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Andreas von Arx

Research Analyst at Baader-Helvea

Andreas von Arx is Director of Research - Equity at Baader Helvea AG, specializing in equity research with a focus on Swiss and European small- and mid-cap companies across sectors such as banking, insurance, healthcare, food manufacturing, chemicals, and luxury goods. He provides coverage and actionable recommendations on major firms including Nestlé, ARYZTA, Cham Group, and GESCO, with documented high-return targets such as a recent 40.7% total return potential call on GESCO. Von Arx began his analyst career at UBS AG before joining Baader Helvea, where he is recognized for deep company analysis and shaping investor perspectives on corporate strategy and profitability. His professional credentials include extensive brokerage experience and a strong reputation among institutional clients, though specific securities licenses or FINRA registrations are not explicitly listed.

Andreas von Arx's questions to Barry Callebaut AG/ADR (BRRLY) leadership

Question · Q2 2023

Andreas von Arx of Baader-Helvea questioned the CEO appointment process, asking if a full search was conducted. He also asked the new CEO to comment on the perceived oddity of joining from Jacobs Holding, a shareholder that had previously reduced its stake in Barry Callebaut.

Answer

CEO Peter Feld stated that he was approached by the Board of Directors to consider the role and that all proper governance and compliance procedures were followed. He declined to comment on the historical actions of Jacobs Holding but emphasized that his passion for the business made the role a compelling opportunity for both sides.

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Question · Q2 2016

Andreas Von Arx from Helvea asked for details on the global cocoa volume decrease, questioning the mix between internal consumption and phasing out contracts, and why prices on those contracts could not be increased.

Answer

CFO Victor Balli clarified that as the company's chocolate business grows, more cocoa products are used internally, reducing availability for third-party sales. CEO Antoine de Saint-Affrique added that the company intentionally exited low-profit contracts, especially in Asia, and chose not to renew certain ingredient supply agreements with poor return on capital. He explained that price increases were not feasible as the value-add on simple ingredient supply is minimal, limiting pricing power.

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