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    Oliver Davies

    Stock Analyst at Redburn at Redburn Atlantic

    Oliver Davies is a Stock Analyst at Redburn Atlantic specializing in the Industrials sector, with a focus on specialty business services and rental & leasing companies. He covers firms including Rentokil Initial, Cintas, Vestis, and Pluxee Group, having issued recent ratings such as Neutral on Cintas and Rentokil Initial. With only three total ratings reviewed and a measured track record of 0% success rate and no positive average returns, Davies is currently ranked 4,316 out of 4,883 analysts. There is no available information indicating prior roles, securities licenses, or notable professional credentials.

    Oliver Davies's questions to Vestis (VSTS) leadership

    Oliver Davies's questions to Vestis (VSTS) leadership • Q4 2024

    Question

    Oliver Davies asked about the productivity gap between the best-performing sales region and the company average, and the reasons for recent success with national accounts.

    Answer

    CEO Kim Scott described the productivity in the top region as 'multiples higher' than the historical average, calling it a 'dramatic step change.' She explained that national account success stems from a new strategic focus on leveraging the company's 35% idle plant capacity, a priority that did not exist pre-spin, which is now supported by new leadership and a robust pipeline.

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    Oliver Davies's questions to ROLLINS (ROL) leadership

    Oliver Davies's questions to ROLLINS (ROL) leadership • Q3 2024

    Question

    Oliver Davies asked if recent investments would accelerate organic growth beyond the 7-8% range next year and whether the easing of investment in late Q3 applied to both sales and advertising.

    Answer

    EVP and CFO Kenneth Krause stated he was pleased with the current 7-8% growth rate and was not prepared to commit to an acceleration. President and CEO Jerry Gahlhoff added that he does not believe maintaining this growth rate should require a higher cost basis. Krause confirmed that the investment easing seen in September was broad-based and occurred after more significant spending in July and August.

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    Oliver Davies's questions to Concentrix (CNXC) leadership

    Oliver Davies's questions to Concentrix (CNXC) leadership • Q3 2024

    Question

    Oliver Davies questioned whether a specific automation example fell within the 7% transactional business category, sought to quantify the total portion of automatable revenue, and asked about the pricing model for the new IX Hello tool.

    Answer

    CEO Christopher Caldwell clarified the example was complex work outside the 7% transactional bucket and declined to provide a new total for automatable revenue, highlighting the difference between simple and complex automation. He explained that the IX Hello tool is priced on a per-seat basis and is expected to be margin-accretive, driving deeper client integration even if it cannibalizes some traditional services.

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