Member Info for PEAKDREAD

What was the name of that complete nutcase who used to plague the board about a year ago?? You sound just like them Shareflyer (simplistic / bombastic / shallow).

Weren't you pushing GST not that long ago Shareflyer???

ITM.... Ive always mis-timed my buys with them. They talk a good game and hydrogen could be the future..... but..... they seem to be a bit up and down.

RE: Vistry. I dipped my toe in a year or so ago when Svend mentioned them. Thankfully got out before they nosedived (accounting / book keeping f up??). They certainly have a good business model - i watched an explainer video after Svends recommendation and it seemed a no brainer of an investment. Now the accounting is up to speed could be worth another flutter.....

quite a bit of chat recently about alternatives to rr as some feel it may run out of momentum. i'm personally still looking for growth stocks (as opposed to divi stocks). so far m&s, ocado, bab****, iag and of course cevs empire and ntcs kodal have been touted as possibly replacements for continued growth. anymore for anymore??

It was probably less than 18 months ago that RR was technically a junk stock (based on its credit rating)....

Because the guy at Berenberg is a clueless tool. Weirdly he still turns up to the press conferences and asks questions.

I was bored one day and went through your posts (going back over a year). All I could find was you scoffing at NTC and suggesting the share would top out at £5.....

I prefer svends prediction which is C£15 early 2026. I can see this getting to £12 / £13 by the end of the year - could do with a sprinkling of good news and the orange one to not do anything too mental...

Thanks CWwX

"Becomes subject to IH" - what is IH (apologies if this is a stupid question......)

I'm actively looking around for my next roycea. I still think it has a way to go but I think a bit of diversification would be healthy. There's some ugly stuff brewing in the US... martial law isn't looking as far fetched as some thought....

Are we waiting for any substantive news from Royces? Maybe a clarification of their narrow body plans? Further European smr deals or big orders from China / Emirates?? We appear to be in a bit of a holding pattern at the moment awaiting further news...

I suppose China could use their "mega order" as a negotiating tool with the orange one - he'd cream himself if Boeing got the order. Was reading that Airbus were strengthening their manufacturing capability in China in preparation for the order.... hopefully just a timing thing and not orange related.

"Although it's a bit of a faff getting access to your dividend money"..... glad I'm not the only one who thought that. Hl are overall a decent operation but they seem to fall down in this area. I concede that once you know the process to get the money it's simple enough but it certainly isn't intuitive...

I'm not convinced anyone actually thinks anything will be achieved in the meeting - So I'm doubtful the markets will react much - trump may end up threatening more tarriffs on countries that buy ruskie oil but other than that?? Putin is supposedly going to offer a halt to air strikes (because the Ukrainians are absolutely murdering his oil refineries - trump will probably try and sell that as a massive win - whereas the reality is it gives the ruskies time to set up air defences around their infrastructure before resuming their drone attacks on schools and hospitals...

Link to an article in the Atlantic which attempts to explain why the market just keeps going up - seemingly going against most economic theories which suggest te market should have nose dived by now... Food for thought. The question is when you've made your money and want somehwere super safe to put it.... Where's that???

https://www.theatlantic.com/economy/archive/2025/08/stock-market-theories/683780/?link_source=ta_bluesky_link&taid=6894b5fda84a4a00010d0c83&utm_campaign=the-atlantic&utm_content=edit-promo&utm_medium=social&utm_source=bluesky

RR represents about 95% of my holdings. I used to wake up in cold sweats - what if an engine blows up, what if Covid 2 happens, what if..... - I'm getting to the point where I think I need to diversify - I've dabbled in a couple of AIM companies (EEE and Kodal). On the radar are Ocado and M+S - although I'm hoping Royces is going to march on to 13 or so before I diversify furtther (end of year?). Will undoubtedly keep a large chunk in RR as I think it has plenty left in the tank - However with so much in one company I am incredibly exposed at the moment (any proper share trader worth his salt would have kittens if he saw my portfolio :-) :-)).

You're only as good as your latest rating..... You onbiously have to bear in mind that out of those 16 ratings a some of them are outdated and in need of a re-rate (Barclays 540 / Bernstein 550 - 630 stand out). Then you have Phil Buller at 240..... Even the ones that have re-rated reasonably recently are looking a bit dated now.

For years and years my SIPP was invested in funds.... then RR came along and I sold everything and bought Royces. Scary, but ultimately rewarding. :-)