RE: Seems Bill is still hanging around,11 Jun 2025 17:46
My take on the SMR announcement is two words: "Damp" "Squib". Not what I thought to be honest, I thought at least 10% on the news.
That said, the convoluted way RR SMR Ltd is now owned, (and as I said in my recent blog posts if anyone here reads them) is all debt of the LTD company 'should' be paid prior to divs from the LTD going to RR PLC.
This won't happen, of course - anyone owning a LTD company with debts will maximise the debt before paying any divs to shareholders (RR PLC being the main one) - therefore, the reason this hasn't risen as such is due to knowledge that the balance sheet of RR PLC (the company we are invested in here) will not show one jot of movement relating to this news for months/years to come.
All good though (I've taken my negative head off now).... the end result will be a balance sheet increase, but you have to decide if you want to wait for it.
More important to look look at introduction of Narrow Body building and increased revenue in current sectors that directly effect RR PLC.
Apologies - alway s hate to read posts where someone says "I told you so" but.... on this occasion.... I did tell you so.... (sorry).