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Business Breakdowns
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Feb 19, 2025
Graeme Forster from Orbis Investments provides insights into Rolls-Royce's evolution from luxury cars to a leading aerospace manufacturer. He discusses the critical dynamics of aerospace engine sales and the significance of long-term service agreements. Graeme analyzes profit margins and explores strategies employed by new leadership to enhance profitability. The conversation also touches on the future of nuclear power, emphasizing the role of small modular reactors. Overall, his intellectual honesty about the company's challenges and opportunities is refreshing.
54:41
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Quick takeaways
- Rolls-Royce has evolved from luxury automobiles to a leading aerospace engine manufacturer, maintaining its engineering heritage since the early 1900s.
- As a dominant player with GE in the aerospace market, Rolls-Royce capitalizes on a duopoly that enhances its pricing and technological advantages.
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Listen to the best highlights from the podcasts you love and dive into the full episode