After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much “been there and done that” at one point or another. I am currently a partner at RIA Advisors in Houston, Texas. The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process. I am a managing partner of RIA Pro, a weekly subscriber based-newsletter that is distributed to individual and professional investors nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.

Company Participants

Stig Frederiksen
Michael Ebbe – Group CFO & Member of Executive Board
Jens Lund – Group CEO & Member of the Executive Board
Saskia Blochberger – Group CPO
Jesper Riis – Group Chief Information Officer
Vishal Sharma – Group Chief Commercial Officer
Brian Ejsing – Group COO & Member of Executive Board
Frank Sobotka – Chief Executive Officer of Air & Sea Division
Helmut Schweighofer – Chief Executive Officer of Road Division
Maciej Walenda – CEO of Contract Logistics Division

Conference Call Participants

Lars Heindorff – Nordea Markets, Research Division
Marco Limite – Barclays Bank PLC, Research Division
Alexia Dogani – JPMorgan Chase & Co, Research Division
Arthur Truslove – Citigroup Inc., Research Division
Alexander Irving – Bernstein Institutional Services LLC, Research Division
Jacob Lacks – Wolfe Research, LLC
Cedar Ekblom – Morgan Stanley, Research Division
Muneeba Kayani – BofA Securities, Research Division
Ulrik Bak – Danske Bank A/S, Research Division
Kristian Godiksen – SEB, Research Division
Andy Chu – Deutsche Bank AG, Research Division
Dmitriy Pokaluhin
Marc Zeck – Kepler Cheuvreux, Research Division
Patrick Creuset – Goldman Sachs Group, Inc., Research Division
James Hollins – BNP Paribas, Research Division
Cristian Nedelcu – UBS Investment Bank, Research Division
Leszek Sulewski – Truist Securities, Inc., Research Division
Andy Chu – Deutsche Bank AG, Research Division

Conversation

This article was written by

Follow

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

This article was written by

Follow

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Sylvie Lalande

Dear shareholders, dear fellow directors, dear members of the Quebecor family, good morning, and welcome to Quebecor’s Annual Shareholders Meeting. We are delighted to welcome you back to our offices and to take stock together of another eventful year.

The business of the meeting will be conducted in French. However, the proceedings are being interpreted into English, and audio devices are available at the entrance to the room.

With that, allow me to introduce you to the individuals joining me on this stage. Firstly, Mr. Pierre Karl Peladeau, President and Chief Executive Officer; Mr. Hugues Simard, Chief Financial Officer; Marie-Pierre Simard, Senior Vice President, Legal Affairs and Corporate Secretary, who is on my immediate right — my left rather, who will serve as Secretary of this meeting.

Before officially opening the meeting, allow me to share a few words about the year just ended. Last April, we celebrated the third anniversary of the acquisition of Freedom Mobile, a landmark and profoundly transformative event for Quebecor. Three years later, this decision, which lies at the heart of our success, continues to be lauded within the company and is told by many shareholders, analysts, investors and financial columnists.

Quebecor embarked on this major shift toward geographic expansion in 2023 with a clear ambition of becoming the fourth major player in Canada’s telecommunications landscape. Today, when we look at the prominent position Freedom has carved out for itself in the Canadian