Member Info for Svend

Bigjock36 Agree, anything below 700 is a steal longer term

Latest zone: ~1263p

RR has broken through the 1250 cloud wall and tagged the 1275–1286 watchtower. That confirms the recovery is no longer just patching holes > the ship is back under sail.

The voyage map has worked:

1125 held → 1193 reclaimed → 1219.50 cleared → 1233 captured → 1250 breached → 1275/1286 tested

The book is now simple:

Above 1250: bulls stay in command.

Above 1287: next harbour is 1300, then 1325/1330.

Above 1330: old high waters reopen.

Below deck:

Lose 1250: short-term caution.

Lose 1233: breakout weakens.

Lose 1219.50: back to repair mode.

Lose 1193: back into the fog.

Captain’s verdict: bullish, but stretched.

Hold 1250, reload, then attack 1287. Clear that, and the sails point towards 1300–1325.

GL IMOO DYOR Enjoy the Voyage IV🙌

Pj70 yes, the next 4-6 weeks are going to be very exciting once the Touro gets over the line, the sharks start circling

NuckyT,

Agree 100%.

It appears the village chimpanzee has slipped on a banana skin, dropped his spyglass in the bilge, and is now flinging coconuts at the rest of the crew to cover up his poor navigation.

Classic case of bruised ego overboard.

Retirment,

Aye, but that argument is sailing in circles.

Nobody sensible is saying oil has not been steering the short-term tide. During a war-risk panic, crude spikes, aviation gets marked down, and Rolls-Royce gets dragged through the spray with the rest of the fleet. That is how the market behaves when the foghorns are blaring.

But confusing the weather with the whole voyage is where the ship hits the rocks.

Oil may be the near-term wind, but it is not the engine room. The engine room includes results, margins, free cash flow, guidance, services growth, buybacks, debt reduction, and delivery against the 2028 course.

So no, if oil settles into calmer waters, we do not all “sell RR because oil stopped moving.” That is pub-table navigation. A steady oil price actually removes uncertainty and lets the market go back to judging Rolls-Royce on Rolls-Royce.

Before the geopolitical fog rolled in, RR was knocking around the £14 harbour. If the war premium fades, then the real question is whether results and guidance justify sailing back there — and then onwards.

Short-term: oil can steer the tide.

Medium-term: results set the course.

Long-term: execution decides the destination.

Some are watching every ripple in the water and calling it a map. I would rather read the charts, check the engines, and keep the bow pointed at the next port.

Flyingdaleflyer, 100% Turbo Tufan reiterating SMR is the way forward, and they are positioned to go ballistic in Europe. Scandinavia is very active and may hit the ground running pretty soon. IMOO DYOR ETC

*Iran is seeking guarantees from China before proceeding with the agreement with America. (Iran is demanding the transfer of the highly enriched uranium to China)

Sparkythecat,

Did you mean to say retirment, 'he talks the talk but can't walk the talk'? 😉

Retirment,

Still waiting for the stats/maths proving your pup systemis better than a coin toss.

In the meantime, Rycey is riding a very favourable wave, the largest buyback tsunami on the London stock market.

*Iran

Agrees in principle to dispose of the uranium stockpile, and the supreme leader endorses the broad template for the nuclear deal

Agrees in principle to dispose of the uranium stockpile, and the supreme leader endorses the broad template for the nuclear deal

Looking at the tealeaves, it bounced off the weekly 50 SMA above the clouds on above-average volume, which is a clear sign of accumulation by institutions and/or hedge funds. The consensus price target by analysts covering the company is sitting @ 516.92

Rupple,

While natural uranium is abundant in many regions (such as Canada and Australia), the commercial infrastructure for enriching uranium into the specific formulas required by SMRs is highly specialised. The World Nuclear Association and the International Atomic Energy Agency highlight that developing a steady, secure, and domestic supply chain for HALEU is one of the primary drivers and challenges for worldwide SMR deployment.

Richarduk70,

I’m with Flyingdaleflyer on the near-term setup.

The £15 / $20 zone looks less like a normal price level and more like the runway threshold where the afterburners may start warming up.

Why? Because once a stock clears certain institutional price filters, it can potentially bring a different class of passenger aboard: larger funds, deeper pockets, and volume that usually do not bother queuing below the $20 boarding gate.

So, for now, £15 is not just a round number. It is the potential ignition line.

Clear it with conviction, and the good ship Rycey may find a few heavyweight institutions climbing the gangway with engines already running.

The analyst fleet currently has a price target of 1424.94, based on combined estimates from analysts covering the company.

Meanwhile, the good ship Rycey has logged four clean bounces off the 50-week SMA, all while staying comfortably above the clouds. That tells me the hull is still intact, even if the crew has been sailing sideways through the current USA-Iran fog.

For now, price remains boxed inside a sideways channel between 1079 and 1420. Those levels are no longer just numbers on the chart; they are the lower and upper harbour lights. Break either with conviction, and the next price-discovery voyage begins.

Until then, the magnets are clear: 1079 below, 1420 above. The market is circling the bay, waiting for the next wind shift.

Cev,

To settle the score, he either participates in SWS or is ordered by the crew to walk the plank.

Fortissimo,

In my book, the chances ACG does not come back with a knockout price before the AGM are still fairly high: roughly 70–80%.

But the chance of some corporate action / defensive move / strategic partnership / renewed approach after the Rule 2.8 period is meaningfully higher than normal.

The timeline matters:

ACG’s 11 December 2025 Rule 2.8 statement means it said it did not intend to make an offer for AAZ, and that restricts it for six months unless exceptions apply, such as a board agreement, a third-party offer, a Rule 9 waiver/reverse takeover, or a material change of circumstances accepted by the Panel.

That means the practical “free to move again” date is around 11 June 2026. AAZ’s AGM is on 24 June 2026, so the timing is interesting, but not conclusive. AAZ announced the AGM date on 26 March 2026.

The bullish argument is this:

ACG took a look, walked away, and may now be watching the AAZ story improve rapidly. AAZ’s Q1 2026 numbers showed 3,711 tonnes of copper, 6,062 oz gold, and net cash rising to $17.7m, up $15.4m in the quarter. That is the kind of operating inflexion that makes a bidder’s earlier valuation work look stale very quickly.

The Peel Hunt appointment also looks significant. AAZ appointed Peel Hunt as corporate broker on 13 March 2026, with SP Angel continuing as NOMAD. That could simply be an institutional/capital-markets upgrade, but after an ACG approach, it also looks like the company is putting heavier guns on deck.

My read:

A cheap second bid is unlikely.

A knockout bid is possible, but not yet the base case.

A strategic defensive move before or around the AGM is very plausible.

In the captain’s words:

ACG fired the first cannon, realised the cargo was not going cheap, and sailed off under Rule 2.8 colours. But AAZ has since loaded the hold with copper, cleaned up the cash position, and brought Peel Hunt onto the quarterdeck. That does not guarantee a knockout bid > but it does mean anyone coming back now had better bring a proper purse, not a fishing net.

So I’d frame it like this:

No knockout bid before AGM: 70–80%.

Some corporate move/strategic defence around AGM window: 35–45%.

ACG eventually returns later in 2026: 25–35%.

ACG returns with a genuinely knockout price: 10–20% unless another bidder appears.

The real trigger is not the AGM date alone. The trigger would be AAZ publishing a stronger quarterly cash flow, greater resource clarity, government/AzerGold alignment, or a strategic structure that forces ACG to move before the prize becomes more expensive.

Cev,

Thank you. I suggested SWS to our resident Master investor, Mr Retirment, as a measure of accountability a few months ago, but for some reason, he freaked out the same way; he would not provide any stats or maths for his trading system on ''Oil Down RR SP Up.'' (Which is basically a coin toss/flip) 🤣

It would, however, be interesting to see how he performs against Mr Market in the real world one day. 😉

Cev,

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All the best and happy Saturday👍