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    Steve Hansen • Raymond James Financial

    Steve Hansen's questions to Nutrien Ltd (NTR) leadership

    Steve Hansen's questions to Nutrien Ltd (NTR) leadership • Q2 2025

    Question

    Steve Hansen from Raymond James asked a broad question about portfolio optimization, inquiring whether management sees further opportunities to streamline the business or divest non-core assets.

    Answer

    President & CEO Ken Seitz stated that the company is 'probably never done' evaluating its portfolio to optimize free cash flow per share. He pointed to recent actions, such as the ProFertil process and the divestiture of its stake in Sinafer, as evidence of this ongoing rigorous review. While not detailing future plans, he confirmed they are actively looking for opportunities to upgrade the portfolio.

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    Steve Hansen's questions to RB Global Inc (RBA) leadership

    Steve Hansen's questions to RB Global Inc (RBA) leadership • Q2 2025

    Question

    Steve Hansen asked about the M&A pipeline post-J.M. Wood, the impact of UK insurance carrier mergers, the historical range for catastrophe (CAT) event GTV, and progress on the enterprise customer strategy.

    Answer

    CEO Jim Kessler described the M&A focus as core business tuck-ins and international expansion. He views the UK merger as a market share opportunity. On CAT events, he noted the outcome is too variable to guide, ranging from zero to last year's high. For enterprise strategy, he highlighted providing a 'blended net recovery' through channels like Boom and Bucket as a key differentiator.

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    Steve Hansen's questions to Methanex Corp (MEOH) leadership

    Steve Hansen's questions to Methanex Corp (MEOH) leadership • Q2 2025

    Question

    Steve Hansen asked about the near-term integration priorities for the OCI assets and the company's view on China potentially rationalizing older methanol facilities.

    Answer

    President, CEO & Director Rich Sumner detailed integration priorities including systems integration and capturing $30 million in hard synergies within 18 months, with potential operational upside to follow. He noted that any rationalization of downstream olefin capacity in China would be a positive for methanol affordability and pricing.

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    Steve Hansen's questions to Canadian Pacific Kansas City Ltd (CP) leadership

    Steve Hansen's questions to Canadian Pacific Kansas City Ltd (CP) leadership • Q2 2025

    Question

    Steve Hansen of Raymond James asked for an opinion on the probability of the UP-NS deal getting approved and inquired about the performance of the Gemini partnership relative to initial expectations.

    Answer

    CEO Keith Creel stated the deal's probability depends on meaningful concessions to address the holistic impacts of a potential industry endgame. On the Gemini partnership, EVP & CMO John Brooks said the company is 'extremely pleased,' noting volumes ramped up faster than expected in Vancouver. EVP & COO Mark Redd added that the service allows building trains straight from the port to eastern destinations, creating a quality service plan.

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    Steve Hansen's questions to Canadian National Railway Co (CNI) leadership

    Steve Hansen's questions to Canadian National Railway Co (CNI) leadership • Q2 2025

    Question

    Steve Hansen asked about the recent change in the Chief Commercial Officer position, noting a perceived lack of continuity in the C-suite and questioning if the company is getting closer to having the right team.

    Answer

    CEO Tracy Robinson declined to comment on the specific personnel change but asserted that it is her responsibility to ensure the right team is in place to execute the company's strategy. She affirmed her confidence in the current team, stating, "We've got the right team and we're moving forward."

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