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    Bartlomiej Kubicki

    Senior Equity Analyst and Director at Societe Generale

    Bartlomiej Kubicki is a Senior Equity Analyst and Director at Societe Generale, specializing in European utilities and clean energy sectors. He has covered companies such as National Grid, achieving a 100% success rate with his published ratings and generating a 4.03% average return according to available performance metrics. Kubicki began his career as a Research Analyst at Raiffeisen Centrobank AG before joining Societe Generale in Poland, and now serves in a director-level role focusing on utilities and regulated electric industries. He holds professional credentials including the CFA and CAIA designations, as well as a DipFM qualification.

    Bartlomiej Kubicki's questions to NATIONAL GRID (NGG) leadership

    Bartlomiej Kubicki's questions to NATIONAL GRID (NGG) leadership • Q2 2024

    Question

    Asked about the possibility of changing the UK regulatory framework to nominal to boost cash flow, the potential for more transmission-connected solar farms, and sought details on FY'24 guidance regarding interconnector earnings and a one-off ROE item in New England.

    Answer

    The CEO is not an advocate for a nominal framework in the UK, citing benefits of the current real/nominal mix and the negative impact on customer bills. He confirmed more transmission-connected solar is expected. The CFO explained that interconnector earnings are softening but still healthy, and the New England ROE item is a recovery of prior-year property tax costs agreed with the regulator.

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    Bartlomiej Kubicki's questions to PNN.L leadership

    Bartlomiej Kubicki's questions to PNN.L leadership • H1 2023

    Question

    Bartlomiej Kubicki inquired about the company's plans for upcoming tariff increases amid high inflation and whether the next regulatory cycle would prioritize investment over affordability.

    Answer

    Executive Paul Boote stated the company aims to keep bill increases below headline inflation by deferring some costs to the next regulatory period. CEO Susan Davy added that while affordability remains a focus, the next business plan will necessarily include significant new investment, requiring a careful balance and focus on efficiency.

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