Member Info for AchillesZeno

Nuclear startups face new competition as energy giant Enel enters the ring

https://techcrunch.com/2024/11/19/nuclear-startups-face-new-competition-as-energy-giant-enel-enters-the-ring/

——- thoughts for tea and biscuits

Yes the start-ups might have to worry but RR is not a Start Up.

Remember when EV became a thing and all those EV stocks popped up; same Concept?

RR & GE Vernova are probably going to be the dominant players…

Since GE Vernova’s spin-off the stock has double since April now it’s closer to 96 Billion USD market cap trading at a 82 P/E

Got to love

GE Vernova PE at an 82.74

Rolls-Royce PE at an 19.49

AUKUS - Very Important

💋Australia moves to prop up Aukus with $4.6bn pledge to help clear Rolls-Royce nuclear reactor bottlenecks in UK💋

https://www.theguardian.com/world/2024/mar/21/australia-moves-to-prop-up-aukus-with-46bn-pledge-to-help-clear-rolls-royce-nuclear-reactor-bottlenecks-in-uk

𝘖𝘧𝘧𝘪𝘤𝘦 𝘧𝘰𝘳 𝘴𝘱𝘦𝘤𝘪𝘢𝘭𝘪𝘴𝘵𝘴 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘰𝘯 𝘈𝘶𝘬𝘶𝘴 𝘴𝘶𝘣𝘮𝘢𝘳𝘪𝘯𝘦 𝘱𝘳𝘰𝘨𝘳𝘢𝘮𝘮𝘦 𝘰𝘱𝘦𝘯𝘪𝘯𝘨 𝘪𝘯 𝘎𝘭𝘢𝘴𝘨𝘰𝘸

https://www.msn.com/en-gb/news/uknews/office-for-specialists-working-on-aukus-submarine-programme-opening-in-glasgow/ar-AA1uzjla

Https://fintel.io/so/gb/rr.

RR shares in declared yesterday from various funds yesterday and prior

𝓐𝓷𝓭 𝔀𝓲𝓽𝓱 𝓭𝓲𝓿𝓲𝓭𝓮𝓷𝓭𝓼

• US: large new programmes for US DoD (including B-52 and FLRAA)

• UK: commitment to maintain fighting capability through Project Tempest and UK-led Next-

Generation fighter programmes (GCAP)

• Export Markets: continued growth including naval products, transport aero engines and Eurofighter typhoon exports and potential involvement in Australian submarines (AUKUS)

https://www.rolls-royce.com/~/media/Files/R/Rolls-Royce/documents/investors/rolls-royce-investor-presentation-2023.pdf

Those are wins they got, you add in SMRs that’s a future powered by RR completely

Next generation submarine: The Dreadnought Alliance

The new SSBN Dreadnought ballistic deterrent submarine (SSBN), which will replace the Vanguard Class, is in production and due to be operational in the early 2030s.

🤓Rolls-Royce will provide reactors for Australia’s nuclear powered submarines 🤓

as part of the AUKUS trilateral agreement between Australia, the UK and the US (AUKUS).

Our most advanced reactor cores operate for over 20 years without needing to be refuelled. The dived endurance of nuclear powered submarines is only limited by the amount of food that can be carried and the endurance of the crew.

https://www.rolls-royce.com/~/media/Files/R/Rolls-Royce/documents/investors/rolls-royce-investor-presentation-2023.pdf

• Over £7bn estimated lifetime value from:

– B-52newengine programme; >650 engines; outcome expected 2021

– Futureverticallift programme; >4,000 engines; outcome expected 2022

They got those 2 contracts right

FLRAA and B52s ? Get that priced into your market cap during Corona .

https://www.rolls-royce.com/~/media/Files/R/Rolls-Royce/documents/investors/investor-presentation-may-2021.pdf

Looked over old investor presentations from 2021 mentions

Data centre usage

• Trend towards decentralized power grid

• Digitalization trend driving data centre demand

(Page 16)

There was a 10% pay cut in 2020 for senior management

( page 29)

Interesting read

It’s not over

Google

RYCEY

America is still trading,

Easy Climb

NTC 🐈‍⬛ & The Kitties

Team NTC

Final dividend for 2024’s expected to be 5p per share

https://www.fool.co.uk/2024/11/21/with-2025-on-the-horizon-whats-the-dividend-forecast-for-rolls-royce-shares/

In August, Rolls-Royce shares soared 8.9% after the company announced plans to payout 30% of underlying pretax profit as dividends for 2024. It further plans to increase this to between 30% and 40% thereafter.

The final dividend for 2024’s expected to be 5p per share, representing a yield of around 1%. This is forecast to rise to 6p in 2025 and 8p in 2026, with yields of around 1.2% and 1.5% respectively.

Earnings per share (EPS) is expected to come in at 18p per share this year, rising to 20p in 2025 and 23p in 2026.

This guy must be new

29 post and he trashing our

King Cat 🐈‍⬛

7£ easy

Company hit a record market cap last month; far outweighing its Pre-Covid street value.

UK underwent a major budget change ( a rock thrown in water ripples out 💧 ) still affecting the UK Market I would assume.

It went down, it goes up, imagine the stock is Rocky in the Moive

GE , Nvidia, RR all had there guidance on point; however the Ace up RR sleeve is the SMR wildcard and AUKUS

RR has many segments it rallies with Aviation and Nuclear energy.

Has there been any defense gains or price in affects regarding

AUKUS

????

Or Tempest Jets?

NTC

Top Cat

Glad for the support

Always lucky when ur back

One of the suspects said a bear broke into a 2010 Rolls-Royce Ghost and damaged the interior. Why not? Bears are not normally considered prime break-in suspects but weird things happen, like a moose damaging a BMW 8 Series, and that’s why we carry insurance. The person who filed the claim added that the incident was caught on tape by a home security camera.

https://www.msn.com/en-us/news/crime/bear-trashing-rolls-royce-is-actually-guy-in-costume-committing-insurance-fraud/ar-AA1u9rra

Not the greatest liquidity as it is an ADR not listed on a primary exchange, but it’s up and it’s at 6.75 USD

Three aerospace-related stocks, GE Aerospace (GE), Embraer (ERJ) and Eaton (ETN), appear in IBD's Rising Profit Estimates screen.

All three are in buy zones, although GE stock is struggling to stay above its buy point.

https://www.investors.com/research/ge-stock-etn-erj-stock-earnings/