focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
The cause was failed hydraulics. Makes you wonder about the quality of aircraft maintenance?
No doubt we can look forward to an overreaction to the share value
Market Cap of BAE systems should easily be passed by Rolls Royce soon, right?
And they offer but a small dividend
I've been in Rolls Royce since the dark days of lockdown and day traded my way to a decent investment, I realised I needed to become a LTH when Turbofan took the reigns. What we have seen since has been spectacular so it really makes me laugh when people get concerned about a 20p drop. Surely it's stock doing what stock does. Not everyday can be green. This is still far exceeding where I thought it would be by now. I like the reasoning behind £7 by Feb 25 but I'd happily take £5.50.
I've been in Rolls
I was watching a documentary on how Norway kept their oil production more in house rather than selling it off, it has benefited their people for decades rather than giving it a short boost.
Thought I would have a look at Reforms thoughts on Energy, I agree with their views on net zero and energy.
https://www.reformparty.uk/energy-and-environment
"Cleaner Energy from New Technology.
Fast-track clean nuclear energy with new small modular reactors, built in Britain. Increase and incentivise UK lithium mining for electric batteries, Combined Cycle gas turbines, clean synthetic fuel and clean coal mining."
Fair point Davdeladier.
My humble opinion, not very RR friendly I admit, would be a cross party situation from here on until the election.
It looks like we’re heading into a hung parliament so I think cross party politics in terms of anything the Tory’s wish to do from now on should be consulted across the house.
It will save us 4 years worth of stagnant growth due to Labour revoking everything the Tories have done just to make a point (party politics).
Be interesting to see where Labour stand with the whole SMR movement.
Would be a wise move nettles
Wouldn’t hold my breath though for anything to do with UK gov
Totally agree with you Lieutenant.
With the construction of the first RR factory postponed to now use a British third party (for manufacturing that is, not construction of the SMRs), the Torys ‘could’ double bag by send the contracts through to RR before the November election.
Let’s see if they’re astute enough to do so.
"I read about 2029 being a decision time some time back. Always wondered why people keep going on about it when it’s so far in the distance. Unless I’ve missed something saying it’ll happen sooner 🤷♂️"
An excerpt from the Telegraph article today ( https://www.telegraph.co.uk/business/2024/05/12/rolls-royce-tufan-erginbilgic-turnaround/ );
"another executive said the SMR business will run out of cash by the end of 2024, with the Government's long-delayed SMR competition not set to conclude until this summer.."
I foresee a sleuth of Tory 'Hail-Mary' policies / announcements before the election.. Of which I predict/hope SMR will be one.. then just a matter of which two companies will be down selected.
..can hear the Tory slogan mill now.. "Conservatives Backing British Jobs/Innovation/Energy Security.. rahh rahh rahh"
Still naff having a 20p drop though for no real reason.... Opps, did I say the word drop, all the 'elite' on here will be having a go at me soon.
Fish are dumb, but easy to catch using the correct bait. hahaha
I see some people can’t help having a daily whinge well let’s see where we are at end of week !
I was out at the weekend, got a bit nervous but bought back in just after lunch profiting about 3.5k after stamp duty in my little mission so fairly pleased but didn't pursue with my original more ambitious goal 😊
Getting a bit too close to AGM for me to be out again over the weekend!
"Still naff having a 20p drop though for no real reason.... Opps, did I say the word drop, all the 'elite' on here will be having a go at me soon."
My Mum would call it good buying weather 💨
Still naff having a 20p drop though for no real reason.... Opps, did I say the word drop, all the 'elite' on here will be having a go at me soon.
I'm sure we will get back there soon, 20p+ drop isn't great but still some higher highs in coming soon.
As long as we can keep above the £4 mark it will pick up again soon.
IAG are up, lloyds I think will finish blue.
A lot of divs will arrive soon which ups prices on some main stocks as people buy back in with divs or auto reinvest.
The City mood seems to be cautiously optimistic, with the Footise edging steadily higher now, with 12 points added this morning.
Of the top 20 largest companies in the index, six are in the red, led by BAE Systems and Rio Tinto.
There is little macroeconomic data for traders to chew over today, but later in the week US inflation numbers should "light up the skies for markets", according to Deutsche Bank's Jim Reid.
Tomorrow also brings UK unemployment data.
While it's difficult to predict exactly what news may be shared at Rolls Royce's upcoming AGM, there are a few factors that could potentially be seen as positive for the company and its shareholders. For example:
1. Recovery of international aviation market: As the global aviation market continues to recover from the impact of the pandemic, particularly with China's reopening, Rolls Royce's business model, which relies on the "flying hours" of its passenger jet engines, could benefit from increased demand.
2. Recent investment in large engine technology: Rolls Royce recently announced an investment in large engine technology, which could signal continued innovation and growth opportunities for the company.
Positive performance in the past year:
3. As the top FTSE 100 performer last year, Rolls Royce has demonstrated its resilience and potential for continued success.
AUKUS is great
Tempest Jets are great
And every normal planes engines are great
We gonna do great, right
Internationally is the way forward right now, the U.K. will twiddle its thumbs deliberating before choosing a French company probably 😂 RR is ripe for it but our government are a useless bunch of *****
AUKUS will show that Rolls Royce can manufacture SMR for export.
AUKUS will show Rolls Royce will have the ability to deliver SMR internationally, beyond that Rolls Royce has been selected by the UK for Small Nuclear Reactor’s for the moon
At 1£ most of us where cheering the Covid Recovery, this is grace to 15£ Just as long as the business is runs profitable
More nonsense from the BOT!
I read about 2029 being a decision time some time back. Always wondered why people keep going on about it when it’s so far in the distance. Unless I’ve missed something saying it’ll happen sooner 🤷♂️