Member Info for PEAKDREAD

A*****nal, - I just don't get where you're coming from. In the past you've attempted to sow fear by suggesting a massive engine fault is about to be discovered and now you're attempting to suggest June 11th won't deliver what most people are expecting... I take it you sold your shares at £5 and are now just bitter??? As for not once acknowledging NTC's (correct) prediction - which you continually lambasted as an absurd fantasy.... you've certainly got some neck posting on here without dealing with your past indiscretions.

I think we're all agreed the decision is coming in June.... Just a question of when. I personally reckon the Govt will announce either just before the 11th or on the 11th. So i should be announced mon, tues or wednesday. Before anyone pipes up asking "what does it matter when it's announced" - It doesn't, I'm simply sharing my opinion. Pretty sure we'll know what the score is by this time next week.

Keeping a lid on it before the 11th is going to be hard...

CPI.L brings up Capita - do you mean Capita?

Thanks for that Phuket... I particularly liked this sentence... "no major airline has made a big Boeing order in the past few years." - Defence on the rise, SMR on the rise and the core engine business on the rise...

Phil Buller at Berenberg will undoubtedly stubbornly refuse to move from his 240.....

Svend - 888 :-)

It's as if they've moved Christmas to mid summer.......If only we could gag the Orange one to ensure the SP fully reflects all this good news.....

I see your hallowed 888 has been reached Svend :-)

Imagine if this keeps "warming up" in the run up to the 11th and the 11th brings good news....We could be at 930 by the 11th and then a 10% bump brings us to 1023, a 15% bump brings us to 1069 and a 20% bump brings us to 1116.... Here's hoping....

I have a fair chunk invested in RR. It's done very well for me. On paper I'm richer than I ever thought possible....... BUT - I'm a glass half empty type of person - What if China invades Taiwan, what if Vlad sets off a tactical nuclear bomb, what if a plane comes down and it's shown to be a defect on an RR engine that was the cause... etc, etc, etc. All of these are possible - although unlikely. LTH's would argue the SP will recover from one of the above hiccups over time. My question for the day is how many of you use stops and what thinking goes behind the level of your stop?? - I used them and had a very nasty experience. I set it at a price I hoped the SP would never get to (670 when it was in the 780's) and then the Orange one opened his mouth, liberation day happened and the stop was triggered - As the SP was falling rapidly my broker only managed to get 662 (ish) - and that's where the market settled on the Friday.... Which meant I was praying for further drops on the Monday so I could buy back my beloved RR and get something useful from the deal - thankfully it dropped on the Monday and I bought back at 6 ish. Personally I hate using stops - way, way, way too much stress - and unless you use certain brokers no gurantee you'll get the price you put down - however the money I have invested is jointly owned by myself and my better half - who is somehwat conservative with regards to share trading.... I'd be interested too know other people's thoughts / experiences...

From the Gridiron article "...at next month’s spending review,"

11th June.

This will take months to sort out through the courts - and will almost certainly end up with the supreme court - they've already ruled that the President should pretty much be treated like a King (with their immunity decsion) so I wouldn't put it past them to rule he can do what he wants with Tarriffs. It seems to centre on whether the orange one can decree a "national emergency" in order to push through his "policies" - even when the average man in the street can't see any evidence of a "national emergency". The upshot is - UNCERTAINTY - which markets hate.

This should equate to a nice rise today. Us futures looking healthy. Obviously the ruling will be appealed all the way to the supreme court but this will take time. I hear trumps nickname on wallstreet is TACO (trump always chickens out). Quite apt.

Even an idiot can show a good trade using historical data - I bet he will :-)

Berenberg are a joke, the rest are just a bit lazy. Re-ratings should be issued - Maybe they're waiting for the SMR news to stop them having to re-rate twice in the space of a few weeks???

At this rate the SP will be mid 9's before the SMR news comes out (and the gains we have had recently aren't (IMHO) due to leaks about RR getting the nod on SMR). Just imagine if we can have a smooth couple of weeks without any crazy orange man upsetting the markets... mid 9's before the announcement has to equate to mid 10's - 11's if the announcement is favourable to RR...?

RR SMR's supposedly cost between £2 and £3 B each (they were innitially costed at 1.8B but the costs are increased). If we call it £2.5B - If we built 10 that's £25B which is still £10B cheaper than a normal sized Nuclear power station. Obviously you have upkeep and come civils / construction work to add onto this. I'm a bit lost with figures this big - I have no real idea how affordable this is?? As a comparrison the UK spent £53.9B on defence in 2023/4

£5 rise would be awesome but I think the fact that the returns are so far in the future will blunt the rise - Who knows though. The day before results day very, very few people really believed a 17% rise was possible on results day..... I had consigned the £7 on results day to wishful thinking and then BAM it rises to 740... I'd be more than happy with a £2 rise on good SMR news. Not long to find out what the rest of the market thinks...

Those in the know would always advise re-investing.... Unless of course you actually need the money. The divi is a depressingly small amount - even if you have a large holding. I'm aiming to start living off divi's if RR performs how I hope it will - which will mean transferring a fair chunk out of RR and into dividend rich companies - At present I know absolutely nothing about this other than the theory - I worry that with good dividends comes very slow SP growth (or even negative SP growth) - finding that sweet spot group of shares which deliver a good divi along with some SP growth is the challenge... I don't need to look at this until Royces hits 13 / 14 / share and I'm hoping SMR + a few other bits of good news could see this achieved by year end.....