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Https://www.astutepeople.co.uk/blog/2025/05/06/smr-competition-uk-nuclear/

Typo: current markets not markers!

Agreed retirement, medium to long term wins the day. Day trading is a very easy way to lose money especially for the DIY investor. I've been investing in the markets for decades and my most profitable returns have been when I've held the right investments long term. Many, including myself, have enjoyed stratospheric returns with RR over the last few years. If it happens again, wonderful! If not, any double digit return is very welcome. That said we've seen an SP trend develop in recent years. It's on results day in summer and new year, we usually see a pop in the share price, mid 2023 - 20%, summer 2024 around 8%, Feb 2025 20%. I think this will continue, if for no other reason, than as it stands, RR is a phenomenal business. This years profit guidance is based on operating in current markers, that's before SMR's etc really get underway. Barring major black swans, I'll be happy to hold for a long time. All the best .

Lots of thoughts here as to what June may bring in terms of a decision by HMG. RR have been building nuclear reactors for over 70 years, GE for 60 years. Both companies have a proven track record with this type of power generation technology. For very obvious reasons most here favour RR for the UK SMR contract award. Apart from being invested in the company, there are some very sound macro economic reasons that also suegeway into the foothills of national security and most definitely energy security. The issue of UK energy production and very importantly UK energy security is a fluid (no pun intended) and given the recent global events, a rapidly changing landscape. How realistic is the possibility of Terrapower moving into the UK SMR picture? In the short term, ie within the next 5 years, imo, highly unlikely. Why, because their fast sodium reactor is at this point in time purely conceptual. Not one fast sodium reactor has ever been built. Bill Gates, has, to date invested 1 billion dollars in Terrapower. Yes, that's a lot of money, but a drop in the proverbial ocean, given his very deep pockets. It may be, that if produced, the fast sodium reactor lives up to its potentially hypothetical greater efficiency than current technologies. But, even given the misgivings that many have with regards to HMG's ability to make sound business decisions that are exclusively for the benefit of Great Britain, it's difficult to imagine them risking the UK's future to a technology that hasn't made it off the drawing board. So, not long to wait, all being well. I do hope we get a very clear decision in June, that gives visibility to the Great British public & businesses alike as to what the unfolding energy production landscape in the UK will look like. If we are to turn this once great manufacturing nation around, then we need reliable, clean and cheaper energy. All the best, have a great BH weekend. I'm enjoying a break with my good lady in a delightful Scottish castle hotel 👍

Https://www.investing.com/news/analyst-ratings/cfra-raises-rollsroyce-stock-rating-to-strong-buy-target-at-gbp900-93CH-4017726

Yes, indeed, I should have expanded. In the context of a stock price that is rising as in RR"s case, it can be interpreted as strong market demand and also confidence in the stock by the general market. So yes a positive indication in this case, but not always.

A good end to the week. A £34 million U/T buy 👍

Absolutely, one individual posted 60 times yesterday. Ranting, making random assertions, seems quite a needy individual 🤔

Lol!...oh my sides, your attempts to insult are such typically low resolution!

Regarding Trump's ability to overcome adversity, if he has overcome as you say, then any adversity was of his own making. Not bad for someone who was born into an exceptionally wealthy family, inherited a fortune and has never known want of any kind.

OK, you seem incapable of reasoned mature debate without resorting to personal comments.

On the other points, yes the US economy is in a mess and has been for a long time. Their annual budget is 7 trillion dollars whilst only collecting 5 trillion dollars in taxes. Their deficit is 36 trillion dollars, this is all well publicised.

I believe that Trump's approach with his Tariff policy will further hurt the US economy. Why, because he's now relying too heavily on somewhere between 2 billion to 4 billion dollars per day in tariff receipts.

It's a short term fix and one that isn't sustainable. Tariffs have always proved a zero sum game...there are no winners. Even the state of California are taking the administration to court over his tariff policy.

As far as letting his country down, he's fostering a set of tools that will be pro inflationary. He's frustrated at Jerome Powell for not bringing interest rates down. It seems that there's now the possibility of of Trump attempting to sack Powell.

Back to the current tariff receipts, Trump is on a high as he's found a short term solution to the tax receipts shortfall in making the US Treasury a cash cow. This as I've said is not sustainable.

Trump wo n the election pretty much on a promise that the cost of living would come down. Oil is starting to rise again, imports are costing more. It seems that US consumers are, for the time being starting to pay more for certain goods than they anticipated

Wow! You are one angry individual...also I am not your bro! Filtered! As per my post a few days ago...I rest my case. You, like others here make too many assumptions about the lives, beliefs, values and inner fortitude of others...I rest my case

Interesting view, So, are you saying that based on Trump's actions that he's predictable? The world is experiencing the effects of a US leader who has demonstrated unbelievable inconsistency. He is behaving like someone who's unaccountable to anyone, because that's what he believes. I do think some of the policy changes he's introduced have been absolutely correct, but regrettably, he let's himself down, time and time again. Moreover, he's letting his country down as his tariff policy is going to hurt the US economy.

An interesting listen and makes absolute sense. Trump is highly unpredictable. The UK & EU know this to their very core. A nice segue into nuclear power generation, as It makes me think that Terrapower is not a real threat to RR. Why?, because they have not built one nuclear reactor, their Natrium reactor design, whilst conceptually interesting is an unproven and untested technology. That, coupled with how the US have shown their unreliability and the dawning of the realisation that energy security equates to national security, I don't see a US company leading the way in UK nuclear power generation anytime soon. Given the events of the last few months, it's probably concentrated the minds of the UK government even more, over to what extent GE Hitachi should be considered for an SMR role. UK plc have been investing heavily in RR for years. I really don't think, they're about to flush that investment down the pan. Also, thank goodness for the prescience of the architects of RR plc & THE GOLDEN SHARE. It's appears potentially more apposite than ever given the parlous times that we're living in.

It's axiomatic to some that this is a forum regarding Rolls Royce. Without me having to list the tiresome and puerile exchanges, comments, uninformed opinions etc etc, that are posted here almost every day, can the moderator (I'm sorry, I don't know who you are) please block the said individuals. I know there is the filter option, which I do use, however, better i think to create a forum for communication and mature, intelligent dialogue that serious investors can benefit from.

Thank you

Today is when RR stock goes ex dividend. This alone will cause the SP to fall.

Been busy in the garage & garden all day, so missed this piece of news. Anyone got a link please?

China tariff of 145% not 125% as thought previously. Concern over ppssible inflationary effects of Trumps tariff policy. The EU are coalescing ready to ensure that they get a fair deal. The effects of the relief rally yesterday are wearing off. Folks aren't buying the Trump Koolade & are now thinking..."Ok, so he didn't beat me up, but you know what he still stole my favourite chocolate bar!" Most of the world is still facing the 10% tariff...this is the wild west whip saw...for the time being anyway.

Wild West, true grit...Nice one Albertz, I saw what you did there 😉...Where's John Wayne when you need him?!

Whatever happens when the US opens today, a pull back won't/wouldn't be surprising in the main indices or stocks like Tesla, Nvidia et al. Yesterday's rise in the Dow, S&P 500 & the Nasdaq, were on par with returns that you might normally see over a one year period.

From the buying so far today there seems to be an element of FOMO. I made a few grand this morning on yesterday's top up alone & I'm holding.

The markets are like the wild west just now. Trying to keep a cool head & calm approach is challenging but possible. I said recently that I believed Trump was playing a game of brinkmanship to get countries back to the table to negotiate new trade deals.

He's behaved like the school yard bully who threatens to beat you up & then only takes your favourite chocolate bar. Perversely leaving you feeling grateful that he took your chocolate bar. This is the 10% tariff and the relief billions of folks are feeling just now. That 10% tariff is going to rake in 300 billion dollars a year into the US treasury.

We are in completely uncharted territory...but remember that bull markets climb a wall of worry! There's plenty more good news to come for RR holders! All the best 👍

RYCEY is up 6.44% just now!