Member Info for Svend

Waccabaccy Not unless they gain traction and transition to the main market — take ATYM as an example; it’s now listed on the FTSE 250.

AZ,

Let’s break this down pragmatically:

📌 If Rolls-Royce Issues Updated Guidance Before Earnings

✅ Likely Impact:

* The market loves confirmation that the turnaround is not just on track but accelerating.

* If management upgrades FCF, margin or revenue guidance, the share price could react immediately before the earnings event, especially since multiple brokers currently price RR near fair value (~880–950p).

* An upward guidance surprise could push the SP into the upper end of the short-term range: 950–1,000p, maybe testing fresh 5-year highs.

⚠️ BUT:

* Market may have partially priced this in already — RR’s transformation has been a steady news cycle for 18+ months. So to get a step change reaction, guidance needs to be materially higher, not a token uplift.

⚡ SMR Catalyst — e.g. With Norway

🔑 Strategic Context:

* Rolls-Royce is positioning its UK SMR as a low-carbon power solution. Norway is actively exploring SMRs to replace legacy hydro/nuclear shortfalls and cut gas reliance.

* Any official Norwegian feasibility or MoU with RR would be viewed as validation that RR’s SMR design can secure export orders beyond the UK.

✅ Market Reaction:

* A first foreign government deal or partnership would de-risk the entire business model and boost longer-term cash flow forecasts.

* Expect speculative buying to push SP well past current analyst targets. A strong Norway announcement could push the stock into the 1,000–1,100p zone on sentiment.

⚠️ Realistic Timing:

* Norway is still early in SMR policy design. Feasibility contracts or framework partnerships could hit first; real EPC contracts are probably a 2026–27 story.

🚀 Many Catalysts Ready to Ignite

Here’s the layered pipeline:

Catalyst Timing Likelihood SP Reaction Estimate

🔵 Upgraded FY25 Guidance Possible pre-Q2 earnings +5–10% (if substantial)

🟢 SMR export milestone (e.g. Norway) 2025–26 (policy stage) +5–15% on validation

🟢 Defence wins (AUKUS, Canada CSC, etc) Ongoing through 2025 Steady positive drift

🟢 Reinstated dividend increase or special Likely FY25–26 Adds institutional buy interest

🟢 Credit rating upgrades 2025 Lower debt cost, supports margins

📊 Updated Scenario

Scenario 2025 Target 2026–27 Target

Base Case (current plan) 900–1,000p 1,050–1,150p

Bull Case (guidance + export SMR) 1,000–1,100p 1,200–1,400p

Bear Case (macro shock, oil prices hurt travel) 750–850p 900–1,000p

✅ Key Point

The market is prepared for more gains if RR continues to impress with its execution — but it’s no longer undervalued. It now trades like a growth stock, so any miss or macro setback will also hit hard.

Ahoy there — reckon ye be fishing for cheap applause in these treacherous waters, eh? Mark me words, Gemini: parroting JP Morgan in a pirate’s tongue won’t conjure you likes nor respect on the Rycey deck. Best stow the gimmicks and bring real insight to the galley table — or be ready to walk the plank o’ ridicule. Fair winds to the genuine crew; the rest be just barnacles on the hull!

Aye aye, Charley — gather ‘round the chart table: the tea leaves be swirling and the tide o’ sideways drift be swellin’, hintin’ at a mighty squeeze brewin’ off the starboard bow. Mark me words — this here price vessel’s been boxed tight ‘twixt 867 and 912.2, but she’s fixin’ to bust her moorings. Brace for a bold breakout or a respectable pullback, for either course be firmly plotted on this trend’s nautical chart. Steady as she goes!

Like a good old Ribena wine, the older it gets, the smoother and tastier it becomes

MrDC, once Touro obtains the necessary permits, it’s highly likely that hedge fund interest will intensify and capital will flow in accordingly.

ShareFlyer 10–15% you say? Bold prediction — but I’d wager the market will either shrug it off entirely or do something hilariously opposite to remind us who’s really in charge. Care to place a pint on it?

Hi Bob,

Here it is:

https://youtu.be/hjcxAsZpowc

courtesy of Ghreenshaw on June 4th

My Verdict:

Vistry's fundamentals remain strong. The latest independent podcast confirms that the underlying health and market

mispricing have largely corrected with the current 620p share price. Investors might IMOO target 700-800p

Over the next 12 months, assuming profit delivery and policy catalysts materialise as expected

Mr DC, Sir, while just observing the tea leaves, we have a double bottom originating from a potential @Spring@ formation, i.e., a 'W Wykoof' takeoff at 114.5, printing on both June lows on the 17th and 20th. Furthermore, we crossed above the 200SMA on June 2nd on the daily chart, neatly followed by the weekly chart today. In my book, that is not 'ribena' but more likely a breakout to go north or slightly more elegantly phrased, a 'Volatility Contraction Pattern' as labelled by MM.

These words are not mine. ''All the fluctuations in the market and in all the various stocks should be studied as if they were the result of one man’s operations. Let us call him the Composite Man, who, in theory, sits behind the scenes and manipulates the stocks to your disadvantage if you do not understand the game as he plays it; and to your great profit if you do understand it.''

Hope you have a great weekend, Mr O

Ahoy UpNorth! 🏴‍☠️🐈‍⬛

Aye, the running 25 pence be our steady tailwind, and the 50 be the rogue wave we rode with a grin. No tree nor mast touches the heavens forever — but this vessel still catches fresh gusts with every sunrise.

Let the sulkers sulk — we’ve a pirate at the helm, a ship’s cat to swat the kraken’s tentacles, and enough rum and dividends to toast this voyage until we anchor at lands yet uncharted!

Cheers from the Captain’s deck — sails trimmed, compass steady, onwards we go! ⚓️✨

Hi SkaLasNorse

Let's recap starting price (November 2022): 76 pence

Current price (June 20, 2025): approximately 889 pence

Period: 32 months

📈 Calculation of Average Monthly Increase

Difference

= 889 p−76p=813p

Difference=889p−76p=813p

Average monthly rise =813p 32 months ≈ 25.4 p/month

Average monthly rise = 32months 813p ≈ 25.4p/month

✅ Summary

On average, Rolls‑Royce’s share price increased by about 25 pence per month over the past 32 months.

We started June @' 863.6, so we are bang on schedule to make lift off to the next 9's levels in the next few weeks 😊🚀🙌999

Aye aye, shipmate! 🍻 Hoist that tankard high — for every one o’ those 142 reasons is a fine excuse to wobble the deck and blame it on the sea! May yer weekend be frothy, merry, and only slightly regrettable come Monday! ⚓️🍺🔥

Https://www.bbc.co.uk/news/articles/c93kp2z2288o

Rob, Yes — generally speaking, it’s common for a share price to drop by roughly the dividend amount on the ex-dividend date (the day when new buyers are no longer entitled to receive the declared dividend).

The share price is currently testing resistance just above 888 and approaching the key psychological level. A sustained move above 912.2 would likely clear remaining overhead supply, opening the path for a continued upward trend.

The next target is the key level at 999, which is expected to act as a price magnet before momentum accelerates further into the four-digit range.

Here are the latest details:

https://www.cbsnews.com/news/trump-attack-plans-iran-no-final-decision/

ShareFlyer > If you want daily Rolls-Royce details, try reading an RNS or an earnings report like a grown-up — this isn’t a pirate karaoke bar, it’s a market forum. If you’re after pantomime, there’s the circus. If you’re after serious RR insight, pay attention. Simple as that. 🏴‍☠️

ShareFlyer > Let’s get one thing straight: there’s nothing ‘sneaky’ about CEV pointing out a clear technical ramp or a valid angle worth a look — it’s called due diligence. If you think there are ‘better shares than EEE’, by all means list them with facts, or else you’re just noise in the back row.

As for the AI posts, if you’ve only ‘noticed’ them now, you’re already late to the discussion. Stick to the data, or kindly step aside while the grown-ups sort the wheat from the chaff.

BTW if you listen to Peakdread, you might learn something, so pay attention.

Dusty,

Aye aye, here’s yer EEE.L SWOT chart, trimmed and rigged proper for quick dispatch to the crew or the tavern board — hoist it where ye will:

⚓️ Empire Metals (EEE.L) — SWOT at a Glance

STRENGTHS ⚔️ WEAKNESSES ⚙️

📍 Giant titanium target at Pitfield — potentially world-class scale 💸 Zero revenue, pure explorer — funding reliant (dilution risk)

🏴‍☠️ Operating in Tier-1 WA mining jurisdiction 📊 Early-stage resource, no JORC yet — uncertainty on grades

🧭 Experienced exploration board 🔀 History of shifting project focus — confidence wobbles

💰 Low-cost exploration phase — shallow drilling 📉 Small cap — vulnerable to market mood swings

OPPORTUNITIES 🚀 THREATS ⚡️

🪨 Strong titanium demand (paint, alloys, green tech) 💰 Financing risk — tough markets can choke funding

🤝 Potential JV or takeover if scale confirmed ⛏️ Drilling might disappoint — resource may underdeliver

🗺️ Big exploration upside — multiple untested zones 🏞️ Regulatory/permits/environmental delays possible

💬 Retail hype: small cap, battery metal narrative 📉 The Titanium market is niche — price swings & low transparency

🎯 Captain’s Call

A pure-blooded exploration punt — sails high on good drill hits, sinks fast if capital dries up or cores come up dull. Hold yer powder dry, watch the drill rigs spin, and pray to the mining gods for a thick seam of titanium treasure!

DYOR IMOO GLA