Rolls-Royce (RR): Up 2,500% — Still a Buy for Long-Term Investors?

Summary

In this episode of the Intelligent Wealth podcast, the hosts discuss Rolls-Royce, focusing on its transformation from a struggling company to a promising player in the aerospace and defense sectors. They explore the company's financial performance, the potential of small modular reactors, and the risks associated with its future. The conversation emphasises the importance of management execution and the company's position in a competitive market.


Takeaways

This podcast is for serious investors interested in company insights.
Rolls-Royce is not just about luxury cars; it's an engineering company.
The company has a history of bankruptcy and nationalisation but is now thriving.
Management changes have led to noticeable improvements in performance.
Rolls-Royce's share price has seen a significant turnaround post-COVID.
Small modular reactors represent a future growth area for the company.
The defense sector is becoming increasingly important for Rolls-Royce.
Execution by management is crucial for future success.
The company operates in an oligopoly in the aerospace sector.
Investors are optimistic due to a growing backlog of defense contracts.

Chapters:

00:00 Introduction to Rolls-Royce
03:14 Company Overview and Historical Context
05:36 Financial Performance and Market Position
10:36 Small Modular Reactors and Future Prospects
20:23 Risks and Challenges Ahead
34:02 Final Thoughts and Investment Considerations

Keywords

Rolls-Royce, investment, aerospace, defense, small modular reactors, financial performance, risks, management, market trends, energy solutions

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Rolls Royce - https://www.rolls-royce.com/

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
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Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/abbynoise/night-thunder
License code: C4BIIEC6POGUQVDJ

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
--------------------

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/abbynoise/night-...
License code: C4BIIEC6POGUQVDJ