Member Info for Stayingpatient

Just watching CNBC. Dow, S&P 500 & Nasdaq futures have all turned positive afters today's losses.

Oil & gas prices have also eased a little. Let's hope Friday can pull the fat out of the fire.

This is old news, August 2025.

It's worth noting that RR will not only benefit from the capital cost of each SMR sold, but will also generate significant income through it's Long Term Service Agreement, as it does with it's jet engines model.

Yes, Rolls-Royce SMRs are designed to generate significant ongoing income through long-term service agreements (LTSAs) and lifecycle support, mirroring the company's successful business model in civil aerospace.

Revenue Model & Lifecycle Income

Rolls-Royce applies its "TotalCare" philosophy to its nuclear division, focusing on aftermarket profitability and recurring revenue.

Operational Support: Rolls-Royce expects to generate a direct benefit of approximately £117 billion from the development, manufacture, operation, and decommissioning of SMR plants through 2115.

Long-Term Service Agreements (LTSAs): The company already relies on LTSAs for a significant portion of its free cash flow in other sectors. For SMRs, this will likely include:

Maintenance, Repair, and Overhaul (MRO): Continuous support for high-integrity engineering environments.

Nuclear Services & Projects: Dedicated teams for lifecycle management, including life extensions and upgrades.

Digital Services: Utilizing AI and cloud-based monitoring for predictive maintenance, similar to their "Engine Health Monitoring" in it's jet engines.

I'm a glass half full chap 😉.

Based on recent announcements, Rolls-Royce SMR has three confirmed, preferred-bidder units set for deployment in the UK, with significant international partnerships aimed at further orders.

UK Order: In June 2025, the UK government selected Rolls-Royce SMR as the preferred bidder to build three SMR units. In February 2026, it was confirmed that these three units will be located at the Wylfa site in North Wales.

International Agreements: Rolls-Royce SMR has partnered with the Czech utility ČEZ, which has expressed intentions to order multiple units, and is in the final stages of a selection process in Sweden.

Total Ambition: While three units are confirmed for the UK, the Wylfa site is capable of hosting up to eight units, and the company has previously outlined plans for a 16-unit program in the UK.

Rolls-Royce SMR

Rolls-Royce SMR

The UK units are expected to be on the grid by the mid-2030s, with construction aiming to begin soon, following the final investment decision expected in 2029.

@Dixon1 Astra Zeneca are the largest UK company with a market cap of £240 billion. RR SP would need to reach around £28.50 to become number 1.

Well, I tried a little experiment this morning. I tried to use some of my cash holding to buy RR shares, but taking advantage of the sudden price drops. I did the following:

Over a period of 30 mins, I set up sequential purchase orders that give a 15 second window with at a guaranteed price to trade. The price on my provider's dealing platform during this period varied between £3.26 to £3.31, give or take fractions of a penny. As each 15 second trade window expired, I immediately hit the "quote again" button. Thereby gaining an opportunity to buy at a lower price.

I also simultaneously observed the price online and noted on a at least several occasions, that the price dropped quickly to between £13.05 to £13.07 for between approximately 30 seconds to over a minute.

Given that I was continually refreshing the quote price, in theory I thought I might be able to buy at the short term lower prices. Not once during the many times that the buy price varied, did it drop to what was clearly shown on the screen.

I didn't buy in the end. But I found it interesting. Maybe I should invest in a high speed trading algorithm software program 🤔

BBC WORLD SERVICE..."Crude oil has hit 85 dollars per barrel!

@borg45 No problem, glad to help

Rycey down 5.82% after hours yesterday. Dow futures down 934 points...this might get rough

@borg45 These "flash crashes" have been happening for some time now. The following link may help shed some light for you:

https://share.google/aimode/Hn18NeVKENsokv8T4

The SP pattern over the last 45 mins, slightly resembles an ECG readout...🤔

Oh dear, here we go with the flash crashes...2% swings within a few minutes. Jiggery pokery doing it's thing!

On days like these, I'd like to spend a day with the market makers & see how they do what they do. One thing for sure, they'll be making big money!

Yes, a sea of red share prices across the globe just now. Even gold and silver are down and Dow futures are down over 700 points.

There's no visibility as to when and how this conflict might end. Until then, there's going to be some "whipsaw" moments for sure.

But then there were those large orders after hours yesterday. One was a £2 million buy, most likely an institutional purchase, if it was, that's helpful.

I'm sitting tight, reading & watching what I can. We all want some sense of direction, but it may take a while.

All the best fellow Rollers!

Both the LONDON STOCK EXCHANGE website & ROLLS ROYCE WEBSITE, SHOW A CLOSING PRICE OF £13.54

🤣🤣🤣

Some whopping purchases going through after 4:30pm!

Most definitely not. I've been here since just after Tufan took over. I bought in at £1.50. It's been and continues to be an incredible ride...enjoy the view!

"Good afternoon ladies and gentlemen this is your captain speaking. Thank you for your patience and understanding, whilst we navigated those unpleasant pockets of turbulence. We're well above the clouds now and heading for 14,000 ft 😉.

Having attained that altitude, we'll hopefully press on higher and eventually ignite the afterburners to propel us ever higher.

We hope there won't be any need for oxygen, masks, the brace position or use of the emergency exits.

Please enjoy the duty free, the fine cuisine and most importantly the view of the clear blue skies.

That's all from me for now"

It's always a delight to welcome our passengers old & new, aboard our fine aircraft, which is powered by the finest Rolls Royce engines.

Here's another SP upgrade you £15.20 from Morningstar Canada:

https://global.morningstar.com/en-nd/stocks/rolls-royce-earnings-higher-durability-ltsa-cash-underpin-target-upgrade