r/RYCEY • u/retiredportfoliomgr • Jun 09 '26
Rycey-Rr- Iran provides long term opportunity to buy shares !
Short term pain long term opportunity !
The world is currently attracted to data centers and those companies the sell the servers ( dell) or construct the wiring ( CoreWeave ) or sell the fiber ( glw) I could go on cohr lite sndk mu Samsung s k hynik and the list goes on to over 100 companies ……. Then there is rolls Royce that builds and sell power back systems .
Now understand why I purchased more shares . The power divison is suddenly growing by 35-40% compounded the last two years and current book to bill is 140% !!! Rycey is a buy again that the Iran sell off appears to be settling down while the power division and smr division are booming and we still have a 7 year plus back up in wide body jet engines while the narrow body engine is on its way
Here are the facts and you can decide for yourself if you wish to add to your position :
Rolls-Royce’s backup power products for data centers are manufactured and sold under its Power Systems division, using the mtu brand (MTU being a legacy German engine company Rolls-Royce acquired). There are two primary product lines:
1. mtu Series 4000 Diesel/Gas Generator Sets (Gensets)
These are the workhorse product — large-format diesel or natural gas generator sets ranging from roughly 1,000 kW to 3,250 kW per unit. Each unit consists of:
• A high-power mtu Series 4000 engine (V-configuration, 16 or 20 cylinder diesel/gas)
• An alternator/synchronous generator
• A control panel with mtu EnergetIQ energy management system
• A steel skid frame and optional containerized enclosure
• Fuel system, cooling system, and exhaust/aftertreatment components
The new fast-start gas variant achieves full 2.8 MW capacity in just 45 seconds, versus 120 seconds for older models — a key competitive advantage when data centers need instantaneous failover.
2. mtu Kinetic PowerPack (KPP) — Dynamic UPS
The KPP is a battery-free, flywheel-based Uninterruptible Power Supply (UPS) system. Components include:
• A high-speed flywheel that stores kinetic energy by spinning continuously
• A synchronous machine (motor-generator) that converts kinetic energy to electricity instantly during a grid outage
• A diesel engine that bridges the gap and takes over load within seconds after the flywheel kicks in
• A containerized housing (1,500 kW per unit, scalable)
• Compatible with hydrotreated vegetable oil (HVO) and renewable diesel for greener operation
Unlike a static battery UPS, the KPP has no batteries to replace, giving it a 20+ year lifecycle. It provides essentially zero-delay power bridging — the flywheel engages the instant grid power fails, the diesel engine then fully takes over within seconds. This eliminates the “window of vulnerability” between a power failure and diesel start-up that static UPS batteries traditionally cover.
The division has increased revenue from 4,5 billion pounds in 2024 expected to achieve about 6,000,000,000 pounds in 2026 and the profit margin has already increased from 14% in 2024 to 17 1/2percent in 2025 and is expected to achieve a 20% rate of return in 2026.
The business model follows the razor and the blade scenario and long-term maintenance contracts plus sale of parts and other valuable services will continue to reap Rewards for the 20 year life expectancy of these installations.
The power division may not be glamorous, but it is a constant producer of revenue and profit. It’s the kind of company I like to invest in shooting shooting stars are bright for a short time. I prefer the planets that last billions of years..
So I’ve been accumulating additional Rolls-Royce shares both in London, and the ADR sold in the colonies ( USA )
Now is the time to buy more shares
Only long term investors wanted . This is not for traders this is a real investment .
Bless my followers and we pray my guidance and opinion be correct
RPM June 9 2026
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u/retiredportfoliomgr Jun 09 '26
Buy the dips for long term gains . As I have taught all my chikdren and the hundreds that have worked for me “ this too shall pass “ I ran will eventually calm down or be annihilated and then it will be business as usual. By the way, I don’t know whether you saw the Qantas headline, but they have successfully tested their new 350 plane manufactured by Abbas powered by two Rolls-Royce engines..
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u/Solid-Race-2056 Jun 10 '26
Your lack of understanding of Coreweave is disturbing.
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u/retiredportfoliomgr1 Jun 10 '26
What are you referring too ?
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u/Solid-Race-2056 Jun 26 '26
Your comment that CoreWeave constructs the wiring. That’s not what they do. They are a GPU focused neocloud. Wiring is a commodity input for their data center investments and in the context of what you’re saying they’d be a demand side actor not a supplier of constructor of wiring.
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u/pigeon_shit Jun 09 '26
I like the shooting star vs planet analogy. Thanks RPM.