Rolls-royce Share Discussion Threads

[vikingwarrier] 09/8/2024 18:57

Hi Jug, I well remember Next making national news when it fell to 7.5p during day trading. It ended the day at 10p, which is recorded. Strangely though everyone who claims to be a whizz bought that day and says they bought at 10p.Funny that ;-)

[thegrafter] 09/8/2024 17:14

Rolls-Royce promising 'a lot more' as working capital improves - analystsPublished: 12:13 09 Aug 2024 BSTWritten by: Josh LambEdited By: William FarringtonRolls-Royce Holdings PLC (LSE:RR.) could be lining up to deliver "a lot more" after working capital outflows appear to have been brought under control, analysts say.Highlighting a boost to free cash flow on better working capital in the engine makers' interim results, Liberum noted this was "the big lever that had been missing from previous guidance". "[There is] potentially a lot more to come if ratios can be normalised," analysts added.Rolls-Royce reported a £228 million working capital outflow for the first half of the year, against £465 million a year earlier.This aided a boost in free cash flow, the company said, which climbed from £356 million in the first half of 2023 to £1.2 billion this year.The company also reported a 74% increase in underlying profit to £1.1 billion, with revenue climbing 18% to £8.2 billion.Liberum highlighted that Rolls-Royce's improvements were "implicitly internally generated," given guidance on engine flight times, based on which the company is paid, were unchanged.Rolls-Royce's guidance for a £2.1 billion to £2.3 billion operating profit and £2.1 billion to £2.2 billion in free cash implies a similar second half to the year, Liberum added, leaving scope for "upside risk" in the months ahead.'Buy' was the rating from Liberum, with Deutsche Bank analysts echoing the call, noting improvements came in spite of ongoing supply chain challenges.

[goodbuyexsell] 09/8/2024 15:13

Jug, nice post.
It's a similar to myself and many individual investors. Long term if you have the patience. short term CFD's if you want to gamble..

Looking at the ig, pepperstone, 2-1-2, EToro and others who advertise CFD's as a viable investment platform roughy say "70-84% of retail investors who trade with this company lose money" which proves if you highly leverage and the market bombs, they are oozing red ink on the bottom line.

Keep the faith.

[jugears] 09/8/2024 11:45

vikingwarrier, best time to buy, its worked well for me in the last 45 years, when the great financial crisis came, I piled every penny I had into the stock market & bought bombed out shares, I still have all of them & have done the same several times since & many times before that, I bought next in the 80's for 56p & sold to quickly for £7.50, today they are £96.00! I only invest in good British companies & hold for the long term, I don't worry about short term turmoil, nothing goes up in a straight line & unless it directly involves a single share then there is nothing really to worry about, my mentor once told me never to worry as things are never as bad as they seem & he was right, Confidence in the markets its starting to build & you can see this by the speed in which it has recovered, my view is that we will see a slow & steady rise in all share price over the next year, what you have to remember is that the us markets are about a third over valued still, where as the footsie is about a third undervalued. Even though Rolls Royce has seemingly increased in value rapidly this share was never worth less than £3 in the first place & could very easily be anything between £7-10 in the future, I am glad I took my chance & bought a shed load at circa 80p & added more this week. I know a lot of people trade shares now or short them & they probably make a bit of money but I am old school & prefer buying share & paying for them & then holding them for at least 10 years, as long as my return is greater than bank interest I am happy, most of my shares have increased by 4 times what I paid for them some have increased 15/20 times there value over the years, not bad for a hobby.
When you suggest that a share could double or triple in value people think you are mad but take Next as an example, when I bought them they had a few shops & know one had ever heard of George Davis they are now worth 171 x what I paid for them, long term & patience really does work.

[vikingwarrier] 09/8/2024 10:18

I would like to know what Buffett bought with his cash pile. He loves it when turmoil throws up a bargain.

[jugears] 09/8/2024 09:43

Well this has been a good week, thanks to a total over reaction from the markets, it does make you wonder what idiots would panic sell a company that clearly has a long way to go yet, £6 IMEO. Glad I topped up earlier in the week.

[pal44] 09/8/2024 08:50

the trend is good so far !

[thegrafter] 09/8/2024 08:45

Yes maybe mid 90s by close of play today !

[bigbigdave] 09/8/2024 08:42

Itching to breakout!

[vikingwarrier] 09/8/2024 08:37

So far so good

[thegrafter] 09/8/2024 06:22

Should be another good blue day today Dave !!

[bigbigdave] 09/8/2024 06:14

GOLDMAN RAISES ROLLS-ROYCE PRICE TARGET TO 626 (545) PENCE - 'BUY'

[jlondon] 09/8/2024 00:17

-----------------J.London, ADVFN, Fri, 9 Aug 2024 --------
I have been posting research for many years now with comment but that style is out of fashion. What people seek is brevity ie to provide a view that may not be supported by the research data.

In light of this, I can change my style to one of brevity. I would also like to point out that outside of stock chat forums, the --definitive-- has been established vs what are people's own ideas on a forum. [FAO: ADVFN Admin].

FAO ADVFN Head of Admin: I totally refute post 18499 dated 3 Aug 2024 at 20:45 given it is =contradicted= by post 18356 of 18 July 2024 at 14:00, the latter of which is totally without merit [no where does it state that in established external oversight & unheard of]. If the premise of post 18356 is not in any established precedent etc dated 18 July 2024, it then will not support the later post of 3 Aug 2024 , Post 18499 by the same author. This was posted on the ADVFN RRR stock forum.

-----------J.London, Member of ADVFN stock forum, 27 May 2014 - 10 years perfect record.-----------

[rogerrail] 08/8/2024 21:06

Boeing's view is however at odds with the view expressed by Airbus CEO, Guillame Faury , though being a Frenchmen he would be somewhat patriotic to the Franco-American JV CFM. It would be interesting to know the opinion of their perhaps more pragmatic Airbus German partners :hTTps://www.flightglobal.com/air-transport/airbus-calls-for-open-rotor-alternative-to-cfms-rise-engine/159068.article

[rogerrail] 08/8/2024 20:58

Doesn't appear that Boeing are overly keen on CFMs "open fan" RISE development engine, RR may yet get a look in on the next 737 replacement:hTTps://aviationweek.com/air-transport/aircraft-propulsion/boeing-questions-cfm-rise-open-fan-viability-737-successor

[xtrmntr] 08/8/2024 16:12

Rolls-Royce's (RR.) impressive turnaround continues at pace. Underlying operating profit increased by 71 per cent on stronger revenues and a significant margin improvement – up to 14 per cent, from 9.7 per cent a year earlier.The higher sales were due mainly to its civil aerospace arm, where a pick-up in large engine flying hours allowed it to bill clients for an additional £600mn. Shop visits also increased and continued strong demand for planes boosted both engine deliveries and orders – the 273 new orders in the first half represented a book-to-bill ratio of 2.3x.The margin improvement can be attributed to the transformation plan introduced by chief executive Tufan Erginbilgic last year. At November's capital markets day, he highlighted the total cash costs to gross margin ratio (TCC/GM) as a measure that he intended to improve. He told investors on Thursday this has come down from 0.8-times in 2022 to 0.49-times, within its target range of 0.4-0.5-times."It is approaching best-in-class," he told investors.Evidence of this is in the cash flow statements, with underlying free cash flow trebling to £1.16bn. It can also be seen in the balance sheet, with net debt dropping by more than £1bn to £822mn. The significant contract liabilities it carries due to long-term supply agreements mean shareholders' equity remains negative, but ratings agencies have noticed the change – Moody's upgraded Rolls-Royce to one notch below investment-grade status in March.Rolls-Royce upgraded full-year operating profit and free cash flow guidance by £400mn to at least £2.1bn in both instances, and pledged to reintroduce dividends alongside full-year results after a five-year absence. It will begin by paying out 30 per cent of underlying earnings.The shares responded accordingly, jumping by 10 per cent to bring their year-to-date gain to 66 per cent. We turned bullish on Rolls-Royce shares long before the market did, and have (unfortunately) been more bearish ahead of time, too, changing our view to hold in February. That isn't a judgment on the quality of the business, more a reflection on being less comfortable with a valuation that seems increasingly hard to justify.The shares trade at 25-times FactSet consensus forecasts, which may align with – or even fall below – peers like Safran (FR:SAF) and GE Aerospace (US:GE) but they already have established positions in the narrow body engine market, where demand is greatest. Rolls-Royce plans to re-enter this space, but will have to spend big to mount a challenge. Hold.Last IC view: Hold, 365p, 22 Feb 2024

[vikingwarrier] 08/8/2024 09:34

Yes Elon made sure that SpaceEx didn't cost a fortune to operate. His team built everything from scratch and cost were tightly controlled. Boeing though thought Apollo had landed and cost was no issue not only does it cost ten times as much but doesn't work too well.

[lukeferrari08] 08/8/2024 09:15

On a completely different note: another Boeing failure... this time in space. They went to space for eight days - and could be stuck until 2025 https://www.bbc.com/news/articles/cg4yqepr469o

[vikingwarrier] 08/8/2024 09:01

There will be so much going on behind the scenes. I remember the 80's when Israel bombed Iraq's nuclear power plant during construction. Normally the Saudi lightning's would have been patrolling the border. For some unknown reason they all went unserviceable and Israel flew over Saudi Arabia to destroy the power station. Iran has been playing a war by proxy but recently it over stepped itself. And is now very vulnerable to Israel. I expect Saudi to once again be an ally to Israel.

[pal44] 08/8/2024 08:31

Agree the US and West are moving military assets to the Middle East just in case needed . But I think everyone will be on edge for at least a week.

[vikingwarrier] 08/8/2024 08:21

This is why buffet has 259Bn in the bank . Bank in 2008 he bought a railway. Bargain prices come along very rarely.

[goodbuyexsell] 08/8/2024 07:22

Across the board this morning good stocks are being marked down. MM's taking a punt on the US bombing again.

[freddie01] 08/8/2024 07:12

I topped up this morning. So many great things going on here.

[mcunliffe1] 07/8/2024 16:57

Great news there from Sweden - thanks for informing us of that one thegrafter.