Открытый диалог с эмитентами: фокус на финансовых результатах и прогнозах Ярмарка эмитентов. Часть 1

✅ AVO Investors Association at Max https://max.ru/Bondholders ✅ AVO Investors Association https://t.me/Bondholders ✅ 24/7 Bond Discussion Chat https://t.me/GoodBonds Full recording of the session "Open Dialogue with Issuers: Focus on Financial Results and Forecasts" from the IV Issuers' Fair Moderator: Alexander Rybin - private investor, member of the Board of the AVO Investors Association, author of the "Manka Bonds" channel Part 1 Speakers: Ivan Sharafiev - CEO of PKO "Buster.ru" Nikita Vakhromeev - CEO of the leasing company "Fera" Pavel Ognev - Director of Corporate Finance at Lime Credit Group Elvira Glukhova - founder of the financial ecosystem "Flagman-Creditor", member of the Board of the Association of Investment Operators platforms 00:00:00 Introduction 00:00:11 Problems of leasing companies 00:01:37 Problems of microfinance organizations 00:02:58 Problems of debt collectors 00:05:50 Problems of Elvira 00:07:48 Growth of Ferra's operating indicators 00:11:16 Growth of Booster 00:14:18 Risks and opportunities for Ferra 00:16:13 Potential of artificial intelligence 00:18:39 Adaptation of business models 00:21:23 Opportunities for Ferra 00:23:48 Risks and opportunities for Ivan 00:27:10 Prospects for automation 00:27:54 Discussion of the effectiveness of large companies 00:28:22 Differences in market segmentation 00:29:38 Risks and Opportunities 00:32:25 Debt Tokenization Potential 00:33:26 Impact of the Central Bank Rate 00:34:29 Debt-to-Equity Ratio 00:36:09 Bond Placements 00:38:31 Sustainability of the PCO Model 00:41:13 Liquidity Management 00:41:30 Debt and Funding 00:43:13 Sources of Financing 00:44:32 Other Income and Expenses 00:46:29 Revenue Growth 00:48:41 Net Cash Flow and Debt 00:50:24 Booster Financial Performance 00:52:45 IFRS and Consolidated Financial Statements 00:54:34 Debt Burden and Risks 00:55:57 Formation of the Mortgage Market