Rolls-royce Share Discussion Threads

[josh 32] 15/3/2021 10:26

In comparison with 2019 total deaths figures a lot more people have died in 2020 figure is probably about 70,000 more question I have is how many of those extra deaths are because of cancelled bypass operations,cancer not being treated or those suffering from servere diabetic conditions. Its has been quoted that for every one percent rise unemployment results in about 40 thousand extra deaths.

[midasx] 15/3/2021 07:38

In an ideal world we would be able to protect 100% of the population. The reality is there is going to be some more vulnerable members of the population that will still be at a degree of risk going forward.

These are unlikely to be the people potentially jetting around the World when by necessity we return to some semblance of normality.

[lukeferrari08] 15/3/2021 06:19

I'm fully behind RR with a medium-long term horizon and the optimist in me wants to agree with you, but as an UK Anaesthetic's & Critical Care doctor that's seen first hand what this virus can do, I can't bring myself to agree. Whilst our chief advisor isn't the most charismatic, he's delivering the evidence to government for THEM to decide how to act, he can't do it alone. There's conflicting evidence regarding the duration between the 1st & 2nd vaccinations, but I believe 12 weeks was suggested to balance the delivery times with getting ALL the essential people at least 1 jab. Suggesting that life will go back to "normal" once the world is vaccinated is folly & no vaccine, "super" or otherwise will provide lifelong immunity if the virus mutates significantly. It may or may not do.

[stockready] 14/3/2021 22:42

By end of October they want to cover every Amercians (2 doses)




And please tell me why any travelling will be restricted?
Is US not long haul

Read the above article please is really good one and eye openers to those who are talking uttet rubbish about delay in long haul

No way will be any delays, all back to full swings even more than before by the end of this year
6
I promise you will be more demand than they can provide booking and availability

Booking go on fire by October you will see

GLA
IMHO

[stockready] 14/3/2021 22:16

Robbo

Thanks mate, seems i saw that coming
There is no way people get stuck or long haul travel will be limited,
Things will move very quickly indeed
Much faster than people think or have predicted

Come October all of these will be 90% over

I am planning to spend 2 weeks in in California in December and i will book as soon as there are any availability

These BS they are trying to feed the markets (slow increase in long haul) is utter rubbish.


US will be fully vaccinated by OCTOBER 2021 and fully back to normality by December 2021

Market knows this so well and they are just playing it for the hope of picking up bargains and yes RR. at this price is bargain or shall i say supper bargain

[robbo 44] 14/3/2021 17:45

This should help open up long haul https://www.bbc.co.uk/news/amp/business-56392570

[stockready] 14/3/2021 11:03

Josh

Exactly

Life will go on mate, people life doesn't come to stop once they are vaccinated

Some people sadly write loads of garbage on newspapers and articles and they don't have a clue

I even think Chris Whitty is some how scaring people unnecessarily i would change that guy tomorrow if i was in charge. His 12 weeks gap between the vaccine was truly stupid move, while the manufacturer suggesting even if you want to delay the gap should be no more than 6 weeks. He come up with 12 with no scientific prove behind it, if this backfire he is directly responsible and should be sacked IMHO

So whatever he says i don't trust him no more and he is lost in his bubble and numbers

Anyway yes covid will be with us for years to come but we know how to deal with it now and how to fight it with vaccine and various prevention measures like exactly how we fight flue and other serious viruses every year.


So lets move on, it will be over by October and everything should go back to normal.

New supper vaccine are also on the way and they say two shots prevent you for life covering future mutations... truly amazing

[josh 32] 14/3/2021 10:46

Tuberculosis killed three million people worldwide in 1998 approximately third off the worlds population were known to be infected. In fact Tuberculosis has been killing on average of 1.5 million people annually although vaccine was produced 90 years ago and the disease has been with mankind since history has been recorded but strangely no worldwide bans have ever been considered

[stockready] 14/3/2021 10:36

Josh

What they say and what will happen not always follows the same path ..... as we all know from past experience

For some the reasons you mentioned already people will have to start travelling much sooner than analysts think (even long haul) and provider will start getting ready to response.

RR. Business is not only traveling and will be changing and diversifying rapidly
You will see that starting Q4 of this year

US and Canada vaccine are going so well and that opens up huge traveling opportunities
Japan, China, Russia, Australia all big travel destinations and all of them doing extremely well on vaccine side and controlling the virus which stimulate travellers to go these (all long Haul), on top of that WHO is distributing vaccine for FREE world wide by summer market will be full of excess vaccines, europe will be fully protected so truly not sure what is all these fuss is about?!
They are talking about new variant which vaccine showed huge success preventing serious conditions and beside remember they are ALREADY adopting the current vaccine to new varient so the second shot might already cover you for that, they said it is so easy to adopt the vaccine to fight new variant (however already vaccine resistance to it to some good degree anyway).

so i personally don't believe some of the garbage they put out there and in anycase as i said before and i say it again i truly don't care about short term move here i am here for at least 3 years and perhaps 5 years any drops i am cash ready to fill my boots and that i will with joy
Love to see under £1 again but i hardly believe it will happen but lets see

This will be behind us by September/October

GLA
IMHO

[careful] 14/3/2021 10:22

Report this weekend says demand for European holidays to Greece and other destinations are expected to be so high that they will switch to wide bodies such as the Boeing 777 to meet demand. Each flight can carry more passengers.

Maybe things will recover quickly after all.

It is just the balance sheet from hell that puts me off. Just look at it.
Makes your eyes water.
Negative net worth by quite a margin.

Modern investors are economic illiterates that cannot understand a balance sheet.
Just as well.

After more than 100 years of operation RR. have buried within their balance sheet all of their residual retained wealth. It is a negative total.

[josh 32] 14/3/2021 10:02

Rolls royce to produce all electric aircraft engines capable of carrying four people according to cnbc new British Tesla ???

[hamhamham1] 13/3/2021 11:56

375p would mean same market cap as the peak of a few years ago.
So hopefully once we get into the roaring twenties, this will treble from here. Am holding for 5 years or so, a recession comes on average every 7 or 8 years, we got plenty of time for the market a to build.

[bez_cherry] 12/3/2021 21:31

So, taking the dilution (of 10 for 3)into account, you think that this will be £8/share. What would have been equivalent to £26/share?

[mrspoon85] 12/3/2021 18:56

https://www.msn.com/en-gb/travel/news/british-airways-considers-putting-biggest-planes-on-european-routes/ar-BB1evKzg

[dbensimon] 12/3/2021 18:00

Buying opportunities !!! Still very cheap. We will be talking much higher price next 6 months let a lone 12 to 24 months.

[robbo 44] 12/3/2021 17:35

https://www.derbytelegraph.co.uk/news/derby-news/rolls-royce-well-placed-recovery-5127759

[fewdollarsmore] 12/3/2021 17:02

Would and 8 bagger take the market cap over 2.5 times higher than it was when things were good? Or am I missing something?

[stockready] 12/3/2021 10:34

Gekk

I truly believe for some of the reason you mentiined and those i highlighted
This will be a 3 bagger medium term from current level as the company is far more competitive than it was a year ago and in 5 years i still say 8 bagger

[gekks] 12/3/2021 09:44

Yes bought in before results.

[stockready] 12/3/2021 09:42

Gekk
100% agreed

So you have not yet invested?

[gekks] 12/3/2021 09:32

I would say £1.61 would be conservative target price as RR is a far leaner operation now , the CEO has stated will be in profit H2 and could even run 2022 at a loss without needing liqudidity. High barriers to existing market and with new avenues being opened up for RR.
They dont need to win new business as current contracts /maintenance are in place -just planes havent been flying which is very likely to change soon. Thats my take - havent been invested here for long.

[ckafetz] 12/3/2021 09:06

That sounds more correct.

[jessieduke2] 12/3/2021 09:02

Sorry yes Gekks, I was using the wrong issue figure.

1.92b share in issue x 700p = 13.5b
8.37b shares in issue x 161p = 13.5b

My point is then that purely as a recovery play 161p is the target price. Anyone not agree?