Member Info for PEAKDREAD

RR have not been averse to letting the Govt know how time critical their SMR decision is. Tufan said something along the lines of "we need to know this year as other European countries are filling our order books". Whilst doing a search on twitter earlier I saw Royce's have recently pulled out of a potential factory at Scotch Corner.... "Speaking to The Northern Echo, a Rolls Royce SMR spokesperson said: "We've had a couple of governments since the initial announcement about Scotch Corner, and the pace needed to progress has been curtailed somewhat. "" - The Czechia deal and the potential for Poland, Sweden and the Netherlands to also place orders must be putting pressure on the UK Govt to get its finger out. Royce's are certainly not being particularly subtle - basically if you don't make a decision soon you're going to find yourselves way down the pecking order. Will be interesting to see what tomorrow brings - Let's hope it's not a load of wind farms.... :-)

Oldish data... "end of last year" means end of 2019.

There were 167,391 individual shareholders on the Rolls register at the end of last year, owning some 4.4% of the company. Of these, about 138,000 held fewer than 500 shares.

I'd prefer for a bit more stability and less war mongering before any SMR news otherwise the SMR bump will get lost in the general market suppression.

Surely the yanks don't want a war - Israel is fighting on 3 fronts already - do they really need to take on Iran? The major issue is Netenyahu is fighting for his politcal future - the hard right have said they will withdraw support if he backs down / agrees a ceasefire - which leads one to believe escalation is inevitable - principally down to one mans attempt to hold onto power... I have a feeling this could get very messy in the coming days / weeks.

Easyjet / IAG etc are tanking on the breaking news that Iran is about to launch ballistic missiles into Israel - RR seems reasonably unaffected... so far.

https://edition.cnn.com/world/live-news/israel-lebanon-war-hezbollah-10-1-24-intl-hnk/index.html

Thanks Svend. 678 if it carries on "plodding along" at its current rate.... Imagine what a few SMR announcements might do :-)

Getting back to your original post NTC..... 75% of the contract seems pretty good to me. I would have beeen gobsmacked if RR were awarded the whole shebang. Whilst I don't see the US equivalating (is that a word??) - whether Kamala or the Orange idiot wins - you can see (to some extent) a number of viable reasons not to award the whole contract to RR. I seem to remember you had fears the Labour Govt would give some of the contract to EDF in return for a more favourable border policy - a short-sighted agreement if ever there was one (if nothing else our side of the contract would be in writting and their side would be some sort of gentlemans agreement..... with the French.....). To get 75% of the contract when you're currently 1 of 4 potential "winners" seems an excellent result. The markets will like it - I very much doubt anyone is expecting 100% to go to RR. Once the contract is awarded RR will be able to show just how superior it is - who knows, If GE eff up their 25% and RR do really well the contract to GE could be recinded. Anyway back to my original point - I think 75% is a result :-)

Hi Taverham. Is it reporting RR are in the final 2??

If SMR properly takes off the sky really is the limit....Could have more news from Sweden, Poland and the UK by the end of this year.... Imagine if they all placed orders...

I will reiterate what I have said many times.... When I first saw a man posing as a cat declaring that RR would be £7 in Feb 2025 I shrugged and inwardly thought "nutter". I'm a "newbie" (only joined in August 2023 when the SP was in the 180's. However, having assessed a number of opinions on this board I went all in and bought RR. As time passed and the cat continued his proclamations regarding £7 (backing his claim up with sensible evidence) I started to believe. As more time passed and RR continued to go from strength to strength I even started to think £7 was a bit "light". This share has been transformational for me. I've bored the pants off anyone willing to listen with regards to RR's potential - Obviously we are in a bit of a bubble in this group - surrounded by reasonably like minded people who have a shared interest in RR doing well - however whereever I have researched RR has always come out with positive vibes. There is always the remote chance of some sort of black swan event or major issue causing the SP to drop however many on here have seen such vast gains that even a drop of 100 or 200 would still see them left with substantial profits.

Keep the good vibes flowing and here's to £7 (or £8 :-)) come Feb 2025.....

PS - Have a great holiday NTC :-)

It's pretty exciting when you start to think just how big SMR's could be. The massive barriers to entry and RR's undoubted place as one of the leaders within the sector mean with the right guidance things are certainly looking extremely positive. RR already enjoys a market that has huge barriers to entry. Becoming a market leader in 2 huge sectors with massive barriers to entry is something many companies dream of....... and here we are.... £7 looks cheap..... £5 looks like a steal. Longer term holders who got in at the depths of Covid and took advantage of the rights issue - hats off to you :-)

Badland.... Apparently here are the top 10....

https://www.investopedia.com/articles/personal-finance/082015/10-must-watch-movies-finance-professionals.asp

I feel like we're in Qi and waiting for the first person to say "Wolf of Wall Street" :-) - although to be fair it's actually quite a good film (IMHO). Personally I'm a child of the 80's so Trading Places and Wall Street resonate strongly with me. Dull, wet, cold monday mornings need slightly off topic posts (IMHO) :-)

so rr has jumped 5% today - largely on the back of the smr deal with the czechia. it's possible yesterdays fed rate cut could have boosted rr by 1% - but the rest is down to the deal with czechia. how many other smr deals are out there which rr have bids in for? obviously there's the uk, then there's poland (they have a decision in principal here) and sweden (they're into phase 2 here). are there any others?? three more 5% bumps brings rr to 601 (i have no idea of the relative value of the czechia, poland, sweden and uk deals...). then we have the dividend announcement (after the agm??), possible movement on narrow body (i realise they won't build one tomorrow ****nal but there could be movement in this area), ever increasing margins (leading to higher profits), buy backs, elimination of debt..... £7 looks cheap ntc :-)

As a long (ish) term holder (I can't claim to have an average below £1 but I got in reasonably early) the last few months have been somewhat annoying - however this has been tempered by the undeniable fact that RR still has a fair way to go - plenty of good news still to come - fundamentals still strong and RR workers are undoubtedly working feverishly to deliver Tufan's goals. Let's hope the latest rise isn't yet another false dawn.....

Thanks for the nod RE: Easyjet by the way - has done well so far. Plenty more in the tank I hope :-)

"Remember, it's better to remain silent and be thought of as a fool, than open your mouth and confirm it."

One of my favourite sayings Cev. :-)

Will this upward trajectory last?? - Who knows but I aint putting money on it going down. With such a strong share (which has excellent fundamentals) the one way to make money is to hold on. The recent ups and downs have allowed traders to make a few quid but I always have that worry that next time it hits £5 it's going to go back to its old ways and take off....(and hence don't sell and store the cash waiting for a drop). Less strain on the heart if you just hold on too :-).

"Rule 9: Don't Put All Your Eggs in One Basket Spread yer treasure across different ships to weather the storms."

Ooooooooops.....Not sure having 5% of your total holdings in Easyjet qualifies as spreading your treasure :-)

It was reinstated at the last results however needs to be formally voted through at the next AGM (I believe) - I presume with the boards backing / recommendation this is a done deal - just needs rattifying.

I see #stockmarketcrash is trending No 1 on twitter.... thankfully the russian bots don't seem to be having much effect yet...