Rolls-royce Share Discussion Threads

[institutional investments] 09/5/2023 16:42

Ah news there

See how rise temporary?

i expect good news here to get same treatment

[institutional investments] 09/5/2023 16:41

i know in the green but the disaster is more how it was trading up

[institutional investments] 09/5/2023 16:31

Bit of a disaster over at boeing today, whatever is expected

[1carus] 09/5/2023 13:53

market biding its time here. Expecting this to hit the afterburners once reports are out. Continuing uptake in air-miles and hopefully some forward statement how they think that is going to grow in the Asian markets. Defence activities no doubt up and a positive update on snrs would be the icing on the cake. Still way down on precovid levels, £2 should be a doddle on anything remotely positive.

[institutional investments] 09/5/2023 11:32

Can pretty much assure at current price, ftse going down another 1% later in week, and possibly 2.83%

Be nice if occurs before RR news, so there is possible support after RR release

But thats just grasping at straws for now

[institutional investments] 09/5/2023 11:30

Unless you are playing for good news and intend selling the news on open- different

[institutional investments] 09/5/2023 11:29

And you have an assurance net for the price

If it opened say 170, ftse going to tae her straight back to mentioned value anyway

All in all..... anyone not booking profit now, or..not closing a loss to get true value on remaining cap later (156 pullback or bad news lower SP), just mad

[institutional investments] 09/5/2023 11:25

Now lets say you are right, and for whatever reason, market is going to take her up

Well, the money is 156.80 for testing after an open up. Come back to that

So at present and current prices, you are really taking a gamble on 3.5% verses jpm price, given market will offer fantastic news at 156.8 later anyway

Just not worth it

[institutional investments] 09/5/2023 11:22

Today is a massive red flag

Look at them float the price as indices take a hit. Look at others in Europe etc

This is not good

But like all things in markets, can only work to statistical possibilities on the upper and lower projections, rather than facts (being the future)

I do not like those stats today at all

[institutional investments] 09/5/2023 11:19

Moreso, global etf's and such in the field, are not suggesting anything wonderful on a broad data scale.

A lot of risk on it.

Upside at best maybe 3-5% temporarily on good news

Downside, if going that way, has to be JPMs price

So the only question on throwing the dice is this

Will bad news let you get out cheaply? or open badly ?

Given the expectation on the higher end expectation of good news, it's not really a great hold at all.

[institutional investments] 09/5/2023 11:16

Cev, if you are right for decent news, market is going to cap it anyway. Not really much of a win win scenaro by entity nor broadly

Given that, i think todays price is excellent return for those in lower

[pyglet] 09/5/2023 11:10

Trafing update is 11 May

[cevodniya] 09/5/2023 10:42

Well, interesting day tomorrow, so what do people think?
Institutional Investments will be gerbil quoting and saying it's going to tank sub 90's, others will say no change.
Me, I'll stick my neck out and say that the news released will surprise some analysts, operational flying hours will have increased substantially and possibly some other good news re costs and management control, so looking ahead to results February 24, profit could be projected to exceed £1 billion.
So, I'm saying up and possibly substantially, what does anyone else think, especially the gerbil skayers i e II, Vlad and his merry gang.

[drew lonmenob] 09/5/2023 10:22

loser boy II got spiked on syme again


his record is hilarious

[institutional investments] 09/5/2023 10:22

Well done to you all if she flies of course. But it seems like a gerbil sucking trap period imo

[institutional investments] 09/5/2023 10:21

Bad bad day. Even with ftse down a bit, they keep floating it above both the divergence prices and the money price, into data

This is 99% odds on tanking this week

[institutional investments] 08/5/2023 20:29

Boeing and ITA not looking happy at all at these levels

[institutional investments] 08/5/2023 14:27

That does not stop profitable trading of course, but hard to identify what year long term holdings value would commence at. JPM's note is very realistic to say the least

[institutional investments] 08/5/2023 14:25

I would be more inclined to work out their net operational cash forecasts to the date of the first envisaged fairy tale LT project and see where it is at prior. Must say, it isn't very sweet at all imo

[institutional investments] 08/5/2023 14:22

RRs SMR tech and costs already look outdated and expensive on both the build side and LT running/maintenance

At best they might get a small mercy order from uk gov rather than a future bailout request but tbh i think those days are now gone.

[careful] 08/5/2023 13:39

RR.are bound to be involved in SMR's even if they were to lose out on the final selection.
It would be a condition of any order placed that RR. would get some of the business.

The approach has been adopted before on big defence contracts granted to overseas competitors.

RR.have the advantage using proven technology, it must be lower risk.
Bill Gates technology seems to be braking new ground, although it seems to offer advantages and lower cost.

Maybe more that one system will be ordered.

[smurfy2001] 08/5/2023 12:53

British Airways' owner IAG raises profit guidance as it sees capacity at 97% of pre-pandemic level

The company says demand for international travel is high despite the squeeze on family budgets while falling fuel prices are also helping improve its profits outlook.

[smurfy2001] 08/5/2023 10:54

11 MAY 2023

AGM and Trading Update

[institutional investments] 07/5/2023 22:50

Wonder who has pull at gov level? Ceo of RR or the illuminati boyz in da hood

[vikingwarrier] 07/5/2023 22:08

Bill Gates is eyeing a bid to build Britain’s first mini-nuclear reactor in a direct challenge to Rolls-Royce which is scrambling to secure a government contract.

Seattle-based TerraPower, which was founded by the Microsoft billionaire, said it was considering throwing its hat into the ring for lucrative contracts to build Britain’s next-generation small modular reactors or “mini-nukes”.

In a blog post, Mr Gates said the nuclear energy company’s work “has drawn interest from around the globe”, citing agreements with Japan, South Korea and the Luxembourg-based ArcelorMittal steel conglomerate.

TerraPower claims its travelling wave reactor design can “operate for centuries with unenriched uranium fuel”. Founded in 2006, the company secured $830m (£657m) in its most recent funding round last summer.

Unlike many traditional SMR designs, the company's plant, called Natrium, uses a molten salt heat storage system that will allow it to rapidly boost its power output at peak times.

TerraPower told the Sunday Times: “We are currently reviewing the opportunity [to deploy Natrium] in the UK. The UK has a lot to offer in the deployment of new nuclear technologies.”

Rolls-Royce is facing a battle to get its own SMRs approved by the Government after Chancellor Jeremy Hunt said that a competitive tender would be run on the projects, despite £210m of taxpayer money already having been invested in the company's proposal.
SMRs
Rolls-Royce is competing with dozens of other companies to develop small-modular nuclear reactors (SMRs) Credit: Rolls-Royce

Kwasi Kwarteng, the then-business secretary, said at the time that the investment would help position Rolls-Royce “as a global leader in innovative nuclear technologies we can potentially export elsewhere”.

Last summer, the British engineering company appointed a new chief executive, Tufan Erginbilgic, who described the business as a “burning platform” that had to evolve or die.

In comments to staff he said: “Every investment we make, we destroy value”. In March, Mr Erginbilgic announced an overhaul of Rolls-Royce's top team which included the departure of Tom Samson, who has headed up the SMR division since its inception in 2020.

Rolls-Royce did not respond to a request for comment.

Dozens of other nuclear energy startups are competing to bring their designs into service, with Rolls-Royce competing against the likes of GE-Hitachi, Mitsubishi Heavy Industries and Westinghouse Electric.

In March, US company Last Energy, signed a deal to sell 24 small modular reactors (SMRs) to British customers.

While Last Energy still needs regulatory approval for its designs, the company expects the first of its SMRs to be operational by 2026 with no government funding required.



At the end of the day RR has the proven design and experience which Bill Gates has none of.