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 - Analyst
: Thank you very much, and thank you for taking my question. I have two, I hope it's okay, and congrats to a good report. The first question is really
about the 9% growth in bookings. You describe it well, you have a good picture on it and how it flows over the various seasons. But I'm wondering
if you could talk a little about the base of beds that you have these metrics on? So is the base of beds increasing year over year as well, either from
your own projects or hotel beds, or from that you have recruited more private home owners into your base? It would be interesting to hear. So
that's the first question.
And the second one is really on the summer activities. Can you describe more what actions you take to lure people up to the mountains? What
have you done in terms of smaller investments in mountain bike trails or whatever it might be? Would be interesting to get some more color on
your actions. Thank you.
Question: Fredrik Lithell - Handelsbanken Capital Markets - Analyst
: Very good answers. So on the first one there, can I just come back to the base of beds? Can you in your statistics, see in any way the share of SkiPass
that are coming from external skiers that are not booked on your rooms or beds? Is that possible for you?
Question: Fredrik Lithell - Handelsbanken Capital Markets - Analyst
: All right. That's perfect. Thank you very much.
Question: Fredrik Lithell - Handelsbanken Capital Markets - Analyst
: Okay. Thank you.
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: Yes. Good morning, Stefan and Martin. Just to continue on Fredrik's question on the mediated ocular accommodation during this season, could
you give us a feeling for how big increase you saw in the object nights that you mediated during the season to get the full number for it?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: And you showed the weekly pattern. What would the occupancy level be for the whole season?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: Exactly. Exactly. And then, maybe if you start to increase the granularity slightly more also on the hotel operation, what kind of occupancy level
you have in your own operation and what kind of room rate achievement you have and so on, that would be a good number for the future, if
nothing else, if you don't have it now.
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: Very good. And when you look at the demand now, good growth in SkiPass sales during this year, looking at the volume, and obviously, good price
achieved as well. When you look at the mix there, how much is coming out of new customers that you haven't seen before, and how much is
coming out of recurring clients?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: And do you see a bigger percentage coming through in the airline starting to fly more on your Scandinavian Mountains Airport and towards +re
or slow? Is that possible to follow in statistics in some way?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: Do you have any idea how much more capacity is going to be put into the market next year? I've seen SAP being out talking about it and your
Dutch-serve airline also talking about it. You know how much more capacity they will have next year?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: And Stefan, you mentioned the Swedish customer being slightly more reluctant during this season, also creating a maybe slower end of season
than you had expected. How can you drive, say, the local customers more forceful going into the next season?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: I like your sales pitch. I like your sales pitch, Stefan. Just one final question from me. Looking at the CapEx SEK330 million that you're highlighting
for the next fiscal year, is that a good new level, so to say, to reach your 2030 targets on what you'd want to do in strengthening the safety operations
and also do what you would look to do on the property development side?
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JUNE 20, 2024 / 8:00AM, SKISb.ST - Q3 2024 SkiStar AB Earnings Call
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: Excellent. Thank you very much, and all the best out there.
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