Rolls-royce Share Discussion Threads

[dafrog] 26/10/2018 12:01

Need to work some overtime.

[rb1206] 26/10/2018 11:53

- A330NEO delays to cause financial headwind this year.

Looks like little warning...imho. Hence the drop.

[careful] 26/10/2018 11:42

down 13% in a few minutes and not a word on this thread.

[rb1206] 26/10/2018 11:42

$RR.UK Reportedly tells staff that company its far short of engines for new Airbus A330neo jet (Rolls Royce Holdings Plc)
To deliver only 10 of 30 targeted engines by Oct 31st
- A330NEO delays to cause financial headwind this year

[careful] 26/10/2018 11:30

what has caused todays sudden fall?

[wad collector] 25/10/2018 12:35

I belatedly note tipped as buy by Questor 2 weeks ago.

[grahamburn] 23/10/2018 14:22

Don't forget the issues with Saudi Arabia that have potentially significant implications for this - and other - UK defence companies.

[sowsear] 23/10/2018 13:04

What's causing the tumble? Still the Engine troubles raised in September? Any sign of an upswing? The Kuwait order-related rally didn't last long.

[wad collector] 23/10/2018 10:20

Impressively poor chart , like most of my portfolio. We have now reached the lowest end of the Brokers targets. All still looks doom and gloom!

[standish11] 16/10/2018 11:11

Rolls-Royce today welcomed a decision by Kuwait Airways to select eight Airbus A330-800neo aircraft, powered by the Trent 7000 engine.
The Trent 7000 is the latest member of the successful Rolls-Royce Trent engine family and the exclusive powerplant for the A330neo.

Not all doom and gloom.

[sbs] 10/10/2018 19:48

It's the current market risk-off mood from QT. The riskiest shares have dropped the most.

[careful] 10/10/2018 16:49

Company value has fallen by about £3bn.
how much will it cost to replace a couple of stages of IP turbine blades?
(I suppose a lot of engines out there)
I thought provisions were estimated for this problem last time?

Are there other worries?

[albo] 10/10/2018 15:33

This has tumbled!!
How low could this go?

[hydrogen economy] 10/10/2018 15:08

The share price back below 900 and falling as the market panics about rate rises, trade, EMs, Bexit etc (none of which is new) and RR continues to count the cost of the Trent debacle.

RR was always about the long term, the huge growth in air travel (driven particularly by demand in China/Asia) plus a tremendous market position (current issues notwithstanding).

I sold into the strength from August as I thought it went too far too fast but with the expectation to be able to buy back in cheaper at some point. Never though it would happen so soon but now looking for point to start re-building a position, but not before this falling knife hits something solid.

H2

[rayrac] 02/10/2018 07:30

GE having its own problems too, but with industrial turbines and falling income.

[hydrogen economy] 27/9/2018 18:14

Bloomberg reporting Trent issues are getting worse

Dreamliners Are Being Grounded Again on Rolls-Royce Engine Flaws

Faulty Rolls-Royce Holdings Plc engine blades are deteriorating faster than expected, prompting additional groundings of Boeing Co.’s 787 jetliners for emergency repairs.

The discovery affects about 120 Trent 1000 turbines and has frustrated efforts to reduce the number of idled planes, lifting the number grounded for immediate attention to just under 40, a person familiar with the situation said.

[prokartace] 27/9/2018 17:30

What was that 2.5% drop in the last 1/2 hour?

[wad collector] 20/9/2018 21:12

That seems reassuring.

[standish11] 18/9/2018 11:34

Aviation Daily
Rolls Reaffirms A350 Diversion Unrelated To Trent 1000 Issues
Sep 17, 2018 Guy Norris | Aviation Daily
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LOS ANGELES—Rolls-Royce said further inspection of the Trent XWB-84 engine involved in the Sept. 11 diversion of an Iberia-operated Airbus A350-900 to Boston confirms there is no link to the service issues experienced on Trent 1000-family powerplants.

Although Rolls cautioned it is too early to know exactly what caused the inflight shutdown on the flight bound from New York to Madrid, the first for any Trent XWB in service on the A350, the engine maker is believed to be looking closely at engine control or quality issues among possible causes. The aircraft is one of the youngest A350-900s in service, having been delivered at the end of July.

“As a precautionary measure, we have decided to remove this engine for additional examinations. The Trent XWB engine fleet has enjoyed the smoothest entry-into-service of any widebody engine and we continue to see the engine achieving market-leading levels of reliability,” the manufacturer said.

The A350-900 was at 41,000 ft., 70 nm southeast of Halifax, Nova Scotia, when the crew reported they were shutting down the left engine. The aircraft returned for a landing at Boston about 90 min. later.

Rolls is keen to distance any suggestions of a link between the Airbus event and the widely publicized engine problems that have hit the Trent 1000-powered Boeing 787 fleet over the past two years. The Trent XWB architecture is substantially different from that of the Trent 1000, particularly around the intermediate pressure spool which incorporates a two-stage turbine compared to the single-stage unit on the earlier engine.

[minerve] 17/9/2018 11:55

standish

I was just clarifying your situation. Many on ADVFN lambast the FT because they hide behind the refusal to pay the subscription when, as investors, it should be the first place to subscribe IMO.

Maybe rather than lambasting the FT you should be lambasting the tabloids and then the FT will not have to get into the game of trending towards the lowest common denominator.

Nevertheless I have removed the final paragraph, you are quite right, and I am in the wrong.

[standish11] 17/9/2018 10:25

Minerve

I was merely attempting to have a rational discussion about the over reaction in the media regarding the shutdown of the engine. I referred to the FT specifically because I expected it to have more insightful coverage of the incident. The tabloid press also referred to an emergency landing but most people understand that they are in the business of sensationalising stories.
I hope that on reflection you will accept your final paragraph is unworthy of you.

[minerve] 17/9/2018 09:50

standish11

I don't think we can truly pinpoint what caused the sell-off in the market, we can only assume. I personally don't believe the issue was whether it was an emergency or not. I personally believe that is irrelevant to investors. What is important is whether it was engine failure and if so why.

[standish11] 17/9/2018 07:59

Minerve

I agree that the reason for the engine shutdown is the critical factor. By describing the the landing as an emergency when it clearly wasn't augmented the sell off in the market. As Rolls have not issued an RNS relating to the incident suggests to me that there is no reason to suspect a fundamental flaw in the XWB version of the Trent. The engine which was shutdown had only been on the wing for a few months whereas many XWBs have been in service for up to 3 years without incident.