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    Unnamed Analyst • Unknown Organization

    Unnamed Analyst's questions to Innventure Inc (INV) leadership

    Unnamed Analyst's questions to Innventure Inc (INV) leadership • Q2 2025

    Question

    An unnamed analyst questioned the expected inflection in revenue growth for the second half of the year, asking for more detail on the traction at the Excelsius subsidiary, particularly with its OEM partner and the shift towards production engagements. The analyst also inquired about the potential scale of the first hyperscaler proof-of-concept, the company's manufacturing readiness, and management's comfort with the current balance sheet and cash position.

    Answer

    CEO Bill Haskell and Excelsius CEO Josh Clayman clarified that bookings are the key indicator due to long delivery lead times. Clayman confirmed an inflection in bookings driven by faster intake and larger average order sizes as proof-of-concept orders convert to production engagements. He described the hyperscaler opportunity as potentially 'big' and indicative of a broader market trend. Clayman also detailed a hybrid manufacturing strategy to ensure scalability. CFO Dave Yablonowski concluded by expressing a 'high degree of comfort' in the company's access to capital.

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    Unnamed Analyst's questions to Companhia Paranaense de Energia (ELP) leadership

    Unnamed Analyst's questions to Companhia Paranaense de Energia (ELP) leadership • Q1 2025

    Question

    An unnamed analyst asked about the main management and operational difficulties encountered since the company's privatization and whether the expectation for participating in energy generation bidding processes, as mentioned in the Q4 2024 call, is maintained.

    Answer

    Executive Daniel Slaviero responded that Copel's strength lies in consistent, step-by-step execution of promises made during its follow-on offering, such as plant renewals, efficiency gains, non-core asset divestment, and disciplined capital allocation. He highlighted that the next major step is the discussion around migrating to the Novo Mercado, reinforcing the company's forward-looking strategy.

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    Unnamed Analyst's questions to VEON Ltd (VEON) leadership

    Unnamed Analyst's questions to VEON Ltd (VEON) leadership • Q1 2024

    Question

    An unnamed analyst inquired about the impact of the December cyberattack in Ukraine and the effectiveness of the subsequent customer retention program.

    Answer

    Group CEO Kaan Terzioglu stated that the team addressed the attack resiliently. He detailed that the company implemented a generous customer retention program, providing free or reduced-cost services for an extended period. Terzioglu confirmed the program was a success, resulting in 100% customer retention and a return to pre-attack activity levels, describing the investment as 'money well spent' that was rewarded with customer loyalty.

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