ZeroZeroX · 2024-07-24T08:20:55.939125Z

$RR. Exciting or not, what do you think of

11Lun

Always these exciting analyses and ideas

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But T.@But_the_Stock_Picked_Me

9Lun

Bought more today!

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Tenbagger2024@Tenbagger2024

11Lun

We keep hearing that the aircraft manufacturers' order books are full and they can't keep up because the suppliers can't deliver.
Will this trend continue or is this just a short-term effect?
On the other hand, we are hearing about massive problems at the airlines.
Of course, the desire to travel is greater than ever after Corona.
But on the other hand, there is no more money in the wallet due to inflation.
Furthermore, there are more and more home offices and Internet conferences, which means that business travel is declining.
There is a big question mark over how the aviation sector will develop in the long term.

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Tenbagger2024@Tenbagger2024

11Lun

In my opinion, the supplier with the best return on sales is
$TDG

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Earnus@Earnus

11Lun

Hello everyone,

It is important to mention at this point that $RR. produces much more than just aircraft engines and power units. SMRs (small modular nuclear power plants), for example, are another exciting field.
Their usefulness is perhaps debatable, but there could at least be an interesting future market developing here.

They are currently still active in the field of gas turbines and power generation systems, and Rolls Royce also produces marine engines.

I am and will remain invested because I believe the product portfolio is well diversified and the development of the company could be very exciting. However, this also means that as long as we have such a large number of wars and military conflicts, the order situation should remain stable.

Best regards

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Henner@Henner_

10Lun

... too late, you shouldn't get on a moving train!

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