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Deal off apparently - Bloomsberg

BIGPLAYERS derisking I suppose.

Hopefully only a shake...

Hope it works out @Bad, Markets not responding as they should - strong earnings from companies not washing- rather nervousness taking hold. Trading is a nightmareright now. First signs.....,

I have done well tradng but losses in the last couple of weeks - so avoiding valuation gaps, shorters setting up chain positions and institutions working leveraged retailers - - I'm out of trading and sticking to picking up bargain buys though unleveraged means. Good luck and take care!

@Teddy, problem is some of us were buying at higher SP when it was dropping then.

Anyhow great to see rise…

We need an RNS.

I need 80p to break even 😔

@Lazy and all Rollers…

Courteous of Gemini

when you ask the right question ..

In a major statement on January 6, 2026, Rolls-Royce CEO Tufan Erginbilgic stated that the company's plan to power AI data centers could make Rolls-Royce the most valuable company in the UK.

Unlike US competitors, Rolls-Royce is focusing on a "Nuclear as a Service" model, aiming to provide a total power solution for US tech giants rather than just selling the reactor hardware.

Valuation: Is it still "Cheap"?

Surprisingly, even after a 1,000%+ rise since 2023, some analysts argue Rolls-Royce is undervalued compared to US defense peers.

Rolls-Royce P/E Ratio: Approximately 18x to 20x (based on some estimates, though forward earnings vary).

US Defense Peers: Often trade at 30x to 40x.

Investment View: If Rolls-Royce secures a major US SMR contract in 2026, it could trigger a "re-rating" where the stock is valued more like a US tech company than a UK industrial firm.

🤞 GLA

Might have to pipe fown a bit 😂

Https://www.reuters.com/commentary/breakingviews/rio-glencore-would-be-ma-gift-that-keeps-giving-2026-01-09/

An obvious bagger… dyor

With you on that @ TJ and RR is a sound investment on its bread and butter of aerospace and engines. That in itself is enough to invest - SMR and AMR could very well be transformative and RR have a first player advantage

As Tufan outlines here.

https://youtu.be/TMrXam-tbZw?si=5BhVZrB4GZMvXSlD

I am now ready to fully commit my financial future to it because it falls into the “AI and energy” group.

In Tufan we believe.

@TJ

The state-backed Rolls-Royce Small Modular Reactor (SMR) project in the U.K. will support the growth of wider European SMR supply chains and help derisk nuclear deployments, experts told Reuters Events.

….benefiting from starters advantage

Benefiting from centralised approach

Contrast later to piecemeal US approach.

World leader I say!

According to AI:

The Bottom Line: Most experts think there is a 60% to 70% chance a real offer happens this time. The fact that they both confirmed the talks publicly on Friday suggests they are already very close to an agreement on the "big stuff."

Glencore looks good whatever happens. Just a matter of time!

@Staying patient. Thanks for sharing. Such an exciting business so good to be involved. . I offloaded but 8% of my holding at the end of last week - still hold a substantial amount though didn’t quite make retirement’s 70,000 in one week!It is almost too good to be true for us to continue in this vein and as your article points out the only concern is the following.

“One potential concern for investors is that with the spike in share price, the stock’s price-to-earnings ratio for the coming 12 months has reached over 36, according to LSEG, a valuation higher than most of its peers.”

Hard to come down of this high….

GLA and have a great weekend!

Https://www.reuters.com/business/energy/rolls-royce-smr-project-could-kickstart-eu-supply-chain--reeii-2026-01-08/

13 by the 13th?

Apologies @Livingthedream, post meant for @fusion! 😔

@Livinthedream , I see it the other way around.

Rio need this deal as it’s limited to iron ore, shackled by Chinese share ownership. Copper is the way to go and a big part of the future. The coal thingy can be sorted. Consolidation reduces cost merges complimentary goals. Long term great for both, but hey you are living the dream and good luck. I have been loading up on Glencore recently but now adding more, living the mundane I suppose- time will tell, GLA and DYOR, 😉

Looking good 😊

https://www.proactiveinvestors.co.uk/companies/news/1085360/glencore-investors-might-be-getting-their-valuation-math-wrong-analysts-say-1085360.html

And then Rio….

@Lazy, definitely long here - put the house on it during Covid times and only started off loading tranches over £11. RR has changed my life and has many others and as you say it has legs. It’s just as you know, the SP is almost up 10% in as many days, so I am doing the weakest link bit and banking some. GLA ☮️

@Lazy, not so sure. Can it keep going at this pace? I sliced a tranche at 12.85p this morning. Don’t mind if the SP powers on this afternoon - one can never lose one’s head, will buy more IF drops back. I am in a really good mood these days, I wonder why? I have this rule where I always bag a profit if it stares me in the face. I would probably bag too early on the weakest link 😂 GLA DYOR.

Order book still strong this morning 💪

Interesting Market Cap: Now exceeds £100 billion,

But of course you never know until you do, Rollers. 😉

GLA

@Mark_rs - ? the reasoning - think the results at end of January will deliver beyond.

Our Turkish chief stated last year this gem will be the top FTSE share. He would only have said it if was to deliver. He will.

When the SP was in the 10's some weeks back- I warned anyone shorting or selling to buy back, that that was very risky and that this could just take off . one couldn't day the day or week - £13 pound incoming.....

Rollers and holders - that's the key. GLA DYOR.

Rises like a bone, drops like a stone, that's Wishbone, lol.