Member Info for Cevodniya

Fylingdale

On the SMR side, my earlier view was that the market is still underestimating the long-term value potential for Rolls-Royc

Expected SMR revenue for 2026 is still relatively modest because the business is mainly in the licensing, development and early deployment phase.

By 2027, meaningful revenue should begin appearing if the UK award process progresses as expected and export agreements advance.

The really material inflection is more likely from 2028 onward when manufacturing, reactor module production and deployment contracts scale.

My estimated pathway was roughly:

Year

Approximate SMR Revenue Potential

2026

Low hundreds of millions

2027

£500m–£1bn possible if contracts convert

2030+

Multi-billion annual revenue possible

I also said that by 2030 I could realistically see:

5–15 committed SMR orders globally in a strong execution scenario

5 in the UK, 3 in Czech Republic, possibly upto 15 in Sweden.

UK anchor projects plus Eastern Europe and Middle East opportunities being the biggest catalysts.

The important point was that the market currently values Rolls-Royce largely on:

Civil aerospace

Defence

Power systems

…but not yet on a mature SMR earnings stream.

That is why I said the SMR division still does not look “fully priced” to me over a 5–10 year horizon.

The risk factors I highlighted were:

Government delays

Financing structure

Regulatory timelines

Whether first deployment costs overrun

But if the UK programme proceeds successfully, the SMR business could eventually justify tens of billions in additional market value on its own.

I also noted that even without SMRs, Rolls-Royce already has:

Strong civil aerospace cash generation

Defence tailwinds

Improving margins

Buyback/dividend potential

So the SMR business effectively acts as a long-duration growth option layered on top of an already strong core business.

Timmy

we ain’t going nowhere

It's we aren't going anywhere.

retirment, i'll hold you to this statement you absolute cretin.

and eee will drop 15% once the war ends or worse, i don't see £135 in it.

so eee will drop 15% once this war is over or worse.

explain to me how empire metals are affected by this war?

i don't see £135 in it, what is that supposed to mean?

you are a complete ******

Paul, what are you talking about?

Talk about a heavy fall?

Who is talking?

Svend, you are wasting your eloquent logic on retirment.

He's myopic and incapable of cognitive processing.

He simply sees things from his own vacuum.

I had to explain too him yesterday in micro detail how my portfolio had declined in vlaue over £5 million in one day.

He just assumed my holding wascin Rolls-Royce, publicly announced that on the day concerned the swing was only 2%, therefore my portfolio had to total over £200 million.

If courae, the complete lunatic Arsenal17 joins in and calls me Walter Mitty.

All this could have have been avoided if retirment had somply asked me, what share was i holding and how many did I hold?

Unfortunately, retirment cannot think outside his very narrow thought process.

Today it's your turn re oil.

Your attempts at analysis on a simple basis of Rolls-Royce SP vis a vis oil orice is absolutely correct.

If such parity existed share investment would be unbelievably easy, but it isn't.

As you have stated, there are numerous fundamental factors to take into consideration re Rolls-Royce SP.

Unfortunately, you are wasting your time, explaining this to retirment.

He can't even comprehend the difference between singular and plural i.e this is and these are.

TheCow.

🤣🤣

Theexang, I agree with your comment but am at a loss as to why an adult, would have such an emotional response to selling an investment.

Once I'm out, be it at a loss or a gain, I'm out.

I'd never post on a thread I've no interest in.

Wako is a seriously damaged individual.

You tell him the truth and he's just incapable of understanding that you are not lying.

I've no idea his occupation but he's obviously in an environment where people lie, are egotistical, arrogant, condescending and get great pleasure if people lose money.

Yet, I've offered to meet him face to face.

To have complete openess and honesty .

To behave with honour and dignity, all concepts alien to him, so obviously he declined.

Anyway, he'll be gone soon.

Wako, you were invested in this company and sold out because your view on it changed.

You have no skin in the game but post incessantly in a negative manner.

It's obvious you have no interest or belief in Defence Holdings.

So why post?

I invested in RENX last September at 9.6p on hopefully good penetration of the US medical market re it's kidney analysis and Diabetes linkage.

Sold a few weeks ago at 2p, took a £75k hit.

That's speculative investments.

I'm not posting on their thread, mocking current investors, gloating at every 0.1p of a fall, finding anything negative and posting.

I've no skin in the game so why amy interest.

Why do you comment, is it simply because you are a nasty guy?

Https://www.pravda.com.ua/eng/news/2026/05/19/8035310/

Https://uk.finance.yahoo.com/news/latest-price-forecasts-rolls-royce-064100781.html

Retirment, i was buying millions of Empire Metals at sub 6p, 5. 73p to absolutely accurate so if you think 35p is rubbish, so be it.

But, I'll stick with my forecast ofc£1.30p in 12 months tike.

Things are really accelerating now re jews flow, assays, MRE, flowsheet, scientific, metallurgical and geological, PSF and DSF inbound.

It's very exciting.

Only yesterday, a TR1 revealed Claire Barnes, who until her retirement in December 2025 wasc5he CEO of an Asian investment institution that has participated in 3 funded raises and mow owns over 7% of the company, had participated personally and acquired over 27 million shares or 3.6% of the company.

Now, she and obviously the BOD of the investment institution did due diligence and know far more than us ordinary retail investors know.

So to personally commit nearly £10 million is a statement.

So, I have reduced my holdings in both Rolls-Royce and Empire Metals in order to acquire very large positions in ALRT, SML, TUN, GSCU.

Hopefully, anything will shoot up on exoected contracts or news releases and I can re accumulate more Rolls-Royce to add to my current holding of 51000.

Of course, in the current geopolitical environment, its is politics not macro financial analysis that is determining many share prices.

So, retirement, if you want to track my portfolio vis a vis yours, message me privately on ADVFN and I'm happy to give full transparency, so that in 12 months when I chat about monetary or percentile gains or losses, you don't jump to conclusions that I'm 100% into Rolls-Royce or a FTSE tracker and start hypothesising 2% swings equals a £200 million plus portfolio,

I acceot that I initially put the wrong date, ime 14th November instead of 14th Oct.

But, you'd have made exactly the same assumptions and accusations, simply because you never thought to ask a,simple question, "what share were you holding and how many?".

Tenbag, read Ageos post at 17.10

Investor in the know yeh, averaging 11p very happy with them.

Bluegrass, I'm confused re why you wouldn't post on bluechip threads?

Every thread is only full of peoples opinions be them positive ir negative.

The rampers or derampers, trolls, they can't influence anything or anyone.

A great set of results moves SML but rngine orders move Rolls-Royce, surely both are worth a comment.

FTJNY out of curiosity, why do you only post on AIM stocks.

You must have an opinion re your blue chip stocks.

Retirment, my mistake, it was the 14th October.

The SP dropped 36p that day.

It's high for 2025 was 84p, it's currently at 35p, instead of making assumptions, do the maths

It's now down £6.86 million, but it'll be £1.30p this time next year as the assys, new MRE, PSF, DSF, offtakes, JV's occur and the capitalisation exceeds £1.25 billion.

But you know this don't yoi?

Retirment, this is your post

Cevodniya looking into this 5 million swing on the 14th Nov, nothing really dropped that bad, RR 1% swing, FTSE a small swing,

So to see a 5 Million £ swing in a pot the holding must be well over £100 million even £125 million lowest case.

Or £250 million on a 2% swing share.

I don't buy it.

Ok, NOTHING REALLY DROPPED THAT BAFMD, all you looked at was Rolls-Royce and the FTSE.

You then start assuming 2% swings and then work out the size of your hypothetical portfolio to suffer a loss of £5 and come out with £200 million.

Can you explain in your own words , your complete inability yo think outside the box and further explain why you make such assumptions?

retirment, you didnt ask what share i was holding, it wasn't rolls-royce.

i had 14 million empire metals eee, at 09.01 they were 84p swung through the day in the 30 s, 14 million is £140000 per penny of movement. £1.4 million per 10p.

why do you make assumptions that i was saying the swing was rolls-royce shares, i never said that.

then you fantasise about the size of my rolls-royce portfolio , valuing it in the hundreds of millions.

not only by your own admission can't you spell, you can't even think logically.

then the total ****** arsenal17 leaps on with his walter mitty accusations.

unbelievable.

i'm only holding 51773 rolls-royce shares now so big daily swings are impossible .

if rolls-royce drop below £11 i'll probably buy another 100000.

why do you make assi

Blib, we are discussing selling into a rising multibagger, not not selling into a falling SP.

I've very very little experience of AIM stocks in my 45 years of investing.

But looking at some posters history, AIM stocks are all they invest in.

Sometimes, I wonder if they actually analyse fundamentals or if they are purely speculators.

36800, each to their own, i just find it ironic that the phrase, I'm running with "free shares" is only ever used re AIM stocks.

It's pandemic on every thread, I hear it every day, so it's obviously part of AIM culture.

Re who has sold, inless you have access yo the share register, you've absolutely no idea, until a TR1 confirms.

You are obviously not a psychic gypsy or else you wouldn't sell 50%, you'd be 100% in or 100% out.

But yeh, good luck and hopefullyin 2 years we'llbe at 40p.

You are definitelya better man than me, because I'd seriously be angry.if i sold and misses a multiple multiple bagger.