Member Info for PEAKDREAD

@ Rhenmetal_fan - Just out of interest (and I'm asking as I notice you have commented on their board...) what's the deal with Bank of Georgia?? I see them in the charts absolutely smashing it - the share rise looks almost too good to be true - is their substance to their performance??

Trying a 0 instead of an o.... c0cker

just reailsed they've bleeped out part of my title....

it was supposed to say what's in your locker ******* e r...

RE: "I also arrived at the Nvidia party late but it turns out that it's a party animal. Also in super micro and what a ride that is."

I looked at Super Micro Rheinmetal and and was sorely tempted but assumed I'd missed the party - It does indeed continue to impress...

Someone tried to suggest to me the other day that the Government wouldn't be able to award the contract so close to the election as they would (sort of) not have a mandate - Sounded like codswallop to be - I presume this has already been costed / budgeted into the Govt Financials. I could understand where they were coming from but you can't just stop carrying out policy when you get near an election for fear of offending people....

I was 100% RR. It was great. I developed lots of spreadsheets showing how well my investment was doing and forecasting my new found wealth as it surged past 150, 200, 250, 300.... but it was also a bit daft. Most "proper" investors wouldn't dream of putting anymore than 5% in any one share. So I've divested... a bit. I still have a very unhealthy alliance with RR however I now have the pleasure of worrying about several other shares.... So far I've invested in Greggs (who's ever seen a Greggs without a queue...), 3i (I'm afraid I simply went on their track record and how enthusiastic people on the 3i board are), Nvidia (very late to the party on this one but it's already made decent returns), Vistry (If you go on their chat board you'll see a video someone has posted which explains all - it seems too good to be true.... we shall see) and IAG. I've divested about 10% of my holding... so I'm still breaking the cardinal rule of investing and am woefully over-exposed.

The point of this post is simply to ask what fellow RR enthusiasts are invested in outside of RR..... I've shown you mine... now you show me yours :-)

Not sure I like the idea of a storm Svend - Are the tea leaves / charts suggesting a re-trace / hiccup???

Is the theory that as the sell orders are eroded by the price breaching 380 it becomes easier for the SP to move on past 380?

Hi Nettles,

Is this re-rate imminent? or was your source...... on the sauce??

A quick google search suggests RR SMR's are coming in at around £1.8Bn a pop.

£5.50 - £6 by the end of the year and £7.50 - £8 come results in Feb 2025

FTSE is down .67% today - Royces did well to buck the trend for much of the day - I wouldn't read too much into it - think long term - think of BBB rating, think of Dividend announcement, think of SMR contract award :-), think of a massive order from Emirates when Tufan cracks the time on the wing issues...

".... I can't say more because he has had a lot of dealings with them, but his prediction is that this will head north to £7 ish"

Sounds like you got some purrrfect advice :-)

It's always a good sign when a share goes up despite the market in general falling. Although to be fair to Royces they have a tendancy to go down when the market is rising :-)..... Onwards and upwards.....

Overall some very committed investors with a sprinkling of more cautious / sensible (??) investors. I think I'm going to continue with my (way) over-exposed position in Royces and pray I never have the "I told you so" moment from those that have warned me that my tactic - whilst successful - is also quite risky. I suppose being a LTH helps offset this risk insofar as the SP has to have a monumental meltdown for me to be in a negative position - Onwards and Upwards :-)

I find the tipranks info on IG useful. It can give you an idea on a share and let's you know what the brokers think of a share. Does anyone pay for Tipranks? Is it all that? $29.95 / month seems a lot - there is the option of getting it for $19.95 / Month however this involves a 3 year membership.... I suppose both of these prices become cheap if it gives you the insight to invest your money wisely. Interested to know people's thoughts / experiences with Tipranks.

That's a very disciplined methodology owls...

Loved the video SimonPH - Gave me a much better insight into what they do and how they do it - much appreciated.

@Svend

40% - the sign of a confident and shrewd investor :-)

Some of my diversified money has gone into Vistry Gp after I read a post from your good self suggesting they could do quite well - Someone on their group (which has very little traffic...) very kindly posted a video for me which gives a very positive overview of their operations - Looks legit!!

Bernyberlingo - 99% - Top Man!!!

Cev - I have some timescales I am working to so Capital appreciation is everything - but you are right... I should take a chill pill :-)

Farrnoth4 - Total and utter respect!!

Prawncurry - 80% is a good effort :-)

Cev - I'm a natural born worrier. I always assume if it can go wrong it will go wrong (especially on my watch) - so Royce's has beenn a very pleasant surprise. I'm also weary of advice my father gave me which was don't put all your eggs in one basket.... I'm breaking his cardinal rule and am just assuming there will be an "I told you so" moment. The black swan events I worry about are unlikely and possibly both far-fetched and mis-guided however if I didn't temper my enthusiasm with some made up reality checks I'd be far too happy...