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    Elliott Robinson

    Global Equities Analyst who previously served as a European Industrials Equity Analyst at Bank of America

    Elliott Robinson is a Global Equities Analyst who previously served as a European Industrials Equity Analyst at Bank of America, where he specialized in coverage of key companies within the European industrial sector. At Bank of America, Robinson was recognized for his analytical rigor across industrial firms, contributing investment research and insights for client portfolios, though specific rankings or performance metrics were not publicly disclosed. He began his career at KPMG in London within audit and consulting for asset management before transitioning to investment research, and he joined Invesco as a Global Equities Analyst in September 2024. Robinson holds a first-class Master's in Pure Mathematics from Durham University, is a Chartered Accountant (ACA), and a CFA Charterholder.

    Elliott Robinson's questions to Outotec (OUKPY) leadership

    Elliott Robinson's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Elliott Robinson asked for clarification on the market outlook guidance, questioning if it refers to absolute activity levels, and inquired about the status of dealer destocking in the Aggregates segment.

    Answer

    CFO Eeva Sipilä confirmed the guidance focuses on underlying market activity, not just seasonality. She explained that while dealer inventories have been reduced since mid-2023, dealers remain cautious about adding new stock due to high financing costs, and this destocking trend is expected to continue in Q2.

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    Elliott Robinson's questions to Outotec (OUKPY) leadership • Q1 2024

    Question

    Elliott Robinson from Bank of America asked for clarification on whether the market activity guidance ignores seasonality and inquired about the extent and geographic variation of dealer destocking in the Aggregates segment.

    Answer

    CFO Eeva Sipilä confirmed the market outlook focuses on underlying activity levels, not just seasonal patterns. Regarding dealer destocking, she explained that while inventories have been reduced since last summer, dealers are expected to remain focused on further reductions in Q2 due to high financing costs, though progress has been made.

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    Elliott Robinson's questions to Outotec (OUKPY) leadership • Q3 2023

    Question

    Asked about the remaining provision for the Russia exit and the timing and potential catalysts for the delayed large orders in the pipeline.

    Answer

    The Russia provision will be maintained until there is more certainty on settlements. The large order pipeline remains, but timing is uncertain; a more stable interest rate environment would be a positive catalyst for decisions.

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