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Innovate UK and the Rolls-Royce of cash-hungry blue-chip applicants - this is £206m of your cash spunked!

2020-09-13 18:28:06

Tom Winnifrith has been railing against Innovate UK with regard to splurging taxpayer cash on less that wholly deserving applications for funding from companies which could turn to the public markets or which have returned time and time again for more taxpayer cash with no discernible advance shown from the last payout. Today I turn to the Rolls-Royce of taxpayer cash consumption. It is indeed Rolls Royce (RR.)


How lucky are you feeling? The Rolls-Royce edition

2020-08-27 09:42:03

In the last fifty days I have written about aerospace name Rolls-Royce (RR.) twice already before today. The first was to ask the question 'when the money raising was coming?' and the second was to appraise whether a selling activist shareholder was bonkers or rational. So finally - as previewed in both articles - what did the formal first half numbers say?...


Activist investor capitulation at Rolls-Royce: smart or bonkers?

2020-08-07 09:46:51

Last month I observed that investors in aerospace engines and military supplier Rolls-Royce (RR.) should 'gird your loins to be tapped for an additional contribution to the coffers' and noted there would be a lot of homework analysis for investors to be undertaking in late August when the next set of numbers is set to be declared. Well it seems that West Coast activist investor ValueAct does not have the patience to wait as it has dumped its entire holding to crystalise a massive loss. Activist investing is not always a one-way route to profitability...


When is the money raising coming Rolls-Royce?

2020-07-09 09:33:18

Since I last observed about Rolls-Royce (RR.) back in early April that it was 'a longer-term play on a high barrier to entry area', the shares have been all over the place. Today they are back near the lows of their recent range after a first half trading update which was informative...but did not answer the big question and debate about the shares out there...


Tips of the year update #1: Rolls-Royce

2020-02-28 09:23:12

Time for a tips of the year update.  Obviously it is grisly thanks to our old pal the coronavirus.  However you have to keep looking and thinking even when it is not going well...


Stuttering engines at Rolls-Royce

2019-09-20 09:30:38

There is quite a lot of news out for a Friday. I was pleased to see that the industrial to medical conglomerate Smiths Group (SMIN) - which I wrote enthusiastically about in March - has blasted today deeper into my then hoped for 1600-1800p share price range…


Rolls Royce – short cycle versus long cycle.

2015-11-12 03:34:02

In the Thursday earnings season results frenzy I knew that Rolls Royce’s (RR/) interim management statement was going to be of the ‘excitable’ nature when the first emboldened headline of the statement was ‘fundamentally strong portfolio of products’. 


Rolls Royce offers long term value and is a buy

2015-08-01 02:20:57

Rolls Royce (RR.) has had a real roller-coaster of a year so far, including profit warnings and disappointing financial results. The FTSE100 listed aerospace and defense company had just about recovered the losses to its share price from the profit warning that it issued last October, when it announced in mid-May that it was reducing its marine business and set-off on another downwards trajectory.


Is Rolls Royce the new BG Group?

2015-07-07 00:57:13

Back in October I bought shares in Rolls Royce (RR), saw them ride up to over £10.50…and Monday – after another profits guidance warning – saw them back at the aforementioned c. £8 level.  A true Grand Old Duke of York share: riding up to the top of the hill and then riding down again. 


Robert Sutherland Smith’s share tips of the year 2015 No 2 – Buy Rolls Royce

2014-12-31 02:07:02

My second choice for the traditional Christmas share consideration and selection game has the following merits. It is a share that has performed well over the long term but having underperformed the market this year. It looks attractive on a technical interpretation of the share price chart and is well supported by fundamentals on low estimated measures of value. It is of course, Rolls Royce (RR.) which I last visited in October when the shares were 800p and looking, I thought, particularly bombed out. 


Rolls Royce at 800p - what the accounts and charts indicate?

2014-10-24 08:23:39

My observations recently on Rolls Royce (RR.) HERE concentrated on market valuation and value. I now add some further thoughts by way of explanation of what ‘headwinds’ faced the management at the interim stage as well as an assessment of the current share price  based on a so called “technical” evaluation of the share price chart. 


Rolls Royce cheap after the change in profits guidance from the management.

2014-10-22 08:33:10

The latest profits warning looks near term and marginal in its impact. The shares of Rolls Royce (RR.) have lost all their former premium and at 803p look good value. A great opportunity for serious long term investors to pick up this long term  technology growth stock at what looks like a low valuation of earnings.  


Two companies beginning with ‘R’: Royal & Sun Alliance and Rolls Royce

2014-10-17 12:34:31

Well what a week and if you are a Rolls Royce (RR/) shareholder what an end to the week…but more on the perils of owning one of the favoured holdings of institutional professional fund managers in a minute. 


Rolls Royce will improve into 2015

2014-10-09 07:59:24

It has been a bad year for Rolls-Royce (RR.) so far, but it still looks a good bet for the longer term. Its shares are currently trading in the 930s, well off of the highs of close to 1,300p that it hit at the start of the year, and meaning that over £6 billion has been wiped off of its market cap in recent months. 


Rolls Royce 1020p after the interims.

2014-09-01 08:23:57

A glance at the Rolls Royce (RR) share price chart shows that in the last half year it has been trading, approximately speaking, between 1000p to 1100p; a neat  10% trading range. Last seen, the share price at 1020p was getting close to that trading support level again. So is the Rolls share price going to bounce again and is the level of 1000p looking like a launch pad for further long term share price growth in due course?


Rolls Royce still a buy at 995p despite accounting woes

2014-02-24 07:46:37

Further to my recent observations on the fall in the Rolls-Royce (RR.), following the announcement of a change in guidance to the market on the company’s defence business, the company now has a bit of bother with the Financial Reporting Council (FRC). According to the accountancy regulator it believes the company’ pre tax profit and net asset value are misstated for 2012 and 2013. Near term, this is not good for the share price, but any dips should be bought into.


Rolls Royce at 980p: you have been warned. Now watch for the buy signal.

2014-02-19 07:35:40

'Catch a falling star and put in your pocket’. Is that appropriate advice for Rolls–Royce (RR.)? The shares have plunged nearly 25% in five weeks, following a warning that its military aerospace profits would fall 20% this year to 31 December 2014. Even so, the further they fall, the more attractive Rolls-Royce’s valuation looks.

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