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Sparky

Agreed — and that’s well put. The $20 level isn’t a magic line in the sand, more a symbolic threshold where certain institutional mandates flip from “too small” to “eligible.”

You’re absolutely right though — the real heavyweights don’t move on sentiment or storylines. They wait for verified earnings, free cash flow consistency, and balance-sheet strength before hoisting their flags.

Once those boxes are ticked — sustainable profits, cash in the till, and a share price comfortably above the compliance floor — that’s when the “big boys” start deploying serious capital. Until then, they watch from the harbour, charts in hand, waiting for proof the ship’s truly seaworthy. ⚓️

CWWX,

Not deluded at all — just referring to institutional scale and policy, not total absence.

Yes, some institutions are already aboard Rolls-Royce — notably funds with flexible mandates or UK-centric exposure — but many of the large U.S. and global funds still classify anything trading below $20 as outside their investable range. It’s a matter of internal compliance, liquidity filters, and optics, not opinion.

Plenty of mandates explicitly exclude what they term “low-priced” equities, regardless of market cap. When a stock trades through that $20 level, it often triggers new eligibility across a wider pool of institutional models, quant screens, and ETFs that filter by minimum price and daily volume.

So yes — early institutions are in the galley already, but the big ocean liners (pension funds, index trackers, and U.S. 40-Act funds) typically only dock once the share price sails north of that $20 threshold. That’s when the real deep-pocket liquidity tends to flood in.

Mark, 100% igniting the turbochargers, and once Rycey hits the $20 mark, only then are the big institutional players likely to get on board, and that's when the volume surges picks up profoundly.

Retirment,

Fair winds indeed, my friend — it seems Lady Luck joined your crew just as the market tide turned. ⚓️

You timed that VUAG entry beautifully — catching the June dip was like trimming the sails just before the trade winds kicked in. Rolls, meanwhile, has been powering ahead under its own steam since mid-summer, but she’s a ship that needs a longer horizon to show her full range.

You’ve managed what most can’t — liquidity, timing, and conviction in one manoeuvre. The VUAG fleet may have sprinted ahead for now, but I’ll wager the old British engine’s long-range turbines aren’t done roaring yet.

Still, hats off — turning “I hate funds” into “record pot highs” is a fine bit of seamanship. 😉

Retirment,

Let's recap, shall we:

⚔️ Rolls-Royce vs VUAG — since June’s voyage

Vessel June berth Today’s heading Gain £10,000 cargo now worth

Rolls-Royce (RR.L) 967.6 p 1,146 p +18.4 % £11,844

VUAG (S&P 500 ETF) £84.26 £100.30 +19.0 % £11,904

Captain’s reading of the tea leaves:

On paper, the Yankee fleet edges ahead only by a whisper. Still, in truth, the Rolls-Royce frigate has done the heavier sailing — no dividend ballast, no reinvestment tricks, just raw engine thrust and July’s turbo-boosted upgrade powering her northward.

The VUAG convoy rides fair global winds; our RR ship has fought squalls, storms, and politics — yet still holds her course beside the great American armada. With the next trading update on the horizon and SMR winds building, the Captain wagers the British steel steed may soon overtake the fleet entirely.

Hold fast, crew — this jet’s only warming the turbines. 🛩️💨

A revisit above the intraday high of 1155 may turbocharge the progress of the current advance towards the next resistance layer at 1175 and beyond.

Bingo > We hit resistance, i.e., turbulence at 1153.50 as forecasted precisely and are now cruising around 1130, just below the hourly 200 SMA, awaiting the fully expected rate cut in the USA to be confirmed.

Rycey made a quick detour back down to the fabled 1111 crossing for an unplanned double dip and is now heading back north above the clouds, with an incoming resistance at 1146 (previous interday high point last week) as the next target. This area of resistance also hosts the hourly 200 SMA; a break above here increases the likelihood of a strong move northwards by the end of the week and month, with minor turbulence ahead at 1153.50.

GLA Enjoy the voyage

Grezzz Aye, scary indeed — though in my defence, I only plunder charts and spreadsheets these days. The last thing I boarded was a balance sheet, and even that surrendered without much resistance. 🏴‍☠️📈

NotZero,

That’s a brilliant example of geopolitical theatre disguised as engineering.

The “call tech support after reverse-engineering the product” move is a bold one — equal parts audacity and inevitability.

It underlines how far beyond simple “trade” this has gone; we’re now in a full-scale contest over technological sovereignty. ASML’s DUV kit isn’t just hardware — it’s the final gatekeeper to advanced chip independence. And when a nation starts phoning Eindhoven for help after taking it apart, it’s not commerce anymore; it’s strategy with a spanner.

That may be true, but markets don’t move on understanding — they move on power. Trump doesn’t need to grasp the nuances of supply chains or semiconductor policy to shift the balance. One post from him can reprice billions in trade expectations overnight. Whether you like it or not, his words — or lack thereof — are a lever on global sentiment. Beijing understands that perfectly well, even if he doesn’t.

Berny, Ah, splendid — the good ship RYCEY just got her hull polished and her compass reset for deeper waters! ⛵️ TipRanks now shouting ‘BUY’ from the crow’s nest at $15.99… though I suspect they’ll still be adjusting their spyglass when we’re already sailing past £12 and toasting the TurboFan at the Captain’s Table. 🥂⚙️📈

Grezzz, in plain vanilla English version of what Mr Bhatia actually meant:

“The easy money phase is over. The world’s now more complicated, with several major economies pulling in different directions. That means the old strategy of just buying big, trendy, expensive stocks and sitting on them won’t work as well anymore. From here on, investors will have to be picky — focus on what’s actually good value rather than just riding the market wave. In short, stock-picking matters again.”

So, translated from corporate puff to reality:

“Stop buying anything that moves just because it’s fashionable. Start thinking about what’s actually worth owning.”

It is based on combined estimates of analysts covering the company and is currently sitting @ 1224.47

The sails are catching fresh wind, lads — we’re climbing back through the mist and setting course due north toward the fabled 1111 crossing, after ten long days dancing between the Fib 0.50 and 0.618 reefs. The tide’s turning, and the horizon’s clearing — full steam ahead through the cloudline! ⚓️🔥🌊

Retirement Ho ho! Admiral of the Lgen pension barge. Fine vessel, steady rudder — though she’s been bobbing in the same harbour for half a decade, handing out ration coupons they call dividends! 9% grog barrels aye, but she’s slower than a tugboat in treacle.

Meanwhile, onboard Rycey, we’ve been ripping through the stratosphere since 60p — yield on cost now above 10% and the engines barely warm. No anchors, no barnacles, just thrust and thunder. You sip the foam off your dividend pint while we’re pouring champagne at cruising altitude.

Different oceans, my friend — yours calm and predictable, mine loud, fast, and slightly on fire. But when we dock at Treasure Island, you’ll be counting coins while I’m parking a jet on the beach. 🏴‍☠️✈️💰

Retirement, read the tea leaves, that's utter nonsense. L&G has gone down from 277 to 236 during the past 4-5 years, hardly a long-term 'growth' company

Sparkythecat, I agree. I bought during privatisation in September 1987; then received the scrip dividends in 1999 and 2001/3, and the rest is history.

Becalmed maybe, aye — but this isn’t drift, it’s the deep breath before the turbines howl. When the Ultrafan winds pick up, best lash your teacups — she’ll be airborne before the deckhands notice.

Whatcangowrong I agree 100%, let's see if the '1111' level is indeed a launch pad to a higher SP going forward.