A majusi RM call amugy konkretan emliti a Lynxet a kerdesben es a RM vezer a masodik felevet (2020H2) irja szerzodeskotesre:
"[0:44:19] Joseph Ayoola
Hello. Thank you for taking my question. It's Joseph Ayoola from Morgan Stanley I’ve just got a couple of questions please. Maybe just going back to the growth guidance so indications given around the 2nd half year in Defence. Is there any reason why the Defence growth should be slowing, just sort of squaring with your commentary around some relief in South Africa. And my second questions was just about some discussions you were having with customers on some sort of larger tenders. Especially on the truck side but also maybe you're give an update on Hungary and Australia.
[0:44:20] Joseph Ayoola:
But also maybe could you give an update, please, on Hungary and Australia in terms of Lynx tenders there, please?
[0:45:01] Mr. Merch:
Please repeat the last question. I did not catch it all.
[0:45:07] Joseph Ayoola:
Yes, I was just asking for an update in terms of discussions you’re having with customers, particularly on the Czech, Australian and Hungarian Lynx tenders at the moment?
[0:45:18] Mr. Merch:
Okay, yes. I put the last question and – or I take it – I tried to give some flavor in my statement, and you see it on page number 21. For the time being there is still the announcement of the Czech Prime Minister that there is a wish or a
willingness to finally decide in H2 2020 That is our latest news. But nevertheless this could also slip into 2021. But I do not know anything better and more to what I tried to explain.
And the second thing, here we are in the last phase of negotiation and here also last news is that during H2 there will be a final signing and so we are looking for a corresponding order intake in H2 2020.
And regarding growth in H2, I would remind you that we had strong order execution in H2 2019 for our Land 121 project and also for Puma deliveries. These deliveries will not occur twice and looking to our order backlog, we have fixed and firm time schedules for deliveries. We still have to acquire roughly EUR500m of new order intake to reach our mid-point of topline growth, I mean 6%. So there is still some way to go. And I think this is the basic reasons for seeing not the high growth in H2 compared to expected growth rate in H1.
[0:47:53] Joseph Ayoola:
Okay, great, then. That’s very clear, thank you."
Ha mondjuk 6 milliard es egyharmadat kapja a rendelesneo az RM, ketharmadat KMW...
