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    Laura Lee • Deutsche Bank

    Laura Lee's questions to Blade Air Mobility Inc (BLDE) leadership

    Laura Lee's questions to Blade Air Mobility Inc (BLDE) leadership • Q1 2025

    Question

    Laura Lee inquired about the sustainability of strong European revenue growth following the restructuring and asked about the company's capital allocation priorities for its $120 million cash balance.

    Answer

    CFO William Heyburn attributed the European top-line growth to improved service for travel agents and concierges post-restructuring, which he views as sustainable, and stated Europe contributed about $6 million in Q1 revenue. CEO Robert Wiesenthal detailed the capital allocation strategy, prioritizing accretive M&A in the medical services space and highlighting the 'withhold to cover' program, which effectively retires shares similarly to a buyback.

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    Laura Lee's questions to Blade Air Mobility Inc (BLDE) leadership • Q3 2024

    Question

    Laura Lee asked for clarification on the 2025 passenger segment revenue guidance, questioning if factors beyond the Canada exit were impacting the outlook. She also inquired about the economic and strategic rationale for positioning Blade's medical fleet closer to its hospital clients.

    Answer

    CFO Will Heyburn clarified the 2025 passenger guidance primarily reflects the strategic exit from the unprofitable Western Canada market, with the core business still expecting single-digit growth. CEO Rob Wiesenthal added that the company is focused on profitable growth, having achieved passenger segment profitability a year ahead of schedule. Regarding the medical fleet, Wiesenthal explained that basing aircraft near clients is economically superior, as it increases flight profit dollars per trip while reducing repositioning costs. He also stressed the strategic benefits of faster response times and a stronger competitive position.

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    Laura Lee's questions to Bristow Group Inc (VTOL) leadership

    Laura Lee's questions to Bristow Group Inc (VTOL) leadership • Q1 2025

    Question

    Laura Lee from Deutsche Bank questioned if there have been any recent improvements in supply chain challenges and constraints, and also asked about the potential to expand the scope of the eCTOL test flights in Norway.

    Answer

    President and CEO Chris Bradshaw confirmed there have been some incremental improvements, particularly from Sikorsky regarding the S-92 fleet, but noted that broad challenges persist across the aviation industry. Regarding the Norway project, he expressed optimism that positive results from the initial real-world test flights with BETA Technologies could lead to an expansion of similar operations in Norway and globally.

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    Laura Lee's questions to EHang Holdings Ltd (EH) leadership

    Laura Lee's questions to EHang Holdings Ltd (EH) leadership • Q4 2024

    Question

    Laura Lee of Deutsche Bank inquired about the timeline for commercial air taxi operations and any significant milestones expected along the way, noting the increasing announcements about UAM experience centers and digital infrastructure.

    Answer

    COO Zhao Wang clarified that air taxi services are a long-term vision and the immediate focus for the next few years is on establishing operations in domestic tourism to accumulate safety data. He stressed that full implementation depends on the build-out of ground and digital infrastructure, highlighting that EHang is actively contributing to this ecosystem development through partnerships with firms like CCCC and CSCEC.

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