Member Info for NettlesTheCat

This is why I enjoy my debates with you Captain. You are extremely respectful in your response.

Can I ask what the difference between Mystery and a Mask is? in your opinion?

I'll be happy to share with you knowledge that as a graphic artist of age (50). All my clients (mostly US) know is they get a great job from a great artist... I have no need to divulge anything about me (especially age wise). Would they have treated me different if I was 20? or 70?

My point is, the mask of mystery is a combined entity and cares not a jot if the end result is positive. Surely you agree with that ethic?

Thank you Mystic - great post!

Totally agree Svend. But not about people rolling in it buddy - it's all about playing it right. I'm privy to people having more money than their MD in the businesses they work for but they play it cool.... no stress, they are told what to do, and it works for them.... I love that attitude. Hell, a few of them could walk away tomorrow and couple could buy the business off the MD, but they chose not to... they're happy with what they have and they gain from working the way they want to work.

You gotta love that dichotomy in life - otherwise we're all craving the same and as PEAKDREAD correctly suggests, it's they a 'willy wanging' contest.

No hate to Retirment (a really lovely chap on first view when I met him) after a lovely conversation we had, but I now know the majority of the value of his investments (from his desire to tell me) and he still knows nothing of mine. I love that. I'm a big scruffy guy in shorts having a pint. And I want a new scratch post - that's all anyone here will ever know about me. 😂

"wall street isn’t full of people with “no cents” — it’s full of professionals managing risk, cash flow, and long-term strategy"

love my captain to bits, but we're a million miles away from each other on that captain svend.

wall street is actually full of corrupt entities that will calve off their grandmothers right breast for a chance to gain a few pennies on a stock gain - it's awful, it's horrible and it's corrupt.

that said, retail like you and i, would rather invest a few pennies to makes sure we don't have to become that entity - that 9-5, that absolute gob-****e of existence to be another cog in the machine for those 78 years whilst the main wheel turns to fund it's own gains.

my philosophy is simple. be clever enough to take advantage of the system given to us through gains in investments and leave everyone else to totally f*4k it up, as they do every seven years. make sure you, your family and your surrounding friends are well kept, and we won't go far wrong. leave to a higher power, and we're all totally fudged.

I'm with you Dusty - I know some really morally corrupt millionaires and I know some people who I'd like to have a pint with who have enough to scrape through every month - and I know the people I like to hang around with. 😅

Me, I need a new scratch post. Just about got it with the RR increase - and without being extravagant, this one does actually have bells on it! 👍

As I always said from day one brother - goals are the cream, the rest is fodder.

… joke being that I live in my mum’s loft and trade for beer tokens.

But I guess if you need explain it … 😂😂🐈‍⬛

“ you live in your mum's loft, eating pot noodles trading Beer money.”

Certainly not true for me! I hate pot noodles! 😎😎

Again, totally agree - but in the whole scheme of things, where do you think RR should be in terms of global MCap?

Here's a clue:

https://companiesmarketcap.com/gbp/page/2/

Massively undervalued/overvalued companies on there an with RR at #169, I'd suggest the ones directly above have far more value.

Regardless of what you and I think RR is worth, there is a global valuation of the company at this moment in time - and 100bln MCap is not worthy based on the companies surrounding it.

I totally agree with you NotZero, hence my desire for RR to focus on core products that will substantiate the balance sheet rather than use recent increase in credit rating (SMR and potential narrow body), but I have to stand by my gut (and research) on this and suggest a 33p RI (rights issue) company in 2020 isn't a 100bln company in 2026.

Long term, certainly - and may well be another Tesla in terms of SP increase. But realisation of a stable economy suggests RR will back peddle to a true value come Feb next year.

My pleasure - and great to meet you finally. Looking forward to future meetings. Not sure I introduced you to the 'crowd' at the end of the bar.... you'll need a few more Guinness for that interaction, but having met you today, you'll hold your own!

"Nettles , did you and retirement both have the Feb £7 t shirts on to identify each other 🤣"

I can't speak for Retirment but I did 'recognise' him to be honest. A very cool looking chap with an awesome dog. Smaller than I thought (thin chap) but that's talking from an 18 stone rough looking viking looking dude! 😂. A very pleasant interaction, as I'm sure most on would be face to face - so all good, nice guy on first chat and no doubt we'll meet again (being in the same village).

The influx of MTUs are awesome from an investment perspective (of look at us, we've got another contract) but they aren't expensive enough to warrant the increase to 100bln MCap. It was only a few years ago we set off fireworks when RR got past the £1 mark and the company isn;t worth ten times what it was then. Yes, massively undervalued (hence my punt to suggest £7 in Feb 2025 - did I tell anyone about that?) but now it's at true value (maybe another £2 on SP, but that's it).... long term, of course it will get to £20 SP, once SMR and Narrow Body influx is recognised on the balance sheet.

Far to much has happened in a short space of time, and I argue the point that a settling figure of SP and MCap is long over due.

Having spoken to Retirment today (face to face) I have to say I agree with his strategy of IAG. Not 100% on his idea with Marks and Spencers to be honest (I see this rising in line with FTSE normality) but he's not wrong on IAG (in my humble opinion).

RR has seen the rise since Covid - IAG hasn't and is yet to get back to true value.

RR, based on core projects, will also rise to that £12 marker before it's recognised that the current influx isn't warranted.

I'll say again SF, the balance sheet (in feb) won't support the influx we've had because of SMR and the Narrow body promise.

I personally feel 100bln MCap for RR is too much at this stage.

Full year I should have said....

"NTC, do you propose the down to £10 is after or before results?"

Feb after the Q1 results. Balance sheet won't substantiate the increases in SMR and Narrow body potential that are obviously built in.

£12 come December - down to £10 in Feb.

Awesome to finally meet you today sir - not what I expected to be honest but that's not a bad thing (no goal posts on the shoulders).

Great chat and hopefully meet again soon.

"'I suppose it's a glimpse of society." Spot on buddy - a big shame to be honest, but alas, with every rose there are many pricks. 😂

...just reminded me of what my beloved mum said when she (bless her) followed my progress with RR:

"The silent minority are, of course, the knowledgable majority".