Analyst
Jefferies
Equibles does not estimate personal net worth.
Jamie Franklin is recorded as Analyst at Jefferies. Jamie Franklin has spoken on 12 earnings calls and 5 other investor events across 7 companies, most recently for Technip Energies N.V. on October 29, 2026. Those appearances were for Cadeler A/S (CDLR), CADELER A/S, TENARIS, Tenaris SA (TS), Technip Energies N.V. and 2 other companies. The companies whose calls Jamie Franklin spoke on are classified in the Industrials, Energy and Basic Materials sectors.
“Just to follow up on the backlog point into 2027, 7.4 million looking quite strong. Firstly, do you see any prospects in the remaining months of this year, which could add to that 2027 backlog position?”
“And then secondly, just thinking ahead to 2028. So you mentioned, obviously, the preferred supplier agreement, which hopefully will convert to a firm contract. And then also there's a turbine project for 27, 28 that could convert as well.”
“And then secondly, just thinking ahead to 2028. So you mentioned, obviously, the preferred supplier agreement, which hopefully will convert to a firm contract. And then also there's a turbine project for 27, 28 that could convert as well.”
“And then secondly, just thinking ahead to 2028. So you mentioned, obviously, the preferred supplier agreement, which hopefully will convert to a firm contract. And then also there's a turbine project for 27, 28 that could convert as well.”
“So we just wanted to go back on that EBITDA margin expected around sort of 33% in 26 and you're targeting 50 to 55 in the medium term can you just give us a sense of kind of what is going to primarily drive that it sounds like it is uh largely going to be the the hydraulic hammers given they are sort of 84 of the…”
Jefferies
Analyst
Transcript header (unverified)
CDLR
Engineering & Construction · Industrials
CADELER A/S
Engineering & Construction · Industrials
TENARIS
Oil & Gas Equipment & Services · Energy
TS
Oil & Gas Equipment & Services · Energy
Technip Energies N.V.
Oil & Gas Equipment & Services · Energy
MAIRE S.P.A.
Engineering & Construction · Industrials
VALLOUREC
Steel · Basic Materials
9M 2026 Results
Technip Energies N.V.
H1 2026 Interim Report Release Presentation
CADELER A/S
Investor Presentation on Acquisition of Menck - 11 August 2026
CADELER A/S
2026 Q2 Results Conference Call
TENARIS
MAIRE Call H1 2026 Results
MAIRE S.P.A.
Vallourec - 2026 H1 Results analysts call
VALLOUREC
Q1 2026 Earnings Release Presentation
CADELER A/S
2026 Q1 Results Conference Call
TENARIS
2025 Q4 Results Conference Call
TENARIS
