Member Info for Svend

Hear ye, hear ye! Nettles be back aboard. The ship is once again under proper feline command. Swab the decks and present the treats.

Let's say the nuclear SMR take-off is imminent, with Turbo Tufan, singing off SMRs around the world at £2 billion for each unit; this indeed is spectacular progress in propelling the potential share price further up the horizon.

Rolls-Royce: Target upgrade by 47.2%

(This article is reserved for subscribers. MarketScreener)

Arsenal17,

Noted.

For the record, price targets aren’t won by noise, emojis, or chest-beating — they’re earned by earnings delivery, cash generation, order flow, and execution over time. That’s what I focus on.

If £13 is “blown away,” the market will show it. If not, it will reprice. Either way, the scoreboard is facts, not bravado or selective hindsight.

I’m comfortable standing by my framework and letting time do the arbitration.

All the best.

Arsenal17

Let’s be precise. I laid out scenarios, timelines, and conditions — not a crystal-ball guarantee. Markets don’t trade on opinions or bravado; they trade on data and outcomes.

The end of February will give us one data point, not a verdict. If facts change, views update — that is professionalism.

As for the “fictional Captain” bit: the numbers will speak for themselves. I’m happy to let them do the talking.

Arsenal17

I’ve never claimed exclusivity over outcomes, opinions, or wealth — and I certainly don’t measure credibility by bank balance or bravado.

The £15 level was always framed as a scenario, not a promise, and contingent on execution, earnings progression, and time — all of which are still unfolding. Markets don’t resolve debates on demand, and confidence isn’t proven by shouting “wrong” early.

You’re entitled to your views and your strategy. I’ll continue to focus on fundamentals, structure, and evidence as they develop — not personal comparisons or point-scoring. That’s how decisions are made professionally.

Arsenal17 — have you noted that the current consensus analyst price target across the coverage universe stands at 1,333.8p ahead of results?

Overlaying this with the technical structure, the chart shows a confirmed breakout from a cup formation, with price successfully retesting and holding former resistance around 1,195p as support. This behaviour is consistent with a measured-move projection into the ~1,360p area.

Stepping back to the monthly timeframe, the longer-term trend remains unequivocally intact, with higher lows now extending into a 39-month sequence. That persistence of structure underscores the durability of the trend rather than a late-cycle anomaly.

Taken together — analyst targets, pattern resolution, support confirmation, and multi-year trend structure — the trajectory from ~£5 to a prospective ~£15 by 2026 is not conjecture, but a continuation of an established trend already visible in both price and time.

No belief required — just analysis.

Predictions get tested by time, not by noise. If timing’s off, that’s easy to own. What’s boring is pretending short-term price action settles a long-term debate.

I’m happy to engage on numbers, delivery, and fundamentals.

If that’s not the conversation you want, fair enough — but calling it out isn’t the same as calling it right.

Arsenal17

I’m very comfortable accepting when a date is off — markets aren’t timetables.

What actually matters is whether the business trajectory is right, and that’s still playing out in plain sight.

As for milestones and lifestyles — those aren’t a competition, and they’re not how markets are judged. Outcomes come from decisions over years, not from chest-beating over weeks.

I’ll stick to analysing ships and seas.

You’re free to enjoy the view from the shore.

Arsenal17,

Aye, sometimes a sailor leaves the ship with a chest of gold… (£5) then spends the rest of the voyage watching the horizon to see if the treasure fleet sails past without him.

No shame in taking profit. But if ye keep scanning the seas for the old ship’s sails, it usually means a bit of the heart never left the deck.

Either way — fair winds to the mining haul… and the RR warship still sails her course. ⚓

Arsenal17

Fair point — but markets don’t reward people for not forming a view, they reward people for managing risk around the views they do take.

£15 was always a scenario based on momentum + sentiment + forward narrative lining up into results — not a guarantee written in ink. If it happens, great. If it doesn’t, the underlying thesis still lives or dies on earnings delivery over time, not a calendar date.

Being early, late, or slightly off on timing is normal in markets. Being wrong in the business is what actually costs money.

I’m comfortable being judged on the direction of the company — not whether the market decides to hit a specific number by a specific week.

* Case in point, the price of Silver is down 28% today!

Retirment,

Not quite.

You’re framing it as purely “priced for perfection, therefore binary on results day.”

I’m framing it as “valuation is stretched because the market is discounting a multi-year earnings step-change — and results are just one checkpoint in that path.”

Those are different lenses.

Yes — if numbers miss, price comes in. That’s true for any growth stock.

But if delivery stays on trajectory, the market doesn’t just “stand still waiting for results day” — it reprices progressively as visibility improves.

So we agree on the mechanics of markets reacting to data.

Where we differ is whether this is a single event trade… or a multi-year earnings rerate playing out in stages.

Arsenal17, Markets rarely move in straight lines, especially when sentiment gets ahead of data. A few weeks of chop doesn’t invalidate the bigger earnings trajectory — it just resets expectations.

If February confirms the forward numbers, the price usually catches up fast. If it doesn’t, then the market reprices. Simple as that.

Predictions aren’t promises — they’re scenarios. I’m still watching the engines, not the waves.

Retirment,

If you turn to the weekly, the normal pullbacks (17/14 %) are clearly visible; they never penetrated either the Ichimoku clouds or the ''Guppy indicator''

It's official, 39 consecutive months with higher lows 🚀🙌IV

Fair enough — markets give us plenty to debate without turning it into trench warfare.

Let’s park the theory and let price, results, and time do the talking.

If nothing else, at least we’ll both get a cleaner answer from the market than from a forum thread.

P/E alone is dockside maths.

Trajectory is what moves fleets.

Results day is a checkpoint — not the verdict.

If this were truly perfection-priced, results day wouldn’t matter.

The fact that everyone thinks it’s pivotal suggests that the market is still undecided about how much of the story to believe.

That’s not the same trade.

Retirment,

You’re mistaking weather for hull damage.

Calling Rolls-Royce “priced for perfection” because of a pullback is dockside talk, not sea charts. Markets price probability, not fairy tales. This voyage is multi-year margins, cash flow, balance sheet repair, and defence / aftermarket tailwinds — not one results cannon shot.

A 10% swing into results? Normal seas.

Funds trim risk. Traders lock gains. Options desks flatten books.

That’s positioning — not panic, not thesis break.

Selling every £ up is fine seamanship for your own boat.

It’s not proof the fleet is overvalued.

If guidance cracks, cash flow slips, or orders wobble — then aye, valuation compresses.

Until then, this is tide and current, not the ship taking water.

Short version:

Volatility is noise.

Execution is signal.

Results day is a checkpoint — not the final port.

Average estimates of analysts covering the company are 1317.50. This is based on data fetched from FACTSET