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    Unnamed Analyst's questions to Cimpress PLC (CMPR) leadership

    Unnamed Analyst's questions to Cimpress PLC (CMPR) leadership • Q4 2025

    Question

    An analyst inquired whether Cimpress's maintenance capital expenditures, including capitalized software, have increased significantly as a result of recent growth investments.

    Answer

    CFO Sean Quinn clarified that while maintenance CapEx was elevated in FY25 and will be again in FY26, it is not a result of recent growth initiatives. Instead, it relates to cyclical replacements of long-life assets, such as offset presses. He noted that these replacements, while categorized as maintenance, provide efficiency and quality benefits. He expects these spending levels to normalize after FY26. For software, more spending is now classified as maintenance as the core platform matures.

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    Unnamed Analyst's questions to Cimpress PLC (CMPR) leadership • Q3 2025

    Question

    An unnamed analyst asked for more color on the performance drivers within the National Pen segment.

    Answer

    CEO Robert Keane explained that growth at National Pen is occurring in its e-commerce channel and through cross-Cimpress fulfillment. He identified the mail-order channel in North America as the source of headwinds, stating that the company has reduced direct mail advertising due to insufficient returns, which has been a drag on revenue.

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    Unnamed Analyst's questions to Cimpress PLC (CMPR) leadership • Q1 2025

    Question

    An unnamed analyst inquired why capital expenditures were lower than expected in Q1 and whether those planned investments would be delayed or canceled.

    Answer

    CEO Robert Keane stated that the investments are still planned to happen later in the year, subject to capital allocation priorities. He explained that quarterly CapEx can fluctuate because it is common for the company to conduct extensive testing on new equipment to ensure it meets performance metrics before full payment is made. This process can delay the timing of the cash outflow, causing it to be recognized in subsequent quarters.

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    Unnamed Analyst's questions to Auna SA (AUNA) leadership

    Unnamed Analyst's questions to Auna SA (AUNA) leadership • Q1 2025

    Question

    An unnamed analyst asked how long it took for the 'AunaWay' model to be fully accepted by suppliers and physicians during its initial implementation in Peru.

    Answer

    Executive Chairman and President Jesús Zamora Leon stated that the implementation in Peru took several years. He noted the process was quicker in Colombia and is expected to be quicker in Mexico due to lessons learned and the company's increased scale, which allows for more direct engagement with suppliers. He explained the transition is managed practice-by-practice, carefully helping physicians shift their income from supplier relationships to Auna.

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    Unnamed Analyst's questions to AMC Entertainment Holdings Inc (AMC) leadership

    Unnamed Analyst's questions to AMC Entertainment Holdings Inc (AMC) leadership • Q1 2025

    Question

    An unnamed analyst asked about the sustainability of AMC's high per-patron revenue and contribution metrics as attendance volumes are expected to increase significantly.

    Answer

    CEO Adam Aron addressed this by pointing to real-world data from April 2025. He explained that despite a massive surge in attendance during the month, both revenue per patron and contribution per patron continued to increase. Aron attributed this positive trend to the company's successful business management and innovation, suggesting the strong performance of these key metrics can be sustained.

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    Unnamed Analyst's questions to FLEX LNG Ltd (FLNG) leadership

    Unnamed Analyst's questions to FLEX LNG Ltd (FLNG) leadership • Q4 2024

    Question

    An analyst questioned the likely impact of China's retaliatory tariffs on U.S. LNG, drawing parallels to the 2018-19 trade dispute.

    Answer

    CEO Øystein Kalleklev stated he was not surprised by China's 15% tariff, noting it follows their 2018-19 playbook. He expects the dispute to last but believes cargoes will find a market, with other Asian nations and Europe likely absorbing U.S. volumes while China sources from Qatar, Australia, or Canada.

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    Unnamed Analyst's questions to FLEX LNG Ltd (FLNG) leadership • Q2 2024

    Question

    An unnamed analyst questioned the impact of Suez Canal disruptions and strong Asian LNG demand on the market.

    Answer

    CEO Øystein Kalleklev confirmed that this combination is positive for the shipping market. Strong demand from Asia increases ton-miles, and with the Suez Canal being an unviable route, ships must take the significantly longer journey around the Cape of Good Hope. This dynamic has boosted demand for vessels and contributed to a stronger-than-expected summer spot market.

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    Unnamed Analyst's questions to Borr Drilling Ltd (BORR) leadership

    Unnamed Analyst's questions to Borr Drilling Ltd (BORR) leadership • Q1 2024

    Question

    An analyst asked for details on Q1 working capital, the collection of receivables, and the cash flow outlook.

    Answer

    Chief Financial Officer Magnus Vaaler clarified that the Q1 working capital increase from accrued revenues was due to temporary late invoicing, and these receivables were collected after the quarter ended. He also confirmed that collections from Mexico are on track, reaching the expected $30 million quarterly run rate after an additional payment was received just after Q1.

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