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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (63808)	4/17/2020 5:22:24 PM
From: DinoNavarre	Read Replies (1) \| Respond to of 78745

Hi Paul.... I had been tracking Rolls Royce since Mr East took over as CEO in the summer of 2015. I think that they have always had a good business model, but lacked leadership. I like the transformation / cleanup that he has completed so far, got rid of parts that don't fit in with the jet engines & land & marine engines...Not so sure about the future of their modular nuclear power plants / plans...Hopefully that pursuit is not eating up to much money / resources...If so, hope they discontinue that platform. In the longer term....Being one of only two suppliers of jet engines for Boeing & Airbus wide body aircraft is probably a good position to be in..... They were/are having some short term issues with some of their newer jet engines.....Hopefully they get those resolved before air traffic picks up again.... IMO....It will be a long slow climb back up for the share price.....Hopefully in a few years the dividend will crank back up again.... Hopefully I bought a quality business while it was/is on sale.... I have been watching MAGOY / MAN.DE pretty much get streamlined too...Will be interesting to see how they end up....May buy shares again.... dmv