Member Info for PEAKDREAD

I have a horrible feeling we have been a bit too optimistic about next weeks AGM / trading update. Is the market just expecting results to be on track (therefore these figures are already baked in?). Has Tufan got any exciting news to rally the share price? Is there a cheeky update on SMR? Any news on Divi's? Any bombshells RE narrow body? Has debt been diminished? I fear it may be a rather dull business as usual / everything's moving in the right direction type of day. I hope I'm proved wrong.....

Sir Keir sets out plans on how he will invigorate the UK economy (link below). Setting up "Great British Energy" is one of 6 first steps his Government would do....I'm assuming this will incorporate "Great British Nuclear"....

https://www.bbc.co.uk/news/uk-politics-69016719

Don't take this the wrong way Pluto's but what (if any) are the negatives with Cab?? I take on board your positives but what could negatively affect the sp either short term or long term.... I tend to abide by "if it sounds too good to be true it probably is" and Cab seems to fit in this category.... however there are always exceptions.....

“Russia has repeatedly assured the Antarctic Treaty Consultative Meeting that these activities are for scientific purposes.”

Akin to Japan's "scientific" study of whales......

Whilst I'm on my high horse I thoroughly recommend "The witness is a whale" on BBC Iplayer - aout how the russians continued Whale hunting for years and years after the world wide ban and killed 100's of thousands of them whilst we all assumed the whale stocks were recovering......Appologies for this slight digression...... I personally found it fascinating (and horrifying).

the uk will ultimately go down the smr route - however due to the present governments inability to orgaise a p!ss up in a brewery it is going to take an inordinate amount of time. i would put money on a european order going to royce's before the uk get their **** together.

There should be a trading update which will give an indication as to how RR's doing against the targets Tufan has set. Tufan will give an update on SMR which will possibly unveil more movement from European deals than the UK fiasco (I believe there is potential for a deal in the Czech republic???), the aforementioned trading update should include an update RE: Debt, possibly an update on Dividends (I believe they have ticked all the boxes to allow a dividend to be announced). Any mention of a return to Narrow body would be a massive bonus. That's probably about it. The right mix of the above should warrant a 5 - 7% uptick on the day and then hopefully we can grind forward rather than d!ck about in the 420's....

I remember when this was in the 130's and some mad fool was suggesting £7 by Feb 2025..... £8 is not unrealistic. Look at what's to come...:

SMR (we're not just talking UK... I think a Eurpean country will order before the UK gets its act together)

Excellent Air miles numbers

Announcement of re-entry into narrow body market

More and More institutions getting on board

Dividends

Boeing continuing it's unfortunate demise

Emirates deal will come back once Tufan has fixed the time on the wing issue

Debt declining rapidly

etc, etc, etc

Did anyone go to / listen to the AGM - Anything of interest?

RE: "Nettles don’t worry abou5 getting any salmon mate as the SP won’t be £7 anytime in February ,wait and see 😀"

I totally agree Not-Tottenham - I reckon it'll be nearer £8.50.... :-)

I'm hoping he's looking at making the figures do the talking....(on track results - which would be amazing as he set some pretty stiff targets)

I would hope it's not the 767 crash.... that appears to be down to faulty landing gear - yet more issues for Boeing....

Quick update. We now have 36 entries (below) with an average guess of 462 which is an 8.7% increase from todays price (using 425).

PeakDread 454

CWWX 419

RamDerby 461

Markus99 450

RonR 434

SinPants 405

BadLand 424

Fudgie1 525

Robdon 460

Farrnorth4 460

NotZero 444

NettlestheCat 486

bav1975 464

CornishPete 480

Oldsis 457

jimbo27 462

Kendalsc 464

Cassandra 500

JNB1992 484

investorintheknow 432

prawncurry 463

Iainuser 435

steve626 448

Cevodniya 461

Confluence 482

LazyHare 470

Markconnor01 550

Tailender 93 469

Reppyrr 445

Hawki2S 459

PhuketPunter2 504

Devonal 448

charley151107 473

sam100 465

MJK1 453

SVEND 444.4

Day trading is easy with hindsight.... Whenever I've tried it I've found it extremely stressful - I've done it a couple of times to try and increase my share holding - On one occaision I think I added 13 shares to my portfolio and on the other occasion I mis timed it and ended up losing about 50 shares. RR only moves in predictable ways when I'm not trading :-). I've given up trading RR as I'm an eternal optimist and expect good news which will make the price soar - this news will only be released when I have sold a chunk and am waiting for the share to drop so I can re-buy at a lower price. I now get my kicks from divesting in a few other shares.

.... and leave the inevitable legal challenges to the next administration.... :-)

don't use google :-) (it's ****e.....)

:-)... that would be nice. How much do you see the share price moving as and when this is announced (I suppose what I'm asking is how much of this deal is already baked into the sp?). Assuming 100% contract award what % would the price go up by?

If the interim results show RR is on track to hit Tufans targets that (in addition to dividend news) should justify a decent price rise on the 23rd. It will also be interesting to see how much debt has been tackled since the last update.

OK, just found some stragglers in another thread... we're upto 27 entries with an average of 462. We are a positive bunch :-)

So far we've had 23 entries with an average guess of 457. Lowest estimate is a miserly 405 and the highest estimate is a whopping 525. Have a great Bank Holiday weekend all!! :-)

@Reappyrr - what's it going to be..... 440 or 450... I need a number Reappyrr.... :-)