Mhp Se Q2 2024 Earnings Call Transcript - Thomson StreetEvents

Mhp Se Q2 2024 Earnings Call Transcript

Mhp Se Q2 2024 Earnings Call Transcript - Thomson StreetEvents
Mhp Se Q2 2024 Earnings Call Transcript
Published Sep 06, 2024
10 pages (4927 words) — Published Sep 06, 2024
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About This Report

  
Abstract:

Edited Transcript of MHPCq.L earnings conference call or presentation 6-Sep-24 12:00pm GMT

  
Brief Excerpt:

...Operator Ladies and gentlemen, thank you for standing by. And I would like to welcome you to MHP's second half -- second-quarter 2024 results conference call. (Operator Instructions) So without further ado, I would now like to pass the line to Anastasiya Sobotyuk. Please go ahead, ma'am, your line is open. Anastasiya Sobotyuk ...

  
Report Type:

Transcript

Source:
Company:
MHP SE
Ticker
MHPCq.L
Time
12:00pm GMT
Format:
PDF Adobe Acrobat
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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: Stella Cridge - Barclays Capital - Analyst : Hi there. Many thanks for all the updates. And I wondered if I could ask on two areas, just starting with the energy area. So you mentioned there about trying to grow your internal reliance for power generation. I wondered to where you stood at the moment in terms of how much power you're getting internally and through various projects that you're working on now or in the future? Where do you think you may be able to reach in terms of internal power generation, that would be great. And then just on the CapEx side, I mean, given that we're halfway through year, but you'd be able to give us an update on what do you plan to expect in the second half of the year? That would be great.


Question: Stella Cridge - Barclays Capital - Analyst : That's great. Many thanks.


Question: Dmitry Ivanov - Jefferies - Analyst : Hallo. thank you for the presentation. Can you hear me?


Question: Dmitry Ivanov - Jefferies - Analyst : Yeah, thank you again for the presentation. Maybe just on the CapEx side, you mentioned like $300 million to $350 million CapEx for this year. I know it's still maybe too early for you budget, but how should we look at the CapEx number next year because that $300 million to $350 million obviously includes certain culinary projects and energy projects, like you mentioned. Like if you could provide like maybe like some preliminary view on the CapEx next year that would be great. This is my first question. And the second question would be you also like I shared some guidance dynamic for the second half of the year. When it comes to the key segments? Maybe if you could maybe provide your view of some guidance on the EBITDA for the second half of the year. How do you look -- how should we look at the EBITDA compared to the first half or maybe to the second half of the previous year? That would be great. And this last question could you kind of update us on the latest cash position after June 2024? Thank you very much.


Question: Dmitry Ivanov - Jefferies - Analyst : Okay. And the proportion of the offshore cash should we assume similar?


Question: Dmitry Ivanov - Jefferies - Analyst : Understood or around [120] (inaudible) (multiple speakers)


Question: Dmitry Ivanov - Jefferies - Analyst : Okay. Okay.


Question: Dmitry Ivanov - Jefferies - Analyst : Thank you very much. Thank you.


Question: Magnus Sherman - Roorkee - Analyst : Hi. Thanks for taking my question. I wanted to start on the Maxi, I'm trying to get a sense of how much you rely on that route for exports at the moment? And also get your thoughts about how confident you are in continuing that while the Board is continuing in the absence of a firm agreement. Then my second question is about the free-trade agreement with the European Union and some of the restrictions that are in there. How much is that impacting your revenues from the EU? And then the third question is on the energy projects. And could you talk a bit about what sort of projects you mentioned gas to electricity is that the only thing you're doing and what's the lead time on those? Thank you.

Table Of Contents

Mhp Se Q3 2025 Earnings Call Transcript – 2025-12-15 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 15-Dec-25 1:00pm GMT

Mhp Se Q1 2025 Earnings Call Transcript – 2025-05-21 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 21-May-25 12:00pm GMT

Mhp Se Q4 2024 Earnings Call Transcript – 2025-04-28 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 28-Apr-25 12:00pm GMT

Mhp Se Q1 2024 Earnings Call Transcript – 2024-06-04 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 4-Jun-24 12:00pm GMT

Mhp Se Q3 2023 Earnings Call Transcript – 2023-11-16 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 16-Nov-23 1:00pm GMT

Mhp Se Q2 2023 Earnings Call Transcript – 2023-09-25 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 25-Sep-23 1:00pm GMT

Mhp Se Q1 2023 Earnings Call Transcript – 2023-05-18 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 18-May-23 1:00pm GMT

Mhp Se Q4 2022 Earnings Call Transcript – 2023-04-11 – US$ 54.00 – Edited Transcript of MHPCq.L earnings conference call or presentation 11-Apr-23 1:00pm GMT

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Thomson StreetEvents. "Mhp Se Q2 2024 Earnings Call Transcript" Sep 06, 2024. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2024-Mhp-Se-Earnings-Call-T16119337>
  
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Thomson StreetEvents. (2024). Mhp Se Q2 2024 Earnings Call Transcript Sep 06, 2024. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2024-Mhp-Se-Earnings-Call-T16119337>
  
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