Member Info for Svend

FN4 > While Rolls-Royce does provide power and propulsion systems for defense applications, it is primarily an engineering company focused on aerospace, energy, and naval sectors rather than a traditional arms manufacturer. Its defense-related revenue largely stems from supplying engines for military aircraft, submarines, and naval vessels rather than the direct production of weaponry. Rankings of defense contractors typically consider overall defense revenue, but context is essential in distinguishing between companies specializing in arms manufacturing and those providing critical defense infrastructure.

''Lots of lovely arms contracts for RR! 🚀🚀🚀''

There is no chance they are an Engine & Power Conglomerate, not ARMS 🤣

Nettles, when I decided to buy into RR (privatisation), it was to be for the long term. I wanted it to eventually become my pension, as I thought at the time. Why pay into a managed pension only to see it being crippled, stripped by fees on an annual basis? Instead, now that the dividend is being reinstated, I shall be collecting a maturing and steady income, and I have some hope for potential grand visions of SMR front becoming the main global business soon. Onward and upwards enjoy the SMR power voyage it is going nuclear. 🙌VI

I am hearing rumours of a 6.00p dividend.😉🤞

Rowaboat selling @ 7. There is no chance this baby is just getting ready for take-off starting with Dividends and potential BB once the afterburners kick in with new/fresh SMR orders and Ultrafan/Narrow body in the pipeline this is going ballistic if not to the moon. 🚀🙌VI

If/When Mr Market the SP500 approaches back above the 200 SMA on the hourly time frame and closes above the January delights at 6120 This broader move could kickstart another turbocharge upwards with strong momentum ahead of the results. Countdown only 72 hours remaining.

Ahoy there Flyimgdaleflyer! If you end up at the back of the line, you’ll be queuing longer than a troop of corgis at Buckingham Palace— and since Britons are masters of a good queue! So if the Germans decide to order our RR SMR before our Starmer government gets its bearings, they'll find themselves marooned in a waiting line fit for a royal procession. Now that’s a navigational misstep even a seasoned captain wouldn’t make!

Based on a review of recent technical charts and historical price conduct, Rolls‐Royce shares—when riding a strong rally—tend to pull back on average by roughly 10–15% before resuming their upward move.

Keep in mind that “pullbacks” can vary considerably depending on market conditions and company‐specific catalysts, so this figure is a ballpark estimate rather than a fixed rule.

ShareFlyer sounds like you have got stuck in a roundabout 3 x up, down & fast.😉

After a week of navigating turbulent waters, the S&P 500 has anchored precisely at the Fibonacci 0.618 level of 6013—having retraced its course from a high of 6148 down to the February 3 low of 5925. Now, as we stand at the helm, the key question arises: Are we on the verge of a more significant corrective pullback, or is this merely a routine consolidation—a necessary refuelling before charting a course beyond the January summits?

100% > Be Fearful When Others Are Greedy and Greedy When Others Are Fearful 😎

Dougal_1984

Ahoy there, market marauders! 🌊⚓️

So, the South China Morning Post sounds the siren of a new bat-born menace, and suddenly the travel stocks be sinkin’ faster than a leaky schooner? The Nasdaq, S&P, and Dow be takin’ on water, while Moderna’s shares be hoistin’ their sails to the moon? Aye, sounds like a storm’s brewin’ on the high seas of speculation!

But before ye throw yer charts overboard and declare mutiny, let’s not be lettin’ a single headline send us into a full-blown market squall. A ship’s course ain't changed by every gust of wind—ye navigate steady, watch the tides, and use yer tools (aye, even them "stupid charts") to chart a proper path through troubled waters.

If this be nothin’ but a false alarm, then we sail on with a hearty laugh and a full purse. If it be a real tempest, well, that’s why we traders always keep a lifeboat ready—risk management, discipline, and a keen eye on the horizon! So, hoist the sails, keep yer wits about ye, and let’s see where the tide takes us.

And as for the comedy value of market chaos? Aye, I’ll be grabbin’ me popcorn and enjoyin’ the show, but I won’t be scuttlin’ me charts just yet! 🏴‍☠️📉📈

It appears the SP500 is looking to keep its head above the 6k watermark ahead of the close going into the weekend..

R_P Well said remember that it is our 40th Anniversary in 2027 ✨

ACIM Be water my freind. 👍

https://www.imdb.com/title/tt11394168/

Tezlar

https://media2.giphy.com/media/mz7iww9tCUnJJeZvGN/giphy.gif

Jimbo27 > Let's think outside the box and ask ourselves what 1-2 dozen SMR orders contribute to the order book.?

As of today Small Modular Reactors (SMRs) are projected to cost approximately £2 billion per unit.

Therefore, securing orders for 12 to 24 SMRs would add between £24 billion and £48 billion to the company's order book.

Given that Rolls-Royce's market capitalization is approximately £52.66 billion, these potential SMR orders would represent a significant increase, ranging from roughly 45% to 90% of the company's current market value.

It's important to note that while these figures are substantial, the actual impact on the order book would depend on the timing of contract finalizations, payment schedules, and the recognition of revenue over the construction and operational phases of the SMRs.

Additionally, the successful deployment of SMRs is contingent upon regulatory approvals, with the UK design assessment process expected to conclude by 2026, and the first units potentially operational by the early 2030s.

In summary, securing 12 to 24 SMR orders could significantly bolster Rolls-Royce's order book, reflecting strong demand for this emerging technology and potentially enhancing the company's financial standing in the coming years.

Jimbo27 > Regarding the order backlog, in the first half of 2024, the Defence division reported an order backlog of £8.5 billion, while the Power Systems division had an order backlog of £4.6 billion.

These figures indicate that the combined backlog for these two divisions was £13.1 billion at that time.

Compared to the company's market capitalization, the backlog is approximately 25% of the company's market value, not five times larger than previously suggested. It's important to note that the order backlog represents future revenue from orders received but not yet fulfilled, while market capitalization reflects the current market value of the company's outstanding shares.

The total order backlog across all divisions has not been specified. However, the reported backlogs in the Defence and Power Systems divisions suggest a robust demand for Rolls-Royce's products and services. The full-year results, scheduled for release on February 27, 2025, may provide more comprehensive insights into the overall order backlog and financial performance.

Jimbo27 > As of today, RR has a market capitalization of approximately £52.66 billion.

In 2023, Rolls-Royce reported a record order backlog of £9.2 billion in its Defence division. Orders were covered 90% in 2024 and substantially in 2025 and beyond.

However, the total order backlog across all divisions has not yet been established.

Indeed, the earlier tailwinds carried us swiftly ahead, but this measured adjustment now sets us back in line with our intended course. We’re steering with precision to ensure a timely and well-plotted arrival—no unnecessary haste, no undue delay, just smooth sailing to our destination. IMOO DYOR