Member Info for Svend

Ahoy Nettles 🐈‍⬛,

Delighted to hear you’ve seized the helm and are now steering your pension ship through golden waters! Sounds like you’ve uncovered a proper treasure chest — and fair winds to you for having the courage to chart your own course.

No leaks in sight on this end, though the crew remains ever watchful for sirens and storms. Keep sailing steady and do send word when the next treasure island appears on your map.

Here’s to compounding returns and well-earned rum 🍻

– Captain

Aye mate, with Turbo Tufan at the helm, we’re not just cruising—we’re breaking the sound barrier in a trench coat.

The man’s got more thrust than a Trent XWB on double espresso. If he keeps this up, we won’t need SMRs—we’ll power the UK grid off his earnings calls alone.

So buckle up, pal. The only thing Tufan won’t deliver is disappointment.

Topbrewer, I agree 100%. Just look at the order backlog of approximately £18.8bn, which covers about four years of revenue, with strong support into 2026. The SMR and narrow-body tailwinds are longer-term catalysts, but it could be transformational if delivered.

The Dividend and beat off the shorts 'Simple Answer.

Crispyturtle watch Mr Market (SP 500) its breaking nortrherly too just like the strong winds in the skies are blue and thrusting fast across the fields what a

amazing airshow by nature and company.

Pappalazz, yes, the homebuilders sector might catch a turbo charge northerly and favourably wind after all'

Shorts getting out ahead of Ex div on the Aug 7

Kendalsc,

Ah, so you've taken the helm of an i8—fine choice, sleek as a torpedo and twice as clever!

And aye, you're bang on: under that sculpted bonnet lies the BMW B38 1.5L turbocharged 3-cylinder—the same engine family found in some MINI Coopers, but don’t be fooled, it’s no off-the-shelf hatchback lump.

This one’s been tuned and paired with BMW’s electric drive system, giving it proper hybrid firepower. And no, despite the internet myths and forum folklore—it’s not a Toyota engine. The confusion likely comes from BMW’s separate collaboration with Toyota on the Z4/Supra platform, but the i8 stands apart. It’s pure BMW innovation, from the carbon-fibre chassis to the clever powertrain.

So what you’ve got there is a MINI engine by bloodline, a BMW at heart, and a spaceship in spirit.

Drive it like it’s 2030 already.

SkaLasNorse

Ah, now that’s a tale well told—you haven’t been light on the naval history nor the grog!

You’re right, and I salute the precision. The Vickers twist, the double-sell manoeuvre (a true feat of corporate seamanship), and the brand-split that sent the Spirit of Ecstasy fluttering into BMW’s hands while the engineering soul lingered with Bentley at VW—aye, it’s the stuff of M&A legend.

And as you say, in 1999, the engines came full circle when RR PLC hoovered up Vickers and reclaimed the high seas in power systems, leaving the luxury bonnet battles to the German ports.

Still, when someone says "Rolls-Royce," most landlubbers picture a car gliding past Harrods, not a Trent XWB roaring over the Atlantic. That branding divergence has long been both a curse and a cloak—prestige gone one way, propulsion the other.

But fret not—I haven’t overdosed on grog. Just perhaps caught a gust of what might have been, had brand and brawn stayed married.

Here’s to you, to history, and to heading north like any good Norseman.

Skål and steady winds!

A fair reflection—and one many long-time followers of RR still feel in their keel.

The forced sale of the Rolls-Royce Car Division to BMW back in the late '90s was a seismic moment. While it kept the aerospace arm alive during turbulent financial times, it also diminished a brand asset of immense global prestige. Had the group retained that crown jewel—and leveraged the synergy between luxury engineering and advanced propulsion—there’s no doubt the valuation today would be a very different story.

Double or triple the share price? Not unrealistic. Just look at how brand-driven valuation plays out in the luxury and auto sectors—Ferrari being a prime example.

That said, while the car division now wears the badge, it’s RR PLC that still builds the engines that power nations and skies. And if the narrow-body breakthrough or SMR programme finally hits scale, we might find ourselves rewriting the valuation story after all—on a different kind of horsepower.

Past regrets, yes—but future potential remains firmly in the tank.

NotZero

Absolutely — you’re spot on.

The real magic will come with mixed-mode systems, especially once we can reliably direct the model toward preferred, up-to-date sources. I’ve started looking into RAG frameworks, and you're right — it’s a game-changer. The ability to feed in domain-specific or time-sensitive data and have the model reason over that alongside its foundational knowledge is exactly what’s needed to bridge the "timeliness gap."

Even something as simple as storing EOD data locally and pointing a lightweight model at it for TA queries adds massive flexibility. It essentially turns the model from a generalist into a specialist on command.

Appreciate the pointer — I’ll dive deeper into some RAG implementations. Feels like the gap between smart automation and truly adaptive tooling is finally starting to close.

Let’s keep this loop going — I’d be curious what stack(s) you’re testing if you start building out your own.

Best,

Svend

NotZero,

Thanks for the thoughtful note — and I completely agree.

The efficiency gains from using AI for screening and research are indeed impressive, especially when compiling company, sector, and trend insights. That said, your point on data timeliness is key — many models are drawing from datasets that lag by months, and unless the model explicitly flags the cutoff date, it's easy to mistake historical data for something more current.

I've found them particularly useful for scanning historical patterns, interpreting archived reports, or even reverse-engineering sector sentiment based on past earnings or macro events. But for real-time analysis or live-market decision-making, there’s no substitute for fresh data streams and direct sources.

Used thoughtfully, it's a bit like having a tireless research assistant — just one that occasionally hands you last quarter’s numbers with great confidence!

Let’s stay sharp on those boundaries, and I’m always up for comparing notes on how best to blend speed with accuracy.

Best Wishes

Svend

*Reliable

Congratulations Jaffjon,

I, too, had an interesting question for AI the other day before the results day, and that was if we were getting an interim dividend, and the computer replied categorically 'NO', which just shows how AI is not to be trusted.

Shareflyer > If you're here to mock others for engaging in thoughtful analysis, you're in the wrong place. Markets aren’t about being 'right' every moment—they’re about managing risk, adapting, and making informed decisions. Laughing at others’ work or attempts to understand complex trends says more about your character than it does about their conclusions. So, unless you’ve got something of substance to add, spare us the noise.

Arrr, over on the Lloyd’s message board, the crew be whisperin’ of a possible sell-off as we near the close. Seems the Supreme Court be droppin’ its verdict cannonball at 4:35pm sharp – aye, that’s no accident. They've timed it to avoid capsizin’ the markets outright… though truth be told, all they’ve done is shift the panic to before the bell rings. Some traders be already lowerin’ the lifeboats ‘fore the storm hits.

So brace the decks – today’s seas could get choppy across the FTSE, especially for the lenders and the insurance ships. At least by sundown we’ll know where the reef lies. Next week? She could be smoother sailin’ – winds be blowin’ toward an interest rate cut, and that’s fair weather for investors.

Still, we’ve got to ride out this squall this afternoon and steer careful come Monday morn. Tie down the rum, lads – it’s gonna be a twitchy tide.

⚓️ Friday Close: "The SC Squall"

Time of Storm: 4:35pm — Supreme Court ruling cannon fired.

Expected Impact:

⚠️ Pre-Close Chop Seas: Traders may abandon ship early to avoid post-ruling shock.

🧭 Most at Risk: Lenders (like Lloyds), insurers, and any crew sittin’ too close to the cannon’s mouth.

🎯 Target: Preservation of treasure—cash hoarding likely.

🌤️ Monday Morning: "Hangover from the Verdict"

Scenarios:

🟢 Favourable Ruling: Calm seas, buyers may return from the tavern with coin in hand.

🔴 Nasty Shock: More sellin’, and we may see the FTSE take on water.

🤷‍♂️ Mixed Outcome: Sideways chop — confused traders bumpin’ into each other like drunk deckhands.

🏠 Housebuilders

Vistry (Captain’s Pick): Reinforced keel; less exposed to rising rates or legal fog.

Others (Barratt, Taylor Wimpey, etc.): Riskier hulls, prone to leaks in legal storms.

📈 Next Week Forecast: "The Rate Cut Winds"

Wind Direction: Interest rate cut breeze likely.

Impact: Could fill sails across the FTSE – especially for housebuilders, REITs, and other rate-sensitive craft.

Strategy: Hold fast and prepare to tack windward if the cut be confirmed.

🧭 Captain's Orders

📉 Batten down for the Friday squall.

🕰️ Watch the 4:35pm cannon like a hawk.

⚖️ Adjust the ballast (portfolio) Monday based on fallout.

💰 Keep dry powder ready in case treasure reveals itself in calmer waters.

Shall I prepare a Housebuilder Fleet Ranking next, Captain? Or scan the horizon for fresh catalysts and enemy sails (short sellers)?

Do you like this personality?

Ask ChatGPT

Just know this: I might look like a six-foot scruffy viking who’s lost a fight with a hurricane and a hairbrush… not exactly the poster boy for trust at first glance. But once the sails are up and the wind’s howlin’, I’m truer than a compass in a nun’s purse—and I’ll be damned before I let a crewmate drift off without a paddle (or at least a sarcastic remark). 😎🙌IV

Ah, now that’s a toast worth bottling and keeping in the captain’s quarters.

To be mentioned in the same breath as PEAKDREAD is high honour indeed—and as for that pint (or two), you can bet I’ll drop anchor the moment we make land. Grog always tastes better when it’s shared with crewmates who’ve weathered the same squalls and read the same charts by moonlight.

But truth be told, it’s the calibre of this crew—your wit, your insight, your steady hand on the forum deck—that keeps the RR ship not just afloat, but surging forward.

So here’s to fair winds, fruitful voyages, and well-earned drinks when next we dock.

You bring the grog—I’ll bring the Tea Leaves. 🍻

Nettles,

Ahoy! A bold move indeed, and a fine sailor’s instinct to scout new shores.

Every seasoned mariner keeps a dinghy ready for nimble ventures and daring little expeditions. You’ve charted your course this time, and I tip my hat to the courage it takes to set sail on unfamiliar tides.

Should the wind fill your sails and treasure be found, I’ll gladly toast you from the crow’s nest—and hold you to that island invite (so long as it has a good anchorage and a strong signal for share price updates!).

But if the squalls roll in and the dinghy takes on water—fear not. The RR PLC ship remains steady, and your berth will be waiting, warm and well-charted.

Fair winds to you, brave scout—and may fortune favour the bold!

Ah, now there’s a fine heading to chart—straight toward the narrow-body horizon.

You're spot on: while SMRs may take the long, winding trade route to port, it’s the narrow-body engine opportunity that could hoist RR PLC’s sails much faster. If Tufan and McCabe steer this right—and land those partnerships or programs we all suspect are in the works—it’s not just transformative… It’s turbocharged.

The narrow-body market is vast, recurring, and core to RR’s future cash flows. If they crack that code with a viable alternative to the duopoly—and secure even a fraction of the global fleet—it could be £20 a share, not in fantasy, but in fair weather.

So yes—while SMRs may be the long-range artillery, it’s the narrow-body breakthrough that might deliver the broadside sooner.

Raise the sails, keep the powder dry, and let’s see what news comes next from the engine room.