Rolls-Royce SMR was delighted to host a U.S. delegation to its Module Development Facility at the The University of Sheffield Advanced Manufacturing Research Centre’s Factory 2050 recently.
Delegates from State Utility Commissions of Florida, Washington, Virginia as well as Utah, and Indiana Office of Energy Development heard how Rolls-Royce SMR’s ‘factory-built’ nuclear power plant uses a modularised construction and assembly approach to reduce the time and cost of SMR deployment around the globe for a range of applications. |
"Over the past two years, we've seen our Trent XWB-97 order book double, with our customer base now twice as large as the competition. This demonstrates the trust placed in the Trent XWB-97 and in our commitment to always staying ahead. "
Source: RR |
 Your MoneyFrom tech to tanks: the rise of Europe's magnificent sevenDefence stocks have trumped the US's magnificent seven techs and generated five times the returns of the S&P 500 over the past year . Proinsias O'MahonySat Mar 15 2025 - 05:15European defence stocks are the new magnificent seven, says eToro, which notes a basket of seven European defence stocks BAE, Rolls-Royce, Rheinmetall, Thales, Dassault Aviation, Safran and Leonardo is up 46 per cent in 2025, 68 per cent over the last year, and 268 per cent over the past five years. The "European defence seven" has beaten the US's magnificent seven and generated five times the returns of the S&P 500 over the past year.Investor appetite is evidenced in the launch of WisdomTree's Europe Defence fund, the first ETF to focus solely on European defence names. Money has flooded into other European defence ETFs like VanEck's Defense ETF (DFNS) and HANetf's Future of Defence ETF (Nato), although both DFNS and Nato are also exposed to US defence companies.Sceptics might caution that thematic ETFs often launch near the peak of an overvalued theme. There certainly has been, says Barclays, an "element of euphoria" among European defence stocks, with any progress towards a truce in Ukraine likely providing an "excuse for profit-taking". The sector now trades at 21 times estimated earnings, a record high premium since the 1990s. While "frothy", Barclays is long-term bullish. Yes, there have been huge gains since Russia invaded Ukraine in February 2022, but they remain "far from the average peak" seen in previous market hypes. Defence stock gains reflect higher earnings (up 50 per cent since February 2022) as well as higher valuations. Barclays estimates additional European defence spending of $140 billion in coming years, or 110 per cent above current levels. About 60 per cent earnings growth is currently priced in.Barclays' take: the European defence earnings supercycle will accelerate; buy the dips. |
1carus , so do I ;) |
I am always nervous about knew funds. ISHARES have a defencecetf too! Quite like the look of NATP to be honest. TheGrafter.. I have a lot of RR. |
Yes thanks |
WDEF in euro, WDEP in GBP |
The newly launched etf from Wisdom Tree Europe Defence ETF ticker WDEF holds 6% RR |
I also hold RR and NATP |
1carus, I have a 'basket' of defence shares, which I think will do very well. There is another ETF defence one just introduced but I can't remember the ticker. If I remember I'll post it. regards, s/f |
1carus , Rolls Royce are only just getting going , hell of a ride so far but the future looks amazing ;) hold tight ! |
Thanks, with the current climate I can only see the expenditure increasing. Most of these ETFS are up 25-38% (NAPT) in the last year and most of that in the last qtr. Well done Scottishfield. You could look at it as these are over done, but they have not exactly double or triple bagged either.... and I guess defence has been out of favour up until recently. 3 years of war in Europe and no real extra spending up until now. Maybe it is time to dip into this despite missing the initial 25%. |
NATP is one I hold 1carus. I'm a holder here also. |
Reeves to announce £2bn defence boost to secure more orders from allies |
on that note, there seems to be a few etf's for defence. Although sometimes you see something like RR at a very low entry price, not so much at this moment in time for defence stocks... so I am considering an etf where risk is technically spread a little rather than going all in on one stock... way out of my comfort zone here with RR from that point of view... a good problem to have I guess. Anyone else been looking at etf's in this area lately? ( Slight thread digression I know... but relevant I think) |
Cev for a large shareholder as yourself that's a bit of a silly question if you read the asset managers x 2 previous posts , and the TR1 will only be triggered when passing roughly 265 million shares, as to when the asset managers start buying is up to each to judge, but Europe has to find an answer to the very large defence spending coming and it looks like they are turning to the asset managers. Hold on to your hat !! |
Thegrafter, I've been away, can you bring me upto speed.
Ok, there was a share price fall of over 8% when, Wednesday?
Are you suggesting MM manipulation?
Are you suggesting 109 million traded on Monday is going to lead to a TR1 submission.
Re asset managers, why are institutional investors suddenly interested?
What am I missing here? |
We also have a good idea now of why the drop and the 109 million shares traded on Monday !! Until they breech the threshold we don't know who has been buying, yet ! |
It is going to get very interesting very soon Skinny ;) |
It's going to be interesting to see the share price movement when those asset managers start buying into Rolls ;) |
Spot the difference? |
MCunliffe1, thanks for a kick up the you know what mate.
So I've done a bit of forensic accounting and with regards to Rolls-Royce I'm currently holding 138163 at a total cost spread over an ISA, 2 SIPP's a fund & Share Account of £135571 so my average after lots of trading is now 98.12p with a current value at 773.20p of £1072,915.50p.
Re my tip, if it drops below 10p, I'll probably buy a few |
MCunliffe1, thanks for a kick up the you know what mate.
So I've done a bit of forensic accounting and with regards to Rolls-Royce I'm currently holding 138163 at a total cost spread over an ISA, 2 SIPP's a fund & Share Account of £135571 so my average after lots of trading is now 98.12p with a current value at 773.20p of £1072,915.50p.
Re my tip, if it drops below 10p, I'll probably buy a few more.
But as always, patience is the key. |
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