Rolls-royce Share Discussion Threads

[robs12] 03/8/2018 19:49

"a period of outperformance vs market for next few years".
Absolutely agree. I will probably buy back in at some point.

[grahamburn] 03/8/2018 19:39

True, but then he wouldn't have been able to make a purchase over the past few weeks.

[wad collector] 03/8/2018 18:16

One director just bought 8k; he presumably does not see a current peak.

[ayl30] 03/8/2018 13:54

Good market and press reaction to the numbersI am holding all of mine, think we could be into a period of outperformance vs market for next few years. Warren proving to be class ace in my view

[robs12] 03/8/2018 13:34

I just offloaded at £11, having bought in early June. Suspect it will slip back a little now...but who knows!

[wad collector] 02/8/2018 17:43

4 year closing high. Is this the beginning of the next step or another transient peak? Tempted to unload some , but made some badly timed deals recently.I will await a flurry of broker upgrades and see what happens.

[wad collector] 02/8/2018 09:10

Half yr figures out and market seems to like them a bit. The eps is at least in the blue but with a trivial 4p payment not even covered, the share price is still all about future potential earnings.

[minerve] 24/7/2018 11:21

Yes, me too. Bought in during and after profit warnings. Aircraft sales still very buoyant with a slight bias towards Boeing. Engines becoming less of a loss-leader and service revenues to grow. Just need to watch reliability issues and related costs on the engines.

Hope the SMR business still gets an opportunity. Government acting strangely with regards to this. Probably a bung somewhere.

[peterpowell21] 24/7/2018 11:17

Yes been invested here a few years now.
Bought in on the profit warning back then.
You cant keep a very good company down.

[standish11] 19/7/2018 13:12

Significant order for Rolls per Flightglobal:-

Malaysian long-haul low-cost carrier AirAsia X has ordered an additional 34 Airbus A330neos at the Farnborough air show today.

The latest batch is a top-up on the previous order for 66 A330neos placed in 2014, bringing AirAsia X's backlog for the widebody to 100. All of these are for the A330-900neo variant.

[wad collector] 19/7/2018 12:42

Blue chip company moving towards a 3 yr high ; that must be why the BB is humming....

[minerve] 29/6/2018 10:32

Thanks standish

[standish11] 29/6/2018 10:14

As Rolls won the contract to provide the diesel and gas turbine engines for the Type 26 frigates for the Royal Navy I imagine they must be strong favourites to land the propulsion contract for the Australian frigates whose design is based on the Type 26.

Qatar has now added 9 Hawk jets to its Typoon order also powered by RR.

[wad collector] 28/6/2018 09:06

I see that Kepler Cheuvreux didn't exist when I first started dealing , so I think they are the numptys Minerve.
Anyway, pleased to see that these look set to break £10 again soon . I might topslice if they do; not sure the wider market isn't headed for a correction soon.

[standish11] 27/6/2018 18:44

Maybe this triggered today's rise.

Goldman Sachs' analysts are interested in why there's been a trend for simplification among
European companies, and point to three factors: increased shareholder engagement, a greater private equity buyer presence and a higher valuation premium for growth assets.
"Many of Europe’s highest-growth assets are arguably ‘hiding in plain sight’ within larger organisations," Goldman Sachs' analysts write.
"With growth assets’ premium rising, now may therefore be an opportune time to realise the value of these ‘hidden gems'," they add – see Goldman's charts below for an illustration of this.
In terms of which other companies could be good candidates for a bit of simplification, GS point to firms such as ABB, Rolls Royce and Vivendi as companies which fall into the category of "complexity coupled with stagnant or declining returns".

[minerve] 27/6/2018 18:30

Never heard of?

Obviously a numpty novice. But I knew that already! ;)

[wad collector] 27/6/2018 16:51

Healthy rise today . I can only find a two day old broker upgrade from a broker whom I have never heard of;
Kepler Cheuvreux 25/06
Upgrades
Reduce
Hold
975.00p

[careful] 18/6/2018 11:39

Full article in yesterdays Sunday Times.
Management seem determined to make RR. leaner and more efficient and are planning for the longer term.
Seems a long time ahead but the smaller ducted fan engine for about 2025 could be well timed.
It will be a big boost to get a slice of that huge market.

RR are a long term investment in a long term industry.

[standish11] 17/6/2018 11:11

On the plus side, the Trent XWB engine for the A350 has thus far proved to be exceptionally reliable and met or even exceeded specification in terms of fuel efficiency. GE,Safran and P & W are also continuing to experience significant problems with some of their engines which the British media choose to ignore.

[minerve] 17/6/2018 10:58

Ribble

I don't think you have missed the boat. If those FCF figures are acheived this share could easily double over the next 3-5 years IMO.

[minerve] 17/6/2018 10:44

One of my largest holdings for the last few years and starting to show the promise it had when everyone was running because of the accounting changes and profit warnings.

The FCF figures being banded around and other comments associated with this is driving the share. If those FCF figures are achieved and we have a re-rating to get us close to peer valuations this share still has plenty to offer and if some of you bought in over a year ago this should be yielding over 5% mid-term too.

My concern is the reliability and delivery of QOS on such a ramp-up and major change. Three new engines during a ramp-up could lead to problems which we are already starting to see.

[ed 123] 15/6/2018 09:39

There had been rumours in the press for 4 to 5 days about job losses of between 4,000 and 5,000. I guess it was Rolls Royce management feeling they had to come out with an rns yesterday, due to the leaks. Today's announcement set out more of the rationale and detail. The market obviously likes it .......... and why not!

[ribblewader] 15/6/2018 08:59

This is one of those I was considering as a BA. replacement. Think I missed the boat for now!

[wad collector] 15/6/2018 08:35

Wow! Strange mixture of announcements has put 120p on the share price this am. I don't get it!
Think I will gamble that the rise won't sustain in the short term .