Member Info for Svend

Strickly, Ha! True, but let’s hope they’ve finally sharpened the blades and topped up the oil. The haircut’s been brutal, but with fat buybacks already humming in the background, maybe this old mower’s got a few lush seasons left in it.

*AZ Sorry

AC/SK > While Trump's interest in closer ties with the British Commonwealth might foster stronger U.S. trade relations with member states, joining the Commonwealth itself is highly improbable and largely symbolic. Any meaningful shift in global trade flows would depend more on formal trade agreements and mutual policy actions than symbolic gestures alone. IMOO

Strickly, True enough—Vistry/Bovis might just be the corporate equivalent of an old lawnmower: sputtering along for decades, occasionally coughing up smoke, yet somehow still managing to trim the grass. Sure, dividends have sprinkled along the path like breadcrumbs, soothing shareholders' frustrations—but in an era when rivals zip around like self-driving robo-mowers, Vistry might need more than a gentle tune-up to keep up with the tech-savvy neighbors! 🙌VII🤣

Strickly, True — and yes, Einstein’s definition of insanity does get wheeled out for a good reason. But there’s a difference between blind repetition and an evolving strategy starting to show signs of repair.

Vistry’s misfires—especially the EPS misses and that South Division mess—are well-documented. But the company isn’t just rinsing and repeating. It’s restructured leadership, tightened controls, shifted decisively toward Partner-Funded schemes, and is laser-focused on cash generation and land bank efficiency.

So it’s not about ignoring the risks — it’s about asking whether the risk/reward equation has shifted enough to justify a second glance.

Einstein also said, “In the middle of difficulty lies opportunity.”

Not calling it sunny uplands yet, but there’s at least a silver lining breaking through the fog.

Svend 🙌7 soon😎

Haha, no worries — spellcheck went on a little solo adventure there. Probably saw “Svend” and thought, “Nah, let’s spice things up a bit.”

I'm just glad it didn’t autocorrect me to “Spend” again—I’m still recovering from that online shopping spree incident…

Strictly forgiven 😄

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Strickly, those are totally fair points — the gap between forecast and actual EPS (especially in 2022 and again this year) is hard to ignore. But having read the 2024 results, I’d say there’s a bit of a silver lining.

Adjusted EPS came in at 55.9p, and while the “reality check” EPS dropped to ~16p after exceptionals, most of that was due to building safety and restructuring costs — which, in theory, shouldn’t repeat. 😉

More importantly, the underlying business looks sound: solid land bank, strong order book, and a clear shift toward more stable Partner-Funded deals (now 73% of completions). Tangible NAV is over £2.2bn, and debt is manageable, so there’s still decent value here if they can execute.

Not denying the fog — but there may be some road ahead worth watching.

LazyHare, thank you very much.

Stayingpatient, "That said, the half-year results in August will probably result in another jump or pop in the share price. I've said for a long time that the investor's best friend is time." 👍 So true. It reminds me of the wise words by Jesse Livermore:

'' After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: It never was my thinking that made the big money for me. It always was my sitting. Got that? My sitting tight!”

Al the best my freind.

😂 Rolls-Royce SMR: Around the Grid in 500 Days—Because waiting decades for nuclear power is sooo last century!

⚛️🌍🚀

Haha! Spoken like a true pirate " charts be damned, fundamentals ahoy!"

Sure, technical charts might be nothing but fancy tea-leaf reading to some, but even Blackbeard liked a good map before sailing for treasure. RR's pipeline is indeed golden, but why not use every tool at our disposal to avoid hidden reefs?

Still, your enthusiasm is contagious—"just buy buy buy!"—I admire a sailor who knows exactly what treasure he's after. See you at the treasure chest, matey! 🏴‍☠️📈⚓️

Stayingpatient > Thanks for the kind words. I am also digesting the tea leaves' formations on both daily and weekly timeframes:​

Bull Flag Pattern: On the daily chart, RR. Forming a bull flag is a continuation pattern suggesting a brief consolidation before the prior uptrend resumes. This pattern is characterized by a strong upward movement (the flagpole) followed by a downward-sloping or sideways consolidation (the flag). The recent consolidation phase has shown reduced volatility, indicating potential for a breakout to the upside.

​SMA/Short-Term: The stock trades above its 5-day simple moving average (SMA) of 788.68), indicating short-term bullish momentum.

Medium to Long-Term: RR. is also above its 50-day SMA of 678.76 and 200-day SMA of 557.69, reinforcing the strength of the ongoing uptrend.

​Relative Strength Index (RSI): Rolls-Royce remains bullish on the 14-day RSI. This reading suggests the stock still has room to push higher before becoming technically "overbought" (usually above 70). It confirms strong momentum behind the current price action.

Given this RSI level, the bull flag pattern we've observed becomes even more compelling. If Rolls-Royce breaks out decisively above resistance, it may quickly move into overbought conditions, potentially accelerating price gains.

Keep a close eye on price-volume action around current resistance levels; this could be critical for RR’s next directional move.

Support and Resistance Levels:

Support: A significant support zone exists between 784.79 and 789.99, formed by multiple trend lines and key moving averages on the daily timeframe.​

Resistance: The stock faces resistance between 796.39 and 812.81, also defined by various trend lines and moving averages across multiple timeframes.

https://f0-t.rt.prorealtime.com/ProRealTimeAdvanced/display_chartimage.phtml?name=yd48dxvlrt61d8j5r2oxja4gr&type=png&purpose=mail

​

Trend Analysis: Both short-term and long-term trends for RR. are positive, indicating sustained bullish momentum. The stock trades near its 52-week high, outperforming the broader market indices.

​

In summary, the chart patterns suggest that RR is in a strong uptrend with the potential for further gains, mainly if it breaks out from the current bull flag formation. Investors should monitor the stock's behavior around the identified support and resistance levels to gauge future price movements.​

Fair question? — one that’d make even the saltiest trader stare into the horizon and wonder how the winds blow. 🧭📉

As of March 13th, with a 10% correction complete, we find ourselves at a crucial crossroads. Is this a true turn of the tide or just the eye of a bigger storm?

Here's how I see it from the crow’s nest:

🟢 Signs of recovery (aft winds at our back):

Strong bounce on volume: If the index rallies with strength and broad participation, that's a good sign that the storm may pass.

Leadership returning: If growth stocks, tech, and cyclicals start to rally, it may signal that the crew is ready to sail again.

Market breadth is improving: more stocks above the 50-day line and the advance-decline line turning up are good signs of a turn.

🔴 Signs of further correction (a gale brewin’):

Lower highs on the rebound: If this "recovery" fizzles out below key resistance (say, the 50—or 200-day MA), we may be in the “dead cat bounce” part of a more significant correction.

Rising yields & fed jitters: If the winds from the fed remain hawkish or inflation rears again, the seas could get rough fast.

Weak earnings or forward guidance: If industry captains start lowering sails (i.e., guidance), the whole fleet may drift lower again.

⚖️ What a wise captain might do:

Watch the action this week and next. Are we seeing intense accumulation days, or is volume drying up on up moves?

Keep powder dry — if unsure, hold cash and wait for more apparent seas.

Have your battle plan ready—both bull and bear scenarios are mapped. Like any good admiral, prepare for sudden squalls!

So, to answer the question, we could be in the early stages of recovery… or it could be a trap. Only time—and price action—will tell.

For now, keep a sharp eye on the charts, and don’t trust fair winds until they’ve proven themselves.

What should you read about the situation, Crews? Are you feeling bullish or smelling a bigger storm on the horizon? 🌩️📈

Our one and only kitten, Nettles, was the first out of the gate, and the target is 837 by 31 March.

Those are solid points—I fully agree. The steady accumulation of shares is providing strong short-term support for the Rolls share price. Given that they've only bought back just over 13 million out of a targeted ~125 million shares, we’re still in the early innings of this programme. You're spot-on regarding the potential staggered approach for cash flow management; they likely want maximum flexibility.

On the technical side, the gap around 625 is worth watching. Gaps often act like magnets—significantly so if the overall market sentiment weakens. Even with the current support, we shouldn't rule out revisiting the price to 'fill the gap' at some point.

Excellent insights as always—let’s see how this plays out!

Ahoy, Mike, captain here! As of February 27, 2025, Rolls-Royce has announced a £1 billion share buyback program, which commenced immediately and is expected to be completed by December 31, 2025.

The program will be executed in tranches throughout 2025.

The existing authority to buy back shares, granted at the company's 2024 annual general meeting, will expire on June 30, 2025, or at the 2025 annual general meeting. However, Rolls-Royce anticipates seeking renewal of this authority to complete the buyback programme by year-end.

Thus, subject to shareholder approvals, the current share buyback program is expected to run through December 31, 2025.

HA! FAIR ENOUGH, LANDLUBBER! 🏴‍☠️🌊 NOT EVERYONE’S CUT OUT FOR THE SWAY OF THE MARKETS — ER, I MEAN, THE SEA!

BUT EVEN IF YE PREFER SOLID GROUND, YE’VE STILL GOT A SHARP EYE FOR THE TIDES AND CURRENTS OF THIS HERE ECONOMIC OCEAN. YOU DON’T NEED TO BE ON DECK TO BE A MASTER STRATEGIST — SOME OF THE BEST CALLS COME FROM THE SHORE, CHART IN HAND AND TELESCOPE POINTED TRUE. 🧭📊

SO WHETHER YE BE ON THE BRIDGE OR WATCHIN’ FROM THE BLUFFS, YOU’RE STILL PART OF THE CREW, CAPTAIN. JUST GIVE US A WAVE IF YOU SEE STORM CLOUDS FORMING, AYE? 😄🫡

AH, A SHARP-EYED MARINER YE BE! AYE, WE RUN WITH ROLLS-ROYCE ENGINES BELOW DECK — SMOOTH, POWERFUL, AND BUILT TO WEATHER THE WILDEST SEAS! NOTHING BUT THE FINEST FOR THIS VESSEL, I SAY! 🔧⚓

GLAD YE ENJOYED THE REPLY — ALWAYS A PLEASURE TO PARLEY WITH A FELLOW CAPTAIN WHO KNOWS QUALITY WHEN HE SEES IT! SHALL WE SET SAIL ON THE NEXT VOYAGE/SP DESTINATION? 🌊🫡

JDS15 > AYE, I HEAR YE LOUD AND CLEAR, SHIPMATE! ⚓️

IF ONLY WE HAD A BIT MORE GOLD IN THE CHEST, I’D BE TOPPIN’ UP TOO – A TRUE TREASURE AHOY!

THESE INDUSTRIAL TITANS SPEAK WITH THE CLARITY OF A COMPASS ON A CALM SEA – TURNIN’ BUSINESSES AROUND WITH STRAIGHTFORWARD WISDOM.

AS FOR TURBO TUFAN – BY THE BEARD OF NEPTUNE, YE SPEAK TRUE! A MAN OF ACTION, FIRE, AND PURPOSE – JUST THE SORT TO STEER THE SHIP OF STATE THROUGH STORMY WATERS. LADY THATCHER HERSELF WOULD’VE HAD HIM AT THE HELM!

A FINE OBSERVATION, CAPTAIN – I’M RIGHT THERE WITH YE ON EVERY POINT. ⛵🫡

Aye aye, crew! Lend me yer ears 'n spyglasses! 'Tis not just about today’s gold doubloons, nay — we must gaze upon the grander treasure map! Since the mighty Turbo Tufan boarded this ship, we've been sailin’ with the winds of fortune — chartin’ a course from the measly 65p shores to the glorious 800p peaks, with 10 straight quarters of higher tides! Yarrr, that’s a bullish voyage if I ever did see one! 🏴‍☠️📈

Morgan22 > “We already know the position”? Really?

Come on. We'd all be rich if markets worked off last week's headlines. The recent updates gave a rough sketch, not the whole picture. Tomorrow still matters, big time.

Profit warnings? Already priced in. That’s the point of a warning — to set the bar low. If Vistry shows a hint of stability, solid guidance, or controlled cost pressures, it’ll catch many people offside. And don't be so quick to write off dividends or buybacks either — even a symbolic move could signal confidence.

This defeatist “we know what’s coming” mindset is how people get caught flat-footed. The market punishes assumptions just as fast as it rewards foresight. Buckle up — tomorrow could still be a surprise.