Member Info for NettlesTheCat

I stand corrected - Sorry Helen. 👍

JNB1992 - thank you.

1) CFO (Sarah) announced 'repayment to shareholders' within the CMD (I'm guessing we all know this means Divs) - once a sustained and 'comfortable' situation within an 'investment value' grading.

2) CEO (Tufan) announced, when questioned*, that buybacks would follow after the dividend is in place.

*important to note that no buybacks where mentioned by the CFO but as people have posted on here, the upcoming AGM has requested the ability to do so. Obviously getting their bases set so all is possible when required.

Now I'm off to lick my non existent balls.

I'm a cat after all!

Nettles out 🐈‍⬛

Apologies Cevodniya for my rant, but thank you for your support.

The facts are there for all to see. 👍

…. Couple that with the market cap data link I previously posted and you ‘should’ understand that RR is misplaced in its current placing.

70bln MCap is conservative in my humble opinion.

£7 come Feb 2025 is just the start!

It honestly seems nobody here bar me watched the CMD from start to finish, live.

It was the most important insider information you could ever have. Hell, even David Perry (JP Morgan) sat there with what he thought was a great set of questions, soon laughed at by Tufan (in a very respectful way).

Perry went from SELL at guide at 89p to BUY at 270p a day after the CMD - if you didn't see his reaction to Tufan and CFO Sarah Armstrong's commitment to SOLID figures, then you missed a treat - he looked like a kid in a playground who had just found out his pocket money was worth ten times more than he thought!

The CMD was the singular, most important PR RR have ever done, and it resulted in the HUGE increase to what we see now.

What hasn't been factored into the current SP is the end graph they showed. That, to me, said everything we need to know.,

It was a split graph of current and mid/long term revenue. The long term revenue was made up of one third by revenue we haven't even seen yet. They were:

1) SMRs

2) Narrow body aircraft

In their own CMD, the CEO and CFO of RR PLC have stipulated that long term, 1 third of revenue will be made up by these two factors.

With all the current news of AUKUS, existing contracts and their core business, if the fact that they consider such growth in all sectors and to still have NEW business of SMR and narrow body re-entry as being one third of long term growth doesn't mean anything to anybody, then I suggest you look elsewhere.

If anyone is interested in reading my full take on this - it's rather simple.

Boeing, although using RR Trent on some aircraft, decided at an early stage to use GE. That is why Airbus has always equated to RR and Boeing has always equated to GE when layman's read the news.

With RR not being narrow body (at the moment) that also equates to any news of short haul not being relevant to RR.

BUT! And I know I keep bring up the CMD (which I watched online throughout the whole day), Mid to Long term progress for RR PLC is a reintroductory to narrow bodies - something Tufan is passionate about.

Anyone, like Turkish Airlines, would have seen this. The monopoly of Boeing and GE within narrow bodies is over as we all know , and those wanting a deal when RR (Airbus) get back to compete on the narrow bodies will no doubt be softening any future deals with existing wide body aircraft. We know that - we do don't we? it's common sense!

The HUGE increase in revenue Tufan proposes is due to this increase down the line. Certainly not at my goal of £7 come Feb 2025, but 2027 and thereafter, RR and Airbus will be the single unit of supplier for narrow and wide body aircraft - I'll be very surprised is an entity isn't set up to purchase Boeing at some stage.

Fully understand that Eusebius and you may well be correct.

But if what you say is correct "technology transfer" then I have to conclude that RR hold the cards.

You seem to 'know your beans' so I won't be educating you on the 10 year R&D RR still hold from 2010 (and prior), under Warren East where they decided to implement such R&D that funds are now interested in - in essence, they spent money in research whilst others spent it on marketing (GE to name one of many).

In my humble opinion, the 10 year R&D RR PLC committed to is now showing worth, and with the Turkish order, I consider it to not be an open playing field..... as others, they have concluded to worth of this R&D and are therefore interested in being part of the game so to speak.

I wish I had the links to show you from 2020 et al that showed the true worth of the R&D from big investor implications.... alas, I haven't but what the Turks are now instigating is EXACTLY what interested parties of RR PLC where way at the time.... "If only they weren't junk status [as RR was at that time], we'd be investing, based on their R&D".

I'm sure its available through Google somewhere, but the R&D that RR PLC put in place all those years ago make it heads and shoulders the right choice for any entity going forward in partnership.

Hell, it's the only reason I've held them since 2020.

I'll try and find some links. 👍

Great post Mystic!

I obviously don’t like the 2026 idea but hey, it was only 6 months ago credit agencies suggested a buy at £2 so I’ll give them job security! 😂😂

£7 come Feb 2025!

Neck on line, but I don’t agree Eusebius.

Very eloquent I have to say but you’re suggesting Turkey use RR R&D with no payment/licence?

You can say that again 😉

As explained, comments by both CEO and CFO at the CMD suggested buybacks will be further down the road AFTER divs.

It is perfectly normal for any business to instigate the authorisation for purchasing own share way ahead of the first initial purchase.... with the shares I hold, it's usually 6-12 months.

That suggests, to me at least, that reinstatement of Divs is on the cards within that period (prior to buybacks commencing).

Behave yourself Rheinmetal_fan.

Was that aimed at me?

Tufan at the CMD suggested buybacks were further down the road AFTER repayment to shareholders (Divs).

"I'm still waiting for the press release......"

*** BREAKING NEWS - LSE pundit uses Iran/Israel crisis as reason for his miraculous predicted RR drop ***

So you foresaw the Iran/Israel crisis?

I thought you said the drop would be because of an RR issue?

You should work for MI5 seeing as though you foresaw the Iran/Israel crisis.

Exactly - it gives a good indication of where you 'think' RR should be sitting amongst its peers at any given time.

No, I bought in 2022 averaging around 0.30

Lots of negativity on this board, and I guess rightly so in some cases - but it soon became a which hunt and a very lack lustre take over (where are they now).

I've not commented before as I see it all as piffle/fodder - end goal is far more interesting to me.

I fully understand the desire for instant RNS statements when dealing in this kind of share, especially when it reaches lows of sub 10m MCap, but I'll beg to differ with most of those on here who berate the BOD.

Let's see how this pans out - I have a gut feeling this will come good. Gut usually works well for me, especially when it sniffs a takeover.

... quick correction.... when I say WHOLE REASON, I mean I also liked the fact that RR had a 10 year R&D over anyone else in their sector. Hence the SMR and Hydrogen advancements we're now seeing/going to see benefits from.

Anyway, to many insider details being shared.

£7 close.