Rolls-royce Share Discussion Threads

[pal44] 20/12/2024 10:41

Witching day today will be choppy

[freddie01] 19/12/2024 09:22

Rolls-Royce nabs upgrade thanks to bright earnings outlook


Deutsche Bank has increased its outlook on Rolls-Royce Holdings PLC (LSE:RR.)’s share price to reflect free cash flow and earnings estimates, as well as updated sector assumptions.

Deutsche analyst Christophe Menard noted that a potential catalyst could be an update of Rolls-Royce’s 2027 targets in February 2025, as consensus figures already surpass the company’s existing targets.

Menard reckons Rolls-Royce's current valuation of around 17x enterprise value to forward EBIT provides further upside.


However, the aerospace company must advance its transformation programme to align its valuation metrics with competitors like General Electric.

Nonetheless, Deutsche maintained a buy rating on the stock with a share price target upgraded from 555p to 630p.

This target will likely be supported by what JPMorgan sees as a “new era” of share buybacks in the aerospace and defence sector.

This is one of the reasons that the European A&D sector "has never been this attractive", JPM recently said, citing long-term growth drivers across civil aerospace and defence markets.

[goodbuyexsell] 18/12/2024 11:17

ABB said it has agreed to buy the power-electronics business in Spain of a Siemens Gamesa subsidiary, expanding its renewable-power conversion portfolio.

The Swiss technology group said the acquisition from Gamesa Electric would add significant market reach.

Siemens Energy, the parent company of Siemens Gamesa, said separately that the business to be sold designs and makes converters, inverters and control cabinets for wind, solar and storage industries.

Gamesa Electric's generators business isn't part of the agreement with ABB. The agreement includes, however, the transfer of around 400 employees, two Spanish manufacturing facilities and assets in the U.S., China, India and Australia, Siemens Energy said.

The transaction is expected to close in the second half of 2025, the companies said. They didn't provide financial details.

ABB said the power electronics business of Gamesa Electric generated around 170 million euros ($178.4 million) for the fiscal year that ended September 30.

[goodbuyexsell] 18/12/2024 11:14

Another loose end for miliband to negotiate without any knowledge what it could mean for forward contract and warranty liability.

[goodbuyexsell] 17/12/2024 21:01

Greg Jackson the boss of Octopus Energy is a full on wind turbine nutter. On QT he quoted a London Taxi driver extolling the clean energy of EV. I know that cabbie and he said he selectively misquoted him.

[mcunliffe1] 17/12/2024 16:48

You dug a gold nugget finding that article freddie. Well done.

[freddie01] 17/12/2024 15:03

MCunliffe1 thanks for posting it here.

[maverick247] 17/12/2024 14:24

https://smallcappix.com/stockchallenge

[thegrafter] 17/12/2024 14:05

Great post MC !

[mcunliffe1] 17/12/2024 13:33

The two party system is.

Reform could shake things up for sure.

Edit: with thanks to freddie01 who provided this interesting link on the SHA thread:




The Reform manifesto from July 4th.

[pyglet] 17/12/2024 12:38

It's the fact that the whole Cabinet let him get in with it too

[thegrafter] 17/12/2024 08:07

Millibrain is one of the biggest idiots to be churned out of university education , can he not see pictures from the storm damaged solar farm in Scotland ? So as well as them not producing power during the night and low sum daytime levels , they are also blown away in a storm , that's really environmentally friendly Ed Not ! And the wind turbine heads that burnt off the shafts during the same storm ! This is criminal that he is in charge of our money and is spending it on expensive ideologies he thinks are a good idea ! Meanwhile in the real world , we are paying the most of any developed country for our electricity and very soon that will hitting power cuts when the existing nuclear power stations get shut down , with NO realistic replacements .

[bmel] 17/12/2024 07:55

BP are reducing renewables because O&G is more profitable in the short/ medium term and BP has a performance problem that has increasingly put it at risk of being weakest in its sector comparators and at risk of being a takeover target.

It’s short term survival as an organisation is its higher priority.

[sundance13] 17/12/2024 07:33

Millibands a lost cause, completely bought into net zero, mind, body & soul.

[molatovkid] 17/12/2024 07:31

Milliband needs to ask himself why BP are pulling back from renewables.

[bigbigdave] 17/12/2024 07:13

DEUTSCHE BANK RESEARCH RAISES ROLLS-ROYCE PRICE TARGET TO 630 (555) PENCE - 'BUY'

[johnrxx99] 17/12/2024 07:11

Former Tory minister to advise UK government on industrial strategy17th December 2024(Alliance News) - A former Conservative business secretary and the chair of Rolls-Royce Holdings PLC will join trade unionists and business leaders to advise the government on its growth "mission".Greg Clark, who served as business secretary under Theresa May, is one of 16 people appointed to help the government formulate its industrial strategy.Clark, who launched a previous industrial strategy as business secretary in 2017, will join Rolls-Royce Chair Dame Anita Frew and Octopus Energy chief executive Greg Jackson at the first meeting of the Industrial Strategy Advisory Council on Tuesday.Announcing the advisory council ahead of its first meeting, the Department for Business & Trade said the body would help the government "maintain a pro-business environment".Chancellor Rachel Reeves said: "Driving long-term economic growth requires ambition and collaboration."With the Industrial Strategy Advisory Council, we're bringing together the brightest minds to inform our industrial strategy and deliver growth that will improve living standards and that can be felt across every corner of the UK."Chaired by senior Microsoft executive Clare Barclay, other members include TUC assistant general secretary Kate Bell, Barclays UK Chair John Kingman and Shriti Vadera, who chairs both Prudential PLC and the Royal Shakespeare Co.Bell welcomed her appointment, saying the proposed industrial strategy "can show the way to delivering better jobs across the country".She added: "Trade unions look forward to working with government and businesses to develop and deliver the strategy. And we will use our voice to make sure the strategy delivers for Britain's working families."In opposition, Labour promised to bring businesses and trade unions together to develop plans for boosting economic growth.But despite a charm offensive before the election, the government's relationship with businesses has suffered thanks to the decision to raise employers' national insurance contributions.The government hopes the independent advisory council will enable it to maintain the "partnership" with business and trade unions that it sees as integral to its plans.Business Secretary Jonathan Reynolds said potential investors should "be in no doubt that Britain is back on the global stage, helping to attract investment into the most productive parts of the UK economy".Barclay said her committee's mission was "to provide a clear, independent voice on behalf of business, nations, regions and trade unions, as we look to inform the development of the industrial strategy, helping to create a strong business environment which will help our growth-driving sectors thrive".By Christopher McKeon, PA Political CorrespondentPress Association: Financesource: PACopyright 2024 Alliance News Ltd. All Rights Reserved.

[rogerrail] 16/12/2024 17:46

The majority of uk politicians are sh#theads, but Labour tend to be bigger sh#theads than the others.

[goodbuyexsell] 13/12/2024 15:57

ayl30, Thank you for the explanation.

[mcunliffe1] 13/12/2024 14:23

Perhaps no interviewer was permitted to ask about SMR's.

These politicians often lay down what they can and cannot be asked.

Tyg has it right. Sod the UK, develop the SMR's abroad. The technology is sound, the need is pressing and the funding shouldn't be a problem with the likes of Qatar on board.

[watfordhornet] 13/12/2024 13:05

I watched one of his sessions. What an unbelievably unimpressive man.Considering how important the role is he came across like an office juniorI worry what state this country will be in soon.

[tygarreg] 13/12/2024 12:44

Milliband will destroy energy supply in this country. RR will be better off concentrating their efforts to sell smrs abroad. Then they can sell power back to UK.

[pyglet] 13/12/2024 12:06

He did the rounds today and not one presenter/host asked about SMRs- infuriating