Rolls-royce Share Discussion Threads

[sentimental rules] 17/3/2021 08:53

oops


dbensimon
16 Mar '21 - 19:36 - 8819 of 8825
0 1 0
Closed position at 124. Hoping to go back in tomorrow on any weaknesses.

[urchin1] 17/3/2021 08:49

We should hit 130p today!

[josh 32] 17/3/2021 07:59

Jpm obviously upset about missing out on a great investment opportunity

[dondon75] 17/3/2021 07:36

RYCEY closed at the equivalent of £1.29 so will be another good day today.

[robbo 44] 17/3/2021 07:25

https://www.rolls-royce.com/media/press-releases/2021/16-03-2021-rr-receives-epa-tier-4-certification-for-mtu-marine-propulsion-systems.aspx

[stockready] 17/3/2021 00:27

1.65 is equivalent to pre-pandemic price
Correct

But market is always forcast ahead so it will pass this point head towards £2.00 mark

GLA

[dbensimon] 16/3/2021 19:36

Closed position at 124. Hoping to go back in tomorrow on any weaknesses.

[stockready] 16/3/2021 18:12

Seems proper investors who know the true potentials of this stock don't give a toss about few clueless analysts and what they say to help them enter lower.

Even those analysts they know so well the recovery will happen far sooner than anyone predicted

This will fly in the next couple of months, surely not in stright line but not far off

One of the best FTSE stock with uncomfortable profits to any others in FTSE100

LONG TERMERS will win big time

GLA
IMHO

[prunk] 16/3/2021 15:31

Value should be in between 150/160p, for long time even six month it will give good profit!

[tom barnaby] 16/3/2021 13:17

Absolute nonsense.

Firstly, the runways of most 'holiday airports' arent long enough to host a 747, but more to the point, they've largely all been dismantled already!

paraguay16 Mar '21 - 11:44 - 8810 of 8815 0 0 0

Talk that the jumbos will be used on european holiday destination routes - more bums on seats - more holidays, more income.

[stockready] 16/3/2021 13:07

Prunk

Yes

Only clueless people said that

I still don't get that valuation above, is that an error?

[prunk] 16/3/2021 12:07

When RR were 90p some people sad it will go down to 50/60p.

[stockready] 16/3/2021 12:05

Bin

Sorry have i missed something
80p?

That is not correct mate or whoever wrote this garbage had no idea about the fundamentals

Share prediction shorter term is 180 to 200

[ny boy] 16/3/2021 12:01

BofA analysts ...seriously 🤣💩🤡

[bingaxu] 16/3/2021 11:49

Sharecast News) - Analysts at Bank of America hiked their target price for shares of Rolls Royce from 55.0p to 80.0p in anticipation of stronger than previously expected free cash flow generation in 2022.However, they kept their recommendation for the shares at 'underperform'.Projections for "strong" outcomes in the firm's Power Systems and ITP units are what led BofA to raise its FCF forecast for 2022 to £364m.Driving their expected recovery in growth in Power Systems was short-cycle demand in China, with margins in the unit seen rising past 10% by 2022 and into the mid-teens thereafter.Key to their thinking, the debate around the engineer had shifted from its balance sheet towards its ability to meet its FCF guidance for 2022-23 of £750m.Admittedly, balance sheet concerns had reduced and liquidity bolstered, "but the longer term target of net cash depends heavily on the disposals, which we see as binary," the analysts cautioned.Yet the now higher FCF multiple of 14 times led them to revise their target price higher.On the flip side, their new target was still at a 45% discount versus peers' Safran/MTU's FCF multiple, versus 50% before.Given the recovery risks to widebody aircraft demand, the estimated 2023 7.7% FCF yield on offer was not attractive, hence their decision to stay at 'underperform'.To take note of, whereas Rolls Royce was anticipating a recovery in flight hours to 80% of their 2019 level, down from previous guidance for a 90% recovery, BofA was only expecting a recovery to 70%.BofA added: "We are a strong believer in the traffic recovery this summer, but see this focused on leisure.""Defence sales growth is expected to stabilise through to 2022 reflecting a flattening defence budget environment in the aftermath of COVID-19, echoing commentary from BAE Systems."

[paraguay] 16/3/2021 11:44

Talk that the jumbos will be used on european holiday destination routes - more bums on seats - more holidays, more income.

[paraguay] 16/3/2021 11:44

Talk that the jumbos will be used on european holiday destination routes - more bums on seats - more holidays, more income.

[ckafetz] 16/3/2021 11:38

£1.62 is the equivalent price we worked out on the other thread

[stockready] 16/3/2021 11:29

We have seen nothing yet

As a long termer would i still buy at this price?

Oh yes without a doubt

As i have done the indepth analysis over the weekend market also realise going back to precovid is far far faster than predicted.

RR. Truly a bargain and will not stay bargain for long

Shorter terms £2 easily achievable IMHO

GLA

[dbensimon] 16/3/2021 10:39

another beautiful day.

[g4ssg] 16/3/2021 10:24

Not true about jumbo , still being built for cargo use until 2022 so they will
be around for a while yet..!

[elsa7878] 16/3/2021 10:08

Pre-covid:
1/1/20: Share price 680p - 2 billion shares = 13.6 bn market cap. £1.5 bn net cash.

15/3/21: Share price 122p - 8 billion shares = 10 bn market cap. £1.5 net debt plus ongoing losses from 31/12/20

So if you strip out the cash the company was worth approx £12 bn pre-covid.

Now equity PLUS debt is £11.5 bn plus ongoing losses.

Not long or short but interesting....