Member Info for AchillesZeno

Government confirms expected timeline for AUKUS submarines

In an update to Parliament, Defence Minister Luke Pollard reaffirms the Government's commitment to building submarines ahead of a major defence review..

Responding to a question from Conservative MP Mark Francois regarding the expected Initial Operating Capability date, Pollard stated: “The Royal Navy’s submersible ship nuclear AUKUS submarines will be operational from the late 2030s, replacing the current Astute Class.”

https://www.nwemail.co.uk/news/24708784.government-confirms-expected-timeline-aukus-submarines/

❤️💋💋💋❤️💋❤️Remember those subs are powered by RR SMRs ❤️💋💋💋💋

The UK government has reiterated its commitment to the Tempest programme, a next-generation combat aircraft initiative jointly developed with Japan and Italy under the Global Combat Air Programme (GCAP).

RR does their engines planes ✈️

https://ukdefencejournal.org.uk/uk-again-confirms-plans-to-move-ahead-with-new-fighter-jet/

Besides the article I posted below the BA articles are old….

Besides that RR has this

Rolls-Royce is preparing to deploy a series of upgrades across its Trent engine family for widebody aircraft in a bid to address long-running customer performance complaints.

Some enhancements have been years in the making and aim to improve the performance of the Trent 1000 powering some Boeing 787s, the Trent XWB used on the Airbus A350 and the Trent 7000 on the Airbus A330neo. The engine changes are part of a £1 billion ($1.3 billion) multi-year investment program Rolls disclosed in February.

https://aviationweek.com/shownews/farnborough-airshow/rolls-royce-rolls-out-trent-engine-upgrades

Https://www.telegraph.co.uk/politics/2024/11/08/trump-comeback-trigger-defence-spending-boost-starmer/

Government insiders, Labour grandees and defence industry sources have all told The Telegraph they expect the timetable for hitting 2.5 per cent to be unveiled in spring 2025, just weeks after Mr Trump enters the White House in January.

It would follow the completion of the strategic defence review and potentially come alongside the announcements for the Ministry of Defence’s (MoD) budgets for 2027 and 2028.

While the exact date for when Britain would hit 2.5 per cent has not been decided, Ben Wallace, the former Tory defence secretary, called for Sir Keir to hit the target by 2028 and then go even further to reach 3 per cent by 2030.

TRUMP 2025

Sir Keir Starmer is set to reveal plans to increase defence spending to 2.5 per cent of GDP within weeks of Donald Trump taking office, The Telegraph understands.

The long-awaited timetable for increasing UK military spending is expected to be announced in the spring as Labour looks to build a relationship with the incoming US president.

Https://www.youtube.com/watch?v=aXRuq2-wazI

Quick watch and great news

And it is expected to raise to 40% of X

Dividends will provide more fund buyers & Mutual buyers

More at the BID eating up the ASK

Buybacks another story

I agree Svend

As the cost of living and even the cost of eggs go up so should stocks

Best Article

For real, leaders in suits and handshakes… talking about RR and their country

Can you imagine UK sharing this with CZECH

UK holds a golden share in RR and CEZ group is primarily ownership is the government…

TRUMP 2024

Institutional investors have a lot riding on Rolls-Royce Holdings plc (LON:RR.) with 76% ownership

https://simplywall.st/stocks/gb/capital-goods/lse-rr./rolls-royce-holdings-shares/news/institutional-investors-have-a-lot-riding-on-rolls-royce-hol/amp

The Prime Minister met the Prime Minister of Czechia Petr Fiala at the European Political Community meeting in Budapest today.

They welcomed the recent investment into Rolls Royce SMR, which will boost their shared civil nuclear power ambition, as well as supporting British industry.

The Prime Minister said that foreign direct investment such as this is critical to delivering on his number one priority for government - economic growth.

The two leaders agreed to deepen their collaboration on trade and investment.

https://www.gov.uk/government/news/pm-meeting-with-prime-minister-fiala-of-czechia-7-november-2024

The Prime Minister met the Prime Minister of Czechia Petr Fiala at the European Political Community meeting in Budapest today.

They welcomed the recent investment into Rolls Royce SMR, which will boost their shared civil nuclear power ambition, as well as supporting British industry.

The Prime Minister said that foreign direct investment such as this is critical to delivering on his number one priority for government - economic growth.

The two leaders agreed to deepen their collaboration on trade and investment.

https://www.gov.uk/government/news/pm-meeting-with-prime-minister-fiala-of-czechia-7-november-2024

Good find on the UK PM meeting with the Czech talking about the SMR deal and both being happy about it

Money is the cheapest it’s been in a while and what are you going to do, anything?

Interest Rate cut,

Bigger Money can be Borrowed for Less.

Share ownership is ownership in a company, this could be the beast of the 21st century

US and UK cut interest rates

Invest accordingly…

Meanwhile RR closer to dividend, business running profitable on track to meet guidance.

New 52 week high hit on Tuesday,, higher highs, higher lows…

Incremental gains to the topp

Rolls-Royce Holdings plc (LON:RR - Get Free Report)'s stock had its "overweight" rating reiterated by equities researchers at JPMorgan Chase & Co. in a research note issued on Thursday,Digital Look reports. They currently have a GBX 655 ($8.53) price target on the stock. JPMorgan Chase & Co.'s price target suggests a potential upside of 14.11% from the stock's previous close.

https://www.marketbeat.com/instant-alerts/rolls-royce-holdings-plc-lonrr-earns-overweight-rating-from-jpmorgan-chase-co-2024-11-07/#google_vignette

They are doing great against there peers in this so called supply chain issue.

What the issue, and the Power System section is an upcoming star it looks like

Badland you classic, need the laugh

Ima spite buy lol

Very positive updates, one thing we can’t control is share price reaction.

Dust will settle and upward trend will continue , lets see.

Yankees open in about 2 hours , if anything we are back to Tuesday trading price with a 52 week high to build back on

Few Things I Saw

@this

Our current trading is in line with our expectations and the Full Year 2024 guidance provided on 1 August 2024 of underlying operating profit between £2.1bn and £2.3bn and free cash flow between £2.1bn and £2.2bn remains unchanged. We continue to strengthen our balance sheet. This has been recognised by the ratings agencies, all of which now hold us at an investment grade rating, and all with a positive outlook.

In Civil Aerospace, demand remains strong across business aviation and widebody. Large engine flying hours grew by 18% year-on-year to 102% of 2019 levels for the 10 months to 31 October 2024.

@ this

In Power Systems, Power Generation and Governmental continue to deliver strong revenue growth supported by robust order intake. In Power Generation, double-digit revenue growth was driven by data centres where demand for backup systems remained high. Governmental order and revenue growth was also strong across both land and naval end markets.

@ this

Our 2024 Full Year results are due to be announced on 27 February 2025. As outlined at our 2024 Half Year results, we are reinstating shareholder distributions in respect of the 2024 Full Year results starting at a 30% pay-out ratio of underlying profit after tax, with an ongoing pay-out ratio of 30-40% each year thereafter.

https://www.rolls-royce.com/media/press-releases/2024/07-11-2024-rr-holdings-plc-trading-update.aspx