Member Info for bav1975

definition : describes the psychological condition of a victim who identifies with and empathizes with their captor or abuser and their goals.

tell you right now who the victim and abuser is. this contract 'dunner1977' mentioned earlier...is exactly what the uk should be doing regarding smr's. we instructed rr to start ramping up the supply chain with a view of getting this underway as soon as possible....done, statement from downing street...companies want to go to court let them...everyone including the eu is looking after themselves...we seem to be sitting around a camp fire talking absolute ****e

instead of dilly dallying around the geo political scene, get on with making the uk great again...would not be surprised if they dropped the 'great' from great britain one day at the request of the 'tango'ed' one...just imagine...guys...we are going to call ourselves great america...great britain will now be called britain...google...make it so..muppet.

also heard ed siliband on the lbc this morning talking about solar panels on schools and hospitals to reduce cost in the long term. when pressed about the solar panels and are they british made...ummmm...arrrrr...errmmm..no..we dont have the right panels to suit this requirement so we will buy them from china!...what a whopper..

ok friday evening rant over.....its nearly beer time....have a good one all. keep the faith :)

@jam2morow, not sure that is correct. You have a £3k tax free allowance which you can take off the gain ( the gain is the difference between the price you originally paid from what you sell it for). You don't have a 12k allowance of any kind in terms of CGT. The only variable is on whether you are a basic rate tax payer, higher rate or additional rate which determines the CGT tax rate.

In terms of losses (duds) yup 100% correct...you should be able to carry forward your losses either in the same year or subsequent years (make adjustments in your CGT calc for that year accordingly). What you cannot do is do it in retrospect.

Cheers..

...this is why most of us on here are Curtain (phone) Twitchers!. :) regarding RR

Nice finish

@Investorintheknow

Rolls 100% (based on Rachel Thieves reducing the scope\requirements of SMR's to begin with)

Nice Finish.

Please remember, RR have extensive sensitive contracts with the U.S. In addition they have invested nearly $2 billion in the US and support more than 52,000 American jobs through their supply chain adding $9 billion to the US economy (source : US Rolls Royce North America Website).

As for conspiracy theories...some people might be watching 'Billions' one to many times ;-).

Cheers

This happens to all shares, they go up and go down (pretty obvious)..remember for every seller there has to be a buyer..

Has RR changed in any fundamental way...NO.

Are other shares tanking...YES (maybe not as much, but remember we rocketed up after results quite quickly and continued to do so for the next few days)

Is this a correction of sorts..with market sentiment and general uncertainty right now...YES, but hate to say it..might be a good thing before we head north again

Have we seen this happen before on RR shares?...YES we have..numerous times..and everytime after a retracement of sorts its gone even higher (yes I know...don't use historical's as a guide for future price movements!!..but still have a lot of fundamental type data to come so quite confident this will be the case)

WW3..really...if WW3 breaks out this share will be the least of your worries.

Worth buying more..if you can afford it YES (there is no bottom except for 'ZERO', so if your buying buy..and then hold!). If your day trading, or swing trading..if you think the price will never go above the price you pay for it today..don't buy!

Now we know what £8+ feels like, this hurts more...but as someone has already said..we don't really know what £7 feels like...we went from the 6's to 8's in a heart beat. Think about it this way....we dropped at one point today around 7%. When this was £1 a share..would 7p really bother you?..prob not....the fact it does today..is a good thing on how far this stock has come price wise.

Glass half full....have a great week all.

Tim does raise interesting points and ultimately it is for the individual to decide. I don't tend to listen to any broker to be fair when I slow-jump into a share. I look at it like artwork..do I like it, is it unique, do i care if the value goes down (i.e. will i still hold/leave it on the wall, when sentiment changes) and how many prints are out there. Obviously going to your point about share buy backs, the less prints there are the more your painting will be worth.

Ultimately, less shares in circulation = better EPS and potential dividend yields. Its about delivering and attracting shareholders to hold and retain as well as attract new investors to do the same.

Try not to listen to anyone too much. Its your money and ultimately if you were buying a new car and someone said this 2 wheeled, 2 steering wheel car is fantastic, would you buy it?.prob not. Think of every share buy like that.

I think we will end the week in blue..sun is shining...time for a few more beers me thinks!..have a good weekend all.

I don't tend to get too rattled by these updates (around SMR) but with the world and the way it is at the moment, why we are entertaining any other bids other than home grown ones is beyond beleif. I do get geo-politics but that old chestnut when flying through the window when the orange one came into power.

They should award the main contracts to home grown companies and have a few contracts available (for tender to avoid legal litigation on existing proposals) for 3rd party foreign investors. This government and prior are acting like its the 'Great British Bake Off' and we are making a few cakes... its more like the 'Great British Sell Off'

Its a complete farce. Trump wants everyone to build in the U.S to avoid tariffs. My fear is this government will make concessions on the nuclear front to U.S companies to avoid tariffs. UK / Europe need to grow a pair and decouple from the U.S as fast as possible. I think Trump is doing everyone a favor and I really hope it completely backfires on him in due course.

Rant over..:)

@Confluence / Seeking, completely agree. Its a new set of problems you encounter (but a nice one to have). However my view is still very strong on a long term hold (lots of reasons people have already mentioned as to why).

Funny you mentioned your wife's ISA 'Confluence', my wife has access to the whole portfolio through HL, I have my ISA's, SIPP and GIA which she can see also (linked accounts)...and every now and again when I say something about something being expensive, she makes a little squeaking sound in jest... :)..i hope!..

I do love hearing stories like how RR has made people into millionaires and also from people who are quite honest about it (not through some future voodoo technical analysis (sorry but there is no way in hell anyone could of predicted a £8 price target in 2025 when the RI took place through technical analysis alone) but more through 'gut feeling' and luck)). I am pretty much in the latter camp for sure and yes it has paid off massively already. The realization of not having to work is quite nice. I like working and I like interacting with people so will stick to my day job for a little while yet..maybe retire at 50..in a few months time from corporate life.

The beauty of this forum is no one really knows who anyone is. When you make some money you can't go around to all your mates and family and say...i made this much money however innocent it is. Your relationships will change..always does.

This is an open forum, sometimes the discussions are a bit petty, boring or even completely off point but that is sometimes what people need..a little distraction.

Anyway, back from hols today, sun is shining and guess what..yeap its time for a beer or two.

Keep the faith..have a good week all.

Very warm - 33c , lovely country and people - throughly recommend !

Currently in Zanzibar of all places - about to go for breakfast - 3 hours ahead but will be glued to my phone in about 50 minutes time, albeit for a few mins and then off to enjoy a bit of me time (without the missus hopefully who is on spa treatment 1000 and counting )

Good luck guys / hope we get a strong start and finish!

Nice well rounded read : https://www.investorschronicle.co.uk/content/69cc2a93-1844-5a0f-aa77-d1cb233d294a

Buying this stock is like driving on the M1(UK Motorway). Regardless of the traffic (macro news), accidents (unexpected issues), silly drivers (market makers), RR will reach 'A' destination over a period of time. Everyone should have an exit price (junction you come off) and the more time you have the more likely you will make that exit in one piece.

News flows are like those overhead signs, go slow, fog ahead, congestion etc. etc.. But the key here is, you still continue to move forward with some expectations set of what is to come. Some people will bail and try to beat the traffic by exiting early (sell their shares), others will stay but change lanes (sell and buy again at a cheaper price (gamble) or buy another stock hoping it will get to their exit price quicker). We all know changing lanes in traffic is mostly a false economy...it always seems the other lane is moving faster than the lane you are in..but usually its not..unless there is a filter lane up ahead of a just for oil activist who has glued themselves to the road!

Hold strong and keep the faith. I still have about 82% of my portfolio in this and there are days you feel like your on top of the world and other days where you think...I need to diversify. BUT changing lanes is not something I intend to do right now. There are too many aspects to this share which will cause it to rise (more than things that could lower it). I do have a partial exit in mind and its not in the 6's (range)

Have a good weekend all, keep the faith.

Https://www.bbc.co.uk/news/articles/c805mjxe2y9o

I feel the following factors weighed heavily on the markets today (pretty obvious regarding most of these) :

GBP is getting stronger against the dollar - why does it matter?, well RR gets predominantly paid in dollars, so a strong dollar is better than a weak one against the pound especially for RR.

Trumpet pants with is constant tweets and executive orders does not help much - however please remember, he can say whatever he likes and often does, but it will usually take a congress/senate or other judicial type body to green light it as well. Think what you will but their are a few guardrails in place.

DeepSeek - well main catalyst for market sell-offs. Remember the FTSE 100 at best is worth a trillion or so..the top 7 tech companies are worth several times that. Any waves across their boughs will cause a ripple effect on our shores, no matter how remote the connection or link is. Mr Market don't give a hoot about what's rational.

In addition there is a lot or earning updates this week so stocks are gonna be more interested in future earning calls than historical and how any of these recent developments are going to impact the bottom line going forward. Markets are not overly interested at how well you did over the last 12 months. They are more interested in how well your going to do....that will dictate the price going forward...up or down. It amazes me when you read companies having stellar results but very cautious on the future/guidance and the share price takes a tumble...its not rocket science why..the market always wants more.

Pretty sure the U.S will nip this DeepSeek in the bud by declaring it a national security risk...most downloaded APP stateside of late. Either that or he (Trump) will get one of his mates to pony up a few billion to buy it and kill it.

Just stick to the stocks that make sense to you. High barriers of entry, USP, future prospects and most importantly time friendly based on your financial aims in life. RR is being tested constantly and has been over the last year. When the proverbial hits the fan, it does well and continues to trend upwards when all around are going off a cliff.

Its only Monday...lets see what the rest of the week holds. Good luck all.

Cheers

£6.76

Defence secretary on BBC news live from Derby - biggest ever MOD contract for Rolls Royce.

Nice to be on main stream news! Rolls….keep on rolling!