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    Uma Samlin

    Vice President and Equity Research Analyst at Bank of America

    Uma Samlin is a Vice President and Equity Research Analyst at Bank of America Securities specializing in European industrials, with coverage including major listed firms such as Prysmian SpA, Ariston Group, and GEA Group AG. She has delivered impactful recommendations, such as a recent Sell rating on GEA Group AG with a target price revision; her performance and ranking are tracked by platforms like TipRanks, though she is not currently ranked and recently forecasted a -19.63% downside for GEA. Samlin began her analyst career in the early 2020s and currently covers leading clients in the industrial and manufacturing space from Bank of America's London office. Professionally, she holds relevant securities licenses and is registered with FINRA, supporting her active participation in analyst consensus for top European companies.

    Uma Samlin's questions to NXPRF leadership

    Uma Samlin's questions to NXPRF leadership • Q1 2025

    Question

    Asked about exposure to U.S. raw material tariffs when producing in the U.S. for European clients, and inquired about contingency plans for the GSI project's capacity if it were to be canceled.

    Answer

    There is no exposure to U.S. tariffs for key raw materials like copper and aluminum, as they received exemptions and copper is sourced internally from Canada. If the GSI project is canceled, the company has a detailed 'Plan B' to replace it with other projects, potentially consolidating MI technology production, with no significant long-term financial impact expected.

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