Worth a Punt on Rol...
 

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Worth a Punt on Rolls Royce?

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yes, heard that on the radio this morning and thought of this thread!


 
Posted : 27/08/2020 9:18 am
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Not sure what others are doing but my plan was to leave for 3+yrs and see what happens. My original view of RR still stands if they drop 50% revenue. I.e some random overseas PE folk or co will acquire them. I’ll probably cry in 3 yrs, don’t have the time to actively trade.


 
Posted : 27/08/2020 10:19 am
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Annoyingly I was gonna buy a few grand of Xaar shares in March....would have made enough money to pay for a new kitchen by now and reckon it'll keep going up for a while yet.

idiot.


 
Posted : 27/08/2020 11:15 am
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I just can't be arsed with short term trading, I probably only buy/sell stocks once or twice a year.


 
Posted : 27/08/2020 11:28 am
 Pook
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Probably a good time to buy again now then


 
Posted : 28/08/2020 2:06 pm
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double up.


 
Posted : 28/08/2020 6:00 pm
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Haha - No doubling down on what is essentially a gamble for me.


 
Posted : 28/08/2020 6:35 pm
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Just about the lowest it’s ever been now


 
Posted : 09/09/2020 12:24 pm
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Wow down to 180! Anyone thinking now is a good time to pile in?


 
Posted : 20/09/2020 9:06 am
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I'd say only if you're prepared to buy more shares in the event of a rights issue in the next twelve months.

Personally I think Rolls is a reasonably sound bet for the future, especially since the odious bloke that's the Times' business editor is warning people off them.


 
Posted : 20/09/2020 9:29 am
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Wow down to 180! Anyone thinking now is a good time to pile in?

Erm, as the full thread so aptly demonstrates, my viewpoint on this is definitely one to be ignored 👿😈😫

I did indeed buy more each time it repeatedly dropped to "never previously seen " levels.
But now I've run out of money to continue doing so. 😄😃


 
Posted : 20/09/2020 9:41 am
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Good money to be made for the active trader on this one.

I’m buy and hold and not one to double down into a losing position. 16% down right now. Within my current risk range for what is essentially a gamble.

It’s a shame - I wish the management could raise funds like a US team. Challenge for all UK co’s. In US random surfer dude can literally raise near a billion for fancy offices (WeWork) more for car co (Tesla). Think with the IP and ability to execute what RR could be with some half decent management with vision and ability to raise large funds for R&D.

Dammit - I’d be interested to see what Hope could knock out given a billion.

Meanwhile in US co’s trying to bid more for stupid twerking app tik tok.


 
Posted : 20/09/2020 11:11 am
 Pook
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"could be with some half decent management with vision"

I'm interested in what this is sourced from?


 
Posted : 20/09/2020 9:39 pm
 ctk
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If you'd bought Tesla instead of RR...


 
Posted : 21/09/2020 7:44 am
 5lab
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160 this morning. Nearly a 40% drop since the OP


 
Posted : 21/09/2020 9:22 am
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Slightly off topic but I've been dipping a toe in to managing my own S&S's with the Freetrader App. Aside from investing in Apple (new iphone), Tesla (just because), Sony (PS5) I've also put some cash in to Cineworld with my thinking being a) its cheap b) there is a raft of new films waiting for release c) one day life will **hopefully** return to normal and cinemas will be rammed. Am I delusional or could it be a good long term bet?


 
Posted : 21/09/2020 9:49 am
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Cinema... How quaint.

I wouldn't base my investing on some due to be released Hollywood blockbusters....


 
Posted : 21/09/2020 10:08 am
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Cineworld is an interesting one! Just looked at the most recent box office figures (all cinemas) and it's higher than I'd have thought... £2.7M total weekend sales. How much they keep rising depends on wave 2/further lockdowns I guess! If the share price returns to even half of what it was pre-covid you'd be laughing. I guess they could go bust before then but they've weathered the storm so far, haven't heard any rumblings about them being in trouble?


 
Posted : 21/09/2020 10:24 am
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“ Slightly off topic but I’ve been dipping a toe in to managing my own S&S’s with the Freetrader App. Aside from investing in Apple (new iphone), Tesla (just because), Sony (PS5) I’ve also put some cash in to Cineworld with my thinking being a) its cheap b) there is a raft of new films waiting for release c) one day life will **hopefully** return to normal and cinemas will be rammed. Am I delusional or could it be a good long term bet?”

The data would suggest the overwhelming majority of amateurs are better off investing in global passive funds.
It doesn’t fulfil the criteria of ‘getting rich quick’ or excitement tho.

I don’t pick many stocks, the ones I do have done appallingly (including the subject matter of this thread).
I’m sticking to funds 🤣


 
Posted : 21/09/2020 1:18 pm
 hugo
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It's very amusing that people think they have the market beating inside knowledge of the PS5 being launched!


 
Posted : 21/09/2020 2:54 pm
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This thread should be essential reading for anyone who wants to loose their shirt. -10% today. I do feel for the OP.


 
Posted : 21/09/2020 4:45 pm
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10% today. I do feel for the OP.

Nah you don't. And neither should you. I knew when I opened it that there was a good chance of it going south. In which place it would be a good Schadenfreude Gelegenheit If nothing else.

And so it has proved.

Can anyone lend me some cash? I absolutely know for sure it can't go down any lower 😜
It's a dead cert. We can't lose.


 
Posted : 21/09/2020 4:56 pm
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It’s very amusing that people think they have the market beating inside knowledge of the PS5 being launched!

Sometimes though, obvious stuff is obvious. See the FAANGs at the start of lockdown, Bloomsbury when Harry Potter mania was in full flow, etc.


 
Posted : 21/09/2020 5:05 pm
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the generalist, great to hear you are still with shirt and providing us all with a very balanced and self effacing reflection. Chapeau. Keep posting.


 
Posted : 21/09/2020 6:24 pm
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oooof 143 today, still not bought in yet.... watching and waiting........


 
Posted : 25/09/2020 2:03 pm
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I can't imagine engine leasing is helping them in the current clinate.


 
Posted : 25/09/2020 2:12 pm
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I'm quite proud of myself actually. On about four successive days I have resisted the Oh my god it surely can't go any lower can it urge.

Need to stay strong. Hold out for £1.00

On a side note since someone has bumped the thread... Is anyone up since April on other shares? Noticed various people on other thread posts from around a month ago saying they were 15% up or thereabouts.

I was too, but am now about6% down since April and just wondering if it was a general trend or just my woeful lack of acuity?


 
Posted : 25/09/2020 2:29 pm
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I started buying LGITI about a week into the pandemic and drip fed a few years' ISA allowances (via transfers) in between March-May. That's still up 17%.

I've made some bad buys too though - VWHL and EDIN both down enough to make me wince a bit 😀


 
Posted : 25/09/2020 2:34 pm
 edd
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I bought a combination of trackers (FTSE 100, FTSE All Share, LifeStrategy 80 and LifeStrategy 100) from Vanguard between 3rd and 17th March 2020. I sold my way out between the 20th March and 1st June 2020 and realised a 2.7% return.

The money that I invested is now all in cash, I can't help but think that the markets will fall again at which point I'll be reinvesting.


 
Posted : 25/09/2020 2:42 pm
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On a side note since someone has bumped the thread… Is anyone up since April on other shares? Noticed various people on other thread posts from around a month ago saying they were 15% up or thereabouts.

I was too, but am now about6% down since April and just wondering if it was a general trend or just my woeful lack of acuity?

Yep, my biggest holding SMT is up since April 2020. It's been so successful, probably about 25% of my pension is now SMT.

https://www.hl.co.uk/shares/shares-search-results/s/scottish-mortgage-it-plc-ordinary-shares-5p/share-charts


 
Posted : 25/09/2020 6:19 pm
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Sounds ideal.

My Aviva is up 19% but alas it is about 0.005% of mine so utterly useless.


 
Posted : 25/09/2020 9:51 pm
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Sorry, that sounds like dick swinging. Just to clarify, I have one Aviva share, yes 1.
I kept 1 after I sold the others to make it easier to see prices on the main page and judge when to buy back in.
( Or in this case watch the price soar away just after I'd sold the rest 😈😫🤔)

This is going so well. Not idea why I didn't do this years ago.🥵🥵🥵


 
Posted : 26/09/2020 9:44 am
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I bought 10 shares in Boeing at $104.

I’m up about 50%.


 
Posted : 26/09/2020 4:37 pm
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I got asked if I wanted to donate to charity when paying for fuel today. I was like Pleeaaaase, have you seen the Rolls Royce share price, do you and the rest of STW want to donate to my Gofundme 😂


 
Posted : 26/09/2020 5:26 pm
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LOL at silly silly.

So, thought I might as well get this in the open again before some other £_&£# does 😉

So for every 3 shares I have, I can buy 10 more at a price of 32p...

Or can I buy 7 more at 32p to make a total of 10....

Which is it?

Can someone explain before I lose loads of money.

Actually, too late for that😈😫🤔

But explain anyway.


 
Posted : 01/10/2020 8:30 am
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Looks like it's ten more to make thirteen
So to speak.

So for every 3 I have at £1.30, I can buy 10 more at 32p. Which would give me 13 shares costing a total of £7.10. which equates to a new share price of 54.6p

10 of which I would be getting at 32p ( the offer price) which is 41% less than 54.6p, which matches what the Torygraph says the discount is.

IZZAT right?


 
Posted : 01/10/2020 8:31 am
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The generalist - that’s what my calculations have it at.

Are these rights transferable?
Has that been announced?


 
Posted : 01/10/2020 10:49 am
 5lab
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So for every 3 I have at £1.30,

£1.16 and counting..


 
Posted : 01/10/2020 11:43 am
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Moses basket! who's lost the most £££ so far then? still waiting for the bottom till I jump in


 
Posted : 01/10/2020 1:57 pm
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-£2,558.86 is my loss so far....

But it's early days, I'm sure I can almost double that 😃🙄


 
Posted : 01/10/2020 2:02 pm
 5lab
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down another 10% today - 105 means its lost 90% of its value in ~2 years. Ouch!


 
Posted : 02/10/2020 11:29 am
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How to make a small fortune - start with a large fortune and buy RR shares.


 
Posted : 02/10/2020 11:45 am
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On the way up today, but for how long?


 
Posted : 06/10/2020 5:55 pm
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Brother in law works at a plant designing & producing all sorts of rubber seals and suchlike, mainly for aero and train markets, some ferries etc.
He thinks that it's 18mths-2 years before aero is back up properly, that's being optimistic.
And for much of that time they are predicting grounded planes.
After the groundings though, a boom as everything gets refurbished...


 
Posted : 06/10/2020 6:24 pm
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I bought a few shares when I thought they were at their lowest (silly me) but decided to keep them for now. I've got a notice there's Rights Issue the end of the month, something new to me, the upshot seems to be as a share holder the right to buy newly issued shares at reduced rate, sell the rights to those shares or do nothing and risk current shares being diluted - fancy way of saying losing more money. Am I about right? What does STW (Soros Track World) think?


 
Posted : 06/10/2020 7:16 pm
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When is the ex- date on the rights issue? I inherited a small amount of RR shares (at 958p per share), but have tripled my holding in them by buying at 135p today, at a fraction of the original price. They seem to be rallying somewhat, closing at 150p


 
Posted : 06/10/2020 8:41 pm
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Well, that was worth a punt for the last 2 days.


 
Posted : 08/10/2020 1:40 pm
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This is quite the rollercoaster. It’s better than Tesla for anyone that went in last week 😂


 
Posted : 08/10/2020 5:05 pm
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When is the ex- date on the rights issue?

"Rights are expected to be issued to eligible holders on 28th October 2020 on the following basis;

10 rights for every 3 ordinary shares held.

Holders will then have the option to exercise those rights on the following terms.

Exercise 1 right to receive 1 new share at a price of GBP 0.32 per new ordinary share.

Alternatively, you will also be able to sell your rights or do nothing and let the rights lapse."


 
Posted : 08/10/2020 5:17 pm
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WTAF !

246p


 
Posted : 09/10/2020 9:08 am
 ctk
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I know!


 
Posted : 09/10/2020 9:14 am
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26% up in 75 minutes


 
Posted : 09/10/2020 9:15 am
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Wish I'd stayed in now. Started the week buying at 121, got out at 151.
@thegeneralist how is your pot looking now?


 
Posted : 09/10/2020 9:16 am
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Chesh...

Hmm. Can't work out if my glass is half full or half empty. My dashboard was showing a gain of ten percent on my holding overall, which would be great.....
BUT that doesn't take into account the fact that I ditched 30% of my holding earlier this week when it passed through the 135p mark.

I saw them jump 25% that day and figured I would sell and get back in when they fell back down.

But of course they didn't, they went UP another 100p.

But keep it to yourself though. Don't want anyone else on the thread ripping the piss out of me. 😜


 
Posted : 09/10/2020 9:27 am
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Part of the reason I sold some was to get some money to exercise my rights on the new issue. I'm trading in my ISA and didn't have enough cash left to buy my allocation of 10 for 3 for my full holding. So I sold some at 135 on the basis that I could buy at the 32p discount price during the rights issue. I think that was a reasonable approach, but TBH I don't really know.

Interested in opinions....


 
Posted : 09/10/2020 9:32 am
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Buy and hold for 3 yrs whatever happens, exercise rights was / is my strategy.

This could be a case study explaining how the most successful trading accounts are those of dead people that don’t touch them.


 
Posted : 09/10/2020 12:54 pm
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Well I had a small punt and bought in when they were 184p, then watched it fall. Stopped watching until today when I got an alert saying it was up 95% since Monday! Wish I'd gone balls deep now 🙂

[url= https://i.ibb.co/DgSszx3/Screenshot-20201009-191924-Trading-212.jp g" target="_blank">https://i.ibb.co/DgSszx3/Screenshot-20201009-191924-Trading-212.jp g"/> [/img][/url]


 
Posted : 09/10/2020 7:25 pm
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58% down today. Now at 97p😲
Might be a good time to jump in...


 
Posted : 28/10/2020 12:10 pm
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It’s because it’s trading ex-rights. From what I can see I will be able to participate and pick up shares at discount as part of their funding to make up for this.


 
Posted : 28/10/2020 12:17 pm
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True dat.

So I've been allocated 6646 rights to buy at 32p, which when added to my 1900 odd shares worth 96p each, would seem to be worth about £6.3k

So, I'm fully up.

Maybe.

Shit this is confusing. Who should I sue?

Aha.
It looks like I can sell my rights at around 64p each if I want. When you add 64p plus 32p, you get 96p, which is the price of my actual shares. How cool is that? I think I'm starting to almost understand this.


 
Posted : 28/10/2020 12:26 pm
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Would it be nuts to buy at this price without holding any already and so missing out on the rights deal?


 
Posted : 28/10/2020 12:28 pm
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You haven't missed the rights deal. See my stealth edit.

Well, ok, you have missed the rights deal, but the share price has fallen in line with the rights deal.
I think that each new RR share I have will cost me (10x32p + 3x230)/13. Ie 10 lots of the discounted issue price plus whatever I paid for each of the three shares that I had ( it's a 10 for 3 rights issue).
Which works out at 77.7p.

So yes, you'll be paying a premium of 19p per share on top of that if you get in now.


 
Posted : 28/10/2020 12:35 pm
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But given that the rights issue was at a 40% discount (IIRC) then the target price per share would be (10x53p + 3×230)/13.
Which is 94p. Which is almost exactly what they are trading at.

Or at least it was. It's now droped to 90p, which is rather splendid as I sold a chunk of mine at 96.5 at midday.


 
Posted : 28/10/2020 12:40 pm
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I have 424 shares bought through Trading212. How do I go about exercising my rights to purchase my entitlement? I've had nothing from them and the app doesn't tell me anything either. I'm slightly worried that I might miss the deadline, whenever that is.


 
Posted : 28/10/2020 12:57 pm
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Can you see the rights on your dashboard?
I have them listed on there just above the actual shares.
AIUI I can buy or sell those rights as I want using the normal buttons up until 6 November.

At some point today Ajbell will send me a secure message officially informing me of my rights and asking me how many of them I want to exercise.

Going to exercise them all I think.

Then on 12 November the shares are actually transferred to me.

The key, very very important thing is NOT to let your rights lapse. Either trade them now for around 60p or exercise them. If you do nothing then you will wake up on 7 November to find you are too late to exercise them and the resale value has fallen to zero. ( Which is of course just what you said creakingdoor)

Note that the6 & 12 Nov dates are given by Ajbell. Your lot might have different dates.


 
Posted : 28/10/2020 1:05 pm
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Yes, there's a little box just appeared stating that they are trading ex-rights and notification will be sent out shortly.
As this is the first RI I've been involved with I don't want to screw it up and miss and deadlines.
EDit.
I think I'm now waiting for an SRN and entitlement number to log in and state my wishes.


 
Posted : 28/10/2020 1:24 pm
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Also finding this a bit confusing...

I bought £900 worth of shares last week with HL

Today those shares are now worth £340 but also I seem to have been given £700 of new shares, is that right?

Plus I got an email saying (I think) I was allowed to buy new shares at 32p

I need to look more into it, but seems like a no-brainer. Anyone else?


 
Posted : 28/10/2020 7:24 pm
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Today those shares are now worth £340 but also I seem to have been given £700 of new shares, is that right?

No, the new chunk are not new shares, they are rights to buy new shares. Do not do nothing with then or they will miraculously drop to zero value around 6/7 November.

Plus I got an email saying (I think) I was allowed to buy new shares at 32p

Yep, that's the chunk in the paragraph above.

This is all IMHO of course. Happy that be put right by someone who knows better.

( Based on a ten minute phone call with ajbell this morning who were.most helpful)

And indeed the fact that I completely screwed up the British Airways rights issue a few weeks ago when my rights expired when I missed the deadline. Luckily I only actually owned 1 share at the time, so it was a cheap lesson.


 
Posted : 28/10/2020 7:37 pm
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Ok, it appears I'm talking partial bollocks:

( Which anyone who has read the thread knows all too well😜😄😁)

The fourth option is to do nothing. In this situation, shareholders’ rights are expected to be sold in the market at the best available price by Rolls-Royce and the proceeds returned to shareholders via their investment platform provider minus any charges.

Taken from:

https://www.sharesmagazine.co.uk/article/the-options-for-rolls-royce-shareholders-as-2-billion-rights-issue-looms#:~:text=A%20shareholder%20vote%20to%20approve,their%20holding%20before%20that%20date.


 
Posted : 28/10/2020 7:43 pm
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Tempted to buy in now!


 
Posted : 28/10/2020 8:27 pm
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72p!!


 
Posted : 29/10/2020 12:36 pm
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Buy a few shares in Givaudan Switzerland. Steady strong growth.


 
Posted : 29/10/2020 7:47 pm
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Givaudan looks like it’s peaked and is dropping over the past month? Maybe worth waiting until it reaches the bottom of its fall?


 
Posted : 30/10/2020 9:34 am
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The good thing about random tips such as above is the one thing it tells you is that's one thing not to invest in.


 
Posted : 30/10/2020 9:41 am
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68p.. are Rolls Royce on the tarmac yet?

Edit.. 66p


 
Posted : 02/11/2020 8:47 am
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The deadline for the rights issue for anyone stuck in this mess is the 4th November.

I work in the Barnoldswick plant which they are essentially trying to shut and have shares as an employee.

It is a bit galling to be shelling out for new shares whilst at the same time being at risk of redundancy, but hey ho.


 
Posted : 02/11/2020 9:23 am
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is a bit galling to be shelling out for new shares whilst at the same time being at risk of redundancy, but hey ho.

Fair point. I really hope it works out for you.


 
Posted : 02/11/2020 10:01 am
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Thanks pal. We're due to go on strike this Friday barring some sort of miracle, which seems like such an archaic thing to do in 2020. Fingers crossed for that miracle!


 
Posted : 04/11/2020 12:03 am
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The degree of skill and knowledge locked in the Rolls Royce workforce cannot be permitted to be lost. I'm in awe every time I'm at work when the Trent 1000s burst into life within 30 seconds of throwing the engine master switches, and then run faultlessly in sometimes appalling conditions until the wheels crunch into the runway 15 hours later.

If I had to choose between the airline I work for and Rolls Royce to get a government bailout to survive, I'd pick Rolls Royce in a heartbeat.


 
Posted : 04/11/2020 9:44 am
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The degree of skill and knowledge locked in the Rolls Royce workforce cannot be permitted to be lost

This. Every time, this.


 
Posted : 04/11/2020 9:49 am
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