RE: Smr competition6 Jan 2024 23:53
Nice post CityTrader, but that’s from 28th Dec.
Tufan is an awesome business man, but not very good at keeping secrets.
If any of you watched the CMD (Capital Market Day) live, like I did, you’d have seen his desire to spill the beans. Thankfully, the CFO took over and we had an hour of core finance.
The final part of the CMD was all four senior executives answering questions.
At that point, we knew what short, mid and long term meant time wise for RR plc so we can easily put the prior news into those three sectors.
If you didn’t watch it, divs are short-mid term, narrow body re-entry is mid-long term and SMRs is a signed deal*.
*Tufan was itching to share that news.