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$RR.L

Rolls-Royce Holdings
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Rolls-Royce Holdings is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
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% more efficient UltraFan engine for narrow-body market entry, and advancing Europe's most mature SMR program targeting 2030 deployment.

tufan erginbilgiçT2In Good Company with Nicolai Tangen2024-10-09
confidence 78 / 100impact High
key themes
  • Nuclear Energy100%
  • Air & Space Mobility100%
  • Energy & Power Generation100%
  • Advanced Manufacturing100%
  • Defense Tech100%

bull thesis · 2

91 / 100
  • •Rolls-Royce CEO details turnaround: contract repricing, £1B time-on-wing investment, UltraFan and SMR growth
  • •NBIM holds 2.3% stake in Rolls-Royce worth over $1 billion

bear thesis · 0

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mentions · 2

In Good Company with Nicolai TangenCEO of Rolls Royce - Tufan Erginbilgiç | In Good Company | Norges Bank Investment Management2 mentions · 2▲ 0▼ 0○ · 2 years ago
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