Member Info for NettlesTheCat

What a silly comment. Are you 7?

Boom!

...as Rertirment can confirm - he's a very well dressed business looking dude - I'm a third class deck rough looking viking 😂🐈‍⬛

"You bring the grog—I’ll bring the Tea Leaves. 🍻"

😂. Just be prepared that this Cat is nothing less than a 6 foot scruffy viking - I may disappoint on first avail, but my heart is there friend.

Totally agree riskawar - hence my point of me wanting to call him out! 😂. I'm too passionate to ever be a decent CEO.

Along with PEAKDREAD, you are the one I want to buy a pint for captain. Apart from the captaining the RR Ship, what a guy you are dude.

When I next set sail for land, please let me get you a Grog or two. You are a credit here sir.

"Steady as she goes—we’ve got more waters to chart yet."

Well, although my stocks are firmly within your RR PLC ship, I have had this dingy of mine for a few months now and I've made a decision to invest heavily tomorrow in one of those stocks I found whilst scouting. If it doesn't work out, I'll be heading back to the main ship - but if it does work, you have pride of place on the island I'm going to buy!

Wish me luck captain sir!

Well, let's all hope the narrow body Tufan and McCabe suggested as long term end up being as fruitful and instant as the SMR as that is core to RR PLC.

Personally, if RR make good on the narrow body, I feel we're looking at £20 a share in the near future.

"obviously it was some time ago that i watched it now."

Yeah, for me, it was almost like "Let's hear you first DP as we know (and everyone knows here) how negative you've been" and the questions (2 of them)

were valid I guess, but I just felt he should have been questioned about his stance - maybe that's why Tufan and McCabe are good at what they do as I would have roasted him! 😂

Hence me never being a CEO. I'd be to argumentative! 😂

I do share your optimism captain, although it feels like a ship sailing against the tide.

I will not continue in my "what could have been" stance, as you are absolutely correct in the fact that the RR PLC ship is better than that.

So glad you are steering the ship captain - you are a true asset to those here.

Riskawar, glad I'm not the only one who watched it - so off tangent a little, any idea why they gave Dave Perry (JP Morgan) the first Q&A baring in mind he slated the stock at £1? Were they taking the p8ss?

"I also watched the full CMD including the Q&A, it’s where I picked up that RR SMR would be cash generative from day1 of build rather than having to wait the 5years until build completion"

RR SMR Ltd of course, now massively diluted.

"That said, the technology itself still holds immense value. And if SMRs become what many believe they will—a key element of future energy grids—then RR PLC stands to benefit indirectly through engineering, servicing, IP licensing, and strategic influence."

Agree again captain - with everything you are saying, but I highlight that one sentence. As with Graphine and ARM, we now allow a catch up.

By that, I mean the future is obviously Nuclear and green energy in 10 years so there will be those (EDF especially) who will possibly take control in years to come.

We (the UK) had the opportunity to be paramount, and Tufan said it from day one - "Let us do it! we know what needs to be done".

We will soon be overtaken with those who lost out on this 'competition' as they will deliver what Tufan wanted to deliver 5 years ago.

To have such a fighting force as RR PLC being hindered in everything they try and do from a national government level is shameful.

No idea what the answer is, as all parties seem to be slow in their approach - maybe Shareflyer was correct all along and we need to vote Reform?

(That sickens me to even say those words!)

Anyway - I moan from the boat away from the RR PLC you captain, but I have a bit of money today and I've instigated an order for KOD tomorrow.

I wish I could have put it into RR to continue my holdings here.

"RR SMR may be slow to show on RR PLC’s ledgers, but its very existence fortifies the brand"

Yes it does captain, but only for those hedges and pensions that need insurance to warrant their take of RR PLC. Prior to the credit upgrades, RR PLC couldn't get those two on board simply due to those holding capital within the pensions and hedges having a 'get out clause' of "Why the hell did you invest in a BB+ ?

Now we're almost A rated, the passion to invest in RR PLC has grown and I agree that the SP will increase (£12 come December 2025 as I previously stated), but the increase in balance sheet will not substantiate a 100bln MCap in it's current form, so come Feb 2026, we will see a decline.

Very frustrating when RR SMR (prior to CEV RR had 78% if I'm correct?) should have been the driving factor to get RR PPLC to a Tesla level.

I do my research and I can say that RR SMR LTD was a 61m loss in 2022. It was also a 78m loss in 2023 (last accounts audited).

I'm guessing 2024 1s 100m+ loss.

That's quite a lot of money to make up before profit. And once profit is made, we have numerous entities capitalising on those profits before any profit they can't hide is given to RR PLC.

It stinks - imagine if the UK government would have partaken in a shareholding back in 2020?

RR PLC now have to reply on the core business, as well as AUKUS to fight this horrible governing entity.

They will succeed, of course, but it could have been so much better.

Fully agree with everything you've said Captain, but we hear from the horses mouth (Tufan) that SMR will not be profitable until 2030.

That's RR SMR Ltd by the way. I think I was the only one here to sit through the last CMD (correct me if I'm wrong if anyone else here did it?) and the

precursor to almost all questions asked at the Q&A was a laughable "so obviously the debts of RR SMR LTD are ridiculous....."

Even Tufan laughed at one stage - What could have been a substantial influx to RR PLC bottom line has become what the likes of Graphine and ARM became. The UK government being to slow in their approach to an obvious UK industry on the front line of a global monopoly, backed only by £250m from the then Conservative government, and a silly idea to offer a 'competition' in terms of legal tender to those not up for the job.

I may be wrong, but if France, Spain, the US and any other country had a home grown talent with 10 years R&D to say "give us the contract, we can do it", Cev would never be on board - in fact, any decent national government would have invested to say (5 years ago), "We are the future! Invest in us!"

Alas, we have another weak governing power that doesn't know anything about business.

Hence, RR SMR LTD will be a great company in years to come, and the home grown RR PLC (we all invest in) will have no uptake of that entity for many years after.

What a dying shame.

CMD suggested SMR and narrow body being long term goals - everything else is fulfilled.

I hope you're correct in £13 but £12 seems reasonable before the Feb results.

And yes, it will go down, but I need to get in again before the uptake.