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Great British Nuclear (GBN), the government body overseeing the competition, has indicated that the selection of successful SMR technologies will be made “around the Spending Review” date.

Does this mean it could come any day now that we are very near to the Spending Review.

866.20 closing price

Previous high 857.80

I’m thinking this will go £9 before June 11 and if RR get at least half the SMRs then 20% jump is a possibility (could be more if they get all SMRs).

That would take the SP to approx. £11.25 as per my calculation. Hopefully I’m right, we’ll know within next 12 days or so.

Considering that Labour are fighting Reform as the main political rival, does that increase the chances of SMRs going to RR?

Https://www.theguardian.com/politics/2025/may/30/rachel-reeves-to-announce-billions-in-regional-spending-after-treasury-rule-changes

Https://www.reuters.com/business/energy/us-approves-bigger-nuclear-reactor-design-nuscale-document-says-2025-05-29/

Probably there would have been a lot more insider sales if there was a bad news in the offing?

It’s set to fly later in the day as the US markets futures are up by more than 1.5%.

NTC, seems it’s stepping into unnecessary details not relevant to share price. We are invested in Rolls Royce and within that there could be number of companies and subsidiaries which is a minor detail.

For comparison google is about 100+ companies and subsidiaries which you can find on ChatGPT. However people buy alphabet shares not bothering about 100 more companies owned and part of alphabet group which all contribute to Google valuation.

From Perplexity AI -

Rolls-Royce Share Price Outlook for 2025

• Analyst Consensus: The median 12-month price target among analysts is around 860p, with a high estimate of 1,150p and a low of 240p, though the most pessimistic targets are outliers.

• Recent Performance: Rolls-Royce shares have already surged, up about 35% year-to-date and more than doubling over the past year, currently trading around 840p.

• Forecasts: Some forecasts suggest continued momentum, with monthly projections showing potential for further gains through late 2025, possibly reaching above 1,400p by December if bullish trends persist.

• Dividends and Buybacks: The company has reinstated its dividend and is executing a share buyback program, supporting investor sentiment.

• Risks: While the outlook is positive, the shares have already risen sharply, and future gains may be more modest or volatile depending on earnings, defense spending, and macroeconomic conditions.

Summary:

Rolls-Royce plc’s share price is expected to remain strong for the rest of 2025, with most analysts forecasting modest upside from current levels, but some bullish scenarios see significant further gains if earnings and defense market trends continue to improve.

It’s the first time share price closed above £8.50.

Previous high closing price was £8.39

Https://www.londonstockexchange.com/stock/RR./rolls-royce-holdings-plc/company-page

851.60 close

Anyone knows why is the price showing 8.69 on this website, if you in the header. Surprising as markets closed today.

Isn’t the actual payment going to come out in 2029.

It would be an election year so Labour might not worry too much about the spending. SMR could be a vote winner as it will spur growth, generate employment, exports, energy security, etc.

GuruFocus reports a P/E ratio of 27.49 as of May 21, 2025. 

Yahoo Finance lists a P/E ratio of 28.52. 

Stock Analysis provides a P/E ratio of 28.09.

“ Shares of Oklo, the advanced reactor company backed by Sam Altman, jumped 25%, with gains across nuclear tech, including Nano Nuclear Energy (29%) and NuScale Power (16%)”

Could we see a 20% jump here as well come June 11.

Come June 11 we’d likely be over £9 by then. 20% takes us closer to £11.

Not too long to wait now!

Have a nice long weekend all.

Https://www.forbes.com/sites/tylerroush/2025/05/23/trumps-plan-to-boost-nuclear-energy-sends-industry-stocks-soaring-including-oklo-constellation-and-more/

@chips “85p end of year and 80p soon”

I’d say “80p soon and 85p end of June”

Rhymes well.

End of year, not sure but could be 1.2-1.4 range.

Good chance we see 80p this week. Well done to all holding this. GLA

Seeing anything in green colour these days makes me feel so happy :-)