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: Anssi Raussi - SEB, Research Division - Analyst
: It's Anssi Raussi from SEB. The first one would be a rather basic question about lead times. What kind of lead times you have at the moment? And
I guess you're book in Q4, but is still early Q4? Or how is it?
Question: Anssi Raussi - SEB, Research Division - Analyst
: Okay. And the second one would be that if we think about Q4 this year, maybe a bit of ahead of time here, but how should we think about the mix
between progress and basic stuff you have been saying that, for example, energy sector could be offsetting some of the consumer application,
demand destruction, but how should we think about this at this point?
Question: Anssi Raussi - SEB, Research Division - Analyst
: Yes, I understand. And maybe finally, I assume that you haven't seen any changes in industrial demand since Q1 call? Or how is it?
Question: Anssi Raussi - SEB, Research Division - Analyst
: And maybe one more about nickel price as it has been coming down in recent days and weeks. How do you see the situation at the moment? Do
you see that it could be positive, negative or how do you see the impact of nickel price coming down?
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Question: Anssi Raussi - SEB, Research Division - Analyst
: Yes. And to clarify myself, I think that I was talking more about like demand side. And do you see that lowering alloy surcharges could help the
demand?
Question: Anssi Raussi - SEB, Research Division - Analyst
: It's Anssi from SEB again. Just 1 more question from me about Q3. Could you maybe describe like expected mix in terms of timing of orders being
delivered and the order book, like are you delivering orders mainly from April and May and the demand was still probably a bit higher or how is
it?
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