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    Geoffrey Haire

    Stock Analyst at UBS

    Geoffrey Haire is a Stock Analyst at UBS specializing in the materials sector, with a particular focus on specialty chemicals and notable company coverage including Linde and Arkema. He has achieved a 100% success rate across five ratings, delivering an impressive average return of 29.38% and is ranked #1,678 out of 4,756 analysts by performance. Haire's career at UBS includes recent rating adjustments such as upgrading Arkema, reflecting a more constructive market outlook. While his professional credentials and earlier career history are not detailed in available data, his metrics highlight a strong track record at UBS.

    Geoffrey Haire's questions to SOLVAY S A /ADR/ (SLVYY) leadership

    Geoffrey Haire's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q1 2025

    Question

    Geoffrey Haire of UBS Group AG asked if Solvay has observed changes in interregional trade dynamics or had discussions with customers about this, given the prospect of new tariffs.

    Answer

    CFO Alexandre Blum responded that customers are currently navigating short-term volatility, logistical disruptions, and port congestion. He noted that while this uncertainty explains some market softness, Solvay has not seen customers make fundamental changes to their global trade strategies at this time.

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    Geoffrey Haire's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q1 2025

    Question

    Geoffrey Haire of UBS asked if Solvay has observed changes in interregional trade dynamics or had discussions with customers about it, given the prospect of new tariffs.

    Answer

    CFO Alexandre Blum responded that customers are currently navigating significant logistical disruptions and uncertainty around tariffs, leading to short-term volatility. However, he noted that Solvay is not aware of any customers making fundamental, long-term changes to their global trade routes at this time.

    Ask Fintool Equity Research AI