Member Info for Napalm1

I've taken a little punt on NEO Energy Metals, uranium and gold mining in South Africa.

Uranium output is falling and demand is growing. It's starting to shape up nicely, but don't they always look that way!

I won't be parting with any RR stock to fund that tho.

Bacchus founded Yellow Cake PLC (YCA:LSE), Yellow Cake is a £1b+ Mcap company who is in Uranium dealing and who’s major supplier, Kazatomprom, have announced a downturn in their uranium output (this is in their annual reports). I don’t think you need to be a rocket scientist to join the dots!

GLA

Any substance to the whispers about a tie up with Yellowcake PLC? Maybe an ongoing streaming deal for funding? I’m hearing that their main supplier, Kazatomprom, has signalled a further downgrade in production guidance for 2025.

Considering that there aren’t any large scale uranium mining operations known about in Saudi Arabia, then they are could to be looking to buy the ore from somewhere to process into ‘yellow cake’ and the low enriched uranium to then sell on.

Confirmation that Saudi Arabia are looking to get in on the uranium action. https://www.reuters.com/world/middle-east/saudi-arabia-plans-enrich-sell-uranium-energy-minister-says-2025-01-13/

Another to the green box of doom. Dyor7/JohnJacob7, you may continue shouting into the void but no one is listening.

It'll not be long before he has to create another alter ego as he is not getting the attention he clearly craves.

Thank you Kojak61 for your polite and educational response. Most appreciated.

Can someone explain to me what the spread is, what does it mean and why its important?

I don't really know.

You can call me whatever you want, but I'll bet I've been called worse by better people.

Genuine question, as I'm not really sure.

Thanks, Napalm

@Tezlar.

RYCEY is an ADR (American Depositary Receipt) and not a stock in itself.

An American depositary receipt is a certificate issued by a U.S. bank that represents shares in foreign stock.

These certificates trade on American stock exchanges.

ADRs and their dividends are priced in U.S. dollars.

ADRs represent an easy, liquid way for U.S. investors to own foreign stocks.

These investments may open investors up to double taxation, and a limited number of options are available.

So essentially, a US bank buys RR stock and then uses certificates to trade that stock on the US domestic markets.

That's my understanding anyway.

Wow, a lot of green on here. Amati must have triggered someone into having another psychotic episode. I bet he’s used the words pr*ck and sheep, although I’m not turning the filter off so I guess I’ll never know.

Posted by JB 3 hrs ago on X, in response to @Share_Talk's article.

"Delivering fast on our uranium stratergy in South Africa.

One to watch in 2025, but I certainly wouldn't take my eyes off it for the rest of this month or 2024.(sic)"

Https://poundf.co.uk/rolls-royce seem to think £30 pound in 2026! X-D

Gulf Air flight GF005/GF5 operating between Bahrain and Manchester diverted to Kuwait City earlier this morning with an apparent left hand engine failure. It's a 787-9 with RR T1000's fitted.

Let's hope this doesn't turn into a major drama and turns out to be something benign.

I'll be the first to admit I know absolutely f all about the Tempest programme but, BAE Systems and the RAF are quoting an EIS date of 2035.

5 years from Feb 2023 I believe, so 2028 in that case.

Don’t forget that Polarean has 5 year market exclusivity protected by the hatch-waxman legislation.

All RR in production civil aerospace engines are 100% compatable with SAF and have been fully tested with it.

No one is really going to use it as it's about 3 times the price and as rare as hens teeth in any meaningful quantities.

Jeez mystic, why so snappy?

I completely understand what Rhino is saying. Is the 'potential' of the SMR revolution priced in, possibly is, it's been rumbling round for what seems an age so far. Big investors don't deal in pipe dreams, they deal in fact.

The potential of the Czech deal has excited the market, but nothing is a given yet. Nothing has been signed, yet.

In the words of RR 'Discussions are ongoing to finalise contract terms and the final agreements are subject to customary regulatory clearances. Details of the agreement will be published at signing.'

It's close, oh so close and I'm sure that if/when its signed it'll give us another boost. Pretty much down to both parties to agree terms that are favourable all round. You, as an investor, wouldn't want RR to 'sell the family silver' to get this contract and I don't think Tufan would either.

Currently, as Svend would say, the wind is in our favour.

I'm looking forward to :-

The first SMR contract being signed

More MOU's for SMR's in the coming months

Meeting/beating the annual predicted fincial targets and a further reduction in debt

The confirmation and detail of future dividends

The outside possibility of a share buyback

A timeline, and details, to the re-entry of the narrow body market

I'm sure I've missed something out, and I will be flamed for that, but so far the future is looking pretty bright.

Toodle pip

Napalm

And if your really into actually understanding the RR product, then go here - https://www.rolls-royce.com/products-and-services/civil-aerospace/widebody/trent-xwb.aspx

and download the Apple or Google app and have a good old root around the product you are invested in, jusy sayin'

Toodle pip.

I think MJK1, we should say, nothing to see here, move along, as we both obviously know our shizzle. Toodle pip!