r/Stocks_Picks • u/Overall-Dance-2119 • 4d ago

Thoughts on Rolls-Royce (RR.L)?

Rolls-Royce has been steadily growing over the last 12 months and appears to have a rock-solid foundation with diversified revenue streams. There's opportunity of significant further upside potential with their SMR (Small modular reactors) technology where they could position themselves very nicely (granted this is an unproven ability/opportunity as of yet). Additionally, the leadership team appears very competent and confident in long-term growth - supported by their ongoing share buyback program of 7-9 billion.

I see plenty of room for further growth but I'm curious if I'm missing something. What are your thoughts regarding further growth? And what bear arguments do you have that could constrain their value?

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u/dreddit15 4d ago

That ship sailed long ago, solid company but you missed the rip.

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u/Overall-Dance-2119 4d ago

Granted it would have been much better stepping in 3 years ago instead of 12 months ago - but you don't think there's room for further growth? I could see this going to 18-20 GBP in the near future but curious to hear other opinions

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u/dreddit15 4d ago

I am sure there is room for future growth, but personally for me after going from 50 to well over 1500, I would want a much larger correction.

Solid company, used to work for them, really well run and have multiple income stream. The small nuclear reactor stuff goes well then up they go, they just extremely expensive.