Eadwig
14 May 2019
Recognia chart bearish image.png757x947 77.8 KB
Uncle_Doug
14 Feb 2019
Sold Out Sold my last tranche now in RR. @957p Happy with that Will probably soar now Been a good in and out share for me these last 4 years, but not stable enough to go in balls deep I’ll be back in around 860p
Uncle_Doug
06 Dec 2018
Sold Out Bought another lot @790p and averaged down quite considerably. Seems way oversold to me.
Uncle_Doug
03 Dec 2018
Sold Out Nice 4% rise today. 883p. Steady rise throughout day. Large volume. Good signs. Been in and out a few times with good profits. I’m back in.
Hydrogen_Economy
14 Nov 2018
RR H1 Results Doug I offloaded all my RR (briefly) as it seemed too vulnerable to news-flow on Trent or other issues. I have started adding back, maybe too soon but holding is moderate and I am willing to average down if the slide continues. Long term I remain positive for the business and hopeful WE will be able to cut through the many remaining issues. The way the SP jumped in summer suggests that there are some institutional buyers who feel the same way but it is not one for the faint-hearted. H2
rogerhorton
11 Nov 2018
RR H1 Results Hit a line of resistance and support on the chart.
Uncle_Doug
09 Nov 2018
RR H1 Results SP @815p as I type. Down around lows for the past year and attempt at rally last month has faded out. Tempting at these prices IMO. Guess I’ll have to be sensible and be patient and wait for the floor on these then average down again. I’m fed up being patient. Maybe we’ll go sub £8 which hasn’t happened for a long time.
johnlawsonmoorlandminerals2
03 Aug 2018
RR H1 Results It all depends if you feel(or know), if they have solved the wear problem on the blades? I personally am very surprised at this outcome, but unfortunately for the company these blades are a hellish price, hence the resulting losses. Also since the airlines also are tied in with RR, on service contracts if they have solved this one, then money will come back to the company via these charges. Presumably, he has sold off the marine division to help cover these losses? Or at least he has done enough to convince the market he is on top of these problems
Hydrogen_Economy
02 Aug 2018
RR H1 Results Yes SP well up although it did a bit of oscillation as the market worked out what it thought about it. I’ve sold more into the rise, long term I think RR will do well but I think there will be more tough times before Warren can declare job done and I would not be surprised if there are chances to buy back cheaper. Feel having some cash to hand might be handy over next few months. Could be wrong, it’s happened before. H2
Barney_Scott
02 Aug 2018
RR H1 Results And yet the SP is up 6.5% by now from last night’s close, around 1050. So difficult to work out what others have already priced in.
Hydrogen_Economy
02 Aug 2018
RR H1 Results Hard to read past the 554m charge taken on the Trent 1000 costs which is stated to be 40% of the total costs anticipated, with the balance to be charged through the future P/L, it will be 2022 before the problem is fully resolved. Net reported loss for the period 960m (1262m pre-tax, thanks to the 302m tax credit !). The issue is well known, the numbers seem higher. Claiming hopeful signs in cashflow, revenue restructuring and underlying earnings, but hard to see past the Trent elephant in the room. RR shareholders have got used to being patient and have actually had some reward for for it, one wonders if it is now wearing thin. I sold several chunks around 980-1000, probably should have been more, we’ll see. H2
Hydrogen_Economy
06 Jul 2018
ST Article on RR JF By 2020, that will be closer to one in two How do you work that out? I didn’t work it out, it’s pulled directly from the linked ST piece. It does seem unlikely but it says aero engines, not airliner engines so could include turbofan, small jets, military engines etc. More likely it is a misquote by ST, the numbers for wide bodied aircraft might be nearer. H2
JoseFrio
04 Jul 2018
ST Article on RR Hydrogen_Economy: By 2020, that will be closer to one in two How do you work that out? The 737 and Airbus A320 families outsell all other commercial jets by a factor of about 2.5, and none of those will be sold with an RR engine this year, next year or in 2020.
Hydrogen_Economy
18 Jun 2018
ST Article on RR Interesting discussion about the reorganization and some of the background to RR’s problems, but the opportunity here seems tremendous noting the increasing market share and massive margins gap to competitors which WE is busy trying to fix. thetimes.co.uk Warren East’s battle to make Rolls-Royce fit for the next 100 years With little more than a hum, a delta-winged plane accelerates down the runway and blasts into the skies. Where once huge jet engines would have provided the ear-splitting thrust, this futuristic... About 15 years ago, just one in seven aero engines was a Rolls-Royce product. By 2020, that will be closer to one in two. Once installed, these engines should churn off huge amounts of cash, as they are routinely repaired and maintained under the company’s lucrative Total Care service packages. Rolls-Royce’s combined aviation and defence business made profit margins of 8.7% last year, versus 24.3% at GE Aviation. From the £15bn of revenues it generated in 2017, Rolls-Royce produced just £273m of cash. Converting only 2% of its income into cash H2
Hydrogen_Economy
15 Jun 2018
RR Restructuring Announced 20% rise in two days, I didn’t see that coming (at least not so quickly). The FCF forecasts in todays announcement for the Capital Markets day of 1bn FCF by 2020 (1 pound/share) no doubt helped. I have taken some profit here on 30% of my holding, hard to resist after the rapid rise and having added recently at 827 but still holding the balance. H2
