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$RYCEY

Rolls-Royce
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Rolls-Royce Holdings manufactures aircraft engines, power systems, and defense propulsion technologies.

sentiment mix
bull 80%bear 0%neu 20%

signal summary

latest high-conviction thesis
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 with Phase 2 regulatory status; defense business has significant growth from B-52, FLRAA, GCAP and AUKUS program wins.

tufan erginbilgiçT2In Good Company with Nicolai Tangen2024-10-09
confidence 78 / 100impact High
key themes
  • AI Infrastructure50%
  • Semiconductors50%
  • Private Credit50%
  • Memory & Storage50%
  • Public Markets & Valuation50%

bull thesis · 4

90 / 100
  • •Rolls-Royce CEO: UltraFan 10% more efficient, SMR leads Europe, defense growth from major programs
  • •Rolls-Royce CEO details transformation progress, UltraFan leadership, and SMR dominance
  • •Rolls-Royce CEO repricing all engine contracts to reflect risk and investment

bear thesis · 0

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  • — none —

mentions · 5

Invest Like The BestLegendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0013:0027:0041:0055:00
In Good Company with Nicolai TangenCEO of Rolls Royce - Tufan Erginbilgiç | In Good Company | Norges Bank Investment Management4 mentions · 3▲ 0▼ 1○ · 2 years ago
0:008:0017:0026:0035:00