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    Unidentified Analyst's questions to Stagwell Inc (STGW) leadership

    Unidentified Analyst's questions to Stagwell Inc (STGW) leadership • Q4 2024

    Question

    An unidentified analyst asked for a summary of the core investment thesis for Stagwell and what investors should expect from the upcoming Investor Day.

    Answer

    Chairman and CEO Mark Penn outlined the investment thesis as a company with a long-term growth profile, the ability to scale as a true industry competitor, and a focus on applying the latest technology. He described Stagwell as the 'Goldilocks size' challenger and promised the upcoming Investor Day would showcase how this vision is coming to fruition.

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    Unidentified Analyst's questions to Stagwell Inc (STGW) leadership • Q3 2024

    Question

    Prompted by the investor relations lead, an analyst question sought to understand Stagwell's long-term growth algorithm across its different capabilities.

    Answer

    Chairman and CEO Mark Penn reiterated that the company's growth algorithm relies on its digital services—Digital Transformation and the Stagwell Marketing Cloud—growing at the fastest rates. He noted that creative services, where Stagwell has gained share as competitors de-emphasized it, are seeing strong growth, while they were previously expected to grow at lower single-digit rates. He positioned research and media as growing somewhere in between the two extremes.

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    Unidentified Analyst's questions to TAT Technologies Ltd (TATT) leadership

    Unidentified Analyst's questions to TAT Technologies Ltd (TATT) leadership • Q3 2024

    Question

    An unidentified analyst asked for clarification on how the backlog and Long-Term Agreement (LTA) value is calculated.

    Answer

    Executive Igal Zamir explained the value includes multi-year OEM forecasts, which are replaced by actual purchase orders, and MRO contract value based on historical airline data, which is replaced by actual work intake. He noted that in both cases, actual demand from customers has recently been trending higher than the initial forecasts.

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    Unidentified Analyst's questions to Gold Royalty Corp (GROY) leadership

    Unidentified Analyst's questions to Gold Royalty Corp (GROY) leadership • Q2 2024

    Question

    An unidentified analyst asked for the expected timeline for Gold Equivalent Ounce (GEO) contributions from the Odyssey North and East Malartic deposits.

    Answer

    Director of Investor Relations Peter Behncke stated that the company's model aligns with operator Agnico Eagle's profile, which anticipates production from Odyssey North and East Malartic around 2027-2028. He added that current revenue is from the Barnat open pit, with the internal zones and Odyssey South offering potential near-term upside.

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