RE: Results Day23 Jul 2025 18:09
Thanks for responding Mr Cat.
Many of us intuitively felt during the COVID times that this company had been grossly undervalued .However the opportunities arising from B52,FLRAA ,SMRs coupled with the inevitable return of commercial aviation proved irresistible
I only dreamt RR would prevail in all tenders but ,hey ho ,they have .
Add to this the unprecedented increase in defence spending and the urgency as evidenced for example by the DoD calls for V280 to be accelerated - I’d rather the need wasn’t there of course.
Add the energy needs of AI which none of us appreciated until recently…..
Add hopefully Ultrafan actually being commercialised and return to narrow body.
Finally the SMR division has generally post HMGov announcement been somewhat overlooked ,understandably ,however I personally believe this could be a substantial contributor AND not subject to economic factors as is the case with for example commercial aviation.
What I’m trying to convey is my belief that this stock is not going to stall once it achieves low teens the aforementioned catalysts and more that we have no knowledge of are going to keep the momentum going.
Only my opinion ,I am not qualified to give advice blah blah .
Of course a black swan event could set us back but we seem to so well diversified in areas that appear to be only growing massively for the foreseeable future.
Good Luck to All.