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    Chloe Lemarie

    Research Analyst at Jefferies Financial Group

    Chloe Lemarie, CFA, is an Equity Research Analyst specializing in the European Aerospace & Defense sector at Jefferies Financial Group, where she has served since November 2021. She covers prominent companies including Airbus, Babcock, BAE Systems, Dassault Aviation, Leonardo, LISI, Meggitt, MTU Aero Engines, Rheinmetall, Rolls-Royce, Safran, and Thales, and boasts an industry-leading track record with an 87.8% success rate on stock recommendations and standout returns such as a +244.2% gain on Rolls-Royce. With over 15 years of experience, she previously worked at Exane (where her team achieved #1 Extel A&D rankings in 2018 and 2019), MainFirst Group, Stifel Europe Bank AG, and Crédit Agricole Cheuvreux. Lemarie holds a CFA charter, a Master’s in Finance & Strategie from Sciences Po, and has extensive sector expertise acknowledged by platforms like TipRanks.

    Chloe Lemarie's questions to Airbus SE/ADR (EADSY) leadership

    Chloe Lemarie's questions to Airbus SE/ADR (EADSY) leadership • Q1 2024

    Question

    Chloe Lemarie inquired about the financial impact of headcount growth on Q1 performance and its expected evolution. She also asked for the rationale behind ending discussions with Atos for its BDS unit and how the cash potentially set aside might be redeployed, possibly towards Spirit AeroSystems.

    Answer

    CFO Thomas Toepfer quantified the negative impact from headcount growth as a 'low three-digit number' for 2024, which the company aims to counteract with efficiency measures. CEO Guillaume Faury addressed the M&A question, stating that no specific cash was set aside for the Atos deal. The decision to walk away was made after due diligence determined the risks outweighed the opportunities from an Airbus perspective. This decision does not alter the company's financial plans or situation.

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    Chloe Lemarie's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership

    Chloe Lemarie's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership • H1 2022

    Question

    Chloe Lemarie of Jefferies inquired about the M&A pipeline, specifically whether sellers are reconsidering asset sales in the current environment. She also asked for the company's net debt-to-EBITDA target and sought clarification on F-35 production levels and the export pipeline.

    Answer

    CEO Charles Woodburn responded that BAE Systems is not seeing significant changes in the M&A pipeline and continues to pursue opportunities. CFO Bradley Greve stated that while there is no specific net debt-to-EBITDA target, the company aims to maintain its investment-grade credit rating. Regarding the F-35, Charles Woodburn confirmed production expectations remain around 150 aircraft annually for the next decade.

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