Member Info for HKFuey

Young enough to still enjoy myself

I'm retired and find it fun

Falky loves being the cat and trying to scare the pigeons. I'm in for minimum of 10 years as I believe RR best UK play for developing global markets in developing net zero world. Tempted at times to chase market and get free shares but transactions cost put me off and can't be doing with the stress.

RR already responsible for 2% of UK exports. This plan will help exports; especially SMR. Hope we get a huge chunk of the £250b market

https://www.bbc.co.uk/news/business-59313263

RR said announcement this week about Qatar funding; should be positive. Need Dubai Air Show order. This covid crap will pass quickly; won't be lockdowns; we've got vaccine and pills now: don't see what all fuss is about

At last
At last:9 Insulate Britain activists jailed for breaching high court injunction

https://f7td5.app.goo.gl/uv7f8Z

Sent via @updayUK

Without energy inflation be below target. I agree we need gas until new nuclear. Its gov fault for letting green lobby dictate. I fully signed up to net zero but transition been terribly managed; nuclear SMR should already be on grid now. Relying on off shore wind proven to be wrong

Cannot see any short term measures to escape energy inflation. Housing market calming. Interest rates blunt tool and as governor said have no impact on energy costs. Doubtless gov will filter fiscal measures to poorest but average Joe just suffer. High energy costs are deflationary for discretionary spending; combined with rising interest rates could force a high street recession. Only solution is increasing domestic energy production. With current projections and old nuclear coming offline in 2025 its only going to get worse. 1.25gwh from coal on Monday. Hippies no place in energy policy; we get to where we are when we let liberals dictate the political agenda; especially energy policy

https://news.sky.com/story/inflation-hits-highest-level-in-a-decade-at-4-2-as-fuel-and-energy-bills-soar-12470527

Fool... you are! Governor of Bank of England last testimony to Commons stated rising interest rates not help with reducing energy costs. You sound like conspiracy theorist claiming you know better than BofE. £2000 mwh on Monday. Reason your car gone up is a covid related supply side shock; particularly on chips. New car production down; many people waiting on electric car ramp up and battery range improvement and buy second hand until this occurs. Look at data in detail on electric car purchases and you will see. Gigafactory Berlin not even open and yet Tesla out selling German rivals. As massive structural shift is happening across car and energy markets and friction occurs. Inflation will largely be transitory. Housing market calming. Only real risk is wage inflation.

This process could be speeded up with investment by gov and RR. This is a national priority. Inflation figures today largely due to energy costs. The wholesale cost will filter through to retail eventually and this will decrease consumer disposal income and decrease aggregate demand

The gas-rich Gulf state of Qatar is poised to invest up to £100m in Rolls-Royce's plan to develop a new generation of mini nuclear reactors that are far cheaper and faster to build than traditional designs.

Qatar will join billionaire French oil dynasty the Perrodo family, which made its fortune from the private oil company Perenco, and US nuclear giant Exelon Generation as Roll-Royce’s partners in the project.
Investment from Qatar in SMR? The offer of stake to Qatar must be linked to the previously announced partnership. RR wouldn't give away stake for £100m. Be big bang announcement when it comes. Really hope SMR timetable vastly accelerated: we got huge energy crisis already let alone by 2025 when old nuclear starts to go offline.

Green for sure; good news out of Dubai Air Show coming soon (hopefully)

Apparently Emirates may switch from Boeing to Airbus and decision within couple of days. Boeing delayed; Airbus modular production real advantage resulting in better production timeframes. This would be completely new business and direct loss for Boeing. If it does happen then surely sp must go up.

https://youtu.be/XFfVmvV3a9Y

We need a big order like this to give sp a leg up. COP 26; Art 6 trading scheme is a net positive for RR as engines more efficient than rivals.

https://uk.finance.yahoo.com/news/emirates-could-seek-airbus-a350s-100824023.html

What a beautiful piece of engineering

https://samchui.com/2021/11/15/dubai-airshow-2021-airbus-a350-freighter-launches-with-air-lease-corporation/#.YZNrPFOnzqs

Freight market predicted to grow by third by 2027. RR powered plane is 40% more efficient than Boeing. Orders for this plane should be explosive.

https://simpleflying.com/airbus-a350f-expectations/amp/#aoh=16370492348303&csi=1&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s

First order for A350
https://simpleflying.com/airbus-a350-freighter-launch/

So 1000 kwh in mwh. Average cost per kwh under UK price cap to domestic customer 24p per kwh. Wholesale cost to utility providers is £2 per kwh. I know this just for particular price point in market but gives an idea of the problems UK energy market faces and why so many gone bankrupt. Of course not just UK issue; it's global

https://www.bloombergquint.com/onweb/u-k-power-prices-soar-above-2-000-pounds-on-low-winds