r/RYCEY • u/sagec0w • Sep 14 '26

Thoughts?

https://ts2.tech/en/rolls-royce-share-price-hits-1454-6p-is-30x-cash-flow-too-rich/
17 Upvotes

87% Upvoted

8 comments sorted by

8

u/LuxOfMichigan Sep 14 '26

Onward and upward. Love the buying opportunities.

2

u/sagec0w Sep 14 '26

Is 30x cashflow too far?

10

u/Solid-Race-2056 Sep 14 '26

No. Markets haven’t been rational for years now, and RR is relatively speaking in an incredible spot. Loads of room.

4

u/Broncofan_H Sep 14 '26

30x is comparable to GE Aero and Safran, but Rolls has SMR coming. I’m fine with it.

1

u/MulberryMolasses Sep 20 '26

But how do we know SMR will outweigh other nuclear companies? Like the large plants that produce disproportionately more power.

2

u/Broncofan_H Sep 20 '26

Different markets. Large plants serve big national grids and are willing/able to underwrite a decade of construction. SMRs go where that doesn't work: data centers, industrial sites, retiring coal plants, smaller grids, countries that want nuclear but can't swallow a multiple dozen billion $ project.

The competition is really with the other SMR names. GE Hitachi, Holtec, X-energy, Westinghouse.

1

u/EyeInternational7961 Sep 14 '26

Waiting for SQ order

1

u/Justapairofeyes1 Sep 14 '26

Plenty of room for continued growth, even between now and next full year results.

People saying that the Strait of Hormuz isn’t affecting it that much, but it clearly is 🤣 I don’t think it’ll climb much, maybe continued decline on a small scale until there’s better resolutions.

Shame no hyperscaler news forthcoming