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Analyst
Peter Clark
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 2 of 2 questions from 1 company
LINLinde plc2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
I'm just wondering, clearly other things are bubbling because that that side of the backlog actually in terms of value terms with startups diminished a little going into Q1
Show response
Sanjiv expects ~$1B startup from backlog in H2 but backlog to end year at or above $7B. EMEA margins at 35%+ are fundamental model, nothing extraordinary.
Calendar 2024 Q4
I'm assuming you've got some very profitable markets in there that are being hit very hard with the currency, I'm thinking Mexico, maybe Brazil
Show response
Matt confirmed LatAm currencies hit hardest first (peso, real, ARS), then major currencies devalued in Q4 on dollar flight. DXY appreciated almost 10% around US elections.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| LIN Linde plc | 2 | —Rate withheld: fewer than 3 questions |
- LINLinde plc · 2 questions—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment1
- Margin1
- Fx1
- Trade Tariffs1