Member Info for Svend

AZ > My guess estimate is once at least a dozen or 2 SMR orders are confirmed in the bank 😉🙌

AZ > As of February 7, 2025, Rolls-Royce Holdings plc has a market capitalization of approximately $63.19 billion.

This valuation is significantly below the trillion-dollar mark. To put this into perspective, a trillion-dollar market cap is over 15 times larger than Rolls-Royce's current valuation. Therefore, Rolls-Royce does not have a trillion-dollar market capitalization.

''Final Call'' Rolls-Royce SMR and Constellation Energy have established a collaborative relationship. In 2020, they signed a Memorandum of Understanding to explore Constellation's potential to operate compact nuclear power stations in the United Kingdom and internationally.

Furthermore, Constellation Energy is a minority shareholder in Rolls-Royce SMR Limited.

In 2022, Constellation partnered with ULC-Energy to support the deployment of Rolls-Royce SMRs in the Netherlands.

These collaborations aim to leverage Constellation's extensive experience in nuclear power operations to facilitate the development and deployment of Rolls-Royce's small modular reactors.

ShareFlyer Early days today is 8 Feb. There are still 20 days to go let go and be a sport!

The target price based on combined estimates of analysts covering the company is now at 627.40

Captain Patience, Thank you for the kind words; they are much appreciated. The sooner we see the fourth leg (SMR) in motion, the more spellbound the next leap forward shall be. 🙌

Ahoy there, shipmate! 🚢

Aye, Captain Tea Leaves may have been a humble baggage boy when we first set sail, but it seems he had the foresight of a seasoned navigator—or at least the luck of a cat with nine lives! 🐱⚓

Five years on the high seas, through tempests, doldrums, and the occasional Rights Issue squall, and here we stand, staring down Feb 8, 2025, like it's the edge of the known world. If £7 truly appears on the horizon, I'll be the first to hoist a tankard in his honour. If not, well... we’ll just say the tea leaves got a bit waterlogged along the way. ☕🌊

Either way, this ship’s still sailing, and I trust you've got your sea legs steady. Onward to adventure—and hopefully, treasure Island! is taken while we remain on course 666.4 by the 27Th 💰🏴‍☠️

Nettles one step at a time once we clear the resistance @ 626, the next level is 642,8 while the final goal further up the sky remains @ 666.4 and the outlook for 2027 is looking very promising, Hail Hail to all the RR teams for delivering on their promises.

SMR has now been approved and granted clearance for take-off. Once the SP is fully airborne above 600 again and clears the 626 temporary resistance area, the magnetic seven will appear clearly on the radar fly baby fly to new blue highs.

PS. Technically, we have a weekly cub with a handle on the tea leaves.

Reldas20 > The European Commission's approval of the joint acquisition of Rolls-Royce SMR signifies a significant step in the development and deployment of small modular reactors (SMRs) in Europe. This approval indicates that the transaction does not raise competition concerns within the European Economic Area, allowing the involved parties to proceed with their collaboration.

Implications of the Approval:

Enhanced Collaboration: The approval facilitates partnerships between Rolls-Royce and other entities, such as the Czech power company ČEZ, which has acquired a 20% stake in Rolls-Royce SMR. This collaboration aims to advance the development and deployment of SMRs, contributing to the modernization of the Czech energy industry.

Market Expansion: With regulatory clearance, Rolls-Royce SMR is poised to expand its presence in the European nuclear energy market. Notably, the company has been selected as the preferred supplier to build a fleet of mini nuclear reactors in the Czech Republic, marking the first deal of its kind in Europe.

Advancement of SMR Technology: The approval supports the progression of SMR technology, which offers a faster and more cost-effective means of increasing nuclear capacity. SMRs are designed to provide stable, low-carbon power, aligning with Europe's decarbonization and energy security goals.

In summary, the European Commission's approval enables Rolls-Royce SMR to strengthen its collaborations and advance the deployment of small modular reactors, contributing to the region's energy modernization and sustainability objectives.

Looking for some spicy side action? Watch this trolley bust through TSCO like a caffeinated bull—smashing past 375 resistance as it owes it money!

Gallini > Hold onto your wigs and snacks—this trolley is about to hit warp speed, zooming up the fast lane 375 like it's late for a hot date!

Final Thought: Timing & Adoption Rate Matter

The full impact of SMRs will be gradual. Oil and gas will still play a dominant role in transport and petrochemicals, but over time:

Electric vehicle growth

Hydrogen fuel expansion

Global carbon reduction policies

Geopolitical energy shifts

…could accelerate the transition away from oil and gas.

If SMRs prove cost-effective before 2040, they could reshape energy markets entirely—if not, oil and gas will continue ruling for several more decades.

AZ > The impact of Small Modular Reactors (SMRs) becoming widely deployed as brick-and-mortar infrastructure will be transformative for the energy sector. Still, the extent of disruption will depend on economic, political, and technological factors. Here’s a breakdown of the key consequences:

1. Power Sector Shift & Energy Independence

Base-load stability: SMRs provide consistent nuclear energy, reducing reliance on fossil fuels, especially natural gas for electricity generation.

Decentralization: Unlike traditional large nuclear plants, SMRs can be placed closer to demand centers, reducing transmission losses.

Energy Security: Countries with limited fossil fuel resources will decrease dependency on imports, challenging oil & gas-exporting nations.

2. Oil Market Disruption: Refineries vs. Factory-Built Energy

Oil demand contraction: If SMRs power industrial processes, hydrogen production, and electric transportation, demand for refined oil products (gasoline, diesel, jet fuel) could shrink.

Refinery limitations: Oil refineries require heavy infrastructure investment and cannot be "mass-produced" like SMRs, meaning they lack flexibility in scaling down.

Tariff-driven price volatility: If major economies impose tariffs on oil-producing nations (e.g., the U.S. vs. OPEC+), price volatility increases, making stable SMR-based energy more attractive.

3. Natural Gas’s Role & Challenges

Power sector competition: Natural gas plants are currently the preferred base-load alternative due to scalability and cost. SMRs could displace gas plants, especially where carbon regulations are strict.

Hydrogen production shift: Blue hydrogen (from natural gas) might lose ground to nuclear-powered green hydrogen, impacting gas demand.

Pipeline & LNG impacts: As SMRs gain adoption, gas pipelines and LNG exports could become less profitable, disrupting investments in new gas infrastructure.

4. Energy Trade Wars & Resource Nationalism

Uranium demand boom: If SMRs scale up, demand for enriched uranium soars, possibly creating geopolitical tension, similar to oil.

Tariffs as economic weapons: Countries with cheap oil reserves (e.g., Saudi Arabia, Russia) might respond to nuclear expansion by flooding markets with cheap oil or leveraging tariffs to retaliate.

Emerging nuclear blocs: Nations embracing SMRs (U.S., Canada, France, China) may form a "nuclear energy alliance", reshaping global energy power dynamics.

5. Financial Market Implications

Oil stocks face pressure: If SMRs significantly reduce oil demand, traditional oil & gas companies may see lower valuations.

Nuclear investment boom: Utilities and firms involved in SMRs (e.g., Rolls-Royce, NuScale, Westinghouse) could see massive growth.

Infrastructure shifts: Traditional oil-dependent infrastructure (pipelines, refineries) could become stranded assets if SMRs replace oil and gas reliance.

AZ Please clarify what you mean by

''Pure potential on this, all sectors off energy from wind to solar are brick and mortar .''?

Hi Neil, January just finished with the S&P 500 up just over 2% and the Nasdaq 100 up just over 1.5% for the month. There is something called the January Barometer, which says how January goes, so goes the rest of the year for stocks. Since 1950 January is an up month, the average return for the year (S&P 500) is around 17%. When January is a down month, the average annual return is -1.7%. Take from it what you will.

Cev, I appreciate you taking the time to lay out your bullish case for Empire Metals (EEE). It’s always useful to consider both sides of an investment.

I’ve already provided five obvious reasons why I don’t see it as an attractive opportunity, but I respect that others may view it differently.

You’ve highlighted promising exploration projects, investor confidence, management strength, shareholder support, and market recognition. While these are certainly positive aspects, I’d be keen to see how these factors translate into tangible financial performance, a clear path to profitability, and risk mitigation—especially given the speculative nature of early-stage exploration companies.

A well-rounded discussion is always beneficial, so I appreciate the exchange of perspectives!

I appreciate your experience and insights—it’s always great to hear perspectives from those with a strong financial background.

That said, I’ve already outlined five clear reasons why I don’t see EEE as a strong investment opportunity at this time. I’d be very interested to hear five counterpoints that make the bullish case. A well-rounded discussion always leads to better decision-making!

Cev, I appreciate the kind words and the recommendation. I’ve laid out five clear reasons why I don’t see EEE as an attractive investment at this stage, but I’m always open to considering both sides.

If you have five strong reasons why EEE is a compelling opportunity—beyond just the board appointments—I’d be genuinely interested in hearing them. A balanced discussion always leads to better decision-making. Looking forward to your insights!

Cev, True, knowing the basics—like speed limits—is essential. But even with speed limits, there are nuances: national vs. local restrictions, variable limits, penalties, and exceptions. Similarly, with ISAs, CGT, and allowances, the 'basic' rules often come with caveats, thresholds, and changes over time.

So while you don’t need a specialist to hear the rules, sometimes it helps to have one to interpret them correctly—especially when small details can make a big financial difference. 😉