Rolls-royce Share Discussion Threads

[smurfy2001] 30/6/2024 21:34

It's a nice plane Emirates use them when l go to Dubai. Economy is surprisingly comfortable. Their Boing 777 feels like cattle class 3 4 3 configuration. Look forward to trying the A350 at some point, although that's been delayed. The A350 also has Rolls Royce engines.

[rogerrail] 30/6/2024 21:11

A380 still in demand, I would put odds of a comeback at 50/50:hTTps://simpleflying.com/airbus-return-of-a380-not-ruled-out/Who knows , could be the launch plane for the ultrafan?

[mcunliffe1] 30/6/2024 16:57

Aren't we all smurfy. A.I. takes a great deal of electrical power as do data farms. The latter takes a considerable amount of cooling as well and I never understand the logic in sticking such cloud storage facilities in warm places like Nevada and New Mexico. Why not Washington State or Wisconsin?

Goodness knows where such are located in this country.

Ditching the two steel furnaces in South Wales and replacing them with an electric arc furnace will demand a massive increase in electric supply. From where? An SMR located in the vicinity would supply the needs alongside those of Port Talbot generally. Getting really inventive, spare electric supply especially when the ARC isn't operting (perhaps at nights) would be used to produce hydrogen and that to be shipped out of the docks by tanker.

[smurfy2001] 30/6/2024 16:01

With the acceleration of electrification and AI I'm hoping for some Small Modular Reactors news.

[thegrafter] 30/6/2024 15:51

The date for the next stage of the selection process has changed from 24 June to 8 July, and it means the bids will be handed in after the election, on 4 July, of the next UK government.https://world-nuclear-news.org/Articles/UK-SMR-contest-deadline-pushed-back-beyond-electio

[thegrafter] 30/6/2024 11:07

If not before Dave , but definitely after August !!

[bigbigdave] 30/6/2024 10:03

Think RR. will get even bigger upgrades after August 1st.

[1carus] 30/6/2024 09:43

Monday will be interesting!

[thegrafter] 30/6/2024 09:27

Great post cheers freddie ;-))

[freddie01] 30/6/2024 07:15

Target upgrade for Rolls-Royce as confidence grows


A hot stock since 2022, analysts and investors continue to back the dramatic turnaround in fortunes at the iconic engineer. City writer Graeme Evans explains the latest boost.

Revisiting its valuation ahead of half-year results on 1 August, Deutsche Bank said its upgrade from 465p reflected increased confidence that Rolls will deliver on 2027 targets.

Its new estimate represents further upside of more than 20% for the FTSE 100-listed stock, which has soared from 152p in July 2023 to last week’s peak of 488.5p.

Rolls has since retreated to its lowest level of the month at 453.3p, including today’s reverse of 18p, after the warning by Airbus that supply chain challenges have continued, which has led to weakness for stocks across the aerospace sector.

The Rolls decline to its lowest level since early June was seized upon by some retail investors, who chose to top up their holdings or get on board for the first time.

Rolls was this morning’s most traded share on the interactive investor platform, with the vast majority of these dealings to buy the shares.

The surge in demand came despite Airbus warning that it now expects about 770 civil aerospace deliveries in 2024 compared with a previous forecast of 800 in April. It also pushed back its target for a production rate of 75 A320 family aircraft a month from 2026 to 2027.

The company said last night: “Airbus is facing persistent specific supply chain issues mainly in engines, aerostructures and cabin equipment.”

Its relationship with Rolls is focused on the widebody market, with the fuel-efficient Trent XWB engine powering the A350 family of aircraft and the Trent 700 on the A330.

The warning comes after Rolls chief executive Tufan Erginbilgic warned in February’s annual results that supply chain challenges were likely to continue for 18-24 months.

He reiterated the issue in the company’s most recent trading update in May, when he told the AGM that his work to turn Rolls into a “high-performing, competitive, resilient and growing business” was continuing with pace and intensity.

Among Erginbilgic’s medium-term targets are to quadruple operating profit from the 2022 baseline to £2.5-2.8 billion and for an operating margin at least as competitive as peers. He is also looking to grow sustainable cash flows to between £2.8-3.1 billion.

His confidence in May that guidance for 2024 will be met has underpinned City expectations for further upside in the share price, with UBS last week highlighting a price target of 550p. Recent credit rating upgrades by Fitch and S&P have also boosted hopes that Rolls will soon be in a position to resume dividend payments.

Deutsche Bank added today: “The first quarter update provided evidence that execution at Rolls-Royce is improving.

“While our 2024-2027 estimates are broadly unchanged, our degree of confidence in the company's ability to deliver on its transformation programme has increased.”

[thegrafter] 29/6/2024 18:43

Liberty Lines commissions first high-speed ferry with mtu hybrid system from Rolls-Roycehttps://www.rolls-royce.com/media/press-releases/2024/28-06-2024-liberty-lines-commissions-first-high-speed-ferry-with-mtu-hybrid-system-from-rolls-royce.aspx?utm_source=invd-cas&utm_medium=email&utm_campaign=subscribers&utm_term=&utm_content=

[thegrafter] 29/6/2024 18:41

Rolls-Royce supplies mtu propulsion and on-board power systems for three new Polish Navy frigateshttps://www.rolls-royce.com/media/press-releases/2024/29-05-2024-rr-supplies-mtu-propulsion-and-on-board-power-systems-for-three-new-polish-navy-frigates.aspx?utm_source=invd-cas&utm_medium=email&utm_campaign=subscribers&utm_term=&utm_content=

[smurfy2001] 27/6/2024 19:02

Yes of course there’s dilution

[pal44] 27/6/2024 18:32

We expecting an RNS tomorrow on these 88m new shares?Hope we don't get any dilutions

[noramping] 26/6/2024 13:06

Ashwani, I would suggest you read some of his posting history , they you will realise he will say anything one minute then change his face 30 mins later after buying.

He seems to think he can move markets.

[ashwani01] 26/6/2024 12:56

At this point in time, I can't see any clear reason for it to go 'tit's up' in the near future. Consequently am in it quite heavily just now. Keen to hear reasons behind your opinion, seriously. If only for my investments sake !

[ashwani01] 26/6/2024 12:50

Gosh, you came out a long time ago then !

[noramping] 26/6/2024 09:00

DATATIT, why is it just banter, is that what you call lying?

Hope your snorkel has long extension as you/we know you are massively underwater and you aren’t invested here.

[kulvinder] 25/6/2024 22:35

Looks like that was the pull back to £4.50, next stop £8,00, no stopping RR....no investment advice intended as I came out at £1.45 with a holding of 50,000...how sick do I feel?.....good luck all holders....

[datait] 25/6/2024 20:50

Ohh trent 7000 could become a problem ? Ots all coming out now eh 🤣🤣

[vikingwarrier] 25/6/2024 20:49

What a great day its been.People with no knowledge dummped on news. They probabky lost a lost of pension money. know your market and knowledge is power.
I'm pretty certain Warren Buffet has a stake here, Its a blue chip company which fell on hard times but the barrier to entry is high and RR is now selling for profit not market share. Buffet loves such a company. He always has cash to jump in and buy. just like we did today.