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    Daniel Thomson

    Research Analyst at BNP Paribas Exane

    Daniel Thomson is an Equity Research Analyst at BNP Paribas (London Branch), specializing in the energy sector with a particular focus on oil and gas equipment and services companies, including direct coverage of TechnipFMC. Noted for outstanding performance, he holds a 100% success rate and an average return of 122.15% on rated stocks, as per recent metrics. Beginning his career at Exane Ltd. in 2018, he continued at Exane SA in the UK until 2023 before joining BNP Paribas in October 2023 as a lead analyst. Thomson's professional credentials include extensive experience in European equities and recognized expertise in institutional research; securities license or FINRA registration details are not publicly listed.

    Daniel Thomson's questions to TENARIS (TS) leadership

    Daniel Thomson's questions to TENARIS (TS) leadership • Q1 2025

    Question

    Daniel Thomson asked how the recent decline in the share price factors into the company's thinking on the pace of share buybacks versus maintaining a defensive cash balance. He also inquired about the timeline and mechanics for reauthorizing the buyback program after the May meeting.

    Answer

    Chairman and CEO Paolo Rocca stated that the renewal of the buyback authorization is on the agenda for the General Assembly. Following its expected approval, the new Board of Directors will consider all factors, including the market outlook and other potential uses of cash, to determine the best course of action and the pace of any future repurchases. No subsequent approvals are needed after the board decides to proceed.

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    Daniel Thomson's questions to TENARIS (TS) leadership • Q4 2024

    Question

    Daniel Thomson asked about the impact of Pipe Logix price increases on contracts outside of the U.S. He sought to understand what proportion of ex-U.S. contracts are linked to the index and the typical time lag for these price changes to feed through to the company's P&L.

    Answer

    Chairman and CEO Paolo Rocca clarified that the Pipe Logix index is primarily used in pricing formulas for long-term agreements within the Americas (U.S., Mexico, Canada, South America) and is not widely used elsewhere. He noted that price increases from the index feed into these contracts with a delay of one to two quarters.

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    Daniel Thomson's questions to Technip Energies (THNPY) leadership

    Daniel Thomson's questions to Technip Energies (THNPY) leadership • Q1 2025

    Question

    Daniel Thomson inquired about progress in the U.S. decarbonized power market, specifically for data centers, and whether conversations about a joint offering with equipment providers have matured beyond the exploration stage.

    Answer

    CEO Arnaud Pieton confirmed that conversations are progressing and are 'more than wishful thinking.' He stated that work is ongoing with equipment providers to develop a bundled offering, including market and technological assessments. He sees strong potential for a company that can provide such a solution but noted it was premature to announce specific outcomes.

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    Daniel Thomson's questions to Technip Energies (THNPY) leadership • Q1 2025

    Question

    Daniel Thomson asked about the U.S. decarbonized power market for data centers, inquiring if conversations about a joint offering with equipment providers have matured and if the company views the market as worth pursuing.

    Answer

    CEO Arnaud Pieton confirmed that conversations are progressing beyond an exploratory stage and are now focused on developing a concrete bundled offering with equipment providers. He described the initiative as having 'strong potential for the future' and being 'more than just aspirational,' highlighting that the company's mature technology is generating significant interest for such solutions.

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    Daniel Thomson's questions to Technip Energies (THNPY) leadership • Q1 2024

    Question

    Daniel Thomson inquired about the proportion of U.S.-based opportunities in the low-carbon bid pipeline, whether clients are delaying decisions due to the U.S. election, and the outlook for petrochemical projects given low ethylene margins.

    Answer

    Executive Arnaud Pieton stated the low-carbon pipeline is roughly one-third each from the U.S., Europe, and the Middle East. He believes key areas like solar, blue hydrogen, and CCS will proceed regardless of election outcomes. On petchem, he acknowledged a temporary slowdown in new project FIDs but noted the long-term outlook remains strong, and Technip Energies is well-positioned for brownfield decarbonization projects.

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