▶ 6:27 · $RYCEY · Rolls-Royce CEO repricing all engine contracts to reflect risk and investment

episode briefing

CEO of Rolls Royce - Tufan Erginbilgiç | In Good Company | Norges Bank Investment Management

2024-10-09 · 6 company · 16 thematic

sentiment

5 bull0 bear1 neu

speakers

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

tufan erginbilgiç

CEO of Rolls-Royce since 2023, leading a major transformation of the aerospace and defense company. Previously held senior roles at BP and has a background in economics and academia.

quote

“Frankly, we came up with six levers as part of that. The investments we make and the risks we take, we don't remunerate them sufficiently in our pricing. Second thing is what is called LTSA contracts, these long-term contracts with airline…”

—tufan erginbilgiç

now playing · $RYCEY

$RR.L···bullish· high· posnicolai tangen

NBIM holds 2.3% stake in Rolls-Royce worth over $1 billion

Norges Bank Investment Management owns a 2.3% stake in Rolls-Royce valued at over $1 billion, signaling confidence in the company's turnaround.

$RYCEY···neutral· high· posnicolai tangen

Norges Bank holds 2.3% of Rolls-Royce worth over $1 billion

Norges Bank Investment Management owns a 2.3% stake in Rolls-Royce valued at over $1 billion, signaling confidence in the company's transformation.

$RYCEY···bullish· mediumtufan erginbilgiç

Rolls-Royce CEO repricing all engine contracts to reflect risk and investment

The CEO is renegotiating all long-term service contracts with airlines to better price for risk and investment, investing £1bn in time-on-wing improvements to reduce customer disr…

$RR.L···bullish· hightufan erginbilgiç

Rolls-Royce CEO details turnaround: contract repricing, £1B time-on-wing investment, UltraFan and SMR growth

Tufan Erginbilgiç outlines a comprehensive turnaround including renegotiating loss-making contracts, investing £1 billion to improve engine time-on-wing by 40%, developing the 10%…

$RYCEY···bullish· hightufan erginbilgiç

Rolls-Royce CEO details transformation progress, UltraFan leadership, and SMR dominance

Rolls-Royce has front-loaded transformation delivery with 17 strategic initiatives, leads wide-body engines with 50% share, is developing UltraFan technology 10% more efficient th…

$RYCEY···bullish· hightufan erginbilgiç

Rolls-Royce CEO: UltraFan 10% more efficient, SMR leads Europe, defense growth from major programs

Transformation delivery front-end loaded; UltraFan technology offers 10% efficiency gain and 100% SAF compatibility for narrow-body market entry; SMR is most advanced in Europe wi…

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▶ 6:27 · $RYCEY · Rolls-Royce CEO repricing all engine contracts to reflect risk and investment

episode briefing

In Good Company with Nicolai Tangen

CEO of Rolls Royce - Tufan Erginbilgiç | In Good Company | Norges Bank Investment Management

2024-10-09 · 6 company · 16 thematic

sentiment

5 bull0 bear1 neu

speakers

nicolai tangen

tufan erginbilgiç

CEO of Rolls-Royce since 2023, leading a major transformation of the aerospace and defense company. Previously held senior roles at BP and has a background in economics and academia.

quote

“Frankly, we came up with six levers as part of that. The investments we make and the risks we take, we don't remunerate them sufficiently in our pricing. Second thing is what is called LTSA contracts, these long-term contracts with airline…”

—tufan erginbilgiç

now playing · $RYCEY

$RR.L···bullish· high· posnicolai tangen

NBIM holds 2.3% stake in Rolls-Royce worth over $1 billion

Norges Bank Investment Management owns a 2.3% stake in Rolls-Royce valued at over $1 billion, signaling confidence in the company's turnaround.

$RYCEY···neutral· high· posnicolai tangen

Norges Bank holds 2.3% of Rolls-Royce worth over $1 billion

Norges Bank Investment Management owns a 2.3% stake in Rolls-Royce valued at over $1 billion, signaling confidence in the company's transformation.

$RYCEY···bullish· mediumtufan erginbilgiç

Rolls-Royce CEO repricing all engine contracts to reflect risk and investment

The CEO is renegotiating all long-term service contracts with airlines to better price for risk and investment, investing £1bn in time-on-wing improvements to reduce customer disr…

$RR.L···bullish· hightufan erginbilgiç

Rolls-Royce CEO details turnaround: contract repricing, £1B time-on-wing investment, UltraFan and SMR growth

Tufan Erginbilgiç outlines a comprehensive turnaround including renegotiating loss-making contracts, investing £1 billion to improve engine time-on-wing by 40%, developing the 10%…

$RYCEY···bullish· hightufan erginbilgiç

Rolls-Royce CEO details transformation progress, UltraFan leadership, and SMR dominance

Rolls-Royce has front-loaded transformation delivery with 17 strategic initiatives, leads wide-body engines with 50% share, is developing UltraFan technology 10% more efficient th…

$RYCEY···bullish· hightufan erginbilgiç

Rolls-Royce CEO: UltraFan 10% more efficient, SMR leads Europe, defense growth from major programs

Transformation delivery front-end loaded; UltraFan technology offers 10% efficiency gain and 100% SAF compatibility for narrow-body market entry; SMR is most advanced in Europe wi…