Spot the difference? |
MCunliffe1, thanks for a kick up the you know what mate.
So I've done a bit of forensic accounting and with regards to Rolls-Royce I'm currently holding 138163 at a total cost spread over an ISA, 2 SIPP's a fund & Share Account of £135571 so my average after lots of trading is now 98.12p with a current value at 773.20p of £1072,915.50p.
Re my tip, if it drops below 10p, I'll probably buy a few |
MCunliffe1, thanks for a kick up the you know what mate.
So I've done a bit of forensic accounting and with regards to Rolls-Royce I'm currently holding 138163 at a total cost spread over an ISA, 2 SIPP's a fund & Share Account of £135571 so my average after lots of trading is now 98.12p with a current value at 773.20p of £1072,915.50p.
Re my tip, if it drops below 10p, I'll probably buy a few more.
But as always, patience is the key. |
RR will be always is good investment, I'll sell certainly in 5y or 6 y. |
 Cev,
you did indeed mention EEE a few days back. You also posted this back in Feb.
Cevodniya - 13 Feb 2025 - 11:19:15 - 2463 of 2924 EMPIRE METALS 2024 - An Unprecedented Discovery - EEE
Well, I've dipped in again
2 lots of 58245 at 8.56
116717 at 8.56
116310 at 8.59
116175 at 8.60.
So in total another 465692 taking me to 10466958.
HL platform would not allow me to purchase in one bite.
One day, I'll round this numbers of to say 10.5 or 11 lol
With over 11 million shares at less than 8p that's approx. 800k at risk. They're selling at 10.70p at the moment. They spent much of their life at the 2p to 4p range.
I hope you do indeed see £2.35 whilst retaining the 11m as that'll provide over £25m
You did well on the RR purchase to average 70p. You must have purchased all of your holding in August 2020 as any further purchases of significance after that )other than in Sept 2022) would have pushed the avg. upwards.
It was a good job you couldn't wait for a higher entry point into RR.
I only opened my SIPP in March 2023 unfortunately so waiting wasn't a choice.
I did find this post of your though:
Cevodniya - 23 Feb 2023 - 13:16:33 - 8293 of 37040 ROLLS ROYCE - Powering out of the Pandemic - RR.
MCuncliffe1, I actually forgot I'd purchased some at 107.something and 108 22, so I recalculated and I'm averaging 89.97p.
Obviously I'm happy, today's rise wasn't anticipated.
I hoped for 1.50p at year end. I think it'll be a lot sooner now.
With the restructuring, emphasis on profit and cost reduction, all 4 divisions generating increased revenue and orders, an increase in market capitalisation from a current 11 billion to a precovid of 21 billion is easily achievable, imply a share price of 3.70
If Rolls enters the narrow body market with its hydrogen engine and any orders from the UK government re SMR's, well that would be exponential.
I always try to qualify a viewpoint with facts, but trolls like Gruen simply post 87p.
Why give an idiot a break?.
Sorry if you don't agree with my tone.
So, is you average 70p or 89.97p? Or some other value?
For clarity, this is the cut and paste out of my SIPP:
RR.
Rolls-Royce Holdings
7643 774.20p -6.80p -0.87 £29,979.84 £59,172.11 £29,192.27 97.37 392.252p
Qty 7643 currently valued at 774.20p. Cost £29k, current value £59k
Perhaps you could provide similar? |
Castings... will that require loads of heat? Drop in an SMR next door and sell the residual to the local community.. win,win, win. To be honest, the more I think about smr the better it is. It puts energy where you need it without the need for distribution (Pylons) Going all electric is a bit of an issue it seems. Some new build sites up here in Edinburgh are restricting the amount of EV chargers on the schemes because the power drain for everyone charging at night would be melting the cables locally. I dont have an EV but got me thinking about future proofing my house with a charger before I am told I can't have one. SMRs certainly have a roll to play in providing energy to heavy industry and topping up local power requirements as electricity demands increases--- to go fully electric - no gas no ICE - we need to at least double electricity capacity,-- the green levy tax will continue and cheaper energy is a generation away as the scale of the change required is simply huge... SMR could end up being a cornerstone as the roll out is comparatively fast and the infrastructure only has to be local. Just imagine if RR could provide battery storage to compliment each SMR plant which would effectively double capacity for peak times and also store energy from wind turbines that are currently paid to mill nothingness when there is no demand... oh! I forgot -- they have that as well. Meanwhile Ed Milliband is spending billions on Carbon capture! |
Doubling production in Rotherham : The £110m facility on the Advanced Manufacturing Park (AMP) in Rotherham was officially opened in 2015 and is where turbine blades are manufactured for Rolls-Royce's world-leading aeroplane engines.Following continued demand and thousands of engines on order, the firm is working on proposals to double the factory's production capacity which is key to the manufacture of single crystal (SX) turbine blades.With an initial capacity of 100,000 blades per year, it was always likely to increase to 200,000 when the pioneering manufacturing process had been proven.The ABCF has a prime position within the South Yorkshire Investment Zone and so the South Yorkshire Mayoral Combined Authority (SYMCA) is looking to support Rolls-Royce with a grant, potentially up to £2m.Allthough SYMCA meeting papers do not name the beneficiary company, the information all points to Rolls-Royce.Papers say: "IZ002 [the company] is currently undergoing a major transformation which began in 2023 and is anticipated to complete by 2027, with particular focus on reducing operating costs."The Facility in Rotherham is a cutting-edge supplier of high-value superalloy turbine blade castings. IZ0002 load and capacity planning forecasts a demand increase of circa 100,000 single crystal turbine blade castings per year between 2024 and 2030, with existing factory capacity exceeded in 2026. The investment proposal is for a £21.3m investment in the facility to double the factory's production capacity.https://www.rothbiz.co.uk/2025/03/news-8651-rolls-royce-readying-21m.html |
Looks like a little 12m contract from MOD ;)https://ukdefencejournal.org.uk/mod-intends-to-extend-12m-a400m-engine-support-contract/AIRMOD intends to extend £12m A400M engine support contractBy Lisa West - March 12, 2025The Ministry of Defence intends to award a 12-month extension to the National Engine Support Contract 2.5 (NESC2.5) with Rolls-Royce PLC for the provision of Maintenance Level 2 (ML2) in-service support for the TP400 engine powering the UK's A400M transport aircraft.According to the voluntary ex ante transparency notice, the £12 million extension, effective from 1 October 2025, is intended to ensure continuity of service while preparations are made for the next phase of the support contract, NESC3.The MOD states that the extension is being placed without a competitive tender under Regulation 16(1)(a)(ii) of the UK Defence and Security Public Contracts Regulations 2011. The contract is being awarded directly to Rolls-Royce PLC due to technical and operational factors that prevent competition. |
Those with tight stop loss orders. A poster here was one the other day. Each to their own. |
Hello patientcapital,
Funny, on your WCM website, you have a article pomotional on Applovin, I'm shareholder too of this company. We'll see well if this rocket continue in the future, even with investigations in progress. |
Patient Capital, seriously, why would people lose their holdings on a 1 day drop of just over 8%? |
MCunliffe1, serious money is made when people get in early.
I'm in Rolls-Royce at 70p, I simply wouldn't be capable of waiting until the price you got in at.
Ee the tip i gave you as an example.
I've over 11 million at less than 8p
I'll guarantee you that I'll see £2.35p. |
MCunliffe1
hxxps://poundf.co.uk/rolls-royce |
MCunliffe1
hxxps://poundf.co.uk/rolls-royce |
MCunliffe1
hxxps://poundf.co.uk/rolls-royce |
MCunliffe1
hxxps://poundf.co.uk/rolls-royce |
Likewise. Holding 7643 of these.
At an average of about £3.93 each I find it hard to convince myself to buy more and dilute that relatively low average.
Yet my logical brain tells me each new share would benefit if the share price rose from my new, higher buy price. |
I expect more than a few lost their holdings in the violent shake out the other day. I'm hurrying up doing nothing. |
Uncrossed at the high of the day. |
That's my plan 1carus, though I do use drops to add to my holding. |
Selling in and out of dips is really tricky here, you would be unlikely to pick the top or bottom of either. It also moves really quickly and the chances are that you would miss fast moving positive movement. Way less stressful to stick and hold and await SMR news. (Placing a stop the day before may be a good idea though) |
Indeed. For info from their website:"WCM is an independent investment management firm that is majority-owned by its employees. We manage approximately $92 billion in assets on behalf of institutions and individuals worldwide." |
We have notification of a new major shareholder WCM Investment Management 3.12 percent , the more the merrier ! |
Turkish airlines has a large order for RR engines. IAG not so many. |
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