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    Dimitry Khmelnitsky

    Research Analyst at Veritas Investment Research

    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

    Dimitry Khmelnitsky's questions to Brookfield Business Partners (BBU) leadership • Q2 2024

    Question

    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.

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