Rolls-royce Share Discussion Threads

[robbo 44] 11/5/2021 12:02

https://www.aero-mag.com/rolls-royce-ultrafan-intermediate-compressor-case-10052021/

[lodgeview] 11/5/2021 10:01

You've lost the lot and plot.

[lostabillion] 11/5/2021 09:12

Another 300k added to my haul :—)

[lodgeview] 11/5/2021 08:20

CAFC69...LMFAO

[cafc69] 11/5/2021 08:02

Glad I Got out yesterday as well .

[zxie] 10/5/2021 21:03

Going forward

[dope007] 10/5/2021 16:30

Taken profit as I do think RR are not a cheap share

[investtofly] 10/5/2021 16:27

Maybe after trading update on Thursday

[diku] 10/5/2021 15:15

Take off V1?...

[diku] 10/5/2021 11:19

By that time holiday will be finished...

[investtofly] 10/5/2021 10:43

Spain is already open if you don't mind going via Portugal or Gibraltar then drive

[pwal] 10/5/2021 10:13

The US will probably, IMHO, be added to the list within the next 3 weeks along with Spain. The share price will reflect this.

[jas0701] 08/5/2021 22:43

https://news.sky.com/story/rolls-royce-restarts-bergen-sale-after-norwegian-state-veto-12299671

[simonsmithiv] 08/5/2021 16:47

Just for fun ;o)


free stock charts from uk.advfn.com

[robbo 44] 08/5/2021 15:56

Good read. Confidence building https://www.ig.com/uk/news-and-trade-ideas/are-rolls-royce-shares-finding-momentum-following-innovative-dhl-210507

[robbo 44] 08/5/2021 15:52

https://news.sky.com/story/rolls-royce-restarts-bergen-sale-after-norwegian-state-veto-12299671

[robbo 44] 08/5/2021 15:45

https://www.independent.co.uk/news/green-list-countries-latest-covid-vaccine-b1844146.html

[investtofly] 08/5/2021 12:00

Let's see what the Trading Update brings on Thursday

[ckafetz] 08/5/2021 08:45

hxxps://news.sky.com/story/rolls-royce-restarts-bergen-sale-after-norwegian-state-veto-12299671

[time for common sense] 07/5/2021 15:42

1021 GMT - Rolls Royce was the dominant engine maker for large business jets until it lost out on both the Bombardier Global 7500/8000 and the Gulfstream G500/600, Citi says. However, being selected to power Dassault's new, top-end business jet, the Falcon 10X, means it now powers half the large business-jet models in production, and two out of the three flagship models, including Gulfstream's G7000, the U.S. bank says. "While not as critical to Rolls-Royce as the recovery of its Large Engine business, we estimate the business-jet engine business produced about GBP500 million to GBP600 million gross profit and GBP200 million to GBP300 million Ebita in 2019," the bank says. Citi has a buy rating on the stock with a GBP1.53 target price. ([e-mail])

[hydrogen economy] 07/5/2021 13:01

It is true to say that RR earnings depend on long-haul flights getting back to near
pre-COVID levels, RR forecasts cash flow will be $750m when EFH are at 80% of 2019 levels which it expects in 2022, ie. 9p FCF per share in 2022, much higher once EFH recovers to 2019 level, this justifies a significantly higher share price

Markets anticipate outcomes, the share price will move to reflect the expected outcome. So the question is when EFRs will ramp back up, is 80% of 2019 realistic for 2022?

Vaccines are the main determinant, 1.2 Billion doses have been given, 19.4 million doses per day are being given worldwide and that rate is ramping up as production capacity is added.

At current rates the world can reach 80% fully vaccinated (2 doses) within 17 months. If the rate will rise to 25m/day, 80% is reached in 12 months.

Looking at rates/timing for Countries/regions, US/UK in ~4 months, EU~6 months, China 10 months. A significant proportion of long-haul flights are between these regions. Many countries are running at much lower rates but will be able to ramp up once US/EU near fully vaccinated. It is fair to point out that any variant for which current vaccines do not provide protection would delay return of EFH, Pfizer & Co are tracking this and preparing candidates to introduce quickly if required.

The vaccine data aligns with RR assumptions on EFH, it could be a bit faster or a bit slower but RR has liquidity to carry through to positive FCF so this only affects timing, not outcome.

[dev80] 07/5/2021 10:13

Lol calm down its up 2%