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: Magnus Bennett - Direct News - Analyst
: Thank you for taking my question. It's about margin and your financial goals as Martin mentioned during the presentation, you're halfway to the
financial targets that should on average should be 18%. Could you elaborate on when this margin can be reached? Are you expecting a gradual
improvement of this margin? And is it possible to reach this already in the current fiscal year?
Question: Stefan Stjernholm - Nordea - Analyst
: Hi, Stefan here. A follow-up on the margin question. Your midterm target reaching 18%, is that depending on a better property market, can you
do it without that?
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OCTOBER 01, 2024 / 8:00AM, SKISb.ST - Q4 2024 SkiStar AB Earnings Call
Question: Stefan Stjernholm - Nordea - Analyst
: Sounds good. A question on Q4. You're writing reported somewhat slower than you expected and that it differs how to market the summer season
versus the winter season? What's your learning and what can be done differently ahead of next summer season?
Question: Stefan Stjernholm - Nordea - Analyst
: Sounds good. And final question from me. Regarding the bookings, flat year over year or beginning of October. What's the number for incremental
guest? Is it fair to assume an increase of some 10%?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: Good morning, Stefan, Martin. Coming back to the booking situation, when I look at the number of (inaudible) that you have in your database, it
seems to be continued to decrease and I guess it's Airbnb and maybe Facebook that is then taking share from you.
How difficult is that -- what kind of difficult that kind of passing create for you when it comes to controlling the clients and driving your total offering
towards the client base. If you continue to lose sales or volumes in the beds business?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: No, it's a good indication. And I guess if you control, I guess historically, you've talked about controlling maybe a third of the warm beds at the
destination or something like that has been enough, but do you see that there would be a bigger opportunity to drive the model if you could
increase that? Or is that sufficient so to say to be able to capture what you want to do in the other parts of the businesses.
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: And you mentioned Q4 included some extra marketing cost from the Danish campaigns and similar kind of thing. Should we expect something
similar during maybe Q1 to bridge the gap that you now see in the booking situation?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: So year on year, we shouldn't expect any escalating marketing --
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: Excellent. And looking at the accounting stations that you meant mentioned, Martin, when you look at what this will mean going forward, is that
a less volatility in these kind of associated the incomes coming out of ski that you're capturing your accounts? Or it will work going forward?
Question: Karl-Johan Bonnevier - DNB Markets, Inc. - Analyst
: And just one final from me. Looking at the CapEx budget for this year, is it still prudent to expect something below [SEK400 million] or where do
you see you end up for the ;24, '25 season.
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OCTOBER 01, 2024 / 8:00AM, SKISb.ST - Q4 2024 SkiStar AB Earnings Call
Question: Fredrik Lithell - Handelsbanken - Analyst
: Thank you very much and congrats to a great results for the last year. I had one question. I wanted to follow up a little bit on the international
guests. You said they were up maybe around 8%, but I heard you said you were guessing that's fine.
I also wanted to sort of connect that to SkiStar members who are up to 1.98 million SkiStar members now up from 1.76 million the last year. Before
that do you get a lot of international guests becoming members?
And the following question is really when you get to new international guests, you pay commissions to an agency abroad. Will you lose that cost
once the guest, the international guest is part of your membership club and all that stuff?
Question: Fredrik Lithell - Handelsbanken - Analyst
: And then a follow-up as you mentioned UK, you have two new air routes coming into the airport from this season that you didn't have before.
What is your assumption on how this will impact you positively with number of new guests that way. Have you any insight into that at this point
in time?
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