The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Fingers crossed good SMR news
https://www.thenationalnews.com/world/uk-news/2023/03/28/will-uks-nuclear-industry-receive-any-boost-on-green-day/
Naaaa doubt it. They haven't even started a design approval process with the regulator and wouldn't have approval to install on a site. That on its own wkll take years to approve. This is nuclear, no approval will be that quick.
Sunak is going there this weekend for the announcement
https://www.dailymail.co.uk/news/article-11825319/Rishi-Sunak-announce-5bn-boost-UK-defence-trip-US.html
https://m.youtube.com/watch?v=sjThq8c3tT4
RR SMR is the only turnkey fully integrated solution so far. This is a very good interview that answered many questions I had. Enjoy
https://www.usnews.com/news/business/articles/2023-02-01/qatar-airways-airbus-reach-settlement-in-a350-legal-case
The Toulouse, France-based planemaker also will resume deliveries this year of 23 A350s that that airline had put on hold because of the dispute, he said.
It is simply going up and down with the market. Nothing special really, been the case for months now and still people wonder why it goes up and down. When the market improves, RR will. Everyone is scared of a recession at the moment, when we start to see light at end of the tunnel, overall market sentiment will improve.
It is 16 SMRs in the UK by 2050. Nothing new, same old story. It doesn't say 16 SMRs in the US or any other country. In other news, RR did apply for SMR design approval in other EU countries.
My worries since the war kicked off due to having a good size investment here is titanium shortage. I feel it will be a trading war to secure this precious metal for the airline industry. China, Russia, Ukraine and Kazakhstan are 4 of the top 6 producers. I still belive the share price of rolls royce was heavily affected at the beginning of the war due to this.
Convb, any thoughts on this?