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Seems to have settled at 6.65 and rising fast.

Looks to be going up and back to Fridays starting range. Best buy more 💪🏼

Thankfully common sense prevails

Oversold and coming back now. What a shame fear has scared the heard.

With the 10% tariff the lowest across the largest countries and potential to reduce this further as well as being free to agree what we see fit without constraints from the EU why we would drop another 10% is just if MM want to buy in at a lower entry point.

Yes RR will take a margin hit and last weeks forecasts will need to be revised however defence spending is here to stay. Other sectors will lose from a recession but defence is a somewhat safe haven alongside Pharma.

FTSE Futures now only -1.5% and closed from last night so some good news trickling through.

One of the best of all the indices so most of the carnage was Friday.

Some relief for all those worrying.

All,

I don’t often post but feel we are all worried about the paper loss last week and our hard earned money losing value.

Some people have gained as always but non traders will feel hurt.

The good news is this is positioning from Trump. We roughly import £60bn from US so tariffs worth £6bn if 10% but export roughly the same so presents an opportunity for Starmer where other countries retaliate we can go to a tariff free zone becoming a hub to do business.

Much of the pain has been priced in for RR. Intrinsic value is assumed £12 so maybe now less but we are still trading below its worth.

Contracts have clauses for taxes hopefully so who knows the mechanics of each deal. May be protected.

RR was the worst impacted last week so clever traders will return as oversold. Company is well run and has a brand which is credible internationally.

Defence stocks have new revenue streams being developed from NATO and a huge opportunity.

Keep positive.

Some good news but mostly down on all metrics. Not sure the market will like this much as not showing organic growth.

Still nicely set up for later in the year.

It’s a strange reaction but not unexpected in AIM. If it was really that bad the price would have moved further down double digits.

Yes there is some Dilution but if you are looking at this long term the synergies are smart and this makes TXP the go to in the region and all the equipment is in close proximity for operations.

Anyone expecting a short term kick will be disappointed but long term very good for TXP.

If they can get the “wall of cash” delivering then multiples will have been increased.

Hold on to our hats on this one. Looks like people panic selling. This should come back once they realise the deal is smart from running a company.

Equipment all in one location.

People all in one location.

Management team synergies.

Tax loss utilisation.

Both undervalued currently

On paper May look like a dilution for TXP but in reality this brings significant positives.

This appears a good deal for both parties and then savings on the Senior Management Team. This will create some significant synergies here, so should be seen very favourably.

Possible people invested in DELT will move money here as a “sure thing”. Expect to have a steady rise now.

Yes it’s really unclear what’s happening here Tony.

Always been my concern what’s the strategy and the real prize.

Massively overdone! It’s retail herd following the masses.

Too many in this group play the audience with positive words while waiting for news to take a profit and then drive price down to buy back in. Seen it many times now.

Yeah thinking my ISA allowance to be invested now…been holding back….could claw back my losses if gets back to 15p 🤞

Great momentum so far…long May it continue. Onwards and upwards…

Thanks Tony good points. Let’s see!

If I were a betting man I think this may also contribute to a dividend increase to be announced. Or back to monthly dividend?

Increased reserves yesterday etc. thoughts?

This is an Albatross that is hanging around our neck….

What does this mean. Hard to know if good or bad news?