Member Info for Trello

£- $ exchange rates apparently - Trumps tariffs driving the £ up against the $.

£8.02 = $10.36

I hope it doesn’t repeat last night and go limp in the morning when it’s standing proud now.

Https://www.telegraph.co.uk/world-news/2025/03/04/russia-ukraine-war-zelensky-trump-pauses-aid-latest-news/

800bn euro - sounds a lot but what does it mean in actuality?

RYCEY is pushing past $10, we could break £8 tomorrow

James - Not quite what I meant, I actually completely agree with your statement. My point is that we're invested in a stock (s) that many perceive as unethical and doesn't get the good press that it should as many on the left believe it's all a waste of money not getting that the world needs a balance of power or else the bullies take over.

Absolutely correct, the sad thing is this will give the labour party something to crow about that it doesn't deserve on the home front at least. That said we should see some good quality jobs and sales in our 'unethical' investments

Https://www.forbes.com/sites/gauravsharma/2025/02/28/pace-and-intensity-see-rolls-royce-share-price-up-102-in-12-months/

Closed at $9.56 circa £7.60 - I wonder what Mondays going to begin after the ‘stalled’ negotiations with Zelensky

I personally like the look of Xmas 2026 😁

Badlands

Your being way too generous with halfwit!

The standouts for positivity over the 5 years of my journey from near bankruptcy after loosing my job and home, and cancer thrown in too, to more money than I’ve ever had has been NTC (JTT) and Svend, this year I’ll be over the £1m all being well, I’m not just invested in RR. It’s been a huge stress and learning process where the positivity has been great and Svend’s tales a good laugh and some of his chart work nicely knitted with my learning. Can we please stop the cat fights, I’m sure we’ve all done our own research and made a fair chunk too. Good luck everyone for the coming year.

The yanks are definitely on the profit take, still a few hours trading to go yet.

When you look at the companies estimates and then the actual delivery there's a positive disparity, not huge but enough positive over and above the guestimates to drive positivity in the markets. The proposed divi was 5.4p now 6p, there was no talk of buy backs, now roughly 1Bn in buy backs, fully investment grade again, if not more so than ever. Debt a thing of the past. With FCF forecast to double even the conservative 30% basis gives a reasonable divi (IMHO).

Then you have Ultrafan - a couple of years off for narrow body

Then you have SMR - who knows how positive that will be, but we all agree the potential is huge

Then you have virtual doubling of time on wing and resolution of the trent 1000 issues for the airlines

Defence - can only get better (he says)

We should be in for another good year.

Tucked in the results was the development of ultra fan for narrow body, having tested the ultra fan demonstrator. That will be massive in a year or two.

Nope, despite being up an obscene amount today! The markets seem to be a shade of red today, glad we're in the blue. I'm wondering now what the US will do, take profit or drive higher......

Think I’ve just fallen off the bar stool! But the motley fool will still be saying I’m not buying!

Really depends on how the project is structured as to how much 'profit' appears on the bottom line annually, how many concurrent builds, how the payment milestones are scheduled, not to mention the supply / site build partners.

Assuming they're delivered in pairs at £2bn a piece then the profit margin of say 20% equates to £800m over say a 5 year build period per site pair with RR picking up 50%, not bad but not immense. If they can build half a dozen sites then it really starts to look good for the bottom line.

Blind man would be pleased to see it, besides I thought it was 5.4p, not a lot but a start. It's more what it signals to the market, besides IF we do start to see SMR and single isle in the mix the divi should be stellar in a year or three

Bit like smoke and mirrors that, but fair play to them for driving the green agenda in their favour.

Certainly been a wild week, great teasing on Monday and Tuesday and a wild negative few days. Good luck everyone for next week