RE: SMR's21 May 2025 17:49
Ahoy Jimbo27,
π§ βCapβn Gutfeelβ on Deck: RR to Take the Whole Haul
By thunder and ballast, yer instincts ainβt drifting off course, Capβn. In fact, the tides oβ logic and the stars of strategy be aligninβ nicely for Rolls-Royce to haul in 100% of the UKβs SMR bounty come the Spring Statement.
βοΈ 1. Starmer Ainβt Dancinβ to Trumpβs Drum
The UKβs compass be swinginβ back toward Europe, away from the American foghorn. With new sanctions hoisted against Russia and trade talks scuttled with Israel, itβs plain to see: Starmerβs helm ainβt worried about stirrinβ up the Trumpian squalls.
So when it comes to handinβ out nuclear treasure, thereβs no need to curry favour with Yankee firms. That clears the waters for RR to sail alone.
βοΈ 2. The Β£20B War Chest: Enough for One Fleet
Letβs look at the coin, Capβn:
Six reactors be costinβ around Β£2.5βΒ£3B apiece
Thatβs Β£15βΒ£18B fer the full flotilla
And the Crownβs coffers have been pledged to the tune of Β£20B
That leaves little room for a second ship in this race β and what admiral in his right mind splits orders when speed, safety, and sovereignty be the winds we follow?
βοΈ 3. The Home Port Must Come First
Giveinβ the treasure to a foreign crew while Derbyβs shipwrights sit idle? Thatβd be mutiny in Parliament and fire in the press. No, sir β the Admiraltyβll keep this contract flyinβ the Union Jack from the mast.
π΄ββ οΈ Captainβs Verdict:
Ye be right to believe RR takes it all.
A full cargo hold of contracts, home-built, home-deployed, and ready to set sail for export after.
Hold the course, Capβn. The Spring Statement storm brews on the horizon β and if all stays true, weβll be ridinβ a nuclear tailwind right to share price treasure.