Member Info for Lieutenant

Just seen something on X that suggested Zelenski is being asked or is considering holding elections plus a referendum on a peace deal with Russia. Not seeing this in the mainstream media yet, but if true it might indicate a peace deal has been reached, to the point of ratification. Could explain sudden defence drop.

(Pressed enter to soon)

Rallied nearly all day up to: 12.65

Now just fell off the side of a cliff: 12.39

Open: 12.40

There is a whisper on the wind that Starmer may imminently fall on his sword.. and who should be prepared and briefed to replace him?..

David Lammy.

Starmer is bad, but please lord, anyone but Lammy!

(p.s. thank you Lord for your gracious foresight to remove Diane Abbott from the Labour party, and thus her candidacy in this matter)

If you don't understand the phrasing;

"Why are defence stocks generally down after weeks worth of world leaders, violently agreeing, Europe needs more defence"

~ to mean, THIS WEEK (given this week's events), then we're not debating substance as you are either wilfully misinterpreting or you lack basic contextual comprehension.

Thanks for trying.

I clearly stated this week.

Why are you on the attack @RETIREMENT

Why are defence stocks generally down after a weeks worth of world leaders, violently agreeing, Europe needs more defence?

There are certainly a few BAD apples that spoil this forum.

Friendly reminder that posts can be reported..

Also, usernames can be filtered from your feed.

This really is a non issue. I lived on the North side of the Island up until two years ago, and I've walked all that side of the island several times over. The predominant nesting area in question is the nearby Cemlyn Bay where the Terns are very happy and well protected in their extensive conservation area. The same area that has successfully co-existed side-by-side with the Wylfra nuclear site since the early 1960's. Extensive conservation guidance and environmental planning regulations exist. They are effective, and they are in place. This is just the treeshaggingdogooders having their moment.

Reminder to all: This is a forum to foster genuine insight and constructive debate, devoid of pointless tit-for-tat.

It is not just an option but an obligation to filter out contributors you find unworthy of your time.

This not only benefits you personally but also spares the entire forum from enduring the incessant drivel.

Also, if you wish to disagree with someone's opinion, simply state that you respectfully disagree, make your case, don't name call, and move on!

Thank you for your attention to this matter.

Speaking of cats, where is NTC? Haven't seen him on this forum for a long time?

This forum reminds me of the meme of the two Indian uncles having it out at each other.. "f@ckyooubloody!".. "no.. f@ckyoooubloody!"

Rare Earth materials.. out of all the possible headwinds that we (the RR shareholders face).. the Rare Earth monopoly that China has (and is now leveraging), is starting to be of concern for the continuity of business with RR products.

https://www.lbc.co.uk/article/f35-us-jets-under-threat-china-rare-earth-5HjdFj8_2/

(Yes, this article talks about the F-35 which RR is not so heavily involved in, apart from the F-35B variant for which RR provides the lift fan technology ~ and production numbers are relatively small).. but the relevance should be obvious given that rare earths are used in all jet engines, power generation and nuclear)

Even though peace in Ukraine shouldn't affect the SP in the long term, it inevitably will cool the SP in the short term, and coupled with escalating Tarif tensions and rare earth leveraging.. I'm concerned the SP could take a bit of a beating for the near to mid term outlook (I would estimate as much as a 20% drop)

It feels like the time may be upon to decide whether to sell now and move on, or batten down the hatches and ride the storm for the longer term???

Do we have much in the way of positive news to look forward to that could mitigate these challenges?

Discuss.

(I'm happy to be wrong btw)

Thanks for sharing, though can you share the content of this please?

It appears to be behind a paywall.

A thought.. With Hungary's ties to Russia I wonder how much thought the UK authorities have given to intellectual property theft. I would be willing to bet if RR SMR technology & knowhow ended up in the Russian domain, you would soon see unapologetically similar and cheaper Chinese SMR's on the market within a few years.

You are the rotten apple that spoils this forum.

You spout your vitriol and then plead victim.

You are a constant detractor from the RR discussions and you have no value to offer other than distraction and unpleasantness.

Out of all the tiffs and spats you are by far the most common denominator.

Read the room or leave.

*apologies for typos

I'm surprised nobody on the forum picked up exactly what Trump said as he announced the £500bn AI plan yesterday;

"What we want to do is we want to keep it in this country.. we ant to be in this country and we're making available. I'm gonna help a lot through emergency declarations, because we have an emergency, we have to get this stuff built. So they have to produce a lot of electricity. And we'll make it possible for them to get this production easily, at their own plants if they want."

If that isn't the clearest signal of SMR support, I don't know what is!

Even if not immediately lucrative for RR, the momentum of support behind SMR technology is building, and the world is watching.

Gym buddy: "Oh yes, we (GE) have already signed a contract to supply and build three for the UK government, it's been 'inked'"

In my experience of Government tendering, (16+ years BAE Systems) unless this gym friend is a director or senior exec, he is probably not much better informed than you or I before any big announcement.

The only other people who can put 2 & 2 together, ahead of the rest (internal employees), are the procurement leads. Those with a bit of grey matter between the ears will figure a big order has been signed when when they start to see long lead-time materials and components filtering through ahead of any announcement, but at best nobody pulls the trigger on large material orders more than a few weeks before any such announcement (the boys in long trousers are still thrashing out the details up to the 11th hour).

I'm more inclined to believe that your 'Gym buddy' is crossing his wires a little, with the UK Government providing initial funding (via interim contracts) for GE to go through the long and protracted UK tendering process, providing engineering and commercial feasibility studies etc. It's plausible that GE have been 'contracted' do all the tendering work based upon an initial requirement for 3 SMR's.

This is not the same as an actual contract for 3 SMRs.

I would expect the other competitors will be doing the same.

Jokes aside, thanks guys for the great insight and input.