Rolls-royce Share Discussion Threads

[1carus] 21/3/2024 11:39

Noramping, as with all my successes in decades of investing it was a bit of a hunch and a lot of luck for me. I just piled in during the covid lows on the basis that it would recover maybe over a 5 year period, maybe not to pre-covid levels as it was in decline, so was expecting 2-3x return maybe 2.50 form my buy in of 0.85. There was a sniff of smr but wasn't the main play by any means.

[bigbigdave] 21/3/2024 11:37

Confidence in Boeing rock bottom.
Can only be positive for RR.

[jojaken] 21/3/2024 11:34

Bloomberg just confirmed the 2 orders for a combined 54 Airbus 350s!

hxxps://is.gd/fNhqIb

"Airbus SE secured two major orders from the flagship carriers of Japan and South Korea, giving the European manufacturer a strategic win in markets that have traditionally leaned toward arch-rival Boeing Co.

Japan Airlines Co. said it’s buying 21 Airbus 350-900 as well as 11 A321neos, breaking Boeing’s exclusive hold as the sole single-aisle jet supplier for the carrier. Boeing brought home a smaller deal, for 10 Boeing 787 widebody jets. Two hours later, Korean Air Lines Co. announced the purchase of 33 Airbus A350 jets in a winner-takes-all contest that left Boeing empty-handed.

The commercial successes will help Airbus deepen relations with two carriers that for decades built the bulk of their fleets around the US manufacturer. Boeing has been in crisis for several months following a near-catastrophic accident on a 737 Max 9 model in early January. Nevertheless, the carrier has managed to log several big orders since then, and loyal carriers like Ryanair Holdings Plc have pledged their support to the US company as it seeks to improve its manufacturing processes.

Airbus rose as much as 1.3% in Paris trading. The stock has gained about 21% this year. By contrast, Boeing has lost about 28% in value.

This year is shaping up to be buoyant for widebody aircraft orders, with Qatar Airways QCSC seeking to purchase as many as 150 twin-aisle jets. Cathay Pacific Airways Ltd. in Hong Kong is also considering a sizable deal involving dozens of mid-sized widebody jets. There are also big narrowbody orders on the horizon with Cebu Air Inc. looking to close out an order for as many as 150 planes.

Korean Air mostly ordered the larger variant of Airbus’s A350 widebody model. Of the almost 160 planes in Korean Air’s fleet, 65% are from Boeing. The carrier still has about 60 Boeing jets on backlog and about 75 with Airbus after its latest order announcement. JAL has about 155 Boeing jets in its fleet with just 17 Airbus jets, the company’s latest financial presentation shows.

Demand for larger jets — and bulk buying, bullish bets on future travel growth, and strains on planemakers’ ability to meet demand for single-aisle aircraft this decade is fueling a surge in widebody orders over the past 12 months.

Last year saw a series of bumper orders including an order for 90 777X jets from Emirates Airline and 50 from United Airlines Holdings Inc. for the 787-9. Airbus scored big with 70 widebodies out of 220 ordered by Turkish Airlines among other deals. Thai Airways International PCL unveiled an order for 45 787 Dreamliners at the Singapore Airshow in February, having agreed the deal in December.

Both major planemakers anticipate the Asia Pacific to account for 40% of global air traffic in two decades, up from one-third, according to their longterm projections."

[blueball] 21/3/2024 10:39

Wow just seen a Golden Cross on the 5 year chart Skinny.

This is the start of a big interstellar overdrive.

[skinny] 21/3/2024 10:32

These are the monthly charts from here and BigCharts - whatever the answer, its quite impressive!


free stock charts from uk.advfn.com

[smurfy2001] 21/3/2024 10:27

The google charts has ~436 as a record high Dec 2013. Seems every chart l look at has rebased differently. Confusing.

[noramping] 21/3/2024 10:23

Icarus, it is some recovery, remember shorters smelt blood and drove the share price down due to pandemic, so the rights issue was at a very low price, which has turned out to be a blessing to those who took up the rights.

[skinny] 21/3/2024 10:12

FWIW :- UBS raises Rolls-Royce price target to 550 (400) pence - 'buy'

[1carus] 21/3/2024 09:57

Blimey, that is now nearly 5x in as little as 18 months. Is this the next Next?

[noramping] 21/3/2024 09:55

Smurfy, I’d say it’s just the shares rerating , every man and his dog is tipping RR. , personally it’s more about financials rather that SMR’s.

The SMR’s news is in the future rather than now.

[wish i wasnt in rbs] 21/3/2024 09:55

Board Still infected - bye

[thanatos abysss] 21/3/2024 09:31

glorious RR


IN RR WE TRUST



🤣

[thanatos abysss] 21/3/2024 09:31

now thats unfair



on schizo's

[cevodniya] 21/3/2024 09:29

Undervalued Assets, yep same guy, Vlad, Institutional Investments, Thanatos, Putinaire et al, in all about 13 aliases all deramping.
Active on SYME, ITM, Skinbio, Opti, Metro Bank, Empire Metals. He's a bankrupt ex co director called Joseph Sheedy.
Complete schizophrenic mate

[smurfy2001] 21/3/2024 09:05

Small Nuclear reactor news incoming? These are hefty rises in advance of “somethingR21; whatever that may be.