Sign in

    Tony Jones

    Wall Street Analyst at Redburn at Redburn Atlantic

    Tony Jones is a Wall Street Analyst at Redburn Atlantic, providing coverage primarily in the General sector with focus on companies within the US, UK, and Germany markets. He has analyzed 12 stocks, including Corteva and FMC, where his investment calls have yielded a 42% success rate and an average return of +0.8% per rating over the past year. As analyst #5,442 out of 9,284 on TipRanks, Jones began issuing stock ratings in 2020 and has since gained experience in both buy and hold recommendations. While specific professional credentials and prior employment history are not publicly listed, his work is regularly tracked by prominent platforms and data providers.

    Tony Jones's questions to LINDE (LIN) leadership

    Tony Jones's questions to LINDE (LIN) leadership • Q3 2024

    Question

    Tony Jones asked if the new cost reduction program would lift 2025 EPS by 1-2% and whether this benefit is incremental to the typical growth from management actions.

    Answer

    CFO Matt White confirmed the program has a roughly one-year payback and its full run-rate savings will be realized in the second half of 2025, meaning most of the benefit will be seen next year. He clarified that this action is incremental and a key part of the overall 'management action' effort needed to offset the company's weaker macroeconomic outlook.

    Ask Fintool Equity Research AI

    Tony Jones's questions to L AIR LIQUIDE SA /FI (AIQUY) leadership

    Tony Jones's questions to L AIR LIQUIDE SA /FI (AIQUY) leadership • Q2 2022

    Question

    Tony Jones of Redburn inquired about the impact of refineries switching to lighter crude on hydrogen demand and the current cost dynamics between blue and green hydrogen given energy inflation.

    Answer

    Francois Jackow, Executive VP, explained that while some traditional refineries are using less hydrogen due to lighter crude, this is more than offset by growing demand from new biorefineries. He stated that high natural gas prices have significantly increased the cost of gray and blue hydrogen, which in turn makes green hydrogen—produced with more stably priced renewable electricity—increasingly competitive, accelerating the trend in its favor.

    Ask Fintool Equity Research AI

    Tony Jones's questions to L AIR LIQUIDE SA /FI (AIQUY) leadership • Q1 2021

    Question

    Tony Jones of Redburn asked if the urgent need for healthcare gases in India presents a new long-term opportunity, whether price campaigns are sufficient to cover rising raw material and logistics costs, and if investment trends from oil and chemical customers are improving.

    Answer

    François Jackow, Executive VP, described the dramatic situation in India, where Air Liquide has pivoted to supply medical oxygen, but noted the company's presence there is small and industrially focused. CFO & Executive VP Fabienne Lecorvaisier stated that no significant cost inflation impact has been seen yet and confirmed a strong investment trend from oil and gas customers, largely driven by their energy transition and decarbonization projects.

    Ask Fintool Equity Research AI

    Tony Jones's questions to L AIR LIQUIDE SA /FI (AIQUY) leadership • Q3 2020

    Question

    Tony Jones requested guidance on the absolute currency impact for Q4, the sales perimeter impact from recent bolt-on acquisitions in 2021, and the potential risk of helium prices declining in 2021 due to improved availability.

    Answer

    CFO & Executive VP Fabienne Lecorvaisier projected a full-year currency and energy impact of approximately -2% each. She noted that while bolt-ons and divestitures should largely offset, the Schülke & Mayr sale will create a significant scope impact. Regarding helium, she does not expect new sources to contribute significantly until 2022, suggesting prices will remain stable through 2021.

    Ask Fintool Equity Research AI