Member Info for AchillesZeno

Why ?

The licence, obtained by GBE-N, supports Rolls-Royce SMR deployment at Wylfa, with GBE-N also tasked with identifying large reactor sites by Autumn 2026.

https://www.neimagazine.com/news/licence-unlocks-uk-smr-rollout/

Https://www.youtube.com/watch?v=kUjBYDskDsw

Good

Remember the Cat ? 🐈‍⬛

The share buyback from Rolls‑Royce Holdings is arriving at the perfect moment as broader market titans face a period of cooling momentum. While many large-cap leaders experience volatility and investors rotate capital, Rolls-Royce’s aggressive buyback signals strong cash flow and management confidence. By reducing the share count during a softer market environment, the company effectively amplifies future earnings per share and strengthens shareholder value. In a time when uncertainty is pushing prices around the market, the buyback acts as a stabilizing force—allowing Rolls-Royce to quietly accumulate its own shares while positioning itself to outperform when the market cycle turns upward again.

I DO THINK THE NEW AVERAGE PRICE FOR BARREL IS NOW 75 to 110$ GOING FORWARD - it’s energy

Looking forward, management has signaled even larger capital returns. Reports indicate the company could return between £7 billion and £9 billion to investors through buybacks by 2028, including roughly £2.5 billion planned for 2026 alone, highlighting the strength of its cash generation and commitment to shareholders. 

For investors, this buyback program acts as a structural support mechanism for the stock. With fewer shares in circulation, rising earnings per share, and strong free cash flow backing continued repurchases, Rolls-Royce’s capital return strategy provides a powerful tailwind that can help the company outperform the broader market over the coming years.

Periods of geopolitical tension—such as a conflict involving Iran—often lead to increased defense spending and heightened demand for military aviation technology.

Rolls‑Royce Holdings is positioned to benefit from this environment because it supplies propulsion systems and power solutions for fighter jets, military transport aircraft, and naval platforms used by Western allies. The company has recently secured major defense contracts, including more than £1.5 billion in engine orders for military aircraft from the UK and U.S., reflecting strong global demand for its defense technology. 

At the same time, governments across NATO and allied countries are increasing long-term defense budgets as global tensions rise, which historically supports companies tied to aerospace and military supply chains.  With its combination of defense exposure, long-term government contracts, and growing aerospace demand, Rolls-Royce has structural tailwinds that could allow it to outperform the broader market during periods of geopolitical conflict.

SAF fuel stocks ?

“You don’t bet against the company that builds the engines of the modern world.”

Now tighten the helmets…ROLLS ROYCE to the horizon. 🚀⚔️

Any idea 💡

That’s wild 😜

Can someone do an Irish inspiration verse on today , like oh Rolls Holders ‘tis the day before dawn

regardless of what happens there will be a big buyer Rolls Royce expected to annouce a major buyback

Price target on earning - let’s go with Bank of America who has tons of swap calls on this stock - look at the RNS on the pages way back - this isn’t silver and the JP Morgan thing - this is bullish 21.80ish they are calling USD

NTC uu are the original OG !!

Svend uu speak like an pirate angel 😇

Rolls royce restructured , made a net positive cash flow on planet Earth -

well over 18$ was hit on Feb 18 in the states , 18.24$ high hit and a closing of 18.02$ , with a yield better than the Big 7 FAANG stock

a-i- cannot be powered without nuclear ☢️

rolls royce to the moon

ONLY POSTERS THAT ARE OG’s are

Nettles the Cat

Svend

Badland

Mystic

Retirement

remember sport we always bet on a sure thing

Presidents’ Day in the States , bank holiday

Actual Business

Rolls-Royce operates through three primary, high-barrier-to-entry divisions:

Civil Aerospace (The Revenue Engine): The largest division. They manufacture the Trent family of engines (Trent XWB, Trent 1000, Trent 7000) that power widebody jets like the Airbus A350 and Boeing 787. Unlike GE or Pratt & Whitney, Rolls-Royce is exclusively focused on the “widebody” (long-haul) market.

Defence (The Strategic Fortress): The sole provider of nuclear propulsion for the UK’s Royal Navy. In 2026, this division is in hyper-growth mode due to the AUKUS pact, where Rolls-Royce is expanding its Derby facilities to build reactors for Australia’s future nuclear submarines.

Power Systems (The Hidden Gem): Operating under the mtu brand. They make high-speed diesel and gas engines for superyachts, mining trucks, and rail. Crucially, in 2026, this division has become a key “AI Play,” supplying massive emergency backup generators to data centers for Google, Microsoft, and Amazon.

New Markets (SMR): A venture focused on Small Modular Reactors. In late 2025, Rolls-Royce SMR was selected as the sole provider for the UK’s first SMR program, securing over £2.5 billion in government backing to build factory-made nuclear power plants.

SMR’s - AI is done 💀 without nuclear power

Amazon shares down 15% today , announces 100’s of billions to be spent on AI - how they gonna fuel the machines ? they planning but where is the energy supply coming from ?