Member Info for PEAKDREAD

Many appologies. I'd totally forgotten about this poll. I'm currently sunning myself on a short holiday..... i'll boot up the laptop on my return and take a look at the spreadsheet - i may even venrure into my docs tomorrow if i can summon the energy and drag myself off the beach. Appologies again for dropping this I'm afraid i rarely venture onto the lse boards these days - took a squiz today to try and understand the pleasing uplift in Royces - I'm still invested just managed to stop myself micro "managing / agonising" over the daily ups and downs.... looking like 2026 could be a continuation of 2025 at this rate :-) GLA

Nice to see you back NTC. :-)

This showed up on a screener when I was looking for an oversold share to bounce back - Average target price from the analysts is $30.27 (from 12 analysts). The lowest forecast price is $25 - Current price is $16.04 - No Brainer isn't it?

I've stopped micro-watching Royces but was mildly concerned when I saw todays drop. According to ChatGPT the fundamentals remain excellent and it's basically a myriad of macro issues. The vast majority on this board have had an amazing ride - I'm hoping this is just a bump in the road - the obvious concern is if the US starts to unravel - you can only hide your economic decline for so long. The jobs numbers for October must have been abysmal for the WH to decide to not bother publishing them (I'm afraid I don't buy the "it was because of the shutdown...") - I just don't see how a 7 time bankrupt businessman is capable of turning around the mess he has created. Maybe if tarriffs get overturned by the SC we could see improvements across the pond? However the SC has recently had a habit of coming out with some truly bizarre rulings.

No problem with sticking to a target - 3000% - jeeez. Congratulations!!! I'm hopeful this isn't the beginning of the end - should bounce back with time......

Is the "durability package" fully functional and tested now? Is time on the wing now at a much more competitive level? What was the fix in the end? I heard it was a mix of a change of coatings on the blade and a change in the way the blade was manufactured (in 2 pieces and then fused together??) - Sorry for the rather basic questions - not been on here for quite a while - I'm hopeful of a Royces engineer filling me in (matron).

it's always good to have a quick glance at peoples stances... figures for "illegal migration" are (by their very nature) difficult to come by however it appears it costs the uk somewhere between 3 and 5bn per year. that's 0.1% of the countries gdp or 5% of what we spend on schools each year or 7% on what we spend on defence each year - substantial figures - however imho not quite as massive as mssrs farage and co would have you believe. as we can see from this thread illegal immigration formulates strong responses from most people. in the us the orange one spotted this and based his campaign on the economy and migration - i would suggest he's not done that well on the economy (it's generally a bad sign when the administration stops putting out key economic figures on the back of a run of disppointing figures) - they're actually doing ok with the deportations - although the farmers are starting to moan, as is the construction industry, as are the middle class - all of whom rely on cheap illegal labour. i get the feeling that apart from the diehard ******s many americans are starting to regret voting for a deportation policy that is not just getting rid of the "rapists" and "murderers" (which is how trump sold it to them) but instead is deporting great swathes of society. - comically trump always mentions countries emptying their "insane assylums" and exporting them to the us when he is asked about illegal migrants - a consistent effort to encourage the electorate to conflate "assylum seekers" with "insane assylums" or the mutterings of a confused old man suffering dementia?

the uk generally follows the us - farage is the temu trump attempting to whip up hate against illegals and get to power on the back of fear mongering over an issue that (in my opinion) isn't quite as bad as he'd make you believe. yes, we need to get a grip on illegal migrants. thankfully labour are shutting down the expensive hotel system the tories introduced. undoubtedly more needs to be done - the govt is apparently looking at "the danish model" whatever that is - i'm pretty confident labour will work hard to bring the issue under control - an issue that the tories were unable to get to grips with in their 14 year rule - as for farage and reform - be careful what you wish for. look at the job they're currently doing at the councils......

Re retirement

Sorry, sloppy English. In the UK "immigrants" are a massive net positive. In the US "illegals" are a massive net positive. The US could tackle their problem by enforcing legislation and dining companies that hire "illegals" - in reality they can find work quite easily - whos going to pick the fruit now? Mower the lawns? Serve in the restaurants? "Illegals" contribute massively to the US economy - getting rid of the en masse is going to negatively affect the economy on a massive scale.

The US economy is only going to go in one direction. Trumps tarrif policy is doomed to failure and even if the supreme court rules against him he'll find a way of circumventing their ruling. Tarrifs are important to trump as it allows him to bully other nations however they've been proven to have a negative impact on economies in the past. Massive expenditure on ICE and removing "illegals" is also going to affect the economy negatively. Just like in the UK the "Illegals" are a net positive for the economy however he wants to please his base. Trumps past discretions (epstein files) are forcing him to make more and more very odd foreign policy decisions (he threatened Nigeria recently and is apparently formulating battle plans for venezuala). The only thing propping up the economy at the moment is AI. It's not that surprising that key economic data is not being published (and quite telling that trump fired the head of statistics last month on the back of some negative data being released). If the epstein files are ever properly released he's finished although I doubt he'll go down without a fight. If the AI "bubble" pops the US economy will go into freefall. Worrying times. I cannot see the US publishing any positive economic data in the nr future (trump has started quoting unofficial economic data from very spurious sources to try and support his muddled notion that the US economy is doing "great"). Am I being overly pessimistic?

Apologies if this article has already been referenced. I'm afraid I am spending less and less time scanning these boards. The article from the BBC manages to mention RR once (3/4 of the way down). Incredibly Westinghouse manages to get a mention BEFORE RR (The US Ambassador is unhappy that we've gone down the SMR route as he was hoping Westinghouse would get a contract for a "large" reactor / power station). You'd think RR was a bit part player in the SMR delivery as opposed to the WINNER of the SMR "contest". Yet more sloppy reporting from the BBC.

https://www.bbc.co.uk/news/articles/c051y3d7myzo

I'm having a big re-think. The way I see it is I've done incredibly well with RR and having 90% of my portfolio in them is a bit daft. Possible scenario's which could trash the SP:

Cyber attack - look what happened to JLR / M&S

Engine failure

Market crash / Recession (I firmly believe the situation in the US is much, much worse than the Orange one is letting on) - (Although this would affect virtually all shares)

I'm looking to de-risk (if there is such a thing in the stock market) by moving money to "steady", dividend paying, "defensive" stocks such as National grid, Unilever etc. Any suggestions welcome :-)

Having "bet on black" a couple of years ago (by putting everything I had on rr when it was in the 2's) im getting to the point where I feel the share doesn't owe me much anymore.... apart from the orange turds tarriffs the SP has been unflinchingly good. How long do I stay on board??? Can you imagine the fallout if RR was crippled by a cyber attack like JLR? Or a plane came down with RR engines etc, etc. Although ive started to move some money out its extremely difficult to extract myself from "the ride" (i also have CTG to consider as a large chunk of funds is in a standard share account).... de-risking is the sensible option but it's a difficult path after so much success.

There is always the option of ignoring the "emotional", "clueless", "newbies" and saving your typing for intelligent discourse???

Better start exercising those fingers Cev..... you're going to be working full time to make sure they all know that they're "emotional", "newbies" and clueless.

Maybe an rns and an interview to look forward to tomorrow am.... rocket emoji.....

I hope he doesn't say no.......

If this is the same Jane that infested the RR board about a year ago there will be a pattern of claiming buys / shorts / sells after the event - Occaisionally the grey matter lets him / her down and he/she gets in a terrible twist as they've forgotten what their last prediction was. Best ignored.

Chester V - :-)

Well said ML and SB - Must admit this is the first video I've watched of Shaun - He didn't resemble the picture I had in my head :-) - Good to see him re-iterating the positives and being somewhat flummoxed with regards to the SP drop - All's good with EEE - Onwards and Upwards :-)

This could really do with a positive pre mre rns just to turn the tide and re-gain some momentum...