Rolls-royce Share Discussion Threads

[creddy] 16/9/2020 09:30

It's like trying to catch a falling knife. Number of companies looking like bargains but likely to be bigger bargains in a month then another month.
50% invested unfortunately, wish my portfolio was 100% cash from end July.

[stark industries] 16/9/2020 09:12

Take a look at SYME if you do some research which will not take long ...you will most likely gain some of your losses back if not a lot more.GL and apologies off topic

[nemesis6] 16/9/2020 08:58

wanna hear something funny? got out of RMG and into these because i thought they were due a fall...lol

[nemesis6] 16/9/2020 08:51

in same boat...got these bt lloy iag invp.cna...wish id never heard of the ducking stock market

[1me me] 16/9/2020 08:51

Would like to top up at these levels but no point if we get a rights issue which will be sub £1. Will wait and take them first.

[bennya] 16/9/2020 08:48

Don't know why I held onto this dog, the writing was on the wall a long time ago but emotion got the better of me. Surely it can't drop much further, can it....

[thejonah] 15/9/2020 22:58

This is essentially a gamble based on the C19 recovery. If settles soon and vaccine comes, its undervalued. If this normality goes on for 6m+ RR need cash (IMHO), so over valued. Best options are to look at undervalued PM gold miners - loads of info out there. Last to move with the crowd is AAZ, and pays a dividend. TSG has been static for a while, and a lot like HUM - DHOR of course

[creddy] 15/9/2020 19:55

Now nursing a £1000 loss on this hairy hound. Must be haemorrhageing cash. Only salvation is going to be a vaccine.

[albert3591] 15/9/2020 16:21

I spoke with someone who worked in company in Cwmbran today,they do aircraft seating [high end]before COVID they had 1600 employees now 75.I think all aircraft companies will be walked down,it can’t go any other way.His company said 6years at least to get back to some normality,I believe him.

[nemesis6] 15/9/2020 13:12

Really weird suppression on the price here...looks so manipulated

[sbs] 14/9/2020 13:53

Every trade is a buy and a sell, usually with a Market Maker (O trades) or quotes on the order book for larger shares (AT trades) as one of the two parties. Only the price and time of the trade is reported. The time can be inaccurate for large trades.Some sites try to work out whether retail customers are the buyer or the seller by looking at the prices quoted on the market at the time.You can work it out more accurately yourself if you know what you are doing.

[babbler] 14/9/2020 13:45

https://www.analystratings.com/articles/rolls-royce-holdings-rycef-receives-a-buy-from-goldman-sachs/amp/?__twitter_impression=true

[icecreamvamp] 14/9/2020 11:41

Honestly disgusted by RR right now. Some sources claim that around 7 PM (1,5 hours after closing) on multiple nights the stock is valued +-218 instead of the current 205. Which seems a lot more sensible. I personally feel like there's some shady stuff going on behind the scenes, and while the buy-ins, the future, and the reality all indicate that RR should be higher than it is, it's stuck under somebody's thumb.

[cliffv69] 14/9/2020 10:43

I'm new share trading but just something that baffles me a little. I'm looking at the current trades on Rolls Royce and I always thought the share price moved on buys and sells demand, I'm seeing many buys but the share price is still dropping ?? Can anyone who knows how it really works enlighten me please ?

[ger_paul] 14/9/2020 10:25

you clearly have no idea what a rights issue is. the dilution of the shares IF existing holders take up their rights brings the avg price to 134p if you bought at 201p when the 88p RI was announced. its currently 134p so you lose nothing if you take up rights. hardly a bloodbath.

[creddy] 14/9/2020 09:41

Bloodbath over at IAG. dreaded rights issue, heavily discounted. Could still happen here. Always do your own thinking.

[sbs] 14/9/2020 08:44

Dipped my toes in here this morning at around 207.

Air travel will continue despite COVID, possibly with vaccine / quick tests / better treatment. Flu never stopped air travel, and nor will COVID long term.

The military side is also possibly underestimated by consumers here. It is a strategic asset for the UK and the West more generally, and the economic situation won't be helping the geopolitical situation.

[creddy] 13/9/2020 22:51

To add to berenberg comment, market has discounted completely the fact that a vaccine will materialise (imo). When it does in next couple quarters (imo) the numbers will look materially (positive) different.
Always do your own thinking.

[hodhasharon] 12/9/2020 15:54

Pallys is a novice investor who lost everything on Debenhams. Beware!

[pallys] 12/9/2020 13:39

Tip - sell all your shares, note down the quantity. Buy back same quanity end of Q1 next year, you will save yourself further loss.

Alternatively take a hedging position.

Then sit tight, you will probably lose a decade of your life here waiting for a return.

[pallys] 12/9/2020 13:36

^ probably the most realistic post I've seen here for a while - that blocks out emotions/sentiment.

Long way to fall yet - 1xx pence incoming, and even then I'll be thinking twice before I invest in here as I don't think I want my money tied up here for 10 years.

[topvest] 11/9/2020 21:25

Seems to me that they are going to need asset disposals and a highly dilutive rights issue to prop up their appalling balance sheet. In my view there is little or no equity value. Remember, the balance sheet is -£8bn or -£4.22 per share. Without all the up front cash its insolvent.

[geckotheglorious] 11/9/2020 11:41

Berenberg comment....
Analysts at Berenberg slashed their target price on aerospace and defence manufacturer Rolls-Royce from 890.0p to 270.0p on Friday but upped their rating on the firm from 'hold' to 'buy', stating nothing was priced in for a turnaround.

Berenberg said the market appears to have given up on Rolls-Royce, with the current share price implying negative value for its civil aerospace engine business.

"This is unjustified, in our view, and fails to reflect any improvement potential in a business that is at rock-bottom," said the analysts.
The German bank said it saw a path to "materially higher" cash flows from 2022 and an "all-in" free cash flow yield of 10% in 2022 - rising to 27% in 2024, based on its below-guidance forecasts.

Berenberg also conceded that a weak interim operating result was always expected due to Covid-19 impacts but said given that write-downs, provisions and charges to close out excessive currency hedging would not repeat, it felt Rolls-Royce's first-half was the group's "low point".

"Investor confidence is low, given the poor recent track record and uncertainties in civil aerospace due to Covid-19. This offers an opportunity to capture valuation upside through the turnaround," said Berenberg.

[keithlorna] 11/9/2020 11:34

I'm no expert but the slightest bit of good news will send RR back to £4 a share. You've got to be in it to win it!!!

[nemesis6] 11/9/2020 08:49

or maybe not lol