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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

    A series of analyst questions focused on tariffs, including the risk of exemptions ending, whether there was a demand pull-forward in Q4, and the extent of price increases taken to mitigate the impact.

    Answer

    CFO Sean Quinn addressed the questions by stating that while the key informational materials exemption is statutory, there is always a risk it could change. He noted the company has not seen any evidence of demand pull-forward. Pricing actions were specifically targeted at the most affected areas—National Pen and Vista's promotional products—and were effective in offsetting the tariff costs, particularly after the heightened rates in May subsided. He confirmed the FY26 guidance incorporates ongoing tariff uncertainty.

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

    Question

    An unnamed analyst asked for a definition of 'elevated products,' the rationale for focusing on them, their impact on gross margins, and the potential risks in executing this strategic shift.

    Answer

    CEO Robert Keane defined 'elevated products' (e.g., signage, packaging, apparel) as more sophisticated items that attract higher-value customers and increase wallet share. He emphasized that the focus is on absolute gross profit dollars, not margin percentage, as these products often have higher order values. CFO Sean Quinn added that failure would mean not serving these customers well, and guardrails include rigorous KPIs, investments in customer service, and CapEx to ensure cost leadership.

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

    Question

    An unnamed analyst asked if the modest revenue decline in the combined business cards and consumer products categories could be reversed or if it should be considered an ongoing headwind.

    Answer

    CEO Robert Keane stated that the company believes it can halt the decline and is planning for roughly flat revenues in these mature categories. He stressed that Vista's growth is now driven by other categories like signage and packaging. CFO Sean Quinn added that consumer products have actually grown for the last five quarters, while business cards saw a slight recent decline. He noted this recent trend is more relevant than the long-term view since 2018, which was skewed by the pandemic and Vista's business transformation.

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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 inquired if FSRU (Floating Storage Regasification Unit) conversions could be a viable alternative to scrapping for the large fleet of older steamships.

    Answer

    CEO Øystein Kalleklev stated that FSRU conversion is not a scalable solution for the ~200 steamships, as there isn't enough demand. He emphasized that these ships are uneconomical, face a difficult spot market, and are prime candidates for scrapping, which would help rebalance the market.

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

    Question

    An unnamed analyst inquired about the company's outlook on the U.S. LNG export moratorium, especially concerning the upcoming election.

    Answer

    CEO Øystein Kalleklev expressed confidence that the moratorium will be lifted regardless of the election outcome due to economic pressures and demand from U.S. allies. He noted that projects are continuing to secure offtake agreements, allowing them to proceed quickly once the pause is lifted.

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