Member Info for confluence

End of buybacks this morning?

One thing you can be sure, is that some folks are making money in this sale….

Just bought some more….

Https://www.proactiveinvestors.co.uk/companies/news/1082881/defence-sell-off-looks-overdone-says-leading-bank-1082881.html

Fundamentals….

Like for like revenue down and a Batton down, kill enterprise budget next week…

Nvidia beat 💪

@Lazy the SP had been in the 12s ( I sold a tranche thankfully when there). Anyhow the more the SP drops the stronger the investment id in a way. Amazing that the whole market is depending on NVIDEA update - crazy stuff. But RR is a quality investment and I am holding - fundamentals always win in the end. GLA DYOR.

Https://www.proactiveinvestors.co.uk/companies/news/1082710/rolls-royce-bank-spies-more-fuel-in-the-tank-1082710.html

A simple non sensational approach…

One Mr Kipling made exceedingly good cakes; another told us if you can keep your head, when everyone else is loosing theirs, your’s is the world etc etc

So I’m holding onto my cake.

DYOR GLA 😂

PS Nvidia 💪

Fight back ?

https://aviationweek.com/air-transport/aircraft-propulsion/rolls-royce-exec-vows-fight-back-boeing-787-market

Https://www.travelandtourworld.com/news/article/qatar-airways-announces-record%e2%80%91breaking-order-for-up-to-210-wide%e2%80%91body-jets-while-emirates-us52-billion-wide%e2%80%91body-order-underscores-gcc-aviation-expan/

There are those in the know and the FTSE down 2% today tells you all you need to know about what we are to expect; how this government will cut off the the last working arm of the UK. , leaving a completely limbless, soulless torso and head. Was it ever going to be otherwise?? Hope l’m wrong.

I think at first Labour were indecisive, now there not so sure. Make up your minds, lead and move on. Amateurs.

I am drip buying at these levels - nearly 10% drop from highest SP and Co. Fundamentals very strong etc. Will continue to drip buy as it drops. This is not a falling knife IMO, GLA rollers, DYR and DY thing as always..

Https://www.ii.co.uk/analysis-commentary/rolls-royce-remains-bullish-about-its-nuclear-option-ii537232

Bloomberg.- Gilt yields are surging across the curve at the market open, with the yield on the 30-year bond up 14 basis points. Yields on bonds of all maturities are up more than 10 basis points.

Stocks have opened lower too, with the FTSE 100 and FTSE 250 sinking about 1%.

The pound is extending its declines, now down 0.4%.

The UK government announcement today on the site of the proposed SMRs is absolutely fantastic. This is the beginning of a realization of a technology that is a game changer. RR is the leader, Tufan is a lion and today became a buying opportunity for the investors. And I bought..Rollers - this is a gem of an investment. And no - I cannot understand the SP today and god knows what will happen tomorrow but the goal hasn’t changed. Tufan willl put this as the no. 1 on the FTSE. GLA DYOR. Night night rollers…

Just like RR, buying more now. Thanks for the buying opportunity you beauty!

This will go up lad, filling orders for the big boys me thinks 😂

A confirmation of an incredible turnaround, coupled with SMR news, this is fantastic. Can never tell how markets react but should be a good blue day, GLA.

Come on 💪

https://www.bbc.co.uk/news/articles/c051y3d7myzo