Rolls-royce Share Discussion Threads

[institutional investments] 13/5/2024 07:07

Will buy 428.6 mid if they stop flashing spread on the prices

[institutional investments] 13/5/2024 07:06

Whole fund dealing is mid R re low 424s to L re 419s

Typically a new high follows in this scenario

[institutional investments] 13/5/2024 07:05

What a flyer coming. Day should close a new high

[thegrafter] 12/5/2024 20:16

Reality is only one plane away from disaster for Boeing at the moment. And I feel sorry for anyone getting on a Boeing at the moment, I certainly won't be doing so not just now but well into the future too , the FAA senate emergency funds won't kick properly in for two years minimum, and you don't get a second chance!

[thebears1] 12/5/2024 18:40

In principle what you say is correct. In reality if you need to take a flight at a certain time then you take what is available, and I can't see companies allowing business to stall while people find suitable alternatives

[thegrafter] 12/5/2024 18:34

Freddie , spot on ;-)

[thegrafter] 12/5/2024 18:34

Good post eeza !

[thegrafter] 12/5/2024 18:33

Totally disagree Tygarreg , our prices will go up !!! Simple supply and demand , you get what you pay for with everything in life , so if you want a risk free flight, book Airbus simlpe, so the prices will go up for Airbus , what's not to understand?

[freddie01] 12/5/2024 15:45

For his part, Erginbilgiç insists SMRs – and the even smaller “micro reactors” Rolls is working on – represent a real strength.

“Nuclear capability in Rolls-Royce is so distinctive,” he says. “If we do not become market leaders in this space, then we didn’t run the business well.”

Erginbilgiç’s impressive opening salvo has bought him valuable credibility in the City.

Like that bit.

[tygarreg] 12/5/2024 11:58

Trouble is, if the Boeing users start offering very cheap flights, it will affect the pricing on other airlines to stay competitive! That affects the whole industries profitability potential.

[thegrafter] 12/5/2024 11:43

MC all it will take at this point now is for 1 Boeing plane to fall from the sky full of people and believe me people power will prevail and the Ryan airs of this world will be in panic mode over night and giving flights away with no takers , things are that bad with Boeing at the moment the more that comes out over marking their own homework on quality assurance , the more I will certainly be checking which plane will be used for a flight in the future , remember the next short hall you book they don't give you a parachute !!!

[mcunliffe1] 12/5/2024 10:27

I flew to Dublin from Manchester a few weeks back. Needed to get to Galway to execute a will.
Ryanair were the cheapest by a long way. It was a 737 plane.

First, I wouldn't be able to guarantee the plane would or would not be a Boeing with any given carrier.
Second, It's not easy to find out in the first instance what type of aircraft you will be using.
Third, I'm more inclined to select an airline on price (for short-haul) and on service/food/seating (for long-haul).

A good example was a trip we made to Mauritius in April this year. Used Emirates. Wonderful. The horrow stories from fellow hotel guests who had used BA and Air Mauritius were sobering. 24 hour delays, sat and sleeping in the airport before being transferred to another carrier in one case.


What may well happen though is a decision by the 'better' airlines to avoid Boeing and that must favour Airbus - and to a lesser extent, RR as well.

[thegrafter] 12/5/2024 09:51

I think if Boeing has any more horrendous headlines , no one will want to fly them full stop ! its already started on social media and is only going to gain momentum. So I think 5.00 is conservative for RR by August ;-)

[vikingwarrier] 12/5/2024 08:14

450p next price point.All looking good for 500p b August.

[thegrafter] 12/5/2024 07:50

Boeing's problems rattle US aviation regulator as wellThe US Federal Aviation Administration, sharply criticized after the crashes of two Boeing planes in 2018 and 2019, is again being dragged into a maelstrom surrounding the major American aerospace manufacturer. The dramatic mid-flight blowout on January 5 of a fuselage panel on an Alaska Airlines plane precipitated the departures of a series of top Boeing officials -- including CEO Dave Calhoun, who is set to step down at year's end -- and the reduced production of the 737 MAX. But as Boeing faces multiple inquiries and audits in the United States and abroad, it has repeatedly assured critics that it is working "with full transparency and under the oversight" of FAA regulators.And the FAA, which itself has seen four bosses come and go since August 2019, has been unable to evade a share of the responsibility."The FAA has to be held accountable as well," said Senator Richard Blumenthal, who heads a subcommittee investigating Boeing's safety practices. After the panel incident in January, the agency dispatched a team to inspect Boeing factories, and gave the firm 90 days to provide an "action plan" to address several problem areas.- Self-reporting -"I think the FAA is doing the best that they can and that they have greatly improved their surveillance of Boeing" since the 2018 and 2019 crashes off Indonesia and in Ethiopia, which killed 346 people, said Jeff Guzzetti, an aviation consultant and former head of the agency's investigation division."But they did fail to catch production problems," he said, noting that for decades the FAA relied on manufacturers themselves to "self-report problems."The FAA, short on money and personnel, has long delegated the job of quality assurance to pre-approved employees of the airplane manufacturers.That creates "a conflict of interest," said Hassan Shahidi, president of the nonprofit Flight Safety Foundation. "There needs to be a shift where the FAA has more direct responsibility for oversight," he said.Like Guzzetti, he said he has seen some improvement but believes the FAA must dispatch more of its own inspectors -- and not delegate so much regulatory authority to manufacturers."This is going to take some time and it will need vigilance," Shahidi added.But the agency "is on the right track now," said Richard Aboulafia, managing director of the AeroDynamic Advisory consultancy. "It's nothing that can't be corrected with additional oversight and resources," he said.- 'Record' funding -Those resources depend directly on the US Congress, and the Senate on Thursday approved a "record" amount of agency funding for the next five years."We need to show (the public) that we are asking for, implementing and holding accountable the FAA to a gold standard for safety," said Senator Maria Cantwell, who chairs the Commerce, Science and Transportation Committee.The "record" level of financing, Cantwell added, would allow the FAA to step up inspections. It still needs House approval before President Joe Biden can sign it into law.Industry shortages of qualified personnel, from mechanics to engineers, were made worse by the pandemic, affecting every stage of manufacturing -- from supply procurement to production and maintenance."It's difficult to recruit and retain good craftsmen, even for Boeing," Guzzetti said.And the FAA has specifically struggled to fill its hiring needs because workers can find higher pay and better benefits in the private sector.Investigations into the 2018 and 2019 Boeing crashes showed that the company knowingly concealed from the FAA problems in a software system linked to the accidents, whistleblower Joe Jacobsen told Blumenthal's committee in mid-April. Jacobsen, who worked for the FAA for 25 years after 11 years with Boeing, said the agency had become "too captive to Boeing."The FAA falls under the US Transportation Department, whose inspector general in June 2022 opened an audit into the agency's supervision of 737 and 787 production. A final report is expected this summer.The inspector general's office already concluded in 2021 that "weaknesses in FAA's certification and delegation processes hindered its oversight of the 737 MAX 8."

[institutional investments] 11/5/2024 06:44

The short momentum is going to keep on rollin

[institutional investments] 11/5/2024 06:43

Was same at the other windows Vlad. Exact. 80s, 150s, 230s, 310s, 360s - template at this one

Great short addition

[vlad the impaler] 11/5/2024 06:40

Summary:

Buy the window

For RR the window is 428s, 419s, Mid 424s obviously

Bargains ... plus funds showed, already buying above 428s anyway

Pretty sure etf markets stalling was simply funds adjusting the weaker in the sector after buying rounds of last week

[vlad the impaler] 11/5/2024 06:35

Institutional Investments - 10 May 2024 - 16:05:40 - 36535 of 36563 ROLLS ROYCE - Powering out of the Pandemic - RR.
Its only doing the norm. no point going up without last buy strike for the boys. only come back to it anyway

It will do 10% next week