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    Alexandra Ricci • Paradigm Capital

    Alexandra Ricci is an Equity Research Analyst specializing in Diversified Industries at Paradigm Capital, where she has steadily advanced since joining as an Equity Research Associate in October 2018. Ricci covers Canadian companies such as Zedcor Inc., offering investment analysis that has included successfully raising price targets following improved earnings and operational growth. She applies a rigorous valuation approach, such as EBITDA multiples and sector-based forecasting, and has demonstrated her ability to identify upward trends, exemplified by her recent bullish coverage resulting in client recommendations and increased price objectives. Ricci’s professional credentials, while not publicly detailed, reflect her tenure at a top-tier Canadian investment firm and her recognized analytical expertise within the field.

    Alexandra Ricci's questions to Zedcor Inc (ZDCAF) leadership

    Alexandra Ricci's questions to Zedcor Inc (ZDCAF) leadership • Q3 2024

    Question

    Alexandra Ricci from Paradigm Capital inquired about capital expenditures, asking if Zedcor could achieve pricing benefits from suppliers as tower production scales. She also asked about expanding the supplier base for components other than steel, the pricing differences between Canada and the U.S., and the potential for large-scale contracts to constrain production for other customers.

    Answer

    CEO Todd Ziniuk and executive Amin Ladha confirmed they are realizing cost savings on tower CapEx (around 8-10%) through volume purchasing and are actively pushing suppliers for better pricing. They noted that steel components are the most complex part of the supply chain to scale, while other parts like cameras are easily sourced. Amin Ladha stated that pricing will likely remain regionalized rather than normalizing. Todd Ziniuk explained that the company's production plan accounts for steady growth, and they would specifically ramp up for any large, unexpected contracts to avoid disrupting service to other clients.

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