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Arrr, that Thursday Trump ‘buy’ squawk ain’t lookin’ so mad now, is it? Maybe the old sea dog wanted us to scale into the cargo hold nice ‘n steady on Friday… sly as a fox ridin’ a trade wind!

Badland, Blow me down! The global markets fired the cannons o’ celebration overnight after a whoppin’ announcement off the starboard bow. The Trump fleet struck a parley with the Chinese armada to calm the stormy seas o’ trade war. On the 12th day of May, Year of Our Lord 2025, both nations unfurled scrolls to declare they’d holster their tariff cutlasses. The Yanks be lowerin’ their tariff broadsides on Chinese goods from a brutal 145% down to a mere 30%, while the Middle Kingdom slashed its cannonade from 125% to just 10% on Yankee cargo. What’s more, China vowed to scuttle the blockade barriers it had set afloat on April 2nd. The trade winds be shiftin’, crew… set yer sails accordingly!

Toffers, Aye, matey! The U.S. Commerce Department has hoisted the flag on a national security investigation into the importation of commercial aircraft, jet engines, and related parts. Initiated on May 1, 2025, under Section 232 of the Trade Expansion Act of 1962, this probe aims to assess whether such imports pose a threat to national security.

The investigation seeks public input within three weeks, focusing on the impact of foreign government subsidies and predatory trade practices on the competitiveness of the U.S. commercial aircraft and jet engine industry.

Notably, a recent trade agreement between the U.K. and the U.S. has led to the exemption of British-made aircraft parts, including Rolls-Royce engines, from potential tariffs. This move provides stability for the U.K.'s £40 billion aerospace sector, which supports 450,000 jobs, and ensures continued supply for U.S. companies like Boeing that rely on these components.

The outcome of this investigation could significantly impact global aerospace supply chains, depending on the measures the U.S. decides to implement based on its findings.

Peakdread, Rocey SMR leads the UK fleet but a full 100% haul is unlikely. GBN plans a convoy, not a solo ship. RR ahead in funding (£210m govt + £280m private), approvals (GDA Step 2), & homegrown advantage. Rivals GE Hitachi & Holtec still in chase. Energy security key: RR SMRs = UK-made, reliable power, immune to foreign supply storms. Expect RR to lead, but a convoy of designs to follow. Anchors aweigh

The good ship Rycey be battlin’ a squall on the weekly charts, form’d like a dainty teacup, yet mark me words—once we breach and anchor above the 818 reef, ‘tis nothin’ but clear blue horizons ahead! Castin’ an eye from the crow’s nest o’ the daily, we saw her keel scrape the May low of 752.66, dippin’ to 762.40 afore the winds shifted back to the north. Now she sails steady above 780, which may well be the golden boarding plank in these choppy retracement seas. The compass shows all three MAs chartin’ true north. Lash yerselves to the mast, crew… it’s time to fire up the turbo boosters and thrust this vessel forth! Those gazin’ from the monthly lighthouse will spy Rycey still holdin’ course toward a new shiny record—31 straight moons of higher lows, a feat worthy of the logbooks! 🙌888🚀

100% Add on a full moon and we have a potential turbocharged Monday take-off for the high 888's🙌🚀

AZ,

Ahoy, New Gang! Timmy wants the far-out? Here ye go: Rolls-Royce is the only ship in the harbour with one anchor in aerospace dominance and the other in next-gen energy gold—SMRs, the buried treasure of future baseload power. Cev, bring those balls, lad because riding this beast takes courage through tariff storms and market squalls. Badland, ego’s welcome here; only a true titan can tame an engineering leviathan like Rolls. Mystic, let your logic steady the course: defence revenues + civil aerospace rebound + SMR optionality = unmatched risk/reward ratio. NTC, paws on deck, we’re not abandoning this prize. And me? I know a rare jewel when I see one. This ain’t just a stock, it’s the mighty flagship Royce, fully refitted and setting sail into blue-ocean growth waters. Stay aboard or be left ashore watching her wake!

Aberdeen?

PEAKDREAD

The UK-US trade deal says there is No tariff on RR 'Flying' engines.

This means that the engines, produced in Derby, UK, will be able to enter the US market without paying import tariffs. 🙌888🚀

Riskawar I agree 100 % (I am also backing RR 100% for SMR)

PEAKDREAD Add Denmark to the list of potential SMR Customers because they are voting on Nuclear reintroduction next week even after it was banned in 1985.

Friday Special: 'Rycey to the moon' 🙌 888 b4 summers and £12 by the end of the year Turbo Charged by lots of SMRs and New Fresh Engine orders in both the Aerospace and Marine sectors. GLA DYOR ETC

All really thanks to Donald Trump for lining up the Runway onwards and upwards

Answer!

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Dusty,

I see your point, but I’d push back on the idea that reform is necessarily an obstacle. It can be a strategic advantage—especially in the context of shifting energy alliances and national security concerns. Reform signals adaptability, transparency, and future-readiness, which are exactly the traits many countries—Scandinavian and beyond—value in long-term partnerships.

Yes, there are historical frictions, particularly with some Southern European states, but energy security has a way of recalibrating priorities. The Scandinavian nations, as you mentioned, already share deep cooperation with us in energy and maritime sectors. They’re more likely to assess reform pragmatically—on how it strengthens the UK's role as a reliable, modern partner—rather than dismissively based on transient political posturing.

As for leadership under Starmer or even Farage, foreign governments tend to distinguish between political noise and structural capacity. If reform enhances regulatory alignment, investment climate, or technological edge—especially in areas like SMRs, grid balancing, or hydrogen—it will be seen as a net positive, not a hindrance.

Flyingdaleflyer,

I agree there is already news that Norway, Sweden, Denmark, Holland and Poland are interested in the SMR for their countries. One would also think that Spain, Portugal along with Belgium would not be far behind following their outage last week..

Agree 100%. Energy self-reliance is paramount for greater national energy security. Look at what happened to Germany when the gas pipeline got blown up.

Should Rolls-Royce be selected by GBN and continue to make regulatory progress, the company's share price could experience a significant uptick. I agree with the analysts who suggest that such positive developments could lead to a short-term increase of approximately 8–15%, with further gains possible as the SMR program advances toward commercialization. IMOO DYOR

Badland, slow down a nudge, take a step back look up Rycey's weekly chart, add the 20 SMA, and then ask yourself when the price last closed below this line. It went above Nov 7, 2022, at 86p and it never looked back it is now at 768 an incredible gain of 893 % that is not called pathetic but Excellence with a capital E. 😊

PEAKDREAD Spot on Billion indeed had a senior moment 😊

R_P > The next departure and turbocharger is the SMR contract awards, which are likely to propel the SP into the teens. This will be followed by a new small engine designed for the narrow body markets based on the UltraFan fan design. These mega-developments are likely to transform Rycey into a market cap of hundreds of millions within the next five years. The flying TESLA of the UK is taking off 😜

Bingo 777 is incoming Rycey to the moon.