Member Info for Svend

Retirment, Fair play — if your strategy has already doubled your retirement target, then it’s clearly calibrated for your stage of the journey. Dividends and broad-based funds are excellent for capital preservation and inflation-beating compounding, no argument there.

But the point I’m making is simply this: different engines power different flights. Income strategies are built for smooth cruising; growth strategies are built for altitude. RR sits in the latter category — inherently more volatile, but with fundamentally asymmetric upside as the SMR, Defence, and Civil cycles mature.

Short-term pullbacks and drawdowns are part of that terrain. But those who bought quality at the inflexion point aren’t ‘waiting to get back to September money’; they’re positioning for where the multi-year re-rating lands, not where last month’s candle closed.

Two strategies, two goals — both valid. Just different aircraft, different destinations.

Retirment

M&S is perfectly fine for retirement comfort, but from an investment standpoint, you need propulsion — growth engines like SMRs and next-generation platforms. Solid returns aren’t built on dividend coupons alone; they’re driven by real industrial strength and forward-looking innovation.

FlyingdaleFlyer,

Fair point — the last six weeks have clearly shown pockets of profit-taking and a bit of algorithmic pressure leaning on the share price. But when you strip out the short-term noise, the underlying trajectory hasn’t changed: order momentum is accelerating, margins are expanding, and the catalyst stack for Q1 is arguably stronger than for any quarter in the last decade.

If that fundamental slope continues, the timing debate between Q1 and Q2 becomes more about market mechanics than business performance. I’m simply suggesting that the operational momentum may pull the valuation forward faster than expected. But whether it prints £15 in Q1 or drifts into Q2, the destination doesn’t materially change — it’s the same thesis, just a different timestamp.

There’s no clear reason to delay a £15 target into Q2. SMR orders are building quickly, and if the high demand continues to hit or exceed the 400-unit horizon, we’re likely to see a substantial backlog forming. At that point, only the strongest, well-positioned, mainly government buyers will secure early delivery slots, effectively turning the order book into a premium waiting list. I.E, an early new year Boom Turbo Tufan SMR request incoming 🚀IV🙌

Poolefox, why would they consider selling at £4 if/when they know they have at least £8 worth of Gold/Copper tucked away in the ground waiting to be mined and shipped away 😉 this baby might just be ready to become a dividend cow very soon. Meanwhile, once the bigger and more influential players get their headlights into the limelight, the share price is likely to light up like a gold coin, and cashing the 777 or 888 is like hitting the jackpot — here we come, baby, let's roll the dice.😎

Sorry, but 450 seems very low when you consider this is the quote from Ben Jones' investment report:

There are two excellent sources of margin of safety – the first is that our intrinsic value estimate of

£5.59 provides a wide margin vs the current £1.85 share price. The second is that our intrinsic value

estimate does not take into account potential upside from assets currently valued at $0, and may

prove to be too low, simply due to limited information today.

Anglo has a strong balance sheet, with $22m debt and around $160m FCF expected over the next

two years. Anglo has already developed Gilar and Demirli without raising equity, and we expect

them to fund Xarxar, Garadag and Zafar through operating cashflow.

We have a bullish view on copper. Citi and BAML estimate copper could reach $5.44/lb by 2026

which we believe should take Anglo’s share price above £8.00. For further information on copper, I

would recommend reading S&P Global’s 2022 copper report:

https://cdn.ihsmarkit.com/www/pdf/0722/The-Future-of-Copper_Full-Report_14July2022.pdf

No worries — it wasn’t a “yes,” it was simply pointing out that the technical structure is still in place as long as the price keeps closing above its support levels.

As for £12, that isn’t a straight-line prediction. The path depends on two things:

1) a clean breakout and weekly close above the 1,200 zone

2) confirmation with volume and no negative catalysts (earnings, contracts, macro wobble).

If those conditions are met, the move toward the low-£12s becomes a probability, not a guess.

Until then, it’s just a level on a chart — not a destination.

Kendalsc, by the way, we passed back up above the hourly 200 SMA at the opening bell this morning, like a knife through butter, which, by the way, we went below on 13 November and are now firmly back above. Another clear sign of directional strength and above the clouds (IKH), the trend looks strong. Time will tell!

It looks like the market is heating up after hours, and prices are starting to lift. The “turkeys” everyone’s been watching are now clearly on display in the after-market and pushing above 6,772.

It looks like the after-market is warming up, and the birds are preparing for a proper take-off. The “Turkeys” are now fully exposed on the after-market’s deck and soaring above 6772.

Albertz,

Thank you, that’s very kind of you to say. I’ll take the “pampered pooch” comment as a compliment on its life of luxury and good company. I’m glad you enjoy the posts — I try to keep the mix light enough to make people smile, but insightful enough to still be worth reading. Appreciate the encouragement.

RP 6771 was attained, but let's just say the “Turkeys” are now fully exposed on the market’s deck, awaiting their moment on Thursday as holiday trading tomorrow prepares to finally heat up. 😉

RP Yes, the Tea Leaves are brewing, let's see how we finish tonight ahead of the last full trading day tomorrow before we enter the December sprint.

The S&P 500 (Mr Market) is approaching a potential close above 6,771 — the November 20 high and neckline of a developing inverted head-and-shoulders formation. A confirmed breakout at this level would strengthen the bullish outlook into December and could support an accelerated move toward the psychologically significant 7,000 mark as markets resume normal trading following the holiday-shortened week.

The target price is based on analysts' combined estimates for the company and stands at 1218.57, which is more than 18% upside potential ahead for those who are still flying Rycey solo towards the year-end Santa rally. The healthy pullback at 13.79% (from Sept 29 1195-1030.25) has matured, and its

Time to spread the wings and take off towards the blue skies above 1111 and 1141, respectively.

Nothanks2you either 🤣

Nice to see Mr Market has climbed past 6666 and is now thinking about moving north above 6700 again. Hopefully, it is content to stay at these altitude levels until Santa arrives and boosts the rally for the year-end final surge. That should put some stronger winds into the Rycey sails as we enter the home straits and year-end, plus the full year results come in February 2026. Enjoy the voyage and GLA 🙌IV

Thanks, Littleaston. I'm a long-term holder, but this 600–660 range is like being stuck on a roundabout that never ends—just circling back and forth.

🎅📈 “Signs the Santa Rally be approaching” — Captain’s Log

A Santa Rally usually drifts in mid-December to early January, but it doesn’t just barge through the harbour — it sends signals first:

🪙 1) The Big Money stops selling

The giant whales (funds, pensions) slow their dumping. They’re protecting their year’s treasure chests and don’t want red ink on the ledger.

Less selling = calmer seas.

📉→📈 2) Market stops falling… but isn’t exploding yet

You’ll notice the market stops drowning even though news might still be gloomy. Prices flatten, then slowly creep up.

The storm quietens, but the waves are rising bit by bit.

🧾 3) Tax-loss selling dries up

Early December = dumping losers for tax reasons.

Late December = dumping stops.

No one’s throwing junk overboard anymore.

🪅 4) Volume looks thin, but prices rise

Traders go on holiday. Liquidity dries up.

Smaller buying pushes prices higher than usual.

Little push, big wave.

🏦 5) Central banks stop scaring people

They don’t cut rates — they just shut up for the holidays.

When the pirate kings stop shouting, the crew relaxes.

🪶 6) Defensive stocks get sleepy, growth stocks wake up

Instead of hiding in boring utilities or consumer staples, money trickles into tech, cyclicals, and riskier goodies.

The crew swaps shields for treasure maps.

🧭 Quick Captain’s Checklist

If these show up around mid-December:

Signal Captain’s Interpretation

Falling selling pressure Whales docking

Flat → gentle rise Waves turning

Low volume rise Small boats moving prices

Risky sectors perking up Treasure hunters active

Bankers quiet No cannon fire

Then aye… Santa might be loading the sleigh.

🎁 Final Captain’s Word

A Santa Rally isn’t guaranteed — sometimes Santa’s sleigh hits a recession iceberg. But when the seas calm, the volume thins, and risky stocks start grinning… keep the BBQ warmed and the turkeys ready for lift-off. 🦃🔥📈

Betterlife20, regarding the share price, it requires forgiveness—letting go of the past mistakes inherited in 2024. After all, it was an isolated incident in the south division; however, remember that ''THE LONGER THE BASE, THE HIGHER IN SPACE.'' This 'coiling or spring' of consolidation is now approaching its one-year mark.

Once the SP takes off from this runway and rises/climbs above 722.4, it will smoothly sail towards the blue waters above and beyond 961.

Picture this building/sailing plan, it's worth a thousand words:😎

https://www.centralcharts.com/medias/analysis/upload/pub20251123_6922f645f17aa.png