Member Info for Simar99

What are the chances of getting the SMR announcement in June now the election is happening?

Https://www.fool.co.uk/2024/05/22/rolls-royces-share-price-still-looks-around-50-undervalued-to-me-at-4-33/

Classic fool post, undervalued by 50% but still won't be buying it

End of year report has been published.

https://www.hsshiregroup.com/investor-relations/financial-results/

Showing good growth over the course of the year. An increase in debt, though it seems much of this is due to capex and expansion

Given the price it's been the last couple of months, happy that is t gone above 10.

Would like to see it stabilize in the 12 territory

The 15 million is dependent on criteria he's unlikely to meet, at least this year.

I don't think ditching M&S or the retail arm is the best move, they do need better promotion of it though.

Worth a small but in at this price imo.

Results are decent, would like to see where they are going to go in terms of progress and production

Personally I have no moral dilemma with investing in RR.

Defense spending is exactly that in the case of Rolls Royce. They don't make munitions, the vast majority of this comes from submarines used as deterrents or defence HK submarines. You could argue on things like the VTOL component for the F35, but even then air superiority is essential in defense and we and our allies need multirole jets.

Their commercial aircraft engines are constantly improving in terms of efficiency and reliability, focused on renewable fuels etc.

1st May, full year results

Fantastic news, should open strong on this tomorrow

Re Narrow bodies,

More woes from competitors in the sector

https://www.flightglobal.com/engines/volaris-remains-sceptical-of-pratt-and-whitney-progress-on-gtf-engines-says-ceo/157945.article

Unfortunately I think the plan was to use Ultrafan for the narrow body project which is being expected in the 2030s.

I guess the Pearls can't be dialled up and the current Trents can't be dialed down?

Https://simpleflying.com/easa-directive-leap-1-a-engine-non-synchronous-vibration/

Don't know how far along their narrow body engine development is... Maybe the A320 could have a third option

Think we'll see a bit of a drop to high 40s on Wednesday, but not the low 40s again.

Even then I think it'll recover fairly quickly. There was always going to be a drop in profit compared to last year, but the fundamentals are still strong.

I don't expect further provisions at this stage. There's still a long wait to hear the review, then decide what it actually means, claims being accepted etc etc.

Yes Nettles,

A year ago I pulled out the profit of made at the time, thinking it's not going to stay at 150 very long....I was right... In the wrong direction.

3 investor events at the end of the month, AGM May, JP Morgan conference June, half year results August... Even for those not sticking the distance plenty to look forward to in the next few months

"The silence is deafening from RR, why no statement to reassure shareholders especially the big players who have mega bucks invested, does that mean they have it all in hand hopefully. Today's drop is on more volume than Mon/Tues/Wed."

Not sure if you're joking?

Why would they issue a statement? That's been no negative news related to RR business, it's market fluctuation, some cashouts etc. The share price has been pumping for months, come June it's start rising again.

RR is doing ridiculously well, enjoy.

Indeed.

Perfect opportunity to buy. A drop linked to a possible drop in defense spending, but:

A) Rolls Royce has so much more going on than defense products

B) their military products are long game purchases - sub engines, F35 VTOL systems, jet engines etc etc. It's not like they're a munitions manufacturer.

So take advantage of the general drop, ready for June.

Yes the RR SMR is so much further ahead and as others have said this may be to mitigate future legal challenges.

Realistically what does 6 million get you in SMR terms? Rolls have spent hundreds of millions ( much of it government funded) on an already partly developed ( due to use in subs) SMR and it's still not on the market.

6 million is probably enough for a first set of designs and a round of drinks in the pub to celebrate afterwards.

"Some on this board play down the importance of the Retail JV but, in reality, isn't it the model upon which sales of the technology depend?

Is the Retail JV adequately demonstrating the potential of OCDO's Technology and providing a convincing case for potential clients to invest in it?"

It depends on how much success or failure of the JV can be attributed to the Ocado technology. I agree, it should be a perfect showcase, but I think whether the technology is there or not, there are still problems to overcome.

Some key things in my opinion:

1)The move away from Waitrose changed the customer base.

2)The new potential customer base doesn't necessarily understand what's offered by Ocado now, and may perceive them as too expensive.

3) you have to know that M&S sell through Ocado. This is poorly advertised and there is no direct link from the M&S food website to Ocado.

So clearer messaging would help the retail arm no end and provide a clear demonstrator model for the tech arm.

"admitted Ocados tech has had disappointing results in 3 locations regarding breaking into new markets where it does not have physical stores"

Where is that quote from? As far as I know the Ocado tech is in the CFCs not the spokes.

I pulled out a bit late at 435, but I do think it might go down again yet. Unless the M&S issue is resolved soon there might be a long period of inaction where it slowly creeps down. However a deal for even part of the money might get it rising again.

Correct me if I'm wrong, but the general groceries of M&S are sold via Ocado?

I can't see any link to Ocado on the M&S food page, just big value items being advertised like champagne etc sold by their normal site.

This is surely losing possible customers, someone wants to make an online order, they go to the marks site and it's not there? Seems like it relies on the customer knowing to use Ocado?