Member Info for Napalm1

My thoughts are, I’ll wait for details from a credible source.

I wonder how many of our cousins across the pond won’t be able to count up to $10 on both hands after today?

It’s a little known fact that the additive used in SAF fuel to make it environmentally friendly is Shareflyer’s tears. It’s actually stands for ‘Salty as Fcuk’

That was exactly my thoughts as well.

Rainbow Rare Earths at Gakara.

Are we buying another mine?

The government says the US "has committed" to removing tariffs (taxes on imported goods) on UK aerospace goods, such as engines and aircraft parts, which currently stand at 10%.

That is "expected to come into force by the end of the month".

Agreed, Paris hopefully may yield some orders, that is the core business I'm talking about. This is what will push us to £10-£12 mark, but can it be sustained?

SMR seems to have been priced in already, barring some great export orders, and narrow body may be much the same.

I understand what NTC is saying, whether I totally agree, I'm not sure yet.

I can see there will be a drought of 'great news' for the next 5 to 10 years. SMR and narrow body, infact Ultrafan 30 and 80 as I believe they will be called, will plod on in the background for circa the next 10 years before they are productionised and making money.

This doesn't make RR a bad bet, it's just going to slow down and maybe the fickle markets eye will wonder as we are not making double digit sp growth and move onto the next big thing and cause some dips on the way.

If the Ultrafan derivatives are as good as they are rumored, then we could be looking at a paradigm shift in the gas turbine market. This could be a game changer. The Ultrafan tech demonstrator is reported to be 10+% better on fuel economy that the XWB, that is a very big number in the aviation world for something that hasn't been tuned and finessed.

The future is bright, possibly blindingly so. It's just not going to be tomorrow, and I fear we may have to buckle up for a long haul flight to reach mega highs.

Just my musings.

Napalm.

To add some more to NTC's musings, the narrow body version of Ultrafan has and entry into service target date of 2035. Up until this point the whole development program will be burning cash at an incredible rate. This is not a cheap industry and the current Ultrafan technology demonstrator has cost over £1billion so far for its first round of ground testing. Until the narrow body/widebody versions of Ultrafan go into production and service they will generate no profit, only burn through the R&D budget with thousands of hours of ground and flight testing required to pass all required certification hurdles.

Seems like RR will have to rely on its core business engines for a while yet, hence why I see NTC's pullback to £8 as a very plausible, but unwanted scenario.

I don't think any new shares are issued. The money will be paid to your provider who will then follow your instructions to keep as cash or reinvest, and the shares will be purchased on the market by your provider.

Hopefully with the dip we may get a few more for our money!

The only thing 'wired up different' is your brain Timmy!

You're one sick Russian/Chinese bot.

I'm actually in agreement with Cev, which is a very rare event.

Https://www.flightglobal.com/engines/rolls-royce-to-start-shipping-upgraded-trent-1000s-following-regulatory-clearance/163328.article

Hopefully this will open the door on the export market now the UK government has endorsed RR SMR's.

Just for the doubters

https://www.rolls-royce.com/media/press-releases/2025/10-06-2025-rr-welcomes-great-british-nuclear-decision-on-smrs.aspx

At least common sense seems to have prevailed for once. I assume RR got 100% because Ed Millipede didn’t mention anyone else on Sky News.

Is Timmy a Russian, or more likely a Chinese bot?

Its learning fast, just remember when it first joined it referred to RR as 'the Rolls-Royce' all the time.

Maybe just try feeding it complete gibberish and see what happens.

Just a thought.

Ha Ha Ha, Poundf again Trello?

As others have said, I'd be very happy if they were only 50% right!

They suspended because they said they hadn’t finished doing the accounts for 24/25. According to companies house, the cut off date for those is 30th June 25, so I would surmise they’ll ride it out till then. I think they’ll come out of suspension late June or early July. That’s my thoughts anyway.

Ref Svend

I for one fully approve of Svend’s pirate posts, A.I assisted or not, who cares.

Carry on good Sir! Keep yer spyglass on the horizon and your finger in the wind. 🏴‍☠️

Isn't the ex-dividend date the 17th April, not the 22nd April as you stated?

And does that mean peoples last change to top up for divi's is by close of the 16th April ?

And I can assure you Timmy Smith aged twelve that what you're saying is not strictly true, well what your AI has lifted from the internet.

For a start, unless someone has lifted several thousand tonnes of concrete and steel and transported it to Finland, the test bed 80 facility is still very much in Derby and not in Rauma, Finland as you suggest.

Get a new AI or better still, learn what happens where, because your list is absolute garbage.

I for one can see a silver lining in the big fat orange cloud of doom.

With many countries choosing to slap reciprocal tariffs on the US, it going to make American products (Boeing, GE, Pratt and Whitney) much more expensive to the rest of the world. Commercial aviation is a very cost-conscious business and they base their decisions very much on financial matters.

Add to that a growing anti-American sentiment amongst some nations and you have the perfect climate for a growing order book at Airbus, and thus RR could benefit as we have way more product options through Airbus than Boeing.

Also, RR already has a large footprint in the US and could potentially build some products there, and has already mentioned that option itself.

This could end up benefiting us in the mid to long term, well unless the Donald changes his mind again, which is a distinct possibility.