This is a bit misleading, the vast majority of the share price performance was due to factors outside the CEO’s control. He helped but is just a small part of Rolls Royce miracle.
Thank you for reading and commenting, and honestly, I don't disagree with you! My aim with this Substack is to tell stories and find narratives that might inspire people or help them think differently about difficult times, whether in business or in general life. So yes, I definitely don't include much relevant context about market dynamics, etc., and do try to focus on the human and leadership side of turnarounds. Cheers!
How do you unpack the effect of recovery of global air traffic? Seems to me he arrived at just the right time. Happens in my industry (mining) all the time when commodity prices 3x and surprise, surprise companies all start doing really well…
The end result will be that every job possible gets sent to Pune. Then the platform starts burning faster, but short term profits go up for a while. Then the AI takes over and autopilot begins.
Do you think this "pay-by-the-hour" model remains sustainable as widebody engines become more complex and expensive to maintain, or does the burning platform suggest the industry needs an entirely new way to charge for flight?
I’ve subscribed and would be happy to support each other.
This is a bit misleading, the vast majority of the share price performance was due to factors outside the CEO’s control. He helped but is just a small part of Rolls Royce miracle.
Thank you for reading and commenting, and honestly, I don't disagree with you! My aim with this Substack is to tell stories and find narratives that might inspire people or help them think differently about difficult times, whether in business or in general life. So yes, I definitely don't include much relevant context about market dynamics, etc., and do try to focus on the human and leadership side of turnarounds. Cheers!
How do you unpack the effect of recovery of global air traffic? Seems to me he arrived at just the right time. Happens in my industry (mining) all the time when commodity prices 3x and surprise, surprise companies all start doing really well…
The end result will be that every job possible gets sent to Pune. Then the platform starts burning faster, but short term profits go up for a while. Then the AI takes over and autopilot begins.
Do you think this "pay-by-the-hour" model remains sustainable as widebody engines become more complex and expensive to maintain, or does the burning platform suggest the industry needs an entirely new way to charge for flight?
I’ve subscribed and would be happy to support each other.
Jorrit
Fascinating - great read