| Date | Subject |
|---|
04/4/2021
09:56 | careful: Tesla is also long term bet.
capitalised at $835bn, turnover right now similar to RR. in normal times.
Tesla profitless but with growth prospects and just about cash positive.
Tesla must be hoping to sell about 30m cars per year at record margins to justify todays price.
Right now the are selling 700,000 so need to sell x 40 more.
RR. cap at about $11bn.
Sometimes you have to admit that we do not understand valuations.
RR. is more like Tesla than it is like Deiveroo.
Cost of entry very high in high tech, unique assets.
Usually they have much higher rating.
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26/3/2021
17:51 | stockready: 1krl
Thanks for sharing and i fully understand your concern.
First of all EU has vaccinated 15.5% of population on average and not 6.5% and that number is growing very fast indeed.
hxxps://www.statista.com/statistics/1196071/covid-19-vaccination-rate-in-europe-by-country/
Not sure you read my previous posts and i will not repeat them but i believe strongly RR. will not be all about travelling as other areas of the business growing fast (hydrogen, army, new markets, engineering niches markets, micro nuclear) regardless of covid.
The summer holidays will not ve zero and if reduced will be more in Autum
Overall the picture is far far better than people currently think and you see that in less then two months where i said the RR. will be above 120 mark
I still say that will happen and i stick with my analysis unless something fundamentally change and i will come here to declear that also.
Please read my posts in multiple threads and not just here and you find some of your answers
The most dangerous things people can
do is either sell/buy/hold based on wrong information and i start seeing some people here are doing that.
RR. will come through with strong support behind it and you find this out in about less two months times when numbers start making more senses.
For now i will take a full advantage of this level or if it happen lower level as i am long termer and i truly believe in success of this company even short term as they are unique and they are iconic and not many companies do what they can do and deliver that is what makes you loads of money.
Thanks mate,
Please always...DYOR
IMHO
GLA
|
25/3/2021
13:42 | stockready: News just out
https://www.bbc.co.uk/news/uk-56522652
Fantastic news for RR.
For once i think Boris talked sense
As i told you all before, goverment knows so well vaccine is so effective they just don't want to admit it yet.
Vaccine passport will role out and people will be travelling
Simple
What does this means for RR.
Expect 120 sooner than my suggestion of 1st June
Yes it will fly
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24/3/2021
16:15 | stockready: 1kr
Fair point and thanks for sharing this
As i highlighted i believe the picture will be far nicer than is currently portraited so the reason i am confident the downwards trend will be minimal
Also may i point out that RR. future business expansion is changed completely they are after new areas and new opportunities and new niche markets that is where the values come on engineering side and you will be hearing plenty of that in coming months. Of course engine manufacturing will stay as a core but other areas are expanding in multiple magnitude.
On travel side, i agree may be this summer will not happen or may not happen the same scale as it was expected but i truly believe comes Autum this year the trend will change significantly on travel front.
You will see the impact of vaccine globally and they are far far more effective than experts are saying at the moment, they just want to minimise the effect of people pulling their guard down.
I have a friend who is the top scientist in GSK and he told me the current vaccine will continue to protect against the new varient... he told me if you had your vaccine and you catch the new varient you either have minimal symptoms or you will not require any hospitalisation (in 95% of the cases) but he said goverment do not want to share this information with people YET as data are still being collected and also they want people to stay alert, and i totally believe him. So this announcement will come soon, just wait for it.
The prospect is far brighter then what we see now.
I can assure you i don't invest base on theorise and always do proper research and if you are long termer these levels are so attractive to add more
I honestly don't care if it drops further down i will just add more as i have funds available put aside just for RR. to average down.
I bet you anything big financial institution are just waiting to top this up at 100 level or even current level. I doubt we ever see below 100 but in 2 months or less we will be at least over 120 (i eat my hat if it doesn't happen in that time frame). I added loads at 105 and will add more if it goes below that.
Keep this post and refer back to it in 5 months time.
I respect your point and agreed with some of the things you raised.
Thanks for sharing
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23/3/2021
11:50 | stockready: Careful
The amount of values and future business and gaining of NEW businesses will outweighs the current situation
RR. was always about future values and believe me the rate this will go up once dust settle will be amazing.
As i said things will go much faster to some normality than people are currently expecting. The fact there are several vaccines brands are on offer and MORE are coming very soon will change the game completely. J&J and more in the pipeline
Some people really so naive not realising the huge positive impacts of curent vaccines and where we are today and how so rapidly where we can be in less than 3/4 months this includes europe.
The total death (stll sadly) was 17 yesterday a testimony of vaccine working so well and can be mirror in europe and it will be soon.
The near future is far brighter than some people see it, vaccine change that completely
Just yesterday US trial showed oxford vaccine stops 100% of hospitalisation and 80% protections. This is massive news
By October 2021 everyone in UK and most people in Europe are vaccinated. Your first dose stops the virus almost 90% or no hospitalisation would needed. This is a massive game changer i say. These theory about new variant is taken out of proportion there are strong evidances the current vaccine protects you against the serious illness even with new variants. So come on...RR. and many other shares are bargains at these price and i promise you they wouldn't stay at these level for long.
This is a supper bargain to me
IMHO
DYOR
GLA
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11/3/2021
09:19 | stockready: They always and always go for the WORSE CASE senario and they know so well the situation will be much better..... that way they can take a full credit when they deliver good results
The travelling market will recover far faster than it claims here people are tired of being locked at home....after vaccine completed will be a huge surge on travelling and will gradually increase to pre-pandemic but lucky for RR. the core of the business is not just relying on engine sale and maintaining and diversity and strength of what they can bring will see them through and well beyond 2021 on new market and new opportunities
RR. share price will go up both shorter and longer terms and these are truly very cheap level
Overal excellent future a different future with load of NEW opportunities for RR. with excellent track record
You are buying a world class company and world clasd expertise not many can duplicate these and that is what is so unique here.
I think market like there were no othet surprises was there with the strong liquidity protecting the future there is no safe and better potential stocks in FTSE100 this is truly cheap whether you keep it one year or 5 years the potential is massive and in 5 years you will be laughing at this level even in one year it will at least double IMHO
GLA
IMHO
DYOR
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08/3/2021
11:15 | stockready: Dovey
The road for IAG is so different to RR.
They have to pay loads of costs to get things up and running
Basically they have to pay RR. (and many others) to maintain and get those plans up and running...all good for RR and not IAG
I doubt IAG goes back to 600 mark anytimes soon. They only have opportunity to make it in ONE sector while RR. can diversify and gain business in multiple sectors and many emerging markets.
The winer is RR. by far i say
I will not put my money in IAG i think it still will make it to 300 but will be hard push beyond that point..
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06/3/2021
14:05 | stockready: Pauto
Thanks for your comment...
First of all .....You can't ramp/deramp FTSE100 stocks by posting anything in these forums, it makes zero difference to the share price... these stocks are bought/sold in millions by institutional inventors.
As with facts if you read my post properly you will understand why i am basing this prediction
Combination of effective downsizing, and some of the competition being out not surviving the pandemic made RR. a lot more competitive and give it a lot more edge going forward, combined with new innovative work they are doing on fuel and nuclear as well as future hydrogen play as that area is expanding making RR. truly a unique player.
RR has some unique portfolio of experience with relevance to many areas of emerging markets makes RR a true player.
I am not talking about 2021 or 2022 i am looking way beyond that and that is where the true values comes like no other companies currently in FTSE100 not a single company in FTSE100 currently can return the same values that RR. can give in 2 years time and beyond with solid fundamentals
Travelling will be back to full swing by 2022 and i believe much sooner than currently predicted. (I know what Boeing boss said but that also is for other reasons)
But i believe RR expertise will diversifying beyond relying only on engine maintenance and engine sale, there will enter NEW MARKETS where more values will be added... from sustainability, hydrogen, battery, nuclear, military,
Truly unique expert engineering company with bright future, good liquidity, excellent value
I truly don't care about the short term fluctuations only add more at any drops and hold for 3-5 years
This is at least 8 baggers from current level (if not more)
You will not recognise RR as how you know it today, they will diversify in many interesting and values markets
DYOR
GLA
IMHO
|
04/3/2021
23:40 | stockready: All in
Thanks for the useful links which are very enlightening
I said before when we were under £1 and i repeat again RR. have such a unique expertise which build up over decades of innovation and design
There are not many companies like RR. and what they can do and what they can innovate going to future.
Some people put their target at the best case scenario to pre-pandemic times £2.50/3 once things start moving lets say in 12 months time but i say you are really missing a big picture of what can happen here (some of those highlighted in the links above)
However i say you are looking at the 10 bagger company right now if you hold for 5 years + as potential is massive and way overlooked
Post pandemics growing technology and innovation and expertise will lead RR. to rapid growth and they are in excellent position to expand in emerging markets.
You might think that is unrealistic but i say you have underestimated what can actually happen here.
This is a no brainer for me as this company will never fail and only gets stronger and stronger once pass this bump and sure it will. Even medium to short terms (12 months+) you will double/triple your money here the fundamentals is so solid,
RR goes forward and will come out of this far faster and stronger than analysts thinking right now
I truly don't care about the shorter terms move here this will be put a side and will be visited in 2/3 and... 5 years when 10 bagger comes.
The potential for expansion in different areas is massive for RR. from battery to hydrogen to nuclear and to NEW markets even those that they never been involved before as they have a foundation for it and soon you will see how fast this company grow post pandemic.
People who have done saving travel more and that is only one sector where RR. will grow. Engines need maintaining and new orders comes in from different sectors
Got to be in it to win it, don't miss the boat and once on board.... ride it high
Keep this post and revisit in 5 years time (or even 3 years time).
GLA
DYOR
IMHO
|
24/2/2021
17:18 | stockready: People forget some very important service opportunities that RR. can offer after covid.
Many plans have been parked for many months.. they just can't be allowed to fly without proper checks
They need checks, services , advice by rr. engineers before they allow to be fly.
This means millions and millions of additional incomes $$$ for RR.
This company expertise is unique and there are not many companies which can offer the same services.
This no brainer to me and strong buy
This will be a 3 baggers in less than 12 months
The maths is so easy and i am building a large steak here goes up or down i just add at different stages and i hold for 12-18 months.
Don't be emotional about the short term moves
Means nothing as fundamentals is so strong
Someone said 150 in 8 weeks
I say 150 in less than 4 weeks from this point.
GLA
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PLUS1
