Member Info for livepari4

It’s up 5% in the last one month.

I’m more than happy with 5% monthly rise continuing. Still takes us over £15 in six months time.

No matter how high price you sell this, regret is going to come your way in the next few week after selling :)

It touched 11.40 today and seems we should be past 12 this month. Stock markets globally are rallying and RR too will ride the wave. £14 end of the year.

Nothing surprises in the results.

https://www.mobicogroup.com/investors/results-reports-and-presentations/2025//#tabs

Https://on.ft.com/3JGM6m8

Norway to order at least five British Type-26 frigates

deal worth £10 billion. These likely powered by Rolls-Royce MT30 gas turbine?

I bought Lloyds around 30p during pandemic and sold all at 78p, and with about 5% dividends annually.

Like RR big gains may be over for a Lloyds but both still looking very good for 50% rise further in the next one year or so. DYOR

“This investment has put me a a different league, financially to them and I'm not sure how that would impact our relationship, so I CANNOT share this joy with them.“

So true! I’ve also grown my investment pot from less than 100K about 5 years back to over a million now with most gains coming from RR. I recently shared this with a close friend of mine after few drinks and regret it. Gains here are life changing for me and so thankful to RR and Tufan for what they have done for me and many others here.

Tim

RR currently don’t make narrow body engines so how can there be a backlog. Can’t you use your mind before googling?

I sold half due to concentration risk and now feel a lot better and happy to wait longer till £15

GE is in red today despite results beating expectations. Reminds we were in red on the day of winning the SMR contract.

Unbelievable we have come so far!

£9 resistance broken and can move fast now with NATO defence summit announcements on higher defence spending.

Next resistance of £10 could be coming soon.

Looks like US not going to retaliate against latest Iran strikes.

Then this will turn out to be a good weeks for the markets.

Hopefully tomorrow morning we won’t wake up with news of missile strikes anywhere.

US markets up by about 1%

GE up by more than 3%

Will be a good day tomorrow

886.60 closing price.

Wider markets have been flat (US, UK) for the last few weeks. Maybe that’s playing a part.

Mood can change next week with some expectation of peace in the Middle East.

Share price not keeping pace with the good news from Paris and the SMRs last week. Was expecting £10+ at this time but still hopeful this will catch-up as analyst upgrades could be coming soon.

I found ChatGPT very useful.

Recently I sold my holding in some single stocks and invested all in iShares MSCI Emerging Markets Asia ETF based on AI research which has worked out very well so far.

Napalm

NTC forecast is £12 by year end - just 6 months from now. We could see £10 much sooner - hopefully the tensions in the Middle East will cool down soon. We are already down 20p due to this.

Paris air show may be a bit subdued due to the recent air crash but there may still be new contracts helping the share price.

Ultrafan potential valuation (From ChatGPT)

Scenario

Ultrafan Status

Market Share (Narrow-Body)

Valuation Impact (Est.)

Conservative

Powers only widebodies, minor SAF upgrades

0%

Limited; shares remain sensitive to legacy engine services

Moderate

Enters widebody + hybrid mid-size aircraft

5–10%

+£5–10 billion in market cap (15–25% share upside)

Bullish

Secures A320neo or new platform with Airbus or Boeing

15–25%

+£15–30 billion in valuation (40–60% upside)

Analyst Expectations

• Barclays & Jefferies have flagged Ultrafan as a “potential game-changer” if it enters the narrow-body space.

• Rolls-Royce itself says Ultrafan could be ready for service by 2030, pending OEM adoption.

• A clear partnership with Airbus or Boeing (e.g., for a next-gen green narrow-body jet) could be the catalyst for a sharp re-rating.

⸻

🔋 Additional Strategic Levers

• Ultrafan will likely lock in high-margin TotalCare contracts, extending 25–30 years of recurring revenue.

• Its SAF and hydrogen adaptability aligns it with net zero aviation targets, unlocking ESG capital flows.

• The UK government and private funds are backing Ultrafan, minimizing R&D downside risk.

⸻

🧭 Final Thoughts

Ultrafan is not just an engine—it’s a platform that could break Rolls-Royce’s dependence on wide-body cycles. Its scalability:

• Could let Rolls compete in the largest aircraft market segment (narrow-body),

• Build decades of high-margin recurring revenue, and

• Reposition the company as a tech leader in green aviation.

If OEMs adopt it, RR could see 40–60% upside in valuation, especially as ESG funds and long-term institutional investors rotate in.