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. |
RR will be always is good investment, I'll sell certainly in 5y or 6 y. |
 Cev,
you did indeed mention EEE a few days back. You also posted this back in Feb.
Cevodniya - 13 Feb 2025 - 11:19:15 - 2463 of 2924 EMPIRE METALS 2024 - An Unprecedented Discovery - EEE
Well, I've dipped in again
2 lots of 58245 at 8.56
116717 at 8.56
116310 at 8.59
116175 at 8.60.
So in total another 465692 taking me to 10466958.
HL platform would not allow me to purchase in one bite.
One day, I'll round this numbers of to say 10.5 or 11 lol
With over 11 million shares at less than 8p that's approx. 800k at risk. They're selling at 10.70p at the moment. They spent much of their life at the 2p to 4p range.
I hope you do indeed see £2.35 whilst retaining the 11m as that'll provide over £25m
You did well on the RR purchase to average 70p. You must have purchased all of your holding in August 2020 as any further purchases of significance after that )other than in Sept 2022) would have pushed the avg. upwards.
It was a good job you couldn't wait for a higher entry point into RR.
I only opened my SIPP in March 2023 unfortunately so waiting wasn't a choice.
I did find this post of your though:
Cevodniya - 23 Feb 2023 - 13:16:33 - 8293 of 37040 ROLLS ROYCE - Powering out of the Pandemic - RR.
MCuncliffe1, I actually forgot I'd purchased some at 107.something and 108 22, so I recalculated and I'm averaging 89.97p.
Obviously I'm happy, today's rise wasn't anticipated.
I hoped for 1.50p at year end. I think it'll be a lot sooner now.
With the restructuring, emphasis on profit and cost reduction, all 4 divisions generating increased revenue and orders, an increase in market capitalisation from a current 11 billion to a precovid of 21 billion is easily achievable, imply a share price of 3.70
If Rolls enters the narrow body market with its hydrogen engine and any orders from the UK government re SMR's, well that would be exponential.
I always try to qualify a viewpoint with facts, but trolls like Gruen simply post 87p.
Why give an idiot a break?.
Sorry if you don't agree with my tone.
So, is you average 70p or 89.97p? Or some other value?
For clarity, this is the cut and paste out of my SIPP:
RR.
Rolls-Royce Holdings
7643 774.20p -6.80p -0.87 £29,979.84 £59,172.11 £29,192.27 97.37 392.252p
Qty 7643 currently valued at 774.20p. Cost £29k, current value £59k
Perhaps you could provide similar? |
Castings... will that require loads of heat? Drop in an SMR next door and sell the residual to the local community.. win,win, win. To be honest, the more I think about smr the better it is. It puts energy where you need it without the need for distribution (Pylons) Going all electric is a bit of an issue it seems. Some new build sites up here in Edinburgh are restricting the amount of EV chargers on the schemes because the power drain for everyone charging at night would be melting the cables locally. I dont have an EV but got me thinking about future proofing my house with a charger before I am told I can't have one. SMRs certainly have a roll to play in providing energy to heavy industry and topping up local power requirements as electricity demands increases--- to go fully electric - no gas no ICE - we need to at least double electricity capacity,-- the green levy tax will continue and cheaper energy is a generation away as the scale of the change required is simply huge... SMR could end up being a cornerstone as the roll out is comparatively fast and the infrastructure only has to be local. Just imagine if RR could provide battery storage to compliment each SMR plant which would effectively double capacity for peak times and also store energy from wind turbines that are currently paid to mill nothingness when there is no demand... oh! I forgot -- they have that as well. Meanwhile Ed Milliband is spending billions on Carbon capture! |
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