large trades again. ValueAct topping up?|
|Oh, dear, it crossed 666 three times and then ended on 666. I advise running for cover.|
|Support levels 640p & 600p, I would have a small toe in @ 640p and a bigger splash @ 600p. Sitting patiently. Decided to have a spec long term punt on (CYAN) instead|
|Interesting how analysts come up with different predictions re cash flow & orders completions.
Ask yourself is this a leading UK company which has engines for Airbus planes that seem on balance to be ahead of US competitors using latest technology to achieve fuel economy, cut down on maintenance requirements etc.|
I suggest adopt the brace position|
|SSNRs make sense even more so on land IMO.|
|My concern over SSNRs is that the technology is viable in submarines where you have no other practical choice for energy - but the factors that drive that may not make sense on land where the primary drivers are more about cost and efficiency.|
|RR order book was quoted yesterday at £71 billion - Derby works shift patterns to achieve 24hr cover.|
|SMR's not due for a few years (after 2025) , and that's if the government does the right thing and awards the development contract to RR
Trent only competes on one platform - B787
but RR is guaranteed significant annual revenue increases over medium term as regards sales and service on A330 and A350|
|UK energy supply is problematic just a matter of time before we have severe winter & blackouts.
Reliance on Russian gas & electricity make some countries vulnerable.
Think also there are major companies who need reliant power supplies & will invest in their small-scale nuclear reactors.
|Also their new small-scale Nuclear reactors likely to appeal to countries wanting to boost their energy supplies.
Do you mean - like the UK?|
|When the clouds lift what do you see.
Orders for new Trent Engines - fuel economy better than rivals.
Also their new small-scale Nuclear reactors likely to appeal to countries wanting to boost their energy supplies.|
|I would have thought a revisit of the last 3 months lows if not the last years lows will be pencilled in the diaries of many a hedge fund who likes to short and punish boardroom stupidity and incompetence.|
my retirement fund
|They were hedging primarily against a falling dollar: the engines are priced in dollars. I guess they didn't expect the referendum to go the way it did.|
|Plus, the £ pound was way too high at $1.7 to £1.|
|So why were RR hedging against the pound falling when a falling pound makes them more competitive. Also, if sales are in $ or € they make more money on converting existing sales back to sterling?
Can someone please explain that to me?|
|Waiting for a good buying op .. just holding back at the mo..|
|Not if a currency hedging position goes against you and the buyer of that engine picks up a bigger bargain|