Rolls-royce Share Discussion Threads

[thanatos abysss] 10/4/2024 21:23

Vlad PMd you me us

[vlad the impaler] 10/4/2024 20:56

Cheers II

Doubled it today

[1carus] 10/4/2024 20:56

Not sure why Rolls would be affected regarding defence, as has been mentioned above the main biz is widebody aircraft engines. Secondly, there are commitments in Nato for more spending on defence. Thirdly, a lot of munitions manufactures have a hell of a lot of stockpiling to build back to replenish and bolster what has been fired off in Ukraine. As I said before, nothing has changed in the last week for the better or worse as far as RR. are concerned.

[institutional investments] 10/4/2024 20:04

Great short at 433 Vlad

[skinny] 10/4/2024 16:24

evianone yes 4.98% -----> 5.07%.

[dancing piranha] 10/4/2024 16:14

Congrats! Only teasing ya, don't be so sensitive... ;-)

[goodbuyexsell] 10/4/2024 15:39

Dancing Fish,

I did not bottle it as you imply, I used my knowledge of when to take profit.
RR. has not seen a 5% drop over 2 days for 2 years. Negative articles prompted me to make my decision. 80% of my ISA for 3 years was in RR. too much £££ in one stock but the downside at each purchase point was positive. I bought as low as 92p and as high as 421p. It would have been stupid not to have sold.

But hey If you kept RR then I wish you the best.

[evianone] 10/4/2024 15:01

Am I reading the RNS correctly looks like The Capital Group Companies, USA added yesterday?

[vikingwarrier] 10/4/2024 14:23

Love the reasoning. There;s war going on and these defence companies are rising!

[bigbigdave] 10/4/2024 13:59

Reckon 4 quid was support, seems to have bounced off it.

[mcunliffe1] 10/4/2024 13:58

I topped up at 13:40 thsi afternoon at £4.03233.

The reaction in the share price to the wider European defence stocks will, in my opinion, change for RR as they are very much a commercial aeroplane engine maker. Long-haul travel is getting back to pre-covid levels (hell, I'm helping out as best I can in that aspect).

There may be movement in the next couple of years on the SMR's although not from any UK government I believe. I don't see any reduction in worldwide threats - the opposite in fact.

My average is 365.7p across the 5193 I hold. It is my third largest holding by value behind PHNX and LGEN.

When dividends appear on the RR horizon the share price will rise and that point cannot be more than a couple of years away.

[dancing piranha] 10/4/2024 13:55

You mean you bottled it and sold out today? Lol

[goodbuyexsell] 10/4/2024 13:40

From todays d London Eve Standard MBON to many here, but in case you did not see it. For what its worth I sold all my RR at 414 earlier and have no desire to buy them back. MM's are driving this price down. Until RR say something I am staying out.

Europe’s defence and aerospace stocks suffered a £12billion sell-off yesterday amid concerns that their record-breaking run could be reaching its peak.

Britain’s BAE Systems and Rolls-Royce were among those in the red after analysts questioned whether steep increases in valuations could continue.

A gauge of European defence stocks, which includes the UK-listed firms, fell 3.9 per cent – its biggest slide for more than a year.

The index has nearly doubled in value over the past couple of years after Russia’s invasion of Ukraine bolstered prospects for increased military spending on the continent.

[bigbigdave] 10/4/2024 13:30

Poor US CPI numbers

[noramping] 10/4/2024 09:41

I did top up earlier, first time I've traded this in months, it was a toss up between RR. and AET, picked RR. As it's safer

[skinny] 10/4/2024 09:31

US futures currently up 40 points, but could well turn on a sixpence.

US CPI y/y predicted to come in @3.4% - up from 3.2%.

[noramping] 10/4/2024 09:14

Good timing 1c :)

Assuming it's going to go back up, I'd predict yes but plenty of market sensitive stuff could affect markets (either way)

[1carus] 10/4/2024 08:52

Sold some of these before the drop to max my cgt for last year. Will make this 30p drop in profit when I buy back and another 30p when the price goes back up. Doesn't often happen that for me.

[goodbuyexsell] 10/4/2024 08:38

the FAA are dragging its feet on the BOEING issue. it should identify the aircraft ie 737 777 and ground them all.
Inflation is running amok in the US and the Govt are worried if planes are grounded.
People will have zero confidence in flying on a Boeing plane and this will drag down all engine makers. I am surprised Boeing stock has not fallen further.

[vikingwarrier] 10/4/2024 08:17

Scottie seems to be haing trouble with the warp drive this morning. Nearly 30p down in two days!

[noramping] 10/4/2024 07:56

Datatit showing his normal magic touch, he buys and the share price drops.
Not to worry he will sell again at a loss very soon and normal trading will then resume.

[noramping] 10/4/2024 07:41

It could be a turbulent week ahead, US inflation figures out later , expected to rise

[bigbigdave] 10/4/2024 05:47

Boeing hit after new whistleblower raises safety concerns
Boeing is facing new pressure after a whistleblower reported safety concerns over the manufacturing of some of its planes to US regulators.

Engineer Sam Salehpour accused Boeing of taking shortcuts in the construction of its 787 and 777 jets.

He claimed he was "threatened with termination" after raising concerns with bosses.

But Boeing said the claims were "inaccurate" and added it was confident its planes were safe.

"The issues raised have been subject to rigorous engineering examination under [Federal Aviation Administration] oversight," the company said.

"This analysis has validated that these issues do not present any safety concerns and the aircraft will maintain its service life over several decades."

Shares in the plane manufacturer sank almost 2% on Tuesday after the Federal Aviation Administration (FAA) said it was investigating the claims, and the company reported it had delivered just 83 planes to customers in the first three months of the year - the smallest number since 2021.

The whistleblower complaint, which was first reported by the New York Times, is the latest incident to focus attention on the safety of planes made by US-based Boeing, one of the world's two major producers of commercial planes.

The company was already facing criminal investigation and other legal troubles, after an unused exit door broke off of one of its smaller 737 Max 9 planes shortly after take-off in January.

Passengers escaped serious injury but the incident has plunged the company into crisis, forcing a temporary grounding of dozens of 737 Max 9 planes, drawing regulatory probes and prompting Boeing to dramatically slow production of its planes.

The company coming under intense scrutiny again led its chief executive David Calhoun to announce last month that he would step down by the end of the year.

[pal44] 09/4/2024 16:57

Good op to top up no !