Member Info for NettlesTheCat

I’ve been told RR PLC hold 85% so with the others invested (QATAR et al), I’m guessing it’s around 10%.

I could be very wrong on that. Information not readily available.

...but what do I know. I'm a cat.

...and that's why I like Tufan over Warren East. East was all about a singular revenue stream of client input, which then made massive losses through Covid (as well all know).

Tufan recognises the saleability of these RR nurtured businesses that will only add to the bottom line and thus, improve the base/core of RR PLC which will always be civil engineering.

(and yes, I acknowledge that RR will always produce the goods, but with a lesser holding, the payout for investment is less).

His goal is clear - he will sell a grass routes company, based on 10 years worth of R&D, for a huge amount whilst still producing the required product. 49% gives him (RR PLC) the possibility of upscale sales turnover whilst also producing the goods for an upscale turnover - let alone the equity from the initial sale.

*worth (not with)

Onlyonewhufc - it means that Tufan acknowledges all lead up debts with the new business and is so confident of RR SMR Ltd being the prime supplier of SMRs in the near term, he's already thinking about selling a significant share holding to then only have RR PLC as a minority shareholder.

And it seems Tufan agrees with me. The net worth of RR SMR Ltd will be shown on the balance sheet in years to come (many years). So, Tufan is looking to sell the majority share holding based on future forecast, not actual balance sheet sales. And as well all know, future potential, sold to the right clients (I'm guessing it will be a in-sell to QATAR) is with far more than the pain of actually producing the goods.

I hope I'm making myself clear, but feel free to ask me to clarify anything.

Calm down Cev. Let's get this board back to discussion shall we? 👍

….. retail shares owned by a mere 17% by the way.

If you suggest the progression into shareholder divs (announced at the CGD) and progression towards 15-18% enhancement per annum will lead to a ‘sell off’ then politely suggest you’ve lost your marbles.

£7 close Feb 2025. Always has been, always will be.

CityWatcher, 1.5bln has been announced in sales so far. And with that info, the SP has gained dramatically.

I see no reason for the decline you mention.

Falcon, RRs debts are now manufactured into their projection for free cash.

The debt level throughout covid was horrendous but rest assured the future projections of free cash have it covered.

… he’s already ear marked £1.5bln of sales with current RR companies, which was scripted.

He’s a seller. Which is good based on grass roots businesses starting from nothing but funding, but then capitalise on future value.

Be good to hear of some other input on this if possible.

I think you miss my point Billy.

Tufan was scripted throughout. He had a question via Q&A that he then divulged he wants RR PLC to be a minority share holder (less than 50%) in RR SMR Ltd in years to come.

Am I the only one who thinks this is major news?

Just a quick bump on this topic.

It’s key to LTH (the fact it’s not being discussed suggests majority here are day traders, which is fine).

It’s a key telling point from what was a very eloquent script written presentation.

This was the only time Tufan went off topic, and it speaks volumes.

Did you see him squirming in his seat yesterday with the Q&A. ? He looked like an out of place schoolboy.

New rating just out - BUY 310p

Which is nice

This has stuck in my head since hearing Tufan comment on it yesterday in response to the Q&A.

It’s almost like he hadn’t planned to announce it, and he quickly backtracked by say “in the future”.

Basically, it means Tufan intends to sell a good percentage (I think RR are currently 85% ownership)to get to below 50%.

That, to me, speaks volumes of Tufan’s approach to business. He sees the value in the sale of grass roots RR businesses and his forecasts include the sales of such enterprise as well as the progression of turnover and margins.

I for one and very happy to hear it.

It also shows his confidence in gaining the UK SMR contracts. The forecast graph alone showed SMR and narrow body aircraft being 1/3rd of the companies income in years to come.

“ At the end of the day very few thought there'd be this kind of progress after the CEO's comments of a burning platform.”

I did. 😂😂👍

Did I just hear Tufan say he wants RR to be a minority holder in SMRs in the midterm?

Didn't realise how young David Perry (JP Morgan) was. It all makes sense now.

"Nettles my fury friend, have you seen the analysts prediction of RYCEY?"

Link?