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John Dixon

Research Analyst at Artemis Investment Management LLP

John A Dixon is the Managing Partner and CEO of Artemis Investment Group, specializing in value investments that deliver strong cash returns to investors. Overseeing a diversified portfolio, Dixon has led Artemis in targeting underperforming private companies and real estate assets, achieving consistent double-digit annualized returns for the firm’s funds. With more than a decade of experience, Dixon has a background in global finance and has held advisory positions across multiple sectors prior to co-founding Artemis. He holds advanced financial certifications and is registered with relevant regulatory bodies, solidifying his reputation as a strategic leader in value-driven asset management.

John Dixon's questions to BWLPG leadership

Question · Q2 2025

John Dixon of PricewaterhouseCoopers asked if US political pressure on Panama Canal rates was affecting congestion and sought clarification on the Q4 outlook, specifically how the 70% of unbooked days would be impacted by sustained high spot rates.

Answer

CEO Kristian Sørensen stated that US vessel rates were not a factor in Panama Canal congestion, which is primarily driven by container ships and ethane carriers. For Q4, he confirmed that while approximately 30% of the fleet is fixed at around $45,000/day, the remaining 70% is exposed to the spot market, providing upside potential.

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Fintool

Fintool can predict BWLPG logo BWLPG's earnings beat/miss a week before the call

John Dixon's questions to Spok Holdings (SPOK) leadership

Question · Q4 2024

John Dixon asked for the rationale behind moving the company headquarters to Plano, Texas, and sought clarification on the 80% recurring revenue metric, questioning if that meant 80% of new bookings were from existing customers.

Answer

CEO Vincent Kelly explained that the headquarters move and other office closures were purely cost-saving measures, as the company operates effectively with a distributed workforce. COO Michael Wallace and CEO Vincent Kelly clarified that the 80% recurring revenue figure is not related to bookings, but rather represents the combined, predictable revenue from the entire wireless business and the software maintenance contracts.

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Fintool can predict Spok Holdings logo SPOK's earnings beat/miss a week before the call