Member Info for PEAKDREAD

If this can creep upto 9 / 9.30 before the SMR announcement...... and the SMR announcement is as good as we all hope it is.... We're looking at 10.50 / 11 in June......

A bit weird - LSE seems to be showing the exact opposite of what is actually happening??? -2.09% when it should be +2.09%???

Knowing RR it will probably end in the red...... it has an uncanny habit of bucking the trend :-)

You'd think Royces should give us a nice rise today. Just looked at the after hours figures for the US indices and they're up .8%, the orange one has semi-reversed on his tarriffs for Europe and the nuclear executive order came out after closing on Friday so has yet to affect the SP... 2 - 3 % rise today?

Svend - for once it's not me running the book on the % allocation. I'm afraid the name of the member in charge escapes me....

Looking at IG there's a MASSIVE green volume spike at 13.45 (172,3228).

The orange one is now threatening 50% tarrifs on Europe.... which has immediately reversed the FTSE's upward trajectory. I totally understand he wants to make some money on the stockmarket and become the richest man in the world but has he any idea what this is doing to the states reputationally wise? Every crazy move he makes with regards to tarrifs alienates another % of people / companies. he's already got virtually all Canadians and every Dane against him - it appears he's now looking to alienate the rest of europe... I find it quite funny - that he's so stupid. PS - I know this isn't about RR per se - but the tarrif question does have broader economic impacts which will undoubtedly affect RR (and TBF it's not about holidays, cars etc, etc) - I personally don't mind a bit of non-rr stuff in here - I find it amusing that those that berate people for going off topic are happy to post whimsically about their travel plans for post after post.....

RR was on course for 8.50 / 9 when the orange one intervened with his "economic policy".... Is the current uplift a suppressed rise which was temporarily thwarted by "liberation day"? There isn't any company news that I am aware of - However I must admit to being somewhat lax with regards to keeping up to date with all things RR.... Is it general bon homie and a realisation thatt SMR is looming? Is it more large institutions investing now the divi is official and rattified by an AGM vote? Imagine where we'd be now without liberation day....

Re: An average of 0.6% gets us to £9 by mid june and £10 by the end of july unless my spreadsheet lies

Using spreadsheets to "compound out" % increases can make you a very rich man Trello :-) nice to be back on a March again. Let's hope the orange numpty doesn't do anything really stupid.

How does that work?? Were you shorting Royces??

Cev re "why would anyone take investment advice off an accountant..." I was merely asking family members who were more worldly wise than me what they'd do. As you can see I didnt really "take" their advice, merely noted their thoughts before banging it in in rr... :-)

"cash is king", "cash is safe" and "cash is boring". I came into some money a few years ago and got advice from my brother in law and father in law (both of whom are accountants....). They advised I put it in a high interest account to get the 5% returns which were on offer at the time....I did - briefly. Then I withdrew some and invested in RR.... RR did well so I invested some more, and more and more. I have no money in savings accounts - Investing in RR has tripled the money I had - If I'd taken the rather conservative advice I was given at the time I would have made about 16%...... HOWEVER - RR could announce a major engine fault tomorrow and the price would crash. The orange numpty could announce some bat5h!t crazy "economic policy" tomorrow and the price could crash. Covid 2 could be announced and the price could crash....I've been very lucky - right place, right time. I'm personally still confident that RR has a fair bit to go (SMR / Narrow body and the time on the wing fix to name but three pieces of good news which will help the price in the next 1 - 2 years). I saw RR as a once in a lifetime opportunity and piled everything I had into them. The "easy" money has dried up a bit but there's still growth potential for the SP - BA - I know nothing about BA. I'm certainly not advising you to buy RR - for me it was a reasonably straight forward decision - Gamble and potentially set myself up for life or take the safe option and make 5% a year.....Just remember if you do invest that SP's go down aswell as up.....

Whenever I think about selling some to buy something I struggle.... As if I sell now I'm missing out on the gains - I really want to buy some solar panels (spare me your derision) but when you do the maths of what they'll save you in electricity comapared to what the 12K will do if left to grow in RR it doesn't make sense.... When it gets to £12 I think I'll pay off the mortgage and maybe divest some of my ill gotten gains in more divi friendly shares... But I'll be keeping a fair chunk in Royces.

Has anyone ever unmuted the lady who pops up incessantly when you logon to LSE?? Is she interesting? Do you feel wiser having heard her?

It's gotta be 75 - 100% hasn't it? I was momentarily worried the orange one would have demanded some action for the US but I just can't see Starmer falling for that. It's a pretty easy one to bat away - "I can't get involved we'll have to see how the process evolves". Assuming the orange one failed in his attempts to skewer the tendering process in his favour it's just down to price and technology - Price - you've got to assume RR know what they're doing - Technology - their pedigree coupled with the fact that they're further down the design approvals process than any of their competitors must mean they have the advantage.... I supose we'll soon find out.

Thanks for that Mole (very apt name...) - I was of the understanding that there would be a narrow body announcement this year.... I must have got my wires crossed.

Thanks for the reference Trello - yes, when you look at PoundF into the distant future it starts to look a bit wacky - but short term it can give you an idea.

Thanks RomanHoliday - Was unaware of the impending certification announcement - that should be good news for a few orders...

Happy Wednesday.

Where's that from Trello?

We're all waiting for the news to drop with regards to SMR. If Royces get 75% + that's gotta be worth a 15% bump... 8.50 (let's assume it creeps up a bit more..) X 1.15 = 9.78

What are Royces going to announce about narrow body?? - and when?? I'm pretty sure there will be an announcement this year - possibly detailing the engine they have planned for the next generation of narrow bodies - maybe announcing a JV partner - Not exactly a shock announcement - Tufan's been banging on about narrow body since being in post. What will that do to the SP? 10%? 15%??

Emirates..... After Tim was most disparaging about RR engines - correct me if I'm wrong - but I don't think they went with anyone else - instead putting their order "on hold" - Will this resurface - has RR fixed the problem? Is the time on the wing issue about to be a thing of the past? - This could be a very big deal for RR - and could pave the way for a number of other deals - 5%? 10%?

Interim results - out on 31st July - More "better than expected" results?? 5%?

Has RR got anything else lurking up its sleeve?? ?%

RR SMR - jump to 9.78

RR Narrow body - jump to 10.75 (using the 10% guess)

RR interim results - 11.29

General Market rise / some defence wins gives us another 5%? - £11.85

I get RR to 11.85 by year end using the conservative figures - Then we have results in Feb 2026....

Good times ahead - assuming all goes to plan and certain world leaders are able to refrain from any egregious economic actions.

Don't quite understand your brokers analysts Ripley?? Why would rr decrease 27% (unless they are aware of the orange ones next moves??). With smr and narrow body announcement this has got another 40 - 50 % growth in it over the short term. Could do with some re-ratings - do you suppose analysts are waiting to see what happens with smr before coming out with their next round of ratings??

Yes Livepari, can't see the Danes considering a bid (with much enthusiasm) from any US companies...