Member Info for Svend

@Sparkythecat @Badland

A single day’s tide never sets the course.

The engines are stronger, the hull lighter, and the wind of cash flow is behind us.

Storms will come. Waves will rise.

But direction is determined by propulsion, not noise from the shoreline.

We sail on — steady hands, clear horizon.

The route to higher prices isn’t complicated — it’s earnings growth, margin expansion, and fewer shares from buybacks. That’s the engine.

2026 looks like a consolidation and push year (£13–£16 zone), 2027 is when institutions typically re-rate (£16–£20), and by 2028 you’re into the maturity phase, where £20+ becomes normalised if execution continues.

£28 isn’t fantasy — it just requires strong delivery plus one or two catalysts (SMR, margins, cash flow upgrades).

Markets move run → pause → run again.

We’re somewhere between pause and the next leg.

The market rarely moves in straight lines.

It moves: Run → Pause → Re-rate → Run again

Right now, the ship is between Run and Pause.

Enjoy the voyage 🙌IV

invaders of the ai maybe, but this ***** has to stop pronto >

Tjblowhard,

Thank you, that’s very kind of you to say. I’m just sharing my perspective like everyone else here, and markets keep all of us humble sooner or later.

Wishing you good decisions and fair winds with your investments.

Arsenal17 > morale remains sky-high on the bridge. The £15 waypoint was always charted on the map; we’re simply circling the harbour awaiting final clearance, and the updated Captain’s log now plots a steady course toward £28 by 2028 with fair winds from results and beyond.

In the meantime, do keep your head steady on those upcoming cruise expeditions > too much time below deck inspecting porcelain infrastructure can trigger seasickness in the unseasoned… and we wouldn’t want you missing the departure of the Rycey express. 🧑‍✈️🚢

#rollsroyceresults2025

Shareflyer,

With respect, that’s not really accurate. Plenty of people here do discuss engineering, strategy, and fundamentals — but markets ultimately price financial outcomes, not technical elegance alone. Rolls-Royce is a listed company, not an engineering symposium.

If you’re positioning yourself as an “experienced engineer and consultant,” then the more relevant question isn’t why people talk about investing — it’s whether you’ve examined the capital allocation decisions management is making.

For example, Rolls-Royce has initiated another share buyback programme. That is not a trivial decision. It signals several things simultaneously:

Confidence in forward cash generation, management does not commit capital to buybacks unless internal forecasts support surplus liquidity.

Balance sheet transformation achieved earlier than expected, net debt reduction has progressed to the point where returning capital is now viable.

Return on capital discipline, if management believes the shares remain undervalued relative to future earnings power, buybacks are rational capital allocation.

Earnings per share accretion, reducing the share count directly increases per-share metrics, which matters to institutional valuation models.

Those are financial engineering decisions grounded in operational performance. Ignoring them while claiming to represent an “engineering perspective” misses the reality that modern aerospace businesses succeed or fail on execution plus capital efficiency, not engineering heritage alone.

If anything, the buyback itself should prompt a consultant to ask deeper questions:

What internal cash-flow trajectory justifies returning capital now?

How sustainable are civil aerospace margins through the next shop-visit cycle?

What confidence does management have in long-term service revenues?

Why prioritise buybacks over alternative uses of capital?

Those are substantive topics, and they sit precisely at the intersection of engineering capability and financial performance.

So the issue isn’t that people aren’t talking about Rolls-Royce.

It’s that the conversation has moved beyond “engines are impressive” to “this company is generating serious economic value again.”

And that’s exactly what shareholders care about.

Retirment,

Blimey, that escalated quickly. I thought we were discussing a share price, not auditioning for EastEnders.

Look, markets don’t operate on school exam rules where you either get a gold star or detention on one day’s result. Sometimes you’re early, sometimes you’re late; the only thing that matters is whether the direction of travel is right over time.

As for the pirate part: if posting charts, numbers, and a bit of humour counts as “mental,” I’ll happily keep the hat on. It seems less stressful than shouting at strangers on the internet.

Anyway, no hard feelings; volatility happens to both share prices and comment sections. 👍

Retirment,

''Svends was VERY wrong at a £15 RR results day price prediction lol wrong ! will he be wrong RR VS M&S :-)''

A single date doesn’t determine whether an investment thesis is right or wrong; outcomes over time do. Markets don’t move to meet forum deadlines; they move as fundamentals are executed and capital reprices accordingly.

The Rolls-Royce case has always been about structural improvement, margins, cash generation, balance-sheet repair, and long-cycle services growth. None of that is validated or invalidated by whether a specific price was reached on a particular results day.

As for comparisons with M&S, they’re entirely different business models, capital intensity, and growth drivers. Performance leadership will ultimately be decided by earnings power and return on capital, not short-term price snapshots.

If the operational trajectory continues, the price follows.

That’s how markets work: with or without the commentary.

Now go back into the sandbox and play with your Porsche cars before you get into trouble.😜

Breakout departure @1306.50 target #1-1376 target #2-1490

Feb 23: After a quick morning dip down to touch the 10 mins 200 SMA, it's now bouncing and heading back up north through the clouds with 1335 visual skylight incomming then follows the barrier @1351. In conclusion, Rolls-Royce remains structurally bullish with technical conditions consistent with the early stage of a continuation move. A sustained break above £13.30–£13.50 provides a credible pathway toward the £14.50–£15.50 zone over the coming weeks to months.

22 Feb: Wakeboader, yes, if all the stars line up, Rycey is heading towards #3 - 1670 in due course😉

There you have it, over and out IV🙌👍🚀

ShareFlyer, you sound like the village idiot on steroids. Have you mixed up your target or perhaps the medication again?

Stayingpatient, you are definitely a winner with that post, I 100% concour with those views, well done Sir.

Retirment,

“Good results = SP up” is a slogan — not a framework for understanding markets. Prices move on the gap between expectation and reality, not the headline itself. A company can publish objectively strong numbers and still decline if capital had already positioned for more. That isn’t mysterious — it’s simply how valuation and positioning interact.

As for £15, it was never presented as a calendar promise. Markets don’t recognise dates; they recognise progress. The Rolls-Royce investment case — margin expansion, structural cash generation, services intensity, and balance-sheet transformation — does not evaporate because a particular month has passed.

More importantly, £15 was never the destination — it’s a milestone.

If execution continues and the pathway toward the 2028 objectives remains credible, valuation expands in phases. Price discovery is a process, not a single event.

Being early, late, or wrong are not interchangeable concepts. What matters is whether the primary trend and fundamental trajectory remain intact — and presently, they do.

Keep smiling. Enjoy the voyage.

PS: We are approaching roughly 40 consecutive months of higher lows — one of the clearest signatures of institutional accumulation you can find. Trends like that rarely end because of forum debates.🙌IV

Retirement, you blow your horn more frequently than the foggy horn on the ship's bridge,

A proud old Captain shouting, “Fresh biscuits in the fridge!” Ye chart bold voyages to the garden gate, Then log a nap—“Crew rest period, 08:08.”

At sunrise, ye’re pacing the quarterdeck floor, With nowhere to sail, yet plotting one chore more.

Lunch with the fleet, then tea with the crew, followed by “urgent” hammock inspections at two.

So sound that horn, let the harbour all grin, For a Captain retired… is a Captain who wins. ⚓

Pastyc qoute 15 Sept 2025: ''1300... This time next year.. 1700.''

''Good numbers.. But I think we'll see a 5-7% fall on opening.'' Why, please elaborate?

Aye aye, but also remember a seasoned Captain knows the tide turns whether ye stare at the compass or not — I’m just checking the wind speed before hoisting the sails. If the numbers are fair, we feast… if not, Nettles and I are back on dry biscuits. 🏴‍☠️

Openeyes > Consensus thinking, maybe that is correct, so let's reconvene tomorrow at 0700 hours sharp on the Bridge. 👀

LazyHare > That truly means a great deal to me > Thanks, I’ve valued the journey just as much, especially those moments that seemed small at the time but now feel quietly significant. Twelve short moons indeed > it’s been a privilege sailing alongside you. Whatever tomorrow brings, I’m grateful for the shared course and the good company along the way.

Oh, absolutely > thinking changes nothing… which is why chess players just move pieces at random and surgeons simply “wing it,” right? 😅

Thinking doesn’t guarantee the result > it just dramatically improves the odds.

But hey, if results truly don’t care about preparation, I’ll happily do less homework next time and call it a strategy. 😉

Ah, but ignoring the weather doesn’t stop it from raining.

I don’t waste energy worrying about results — I invest energy preparing for them. There’s a difference.

You’re right that outcomes will be what they are… but thinking about them sharpens the aim. Archers don’t control the wind either — they just account for it. 🙂