Member Info for Svend

Phuketpunter2 agrees 100% that Vistry's current price in the £6's is a real bargain, a potential treasure with a 50-100% upside within 2-3 years. It's on my list of potential doublers within 36 months of the investment decision.

Shareflyer is utterly clueless. He spews out share price numbers like confetti and acts as a mad human bingo machine, with his predictions, which are usually off the mark. One moment it's 5, 11, next he now goes for 15, get a grip, you sad soul.

Yeah, it needs to get over 1110 for the breakout to establish itself

Trello, Aye, ‘tis the great irony of the age, my friend — they lecture us on bein’ green while sailin’ the high seas of TikTok and Netflix, each scroll and stream powered by data galleons burnin’ through more juice than a lighthouse in a storm. They think their little pocket spyglass just needs a nightly feed o’ electrons, not knowin’ it’s tethered to an invisible fleet o’ AI data fortresses hummin’ away like Ultrafans at full tilt. Still, let ‘em keep tappin’ — every like, swipe, and selfie just makes the case stronger for a few SMRs and a hold full o’ gen sets to keep the lights on in this brave, power-hungry new world!

Taxing towards departure and takeoff towards the next long-term destination @ IV, with dividends and buybacks acting as favourable tailwinds, and the blue SMR sky inviting more long-haul and seasoned investors onboard.

Including air conditioning (cooling buildings), which uses significantly more global electricity than AI data centres. That is the turbo charge as we navigate towards sourcing energy for AI and Global warming at its frontier.

Global electricity share: Space cooling (air conditioning) accounted for about 7% of global electricity in 2022, emitting 3% of global greenhouse gases 

Drivers: This surge is especially pronounced in emerging economies driven by rising incomes and more frequent heatwaves . 😎🚀🙌 Enjoy the Rycey voyage.

Looks interesting with a potential breakout above 1110, Roger and out

Yes, I remember those arguments well, and to be fair, your point has aged far better than many market forecasts.

You were right that RR PLC has never truly treated SMR as a “core” earnings driver—at least not in the near-to-medium-term sense. The structure always signalled that SMR would operate as a separate growth venture, with its own capital needs, partners, and profit distribution model.

Tufan’s frustration with both Conservative and Labour governments’ slow decision-making has been clear, and I agree—ČEZ’s inclusion was less about choice and more about necessity. Without faster domestic commitment, bringing in external capital was the only viable way to keep momentum.

As for the RR SMR Ltd books—yes, the numbers speak for themselves. Even with regulatory approval, it’s a long road to break even, and the revenue stream to RR PLC will remain indirect for years. The strategic value is there, but the financial payoff is firmly on the long-term horizon.

In hindsight, your original caution about treating SMR as a bolt-on strategic asset rather than a near-term cash engine was well placed. The story here will be measured in decades, not quarters.

AZ,

SMR 100 % it's the crown jewel and at least for the next 60 years, just not yet being realised by the masses 😎🚀IV

Nettles,

Ahoy! 🏴‍☠️ Aye, 302 in April be lookin’ like a fine bargain now — though that 860 peak in 2008 be sittin’ on the chart like an old ghost ship, remindin’ us of waters once sailed. As for a raise with a 724m MCap, well… that’s like the quartermaster suggestin’ we take on a bigger cannon — plenty o’ firepower if used to plunder new riches, but I’ve seen more than one crew blast the powder barrel (ShareFlyer) by “accident.” I’ll wager if the captain spends it on growth and not rum, the voyage could get mighty interestin’. ⚓💰

Nettles,

A fine haul on MET1 there, shipmate — sounds like your cargo hold o’ mining treasures be growing nicely! ⚓ Whilst we be speakin’ of golden nuggets, have ye cast yer spyglass upon ATYM? They hoisted their results to the mast this morn’ and they were, shall we say, mighty upbeat. Could be worth adding to the treasure map. As for RR, she stays lashed to the main deck in me long-term fleet. ☠️

Mr. Market (SP 500) is pleased to break out to all-time new highs as we speak 😎🙌IV

Shareflyer,

Aye, and if the sharpest blade in yer armoury be callin’ me a “clown” for speakin’ in the tongue o’ the high seas, then ye’ve already run aground before the battle’s even begun.

It matters not whether the charts I bring be read in the Queen’s English, the growl o’ a pirate, or the scratch o’ a quill — the bearings be true all the same.

So if ye’ve the spine to challenge my course, do it with facts and reckonings… else strike yer colours and drift quietly to leeward, for ye’ve no business on this deck.

Sparkythecat,

Ah, no harm done, shipmate — I knew ye weren’t casting me in the role of ship’s adviser. ⚓

Aye, we’ve sailed these waters together for many a tide, and I’ve seen the company hoist more than a few new flags over the years. Part o’ her colourful logbook, that is.

And as for that coat — keep it stowed below, the wind’s fair and the sun’s still on our backs! 😂

Schwee, that is a whopping 21% increase in the dividend!

Sparkythecat, I am no stockbroker. Perhaps the gentleman should make contact with them i,e, a stockbroker would be my first port of call, along with contacting and taking advice from Computershare's registration office, as they may have the credentials in case the broker is unable to do the job.

Clued, 100% spot on, apologise for deviating, shall keep the talk on rycey and ship shaped🤣

Aye, with LGEN’s yield at 8.32% and PHNX’s at 7.91%, they be runnin’ near neck-and-neck in the dividend race,

Here’s how I’d size up their “form” at present:

⚓ Legal & General (LGEN) –

A bigger fleet of assets under management gives her more sails to catch the wind.

A strong pension risk transfer pipeline could add steady cargo for years.

Dividend track record steady as a ship’s bell — rarely missin’ the payout tide.

🏴‍☠️ Phoenix Group (PHNX) –

The higher yielder historically, but just shy of LGEN right now.

Cash generation from run-off pension portfolios be as reliable as trade winds — though the hull’s equity be thinner.

Strong history of dividend growth in recent years, but long-term sustainability needs the ballast of further growth.

Captain’s Call:

If ye prize stability and long-haul growth, LGEN has the sturdier hull.

If ye prize immediate income flow, PHNX still has the merchant’s knack for keeping the gold coming — though with yields this close, the edge is small and other fundamentals may tip the balance.

Hotplant,

In plain English, it means:

Wall Street’s three main stock market indexes (Dow Jones, S&P 500, Nasdaq) ended the day higher on Friday.

The "Magnificent Seven" — the seven biggest tech companies (Apple, Microsoft, Amazon, Alphabet, Meta, Tesla, Nvidia) — were the main reason for the rally, as their share prices rose significantly.

The Nasdaq Composite hit a record closing high for the second day in a row, and this was its 18th record close so far in the year.

So, the “captain’s” wording is just a nautical-themed way of saying tech stocks led the market up, and the Nasdaq is on a strong record-breaking streak.

ShareFlyer

Take note for the record since our ship’s cat, Nettles, has not received his pardon from ye, ye no longer hold a pass to board this fine vessel again.

If ye’ve no taste for the Captain’s charts and tall tales, then sail on past, matey — but mind yer tongue. Castin’ lines o’ empty scorn into these waters be a waste o’ good wind. There be a crew here who value the course we’re chartin’, so let those with no interest steer clear and leave the deck to those willin’ to sail.

Ask ChatGPT