Rolls Royce Update: The Perfect StormGuest Post
Rolls Royce Update: The Perfect Storm by gwinvestors
Subsequent to Rolls Royce’s investor day, and the incremental “headwinds,” flagged by Warren East, we’ve updated our research on the company. We believe East has been aggressively bearish in his “headwinds,” which are not guidance, and ignore several hundred million in tailwinds the group will experience in 2016. With shares down by 20% since our original research note, which detailed operational initiatives we identified, we believe shares of Rolls Royce represent an outstanding opportunity in . . .
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