Member Info for Stayingpatient

https://www.ii.co.uk/analysis-commentary/eyeq-are-rolls-royce-bae-systems-bab****-overvalued-ii535489

i hold rr, bae & bab****. this is an interesting read:

https://www.ii.co.uk/analysis-commentary/eyeq-are-rolls-royce-bae-systems-bab****-overvalued-ii535489

That's 145% gain from current SP Shareflyer Which month in 2030? ; -)

I think this got a mention on here yesterday.

https://www.machinery-market.co.uk/news/39989/Rolls-Royce-to-invest-USD24-million-in-US-manufacturing

Indeed it would LLP. I bought in at £1.50 around this time 2 years ago. In a previous life I used to invest millions of pounds for clients, for their financial aspirations and retirement. I couldnt have forseen in my wildest dreams that I'd be enjoying the stellar returns that RR have demonstrated. All things considered, I believe this train is only just starting to leave the station...time will tell.

Contingent upon good SMR news and no black Swan events, I'm calling an SP of £16 per share by July 2026 results day. That's an increase of 79% over the next 14 months.

rr, bae & bab**** all on a tear at the moment. the juxtaposition of the eu & uk committing to strengthening their national defences and also being at the genesis of the smr technology, sets up the potential for long term growth in these sectors.

In other news on BBC. The Government is due to release details of it's strategic defence spending review on Monday. It's anticipated that spending on defence will rise to 3% of GDP in the coming years. Companies like RR & BAE will benefit.

This makes interesting reading:

https://www.doncaster.gov.uk/News/holtec-selects-doncaster-s-gatewayeast-as-home-of-new-uk-factory

I asked google: "Has Holtec ever produced a fully operational working nuclear reactor?"

Answer:

No, Holtec has not produced a fully operational, working nuclear reactor from scratch. Holtec International primarily focuses on providing services and equipment for existing nuclear power plants, including nuclear waste management, decommissioning, and advanced technologies for commercial reactors. While Holtec has been involved in projects to restart and repower existing plants, like the Palisades Nuclear Power Plant in Michigan, it has not built a new, fully operational reactor from the ground up.

It's worth noting the following:

Holtec Britain is the UK subsidiary of Holtec International, a US-based technology innovator in commercial nuclear and solar energy. Holtec International was founded in 1986 by Dr. Kris Singh and has been active in the UK since the 1990s. Holtec Britain specializes in designing, engineering, and supplying capital equipment for nuclear power stations, including technologies for managing used nuclear fuel and waste. In the 2010s, Holtec began developing the SMR-300, a Small Modular Reactor, which is now being scaled up for deployment and construction in the UK.

To date, Holtec has not produced one nuclear reactor...

Bpx1 what's the source of the info?

Https://www.ii.co.uk/analysis-commentary/rolls-royce-and-bae-systems-shares-break-records-ii535404

“At the spending review coming up in June, we will invest more in capital, and we’re going to invest £113bn more in capital spending than the plans we inherited from the previous government. I do want to make sure that every penny of that money works for the British economy and creates jobs.”

Reeves to champion £113bn of new capital investment in spending review

Source: The Guardian

https://search.app/Uh21a

Shared via the Google App

Much appreciated Svend, you're a welcome harbour in what can be stormy seas! That's where my attempt at waxing nautical ends. All the best 👍

I recall that Tufan signed a contract with RR that ties him until 2028. He's an exceptional leader and clearly knows how to bring out the best in his team. I can't think of many businesses that will offer the stimulating and exciting environment that RR do at this time as the world approaches something akin to another industrial revolution, although, I'd refer to it as a technological revolution. Yes, things change and people move on, but RR have a very strong "gravitational field" in terms of recruiting high calibre people just now. So, for the foreseeable future, the business will continue in it's ascendancy imo.

Holtec haven't built a small modular reactor either.

It will certainly take up some of their manufacturing bandwidth. Here's some info on Holtec, who, have never actually built a nuclear reactor.

"Holtec International has not historically built full-scale nuclear reactors. While Holtec is involved in nuclear power, their primary activities include decommissioning, dismantling, and fuel management, along with the development and deployment of small modular reactors (SMRs). They are not known for building large-scale reactors from the ground up, but rather for their expertise in various aspects of the nuclear lifecycle, including developing SMRs like the SMR-300".

Indeed...In other news, a couple of £4 million purchases just went through.