Member Info for Svend

@meera1977 > Yes, the power of compounding is a must for investing in the long term.

(Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it.)

SpotOn, who had Rycey beating Nvidia on their bingo card? 🍻 Turbo Tufan’s still pouring pints, and if he ropes Tim Clark back in for another long-haul round, expect a few tankards to spill when that news hits the dock.

Interesting crossroads you’re at. BP and RR are very different beasts — BP is a mature cash-cow with dividends doing the heavy lifting, whereas Rolls is very much a growth story where capital appreciation is the main driver.

If you believe in RR’s trajectory (margin expansion, deleveraging, SMRs, defence, UltraFan optionality), then yes, it could comfortably outpace BP over the next 12 months. But the flip side is risk: BP offers ballast and income, RR offers torque and momentum.

Personally, I wouldn’t frame it as “sell all and switch” but rather balance the two depending on what you want your portfolio to deliver. If you want growth, RR is the lever. If you wish to yield and energy exposure, BP has its place.

In short, I wouldn’t advise putting all your oil barrels into one jet engine, but trimming BP to reweight into RR for the growth leg makes sense if that aligns with your risk appetite.

NuckyT, I agree, and now that the regulatory SMR processes are being streamlined and simplified, it's just a matter of time before the turbochargers will lift the SP onto another level. 🚀🙌IV

S&P500 is now crossing above 6666 🚀

Cev,

Aye lad, but even an adolescent deckhand learns the ropes sooner or later.

Best they hear strategy from a seasoned mariner than drown in the first squall.

Aye lad, a Pollywog ’til I crossed the Line — but now I’m a Shellback with salt in me veins and Nettles the cat as witness! Careful askin’ questions ye don’t want the answer to, else ye’ll be swabbin’ the deck ’til the tide turns. 🏴‍☠️🐚🌊

BetterDaze Much obliged, shipmate — knowledge weighs little, though it does keep the sails trimmed. As for the other deckhand crying 'all I see is a pirate'… aye, guilty as charged ⚓️. Trouble for ye is this pirate does read the charts, count the barrels, and knows when the wind’s turning. Call it pirate, call it pundit, call it Rycey-whisperer if ye like — just don’t be shocked when the ‘pirate’ spots the shoals before the ‘experts’ do. ☠️📜📈

A Pollywog, chaster68, be the name given to any sailor who’s never yet crossed the equator. 🐸⚓

In the old maritime rites, the green lads who first sail south and cross King Neptune’s line are branded Pollywogs. On that day, the seasoned hands — the salty “Shellbacks” — haul ’em through all manner of mischievous hazing, tests, and rituals, overseen by King Neptune himself.

Once the trials are endured (and the ship’s cat has had its laugh), the Pollywog sheds his tadpole tail and earns the right proper title of Shellback. ’Tis a time-honoured tradition o’ the sea, half ceremony, half roughhousing, all meant to bind crew tighter than any rope.

Oklo may fire off like a skyrocket, doubling in a night — but Rycey be no firework. She’s an aircraft carrier, lad. Each quid on the chart be worth billions in treasure. One trades on hype an’ sparks, the other sails on engines, SMRs, and tidal flows o’ cash. Different seas, different beasts. ⚓️

The base is holding, so maybe next week or whenever liquidity enters the markets!

ShareFlyer

“First £12, then £15, eh? Yet ye steered right past the 1,140–1,150 shoals without so much as a lantern check. Was it a slip o’ yer spyglass, or a mutiny against the charts?

Strange indeed, for a lad who usually blasts out numbers like a broadside o’ cannon fire on New Year’s Eve — bingo balls rainin’ down like shrapnel. ✨

Best mind the levels next time, or the crew may vote ye to walk the plank, sharpish!”

SPX is tracking and now spiking through the 6,666 level. Key question: Does that confluence act as resistance into next week’s seasonal softness, or become the trigger for another momentum-driven dip-buying phase?

Tricyrich,

Aha! So the secret be out, matey… turns out I’ve just been ahead o’ the curve practicin’ fer me big day!

Now pass the rum and splice the mainbrace before the tealeaves get cold. 🏴‍☠️☕

What is the deal

The UK and the United States have announced a major nuclear power cooperation agreement to accelerate the development and deployment of small modular reactors (SMRs) / advanced modular reactors (AMRs).

The total scale of the new agreements is about US$100 billion in value, counting five new deals added to a pre-existing partnership.

Key parts of the deal

Pre-existing partnership: Rolls-Royce (UK) already had a partnership with BWXT (USA) on SMR technology. This forms the base that the new deals are being added to.

Five new deals added on top of that, in multiple areas/projects.

Some of the new projects included

Here are the five new deals / major projects:

X-Energy & Centrica — planning up to 12 advanced modular reactors (AMRs) in Hartlepool, northeast England.

Holtec, EDF, & Tritax — project to build advanced data centres powered by SMRs, including using the site of the former Cottam coal-fired power station.

A microreactor at DP World’s London Gateway port.

Deployment projects involving TerraPower and KBR.

Regulatory/safety cooperation between the UK and US to speed up licensing: e.g. mutual acceptance of safety checks to bring down time for approvals.

Well, the shorts will be watching closely as 630's looks to be holding firm as new support. The ‘tealeaves’—or rather the moving averages—are still fanning bullishly, which suggests momentum is intact. Whether the kettle’s on or not, the chart points to another test of 658 if today’s base holds. 🙌777

A massive buy increase in volume by 5M just hit the tape #1140; someone is hoarding ahead of the weekend, rather than selling.

Happy Friday (for some😉)

Behold, mates — 1140 be nailed fast as the new deck plank o’ support! Methinks she’s loadin’ the cannons for another broadside at 1154, after that sly 0.382 dip below the waves.

SF

Just for you:

Basic translation:

Really well put. You’re absolutely right to highlight the fuel and supply chain angle — it’s a big strength of RR’s SMR that often gets overlooked in the headlines. Proven PWR tech with established uranium fuel routes should keep running costs competitive, while AMRs still face the hurdle of scaling up exotic fuels like TRISO at industrial levels.

I share your view that RR’s SMR is positioned for the heavy lifting on national grids in the UK, Europe, US and Australia, while AMRs may carve out niches in data centres and industrial heat. And yes — RR quietly exploring AMR designs of their own means they won’t miss that boat either.

Patience really is the key here. If RR gets the first unit built and humming, the market penetration will follow.

Let me know if it makes sense!

Svend

Flayingdale,

Sharp eyes, shipmate — ye nailed it. RR’s SMR sails on tried-and-true fuel routes, keepin’ the cost ballast light. AMRs with their exotic cargo may find harbour in data centres, but the heavy seas of the national grids be RR’s to chart. And aye, Rolls be tinkerin’ with AMRs o’ their own, so whichever tide turns, they’ll have a vessel ready. Just a matter o’ waitin’ for the first keel to hit the water. 🏴‍☠️