rolls is a play on long haul so while its high beta and will provide outsized swings for risk on/off, its a longer term play waiting for that area of flight to come back. i think its accepted theres one more big capital raise to come at some point over the next year or two. so id wait for that if i was being picky. otherwise on a long term view its a solid hold. melrose still gives you aero but also gets you exposure to auto. and thats a high beta one too. so a better choice is looking for short term.
Israel MacroMicro 18:36:26 GMT - 02/01/2022
Rolce Royce, on your list as get in and HOLD stock?
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