Gb it was an Apple finance article highlighting RR from simply Wall Street |
Graf what publication did the post below come from. |
Given the current political climate, namely the Trade war that Trump has declared on the rest of the world, and noting that the three SMR competitors to RR are US lead JV's, I do not believe it would be politically acceptable for the UK to award any contracts to these JVs. I would urge all shareholders to write to their MPs to make this point. I have done this as well as writing to the Trade Secretary. |
 What Does Rolls-Royce Holdings plc's (LON:RR.) Share Price Indicate?Today we're going to take a look at the well-established Rolls-Royce Holdings plc (LON:RR.). The company's stock received a lot of attention from a substantial price increase on the LSE over the last few months. The company is now trading at yearly-high levels following the recent surge in its share price. As a large-cap stock with high coverage by analysts, you could assume any recent changes in the company's outlook is already priced into the stock. But what if there is still an opportunity to buy? Today we will analyse the most recent data on Rolls-Royce Holdings's outlook and valuation to see if the opportunity still exists. What Is Rolls-Royce Holdings Worth?Good news, investors! Rolls-Royce Holdings is still a bargain right now. According to our valuation, the intrinsic value for the stock is £12.21, which is above what the market is valuing the company at the moment. This indicates a potential opportunity to buy low. Although, there may be another chance to buy again in the future. This is because Rolls-Royce Holdings's beta (a measure of share price volatility) is high, meaning its price movements will be exaggerated relative to the rest of the market. If the market is bearish, the company's shares will likely fall by more than the rest of the market, providing a prime buying opportunity. See our latest analysis for Rolls-Royce Holdings What does the future of Rolls-Royce Holdings look like?Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. However, with a negative profit growth of -3.9% expected over the next couple of years, near-term growth certainly doesn't appear to be a driver for a buy decision for Rolls-Royce Holdings. This certainty tips the risk-return scale towards higher risk. What This Means For YouAre you a shareholder? Although RR. is currently undervalued, the adverse prospect of negative growth brings about some degree of risk. We recommend you think about whether you want to increase your portfolio exposure to RR., or whether diversifying into another stock may be a better move for your total risk and return. Are you a potential investor? If you've been keeping tabs on RR. for some time, but hesitant on making the leap, we recommend you research further into the stock. Given its current undervaluation, now is a great time to make a decision. But keep in mind the risks that come with negative growth prospects in the future. So while earnings quality is important, it's equally important to consider the risks facing Rolls-Royce Holdings at this point in time. Case in point: We've spotted 2 warning signs for Rolls-Royce Holdings you should be mindful of and 1 of them shouldn't be ignored. If you are no longer interested in Rolls-Royce Holdings, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.??This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. |
Morgan Stanley interviews Turfan , https://www.morganstanley.com/insights/videos/exceptional-leaders-exceptional-ideas/tufan-erginbilgic-rolls-royce-ceo?subscribed=true&dis=em_2025326_wm_5ideasarticle&et_mid=689359&et_mkid=6160714190a62933f9122ecfac9f2caf&sfmc_id=119647488 |
Pyglet , 100 percent !! I'm still picking up a few on the drops |
They really are trying hard to get your shares. Stay firm |
Apologies - didn't spot your post. Using 'phone mostly so miss some posts. |
Especially with the announcement of one of the SMR contracts almost certainly going to RR when announced in the spending review in June. |
My thought's entirely! Follow the smart money! |
If a director of RR bought between 500k and 1 million shares would that fill you with confidence?
Tufan is doing that every day between now until end of Dec 2025. the RR price will rise during that time and also dip on bad macro news. Overall, shares should rise to between £11-£13, given the diversity and customer base of its business.
I do not take notice of news good or not so good. I just follow what the man in the driving seat says. |
Rolls-Royce CEO fired managers and held staff brainstorms as part of a '4 pillar' turnaround plan that led to 500% share price jumpJust two years ago, Tufan Erginbilgiç, then newly installed as CEO of Rolls-Royce, gave a grim warning to the engine maker's employees, describing the company as a "burning platform" facing its "last chance" at survival, as he lamented its track record of destroying value with each of its investments. With that considered, Rolls-Royce's turnaround since-including a 500% share price jump and hitting profit targets two years ahead of schedule-is nothing short of astounding. But Erginbilgiç, a former BP executive who doesn't regard himself as ruthless, took a fairly rudimentary approach to instill a successful turnaround at a group that has added more than $70 billion to its market value in the last two years.Rolls-Royce manufactures engines for major plane manufacturers, Airbus and Boeing, on large, dual-aisle aircraft. The group is also a supplier of engines and propulsion systems for combat aircraft and submarines to government defense departments including the Ministry of Defense in the U.K.Despite that, when Erginbilgiç joined Rolls-Royce, the company was near its floor for market valuation, bogged down by falling air travel during the COVID-19 pandemic and costly contracts with loss-making clients. An industry-wide rebound in travel demand and some astute contract negotiations are among the headline points that explain Rolls-Royce's turnaround. In the background, though, are the fruits of an ambitious plan involving each of Rolls-Royce's 42,000 employees.Rolls-Royce CEO's 4 pillarsIn an interview with the Financial Times, a victorious Erginbilgiç described how he leaned on "four pillars" to encourage wholesale change throughout his organization.The first pillar involved showing staff the extent of the difficulties faced by the company, exemplified by Erginbilgiç's "burning platform" comments, which both shocked and focused his employees.Tougher stances were to follow. Under Erginbilgiç's guidance, the company laid off 2,500 employees in 2023, mostly in middle manager positions, the FT reports. At the same time, Erginbilgiç held workshops for 500 employees to allow brainstorming and the implementation of the best ideas. Erginbilgiç's third pillar required the company to set clear performance targets. The company now has 17 targets, including improving the amount of time its engines were on the wing of a plane, rather than losing money in the repair shop. The fourth pillar of the turnaround aimed to ensure Rolls-Royce's targets were attacked with "pace and intensity." "If you don't have a strategy that can cascade down to 42,000 people it won't get delivered," Erginbilgiç summarized to the FT. Bosses are increasingly turning to management practices that can help them get their message across directly to as many staffers as possible. In some cases, this is driven by urgency and, in other cases, by technological advancement. |
PC it's a good article which is why I posted it 6 days ago , fill your boots ! |
Rolls-Royce looks expensive this is why we're not done buyingWith growth to come in defence, air travel and net zero, this company's shares are set for higher climbshttPs://www.telegraph.co.uk/gift/2939ea6fb4de98d7 |
Trumps tariffs must not work. Easy for me to say. How ironic if the firm thar did the Merlin bows to authoritarianism. |
In a RR statement previously, it indicated profit from the US is approx 28%.
This is from the RR 2024 financial report.
“Strong 2024 results build on our progress last year, as we transform Rolls-Royce into a high-performing, competitive, resilient, and growing business. All core divisions delivered significantly improved performance, despite a supply chain environment that remains challenging.
We are moving with pace and intensity. Based on our 2025 guidance, we now expect to deliver underlying operating profit and free cash flow within the target ranges set at our Capital Markets Day, two years earlier than planned. Significantly improved performance and a stronger balance sheet gives us confidence to reinstate shareholder dividends and announce a £1bn share buyback in 2025.
Our upgraded mid-term targets include underlying operating profit of £3.6bn-£3.9bn and free cash flow of £4.2bn-£4.5bn. These mid-term targets are a milestone, not a destination, and we see strong growth prospects beyond the mid-term.”
Tufan Erginbilgic
CEO
Question for the detractor's....What has drastically changed in four weeks? |
"America accounts for a third of the company’s total turnover, with the US Department of Defence, Boeing and Lockheed Martin among its largest clients."....someone on here advised US accounts for only about 6% on RR's turnover, doh! |
Rolls-Royce explores shifting engine-making to US to counter Trump tariffs
Bosses draw up emergency plans after warning of ‘rising protectionism’ under new US president
Rolls-Royce is preparing to ramp up production in the US as it seeks to counter damage wrought by Donald Trump’s escalating trade war.
The UK engineering giant is drawing up emergency contingency plans to lessen the impact of tariffs, which is likely to involve hiring more US workers and expanding its North American operations.
Bosses are racing to complete a review after the US president slapped levies on Canada, China and Mexico, while also issuing threats against the UK and Europe.
To avoid the most damaging effects of the trade war, Rolls is exploring how much production can be transferred from the targeted countries to the US, where it employs 6,000 workers across 11 sites.
This will allow Rolls to take on more new work without being subject to tariffs.
Rolls warned investors earlier this month about the impact of “rising protectionism”, which has been brought about by Mr Trump’s return to the White House.
A source said the Derby-based manufacturer was “tipping the balance” towards the US in response to the tariffs.
“If you are making something in countries like China then you’ll be looking at whether you can do it in the US instead,” they said.
This will no doubt be seen as a victory for Mr Trump, who has said tariffs will boost American manufacturing, protect jobs and improve the economy.
It comes ahead of the president’s “liberation day” on April 2, when Mr Trump plans to reset global trade by unleashing reciprocal tariffs on countries around the world.
“We’re getting back to some of the wealth that very, very foolish presidents gave away because they had no clue what they were doing,” Mr Trump said last week.
While Rolls is only considering moving production out of countries currently hit by tariffs, the company cannot rule out transfers from UK and European sites should the White House expand its trade war.
In a warning to shareholders, Rolls said tariffs against key trade partners “could lead to increased costs and consequently realign the global supply chain”.
It said: “Market exposures are being monitored, and we are adapting supply chain strategies to ensure resilience amid potential protectionist measures and evolving trade dynamics.”
The so-called feasibility assessment is currently being carried out at Rolls, which will determine how much the company can increase capacity in the US.
“It will enable us to look at the art of the possible,” said a Rolls insider.
Rolls generated £5.94bn of its revenues in North America last year, up from £4.67bn the year prior.
America accounts for a third of the company’s total turnover, with the US Department of Defence, Boeing and Lockheed Martin among its largest clients.
The nature of its supply chain is that many products made in the US are destined for US customers, meaning they will not be hit with export tariffs.
“If we’re delivering it in the States then we will try to make it in the States,” the source added.
In recent years, Rolls has ramped up investment across its US operations, including $1bn in its Indianapolis site.
Outside of the US, Rolls generates £2.6bn of revenues in the UK and £6.5bn in Europe last year.
A Rolls spokesman said: “We have additional capacity within some of our US operations and continuously seek to explore options to ensure that our global internal supply chain is optimised for delivery to customers in the US.”
It comes amid warnings of the impact that the UK will suffer if the president follows through with this threat to impose tariffs on the EU.
John Denton, secretary general of the International Chamber of Commerce (ICC), said: “If you end up with blanket 25pc tariffs on Europe and you see Europe move into economic contraction, potentially a recession, the UK would be a loser.”
Taken as a bloc, the EU is the UK’s largest trading partner, buying 41pc of its exports in goods and services combined.
The US, which is the UK’s largest individual trading partner, buys 22pc of the UK’s exports. |
httPs://www.telegraph.co.uk/gift/9a881e4b7c6fd068 |
We were delighted to play our part in the ceremonial keel laying of Dreadnought Boat 1 alongside Prime Minister Sir Keir Starmer at the BAE Systems site in Barrow.
The keel laying marks a significant milestone in the delivery of this critical national endeavour. The Continuous At Sea Deterrent is the longest running military campaign in UK history and this occasion marks the next step in maintaining the ongoing safety and protection of the UK.
We’re proud of the role we've played for over 50 years in powering that deterrent through our nuclear propulsion. This event marks many thousands of hours of work from dedicated colleagues from all organisations, including the supply chain partners that support our mission.
Source: RR Linkedin. |
I believe advfn are aware, but feel free to report it :- |
Still able to read it using iOS app. |
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