Member Info for Yanar

I can see this in £9 territory if the US / Iran war drags on much longer. Power by the hour is going to hurt guidance.

At the current dramatic oil price Jump, I think this could touch £10?

Looks like this news was already baked into the price. Probably be a sell off when the US markets open?

New mini nuclear reactors are jeopardised by wildlife fears. Pledge to build three small modular reactors on island of Anglesey is threatened.

https://www.thetimes.com/article/baecd0fe-4f7d-4e61-bc61-2872461a89a2?shareToken=fa9438748dee7ee04fe876fc0a52267e

Defence sector dropping due to potential Ukraine peace deal (RR is in this!) Also RR share buyback being stopped not helping matters.

Correction 10 for 3 shares issue.

The 3 for 10 shares when converted back before dilution gives a ‘old’ share price of around £35…… the highest the ‘old’ price ever got pre- Covid was in the low teens £. This looks like a bubble?

Has the RR bubble burst?

Wizz Air said it had delayed the delivery of 88 Airbus jets by three years, to 2033, and reduced its commitment to long-haul flights as it battles to compete financially with other European carriers.

Air France / KLM down 14% yesterday on results - softening market for long haul travel.

I think this has been pumped and is now being dumped!

Somethings not right here!

I think the current fall is probably driven by Profit taking + uncertainty around the Autumn statement i.e the government SMR deal scaled back or pushed out to save money?

I think what I was trying to say, is that while the company’s recent performance has been impressive, it’s starting to feel as though much of the good news may already be priced in. Maybe it’s time to take profit?

Rolls Royce has had a good run, but I’m starting to feel it’s run out of steam. Hope I’m wrong?

Drop in SP - probably folk taking some well earned profits, so we may see a dip in the short term. I wouldn’t worry too much.

Will narrowbody Ultrafan be announced at the Paris Airshow….. prior to half year results in July?

Holtec haven’t even built anything yet. Still at the ‘concept’ stage. Holtec are a paper tiger? Also GE/H is proposing a BWR reactor, that’s less well established. RR offering a PWR that is established technology (and deployed in subs). Expect the contract to be cut 60% RR, 40% GE/H. gov’t mentioned 2 suppliers.

They lease the engines over 25years. They don’t buy the - tariffs don’t apply!

RE: WCM Investment Management, LLC - So was the SP wound down to fill an order, then released?