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.
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