Member Info for MarbleMadness

Regardless of the Telegraph article only RR SMR has a design going through GDA with the ONR.
Good luck to all competitors but they're years behind the regulatory curve. Ha ha.

Good web link. Shame they used a picture of a car wheel to represent an aerospace company.

I think they do it on purpose for a chuckle :(

Well the Chinese are out because of security concerns
French reactors = full of cracks (just like their cheese and prefer a slab of Forgemaster Cheddar)
GE = no export jobs
RR SMR = Win win

It'd make a lot easier for RR if the UK Gov buys a few reactors than relying on another country to start the ball rolling. Thankfully the ONR and our nuclear standards are globally respected otherwise RR SMR would be in trouble relying on MPs to do the right thing.

The Government is committed to 24GW base load from nuclear so they're going to have to cough up soon enough. In 2028 Heysham 2 and Torness will be shut down and Hinkley B in 2035. That will leave just Hinkley C and Sizewell C with possibly Bradwell B if it gets built.

You can build as many wind mills as you like but we still need reactors reactors reactors.

'The new V-280 Valor aircraft will fly at speeds similar to a fixed-wing plane, and twice as fast as the old fleet.'
Need something quick to get away from the Chinese in the Indo-Pacific.

In the voice of Arnie "Go! Get to the tiltrotor".

https://www.defensenews.com/industry/2022/12/05/us-army-makes-largest-helicopter-award-in-40-years/

Bingo. Another win for RR.

Hinkley Point nuclear plant faces risk of 11-year delay. Flagship project may not be ready until 2036, new contract suggests.

https://www.telegraph.co.uk/business/2022/11/29/hinkley-point-nuclear-plant-faces-risk-11-year-delay/

Here we go RR SMR to the rescue.

Maybe a few blackouts would help move along the funding model a bit quicker? Preferably up in Scotland to help build the case for the Ineos SMR..

'Strange article really. A picture of a car sized small reactor. Even so.'
Thankfully it wasn't the usual picture of a RR car..

The SMR business may be unprofitable for a time but the SP could still grow because upcoming potential? I was thinking of tech companies where their SP went stratospheric long before they started making profits. Of course I haven't got a clue though.

'Erginbilgic is due to start in January and will be paid a base salary of £1.25m, of which 30 per cent will be deferred share awards.

The company said Erginbilgic will be compensated for missing out on rewards he could have expected at his private equity employer with two tranches of Rolls-Royce shares each worth £3.75million – which will vest in 2027 and 2028.'

Plenty of motivation for 'Turbofan' to get the RR SP up. Talk about a massive carrot.

I see SMRs as a bonus but for me RR is still a covid recovery stock. That plus historical issues which have been resolved such as with the Trent engine. Buy backs + paying off debt + divis = happy days.

148p Friday. £7 in 2025.

Surely there's a limit to the amount of R&D is needed once the general design is approved? All SMR plants should be pretty much identical and not some evolving model with new headlights and bumpers that comes out every 3 years.

The initial few won't make any profit because of the startup costs but after that it should be a cash cow? IMO.

I thought Sizewell C was pretty much a given so no impact to RR SMRs. The UK will need lots more reactors to get to the 24GW baseload. Only Hinkley C and Sizewell C will be live beyond 2028 and the rest will shut including Hinkley B.

So.. if the 2 remaining powerplants give 6.4GW it leaves 18GW to find. At least 30 SMRs.

https://simpleflying.com/november-8-2021-first-ever-simultaneous-takeoff-london-heathrow-airport/

Remember this when flights to US re-started? Lovely RR engines.

Does anyone know what the profit margin is for each of these SMRs? The published cost is £1.8bn but wondered how much is banked because i'm guessing the factories are going to be expensive to get going.

https://www.londonstockexchange.com/stock/RR./rolls-royce-holdings-plc/company-page
88.44

148p Friday.

$8-10bn revenue for RR worth about 5p a share according to Citi.