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    John [Unknown Last Name] • Unknown Firm

    John [Unknown Last Name]'s questions to FrontView REIT Inc (FVR) leadership

    John [Unknown Last Name]'s questions to FrontView REIT Inc (FVR) leadership • Q1 2025

    Question

    An analyst identified as John asked about FrontView's strategic thinking on future equity issuance, given the current low share price, and what stock price level would be needed for it to become a consideration again.

    Answer

    Randall Starr, Co-CEO & CFO, acknowledged the company's dissatisfaction with the current share price, which he feels doesn't reflect the portfolio's value. He explained that they have consequently scaled down acquisition guidance to preserve liquidity, projecting $60 to $70 million at year-end. This approach also keeps debt-to-EBITDA ratios in check, though they have ample liquidity access through a $200 million accordion feature on their credit line.

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    John [Unknown Last Name]'s questions to Arcos Dorados Holdings Inc (ARCO) leadership

    John [Unknown Last Name]'s questions to Arcos Dorados Holdings Inc (ARCO) leadership • Q4 2024

    Question

    John from an unknown firm requested a detailed breakdown of the drivers behind the Q4 2024 EBITDA margin expansion.

    Answer

    CFO Mariano Tannenbaum detailed the 160 basis point margin expansion, attributing 120 bps to a Brazil payroll tax credit. He noted G&A improved by 90 bps due to the 'natural hedge' in Argentina, and Food & Paper costs improved 20 bps. These gains were partially offset by deleverage in occupancy and other operating expenses, driven by higher delivery, utility, and IT costs.

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    John [Unknown Last Name]'s questions to BW LPG Ltd (BWLP) leadership

    John [Unknown Last Name]'s questions to BW LPG Ltd (BWLP) leadership • Q4 2024

    Question

    An attendee named John asked via the chat for information on upcoming capital expenditures for Q1 and the full fiscal year 2025.

    Answer

    CFO Samantha Xu explained that the primary CapEx for 2025 relates to the company's planned dry-docking program. She quantified this by stating it contributes approximately $4,000 per day to the all-in cash breakeven estimate for 2025.

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