Sign in

You're signed outSign in or to get full access.

DK

Dimitry Khmelnitsky

Research Analyst at Veritas Investment Research

Toronto, ON, CA

Dimitry Khmelnitsky is Vice President and Head of Accounting & Special Situations at Veritas Investment Research, specializing in organizations that pose financial risk and complex accounting matters. He covers companies experiencing special situations, with a proven track record including a #3 ranking for Special Situations Analyst in Canada in 2020 and standout investment returns such as a 26.3% gain from a sell rating on RUN. Dimitry began his equity research career over a decade ago, previously working as an investment analyst before rising to leadership in his current firm, and now also serves as Veritas’ Head of Training. He holds the CPA, CA designation and is highly credentialed in Canadian securities analysis.

Dimitry Khmelnitsky's questions to Brookfield Business Partners (BBU) leadership

Question · Q2 2024

Dimitry Khmelnitsky asked about the magnitude of switching costs for CDK customers, requested performance metrics for BrandSafway, and inquired about alternative monetization paths for BRK Ambiental.

Answer

Paul Lepage, Managing Director, explained that switching costs for CDK's core dealer management system are significant, involving a process that would take months. CFO Jaspreet Dehl noted that BrandSafway contributed approximately $30 million in EBITDA at BBU's share. She elaborated on BRK monetization options, including selling a stake to a strategic partner in the whole business or in specific mature concessions.

Ask follow-up questions

Fintool

Fintool can predict Brookfield Business Partners logo BBU's earnings beat/miss a week before the call