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    Unnamed Analyst • N/A

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

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

    Question

    An analyst asked for an explanation of the 'other income (net)' line item and the derivative contracts that created a drag on earnings during the quarter.

    Answer

    CFO Sean Quinn explained that the volatility stems from the company's currency hedging program, primarily for the Euro. Because Cimpress does not use hedge accounting for this program, the derivative contracts are marked-to-market quarterly, resulting in unrealized gains or losses. The Q4 loss was driven by the dollar weakening against the Euro. He emphasized this is an accounting effect, and the economic offset will be more favorable currency rates flowing through the P&L, contributing to a slightly favorable currency impact on EBITDA in FY26.

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

    Question

    An unnamed analyst asked whether the recent increase in capital expenditures is part of a multi-year investment cycle.

    Answer

    CFO Sean Quinn explained that while the build-out of the new U.S. facility for the Print Group is a multi-year plan, most other CapEx represents ongoing choices based on returns, not a preordained cycle. He cited packaging expansion as an example of a growth investment that will be evaluated over time. He noted that FY26 CapEx plans are still being finalized with a bottoms-up assessment of high-return projects.

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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 asked about the economics of putting a steamship in lay-up versus the financial benefit of scrapping it.

    Answer

    CEO Øystein Kalleklev explained that a warm lay-up still incurs significant running costs. Given the high time value of money and the ~$15 million payout from scrapping, he argued that lay-up is not a viable long-term strategy for steamships and that they are scrapping candidates, which is necessary to rebalance the market.

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

    Question

    An unnamed analyst asked about FLEX LNG's strategy for fleet growth and capital allocation.

    Answer

    CEO Øystein Kalleklev emphasized a disciplined approach, stating that current newbuilding prices and long lead times are unattractive. He asserted that returning capital to shareholders via dividends is a better use of funds. Future growth is more likely to occur through consolidation rather than speculative newbuild orders.

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