The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Fredrik Lithell - Handelsbanken Capital Markets AB - Analyst
: I would like to ask three questions. The first one is if you could elaborate a little bit on international customers, how that growth looks and where
they are positioned with their bookings? A little bit more color would be nice. Second question, you will operate Hogfjallshotellet from May 2025.
What does that change actually mean in terms of revenues and new costs and all that stuff? If you could elaborate on that. And then your 50th
celebration, it looks like your marketing budget will boom. How should we trim that into our numbers?
Question: Fredrik Lithell - Handelsbanken Capital Markets AB - Analyst
: Could I just have a follow-up on Hogfjallshotellet then. The cost in this fiscal year is SEK 10 million. But what are your plans for the coming year
then? Would you sort of renovate or will you just operate on as it looks now or what should we understand?
Question: Karl-Johan Bonnevier - DNB Markets - Analyst
: Looking at the opportunity you still have for, say, building extra demand in the late season. I remember last year you were slightly disappointed
in how you were able to build it. What lessons did you learn from that and how have you changed your approach to the end of -- building end of
season demand this year?
Question: Karl-Johan Bonnevier - DNB Markets - Analyst
: And when you look at the high season period now from Christmas over the spring breaks or the winter breaks, looks to be a fantastic development
Question: Karl-Johan Bonnevier - DNB Markets - Analyst
: Sounds encouraging and sounds intense. I guess you have a solid booking trend to start with to drive that extra demand from. Also looking at the
things you now talk about being completely detailed plans for the exploration operation. What kind of decisions need to happen and what do you
need to do to say, turn those into construction work and have an idea about when you add those projects also to your development pipeline?
Question: Karl-Johan Bonnevier - DNB Markets - Analyst
: And I guess that partly answered my next question. When you're looking at this new organizational structure that you detailed about focusing on
logic and more beds. What is really the outcome you want to strive for there? Is it controlling more of the already available, say, the beds that are
at the destination or is it adding new beds basically?
Question: Karl-Johan Bonnevier - DNB Markets - Analyst
: Thank you very much and good luck with the [high] season.
Question: Stefan Stjernholm - Nordea. - Analyst
: Most of my questions have been asked, but I have 1. Regarding retail sales, it's a quite sizable part of your business now. I think it's around 10%.
Can you give us a sense of the profitability? Is it accretive to group margin or not?
Question: Stefan Stjernholm - Nordea. - Analyst
: And what's the share of EQPE of the retail sales? Is it half of it or --?
Question: Karl-Johan Bonnevier - DNB Markets - Analyst
: Okay. And the final one for me. You're talking about CapEx coming down to normalized level. What's the normal level?
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