The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen 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.
Can someone remind me again what’s taking this share to £7?
About a 55% increase in share price over next 9 months should see us near there.
Doesn't sound out of this world...but it will be a stretch.
dividends
higher margins (higher profits)
smr movement (europe and uk)
debt reduction
share buybacks
re-entry into narrow body
some crazy ass **** that we weren't expecting
some massive orders (emirates??)
hope.
Peakdread,
Only yesterday stumbled across a whole new product line from Rolls that I was totally unaware of - Orpheus small engines .
https://x.com/RollsRoyce/status/1790653728594223428
NotZero - Nice, I'd never heard of these either. Someone mentioned a while back that Royce's had some crazy A$$ technology which was tip top secret (CEV??).... Would be nice if they unvieled it. the SP needs a shot in the arm :-). I do know from conversations I've had with people who work at RR SMR that the Czech deal is the biggie they are working on at the moment - Not sure where the paperwork trail is but the way they spoke about it made it sound like it was a done deal and on the verge of production.....
Peakdread I admire your optimism but share buybacks and debt will be paid before dividends ,
Rather have share buyback than dividend.
“Peakdread I admire your optimism but share buybacks and debt will be paid before dividends “
CEO and CFO are wrong then? Last CMD stipulated a return to shareholders (divs) once investment grade has stabilised (as it has now).
Buybacks were announced as a possibility “as future returns to shareholders” thereafter.
Or you can be Ar5nal and not do any research.
Happy weekend all 👍
“ Can someone remind me again what’s taking this share to £7?”
Exactly as PEAK mentioned (spot on).
Plus, when has a cat ever let you down?
Nettles my friend I’ve done plenty of research after 20 years as an enigmatic RR and a wife with over 35 years experience ,all I will say to you is that Tufan will pay debt down and buy shares back before any dividends but I can assure you whatever happens next still won’t get you. Near your £7 SP in February ,do your research mate 😀😀😀😀
It's going to need a huge increase and soon if the 7 is going to be reached in Feb 25. Interested to know when those predicting 7 think this will happen in the space of the next 7-8 months. Can't see the current trend getting us anywhere near that. But I'm optimistic and do believe 7 by this time next year is more like.
Our good friend PEAKDREAD has already very clearly outlined and communicated the plan with a pilot checklist once Mr Market sees the proof with orders incoming for SMR from abroad including Scandinavia it's a great time for lift-off IMO DYOR.
Well if PeakD is correct it's going to be one hell of a ride to 7 when Feb comes around, buckle up!
Ar5nal my friend, all I will say is from someone holding shares as long as you have, and for you to berate anyone on here who has a different take on things to you, I consider your view to be null and void.
I hope you have the amount of shares you suggest you do, as when reaches £7 in Feb, you may be kind enough to throw a herring or two my way.
Until then, all the best. 👍
… and unlike yourself and Retirment, I won’t make a big deal about it, as I know many on here will have life changing money available to them.
That’s the goal. No hate to anyone sharing a differing view. We’re all in this together 👍👍
Ar$e RE: "Peakdread I admire your optimism but share buybacks and debt will be paid before dividends"
Firstly the list wasn't in order, it was merely a selection of things that should prropel the SP forward. Secondly, I'm inclined to agree with NTC with regards to the order of things - if for no other reason than he listened to the whole of the presentation back in November and suggests Dividends had priority over share buy backs - Debt reduction will continue to happen over time. I still want to know what this crazy ass S h ! t technology is that Cev mentioned......
@Peakdread, Your list has taken us to £4.18. I’m talking about the push to £7 👍
Nettles I don’t take any lectures from someone who has his views fixated on a price and date without understanding the full extent of the business ,I am pretty confident that with my experience about RR that You will be the one who will be proved wrong , I am not getting into personal ins as you do that all yourself banging on about being a cat 🐈⬛ but I suppose some of us see things a little more differently in the real world and yes my portfolio is doing extremely well and I would love to be wrong about Februarys SP and would apologise accordingly but I look at the real facts of the overall business and feel sure you will be wrong ,keep opinions to ourselves friendly eh good luck 😀
Peakdread. We will all find out soon regarding where we will be in February but as I said buying back the shares and paying debt down along with a good cash surplus is more important to Tufan at this stage than paying dividends ,the stock market will see this as a positive
****nal, i don't understand how you're failing to comprehend what nettles is saying! turbo tufan explained at the cmd that they are going to prioritise paying dividends over share buybacks !! i'm sure you you and your wife have worked at rolls-royce for over 100 years, but it doesn't make you right! just like you've probably been an ****nal fan for 100 years but it doesn't mean you're going to win the league, you f**ked that up long time ago
Roycey's price is holding a pattern within a range of £390 to £429, positioned above the weekly Keltner channel. If there is a breakout to the upside in wave 4, we may need to see the price close above £430 to target the £460 level. This higher target would exceed all analysts' consensus price target of £453.50.
@svend what a pile of nonsense. I am sorry but this cup and saucer with tramlines rambling is just pie in the sky
hello ****nal17, totally agree regular dividend payments take money out of a company's coffers, most of the time that can increase debt if the company does not have the monies/profits to pay dividends, so has to borrow which incurs more debt, reduced shares by way of buy backs etc, increases the share price as the less supply of shares to be bought on the market, means a higher share price can be applied i.e. less means more !!!!!!!! and agree also paying down debt which is never a bad thing, also increases share price/profits as less debt a company has increases the value of the cash it generates, you can never have enough cash that's the importance of pension funds, etf funds etc.
debt is the biggest enemy any company can ever have as you can't move forward, if you are continually paying for the past . if i may go off topic a bit ****nal17 can i relate to you what very wise words and a "warning" my mother once said to me " what is the easiest thing in the world to get into, and the hardest thing to get out of" the warning was debt !!!!!!!!!!!
up the ****nal17, it's not over till the fat lady sings, although i can hear her clearing her throat ??????? if i was applying man city penalties similar to what happened to everton, i would put them in the conference league and make them get out of there similar to rangers years ago.
just going for out for din dins, don't know whether to use cash or me credit card !!!!!!!!!!!!!!!!!!!!
Cassandra glad we are on the same wave length ,as for Charley I don’t think he understands that Tufan I’m sure will want to bring back Dividends but Not until certain issues I have said are being addressed, good luck Cassandra 👍😀