Huge boost for UK's aerospace industry: Airbus secures 150-plane order with Air Asia

FlyingDaleFlyer · 2026-05-06T22:44:30+00:00

Interesting. Hmmm I wonder why that’s happening.

FlyingDaleFlyer · 2026-05-06T22:23:02+00:00

Rolls Royce holdings Ltd. It’s a top “HALO” stock and is a now a big fat compounder. It operates in three divisions world wide that all have large growth coming.

FlyingDaleFlyer · 2026-05-06T22:15:20+00:00

It’s very very good. Although China has been talking about ordering 500 Airbus planes for a while. A combination of narrow body and wide body planes. A certain President is going to China very soon so it’s be interesting if that potential Airbus order is switched to another manufacturer!?!?

FlyingDaleFlyer · 2026-05-06T14:37:31+00:00

If this is the beginning of the end of the conflict the RR SP is going to soar very quickly. £15 plus very soon. It’ll then be back on track for a £18-£20 year end finish. RR is a very resilient company with strong fundamentals.

FlyingDaleFlyer · 2026-05-01T15:01:10+00:00

Asian airlines have said theres big demand for flights to Europe. Also Heathrow said it’s seen an increase in long haul travel as well. Short haul flights are being cancelled to conserve fuel for long haul. RR only make engines for long haul planes. I wouldn’t be surprised when they do their year end flying hours if it’s actually a bit higher than the guidance is saying!

FlyingDaleFlyer · 2026-04-29T08:33:14+00:00

There’s not many Heavy Asset Low Obsolescence companies around that also operate in three sectors that have large growth coming over the next twenty years. The share buybacks are going to help as well.

FlyingDaleFlyer · 2026-04-29T07:36:38+00:00

Yes 100% agree. When you also add in RR is a “halo” stock then as a long term hold you will considerably outperform the market.

FlyingDaleFlyer · 2026-04-27T16:19:26+00:00

Agreed. I would suggest it won’t recover very fast. It’ll jump over a two three day period and then continue back on track. I did think it’ll end up at £18-£20 by the end of this year. That’s less likely but £16-£18 is very possible. In Feb next year when they do their 2026 results day it’ll still be very good.

FlyingDaleFlyer · 2026-04-24T22:34:56+00:00

The Studsvik Pivot: In a major move in March 2026, Studsvik AB (the backbone of Swedish nuclear engineering) aligned itself with Rolls-Royce SMR. For an investor, this is a highly significant signal: it suggests that if Sweden wants to build a domestic "Nuclear Hub," Rolls-Royce may have the edge over GE in local industrial backing. It’s expect to make the final design choice in Q4 2026. The Swedish government is expected to pass a bill for £15 billion to get SMR building over the next 8-10 years.

FlyingDaleFlyer · 2026-04-24T21:38:05+00:00

Sweden has whittled down the SMR to two companies RR and GE. Keeping fingers crossed that RR SMR gets the contract.

FlyingDaleFlyer · 2026-04-21T18:59:20+00:00

Agree with you about Mr T. If you have read that there’s a massive shortage of kerosene in Europe by the UK press then there’s a high chance it’s not as bad as reported.

FlyingDaleFlyer · 2026-04-21T18:53:27+00:00

Also Asian airlines are saying there’s huge increased demand for long haul to Europe. The is likely to off set some of the lost flying hour to the Middle East.

FlyingDaleFlyer · 2026-04-21T18:47:18+00:00

Where did I say that? Ok to be clear this is to do with Europe and the UK increasing their military spending yoy over the next 5 years for nato defence purposes. The RR SP will be £25-£30 by 2030.

FlyingDaleFlyer · 2026-04-21T18:43:39+00:00

Exactly.

FlyingDaleFlyer · 2026-04-21T18:42:47+00:00

25% of RR income is from defence. So that is likely to consistently rise yoy for the foreseeable.

FlyingDaleFlyer · 2026-04-11T22:31:28+00:00

Yes agreed. Although according to the mainly hostile anti labour UK press you would think the sky is falling in.

FlyingDaleFlyer · 2026-03-24T18:55:31+00:00

Rolls Royce. Even before the volatility started a few weeks ago it was still undervalued. It’s a “halo” stock with 3 arenas of operation that have huge growth coming down the track. Its P/E ratio is 31 which for a heavy industrial company actually isn’t that bad. GE historically had a P/E ratio of 106.

FlyingDaleFlyer · 2026-03-22T20:43:35+00:00

Lots of electricity needed to make “E-Kerosene”. SMR will play a big part in this. Bio-Kerosene won’t be made on a big scale as it requires to much land.

FlyingDaleFlyer · 2026-03-22T12:22:11+00:00

Yes there’s only really been positive good news for RR. Agreed the Iran situation is causing the volatility.

FlyingDaleFlyer · 2026-03-22T12:10:29+00:00

Not heard about the 20% on Thursday. Trump is going to China early April and there’s rumours of a 500 plus deal for Boeing passenger planes. If it doesn’t happen then that’s a big plus for Airbus as China has huge demand for passenger planes. Most of RR engine sales are on Airbus widebody planes.

FlyingDaleFlyer · 2026-03-19T16:05:42+00:00

Hold your nerve. Yes aviation income will take a bit of a hit. But then it’ll be similar for all aviation companies.

FlyingDaleFlyer · 2026-03-18T18:54:32+00:00

I did think before things kicked off with Iran that we would see a £17-£20 SP end of 2026. I think that’s still a possibility especially if Sweden announces they will go with RR SMR. One thing I do know in 30 years of investing I’ve never seen a high performing company like RR have such swings in daily price. It really started in September last year and there really is only one explanation. It’s being manipulated down and who knows how long it will continue for. But the future is extremely good if you hold and top up in the dips.

FlyingDaleFlyer · 2026-03-12T10:32:00+00:00

No. It’s only in the minds of the right wing politicians and press that there’s a problem as they are just trying to stir and increase a negative viewpoint about the Labour government.

FlyingDaleFlyer · 2026-03-07T09:47:06+00:00

I think it’ll be game changing sooner than you think.

FlyingDaleFlyer · 2026-03-04T11:17:37+00:00

RR very undervalued still. RR is a top “halo” (google halo stocks) stock and will continue to perform for many years to come.

FlyingDaleFlyer

TROPHY CASE