Rolls-royce Share Discussion Threads

[careful] 03/4/2020 17:05

They will have to phase out this lockdown within 1-3 weeks.

A total wrecking off the economy will cause too much hardship and ill health for other reasons.

They will get NHS capacity up, and we shall all have to behave sensibly.
China is getting back to work already.

Bought a few just before close at 251.

[tricky1992000] 03/4/2020 17:03

taking what a broker says about specific company and then applying it to the whole ftse 100 as if the whole ftse 100 has exactly the same fundies.

[penycae] 03/4/2020 16:57

There's a 75% chance that 90 out of the 100 FTSE companies will have to issue equity if you apply the same logic that I've been reading on here this past few days.

You're either in the market or out. If you're in, you'll be experiencing a bit of pain, but you'll know you've got a ticket to ride when the boat comes in. If your out, you can pat yourself on the back, and scramble for a ticket later. Nobody knows where the bottom is. Not JP Morgan, not Goldies. They all talk their own book.

Trade well and prosper........

[teamwork1] 03/4/2020 16:42

Your not bought any?

[tricky1992000] 03/4/2020 16:24

hxxps://www.sharecast.com/news/broker-recommendations/jpmorgan-says-75-chance-rolls-royce-may-need-to-issue-equity--7407207.html

There’s a 75% chance that Rolls-Royce will need to issue equity, JPMorgan Cazenove said on Monday in a note on the European civil aerospace sector.

[careful] 03/4/2020 16:22

Prices meaningless right now.
Everyone with cash to spare is hanging on to it.
No buyers, no real sellers.
Only shorters and algo traders.

[montycat11] 03/4/2020 16:22

Still holding off for some reason I think there's another big hit coming.. See what Monday says..

[tricky1992000] 03/4/2020 16:19

.. and why did the brokers downgrade it?

They would have looked at the business model, looked at how they rent engines, looked at the free cash flow projections dwindleing, looked at the cost of servicing the 30 billion debt, looked at the trent 1000 engine issues and thought, Nope. Moody will downgrade the bonds next.

[teamwork1] 03/4/2020 16:15

Last Friday this share was 4 pounds, now 2.50, because of few brokers downgraded it, feels so depressing looking at.

[teamwork1] 03/4/2020 16:06

I think we should stop talking about bail out, because it's too early to talk out that

[careful] 03/4/2020 16:05

the odd thing about 1971 was that this blue chip company was successful in so many areas of defence and civil aerospace, marine and industrial.

90% of operations were fine.
RR. ran out of cash because it was costing too much to develop a single engine, admitted a very important one.

[teamwork1] 03/4/2020 16:03

What price did u buy at

[tricky1992000] 03/4/2020 16:03

montycat11 of course this company won't fail, the government will bail it out, but shareholder value will be destroyed.

Like the banks in 2008

[montycat11] 03/4/2020 15:51

Okay.. I'm a newbee but.. Like so many shares out there.. If u assume that this company cannot fail.. At these prices it's gotta be worth a punt.. Like bp. or lloyds or any of similar.. In 2yrs time.. Quids in ayyit.?

[pallys] 03/4/2020 15:37

What is technical support if 254p is broken - NY BOY?

[teamwork1] 03/4/2020 15:33

1971 and now two different times, this company is massive

[patientcapital] 03/4/2020 15:24

Last proper RR crisis presented me at 98p. Two bites? Different times though.

[tricky1992000] 03/4/2020 14:25

over 30 billion in debt and a business model that depends on renting engines to airline companies depending on air time.

Oh dear..

1971 all over again?

[darrin1471] 03/4/2020 11:31

51% of RR. revenue comes from civil aerospace.
Profitable maintenance revenues is dependant upon the number of hours flown by the aircraft.

The cumulative effect of travel bans, stay at home orders and social distancing rules has seen the number of flights worldwide whittled by about 40% according to Flightradar24.

hxxps://www.flightradar24.com/blog/charting-the-decline-in-air-traffic-caused-by-covid-19/

Surely RR. would be near the front of any queue if government covid loans were needed to help cash flow. High tech UK manufacturer and service provider paying tax within the UK.

[blueball] 03/4/2020 11:25

Sub 200p is a bargain.

[teamwork1] 03/4/2020 11:10

I should have sold this morning with a small loss

[big1day] 03/4/2020 09:33

Careful. No Rolls-Royce workers are not currently laid off on 80% scheme. I work there and they gave us one week off on full pay while they reassess H&S procedures and do a deep spray clean with a view to starting back as normal next week on revised working practices . This applies only to civil aerospacee section of business as defence and I think Nuclear are business as usual

[careful] 03/4/2020 08:48

This whole emergency package where the taxpayer pay the wages of laid off workers, with conditions restricting share buy backs, dividends, bonuses, is a sort of socialism.

Are the RR workers currently laid off being paid by the HMG scheme?

HMG will use taxpayers money to keep key businesses alive, but as last time with RR. and in 2008 the banks, it will not be a free gift to the business owners (shareholders).

It is not RR fault, but neither is it the governments.

[best1467] 03/4/2020 08:28

Some crazy people spouting absolute tosh but still not sure why a tank as gone past the end of the drive in to the bunker to play it safe