luukschmitz/validation_500 huggingface dataset:
ACERINOX, S.A. (2022-07-28):
Now we are suffering the problems of supplies
from Russia from Ukraine, but people can think in United States or even in Europe that we can have the same problem
in China. And also it is the new geopolitical situation. I think that it teaches us that it's just common sense that we need to
have closer suppliers, and that will happen in Europe.
LANXESS AKTIENGESELLSCHAFT (2021-05-12):
But of course, uncertainties are out there. We are living in volatile times,
geopolitical uncertainties are also visible and therefore, we should all be humble, but nevertheless, optimistic.
 This is how we look at LANXESS.
FAMOUS BRANDS LIMITED (2023-05-22):
In terms of the operating context, it's really quite difficult to talk through everything, but there's 3 particular points that I'd like to just
talk through in terms of our particular context. And really summarizing where we are in terms of the geopolitical and socioeconomic
side of things, we've obviously had negative impact from all of those and high inflation affects the restaurant industry and consumers.
 There's no denying that.
BAIN CAPITAL SPECIALTY FINANCE, INC. (2022-02-24):
This represents a total
position size of up to 11% based on the size of the investment portfolio at year-end. It is also important to note that the
presence of our team on the ground in these geographies, coupled with our focus on private equity-sponsored companies
and senior positioning in the capital structure allows us to invest prudently even in periods of geopolitical turmoil such as
today.
 Our new origination activity, combined with the growth of our ISLP investment, contributed to an improvement in our
portfolio asset yields, both quarter-over-quarter and year-over-year.
ELLIPTIC LABORATORIES ASA (2023-05-25):
And one of the reasons that we initially went public
was that when we saw we should capture this large market, that you needed to have a strong balance sheet to go after this market
because you don't know exactly how long the sales cycle will be. And then, of course, we had war and other geopolitical concerns that
had been throwing...
Lars Holmoy
CFO & Investor Relations
COVID.
 Laila B. Danielsen
CEO & President
COVID throwing at us.
KARORA RESOURCES INC. (2022-03-14):
Oliver Turner
Executive Vice President of Corporate Development
Thanks, Graeme, and hello, everyone. Over the past several months, we've seen a material shift in current market
conditions that have led to a strong performance across the gold sector, even if for somewhat uncomfortable geopolitical
reasons. In addition to our usual investor road show, marketing and retail investor summits, we've seen an increased
generalist investor interest in the gold sector.
H & M HENNES & MAURITZ AB (2024-01-31):
As you can see in today's report, we are gradually taking
steps in the right direction and towards our long-term goals. The last few years have been very intense with the pandemic, several
geopolitical and macroeconomic challenges. It has at times been very demanding for me personally, and I now feel that it is time
to leave the CEO role to slow down a little bit and reflect.
H & M HENNES & MAURITZ AB (2024-01-31):
The long-term target, I can just say a few words and then you get some
reflections from Daniel. As you know, since the past few years have been locked around navigating through a pandemic and then
many geopolitical and macroeconomic challenges, we've been focusing mostly on profitability, having a good, robust financial
position and a good cash flow, so we can keep on investing in our business and stay flexible and of course, always focused on our
customers.
 We see that we now have a more robust foundation to stand on for future profitable and sustainable growth.
ORDINA N.V. (2022-02-17):
And as this phenomenon will increase, we are facing the risk our tariff increase will be unable to
follow salary increases. Many of our clients are impacted by supply chain shortages and may be impacted by geopolitical
uncertainties or energy market disturbances. On the other hand, we see an important digitization agenda at almost all our
clients in all sectors.
ORDINA N.V. (2022-02-17):
Think of wage pressures. Think of geopolitical uncertainties. And on
the other hand and as what I explained as well, we will increase our investment in market solutions because that will drive
the shift of -- help drive the shift to 75% of our revenue.
MICRON TECHNOLOGY, INC. (2020-06-29):
And from what we can see, customer inventories with respect
to cloud are in a healthy place. And of course, there are other parts of the market such as mobile phone, where there are
other considerations such as geopolitical considerations as well as related to COVID as well, where customers may have
built up some additional inventory.
 And in mobile, in particular, you saw in China that how in April, post-COVID within China, the demand went up, surged
up for smartphones.
MICRON TECHNOLOGY, INC. (2020-06-29):
So overall, it's a mixed picture with respect to the inventory on the customer front, cloud inventories are
in decent shape. Mobile, I would say, is somewhat in anticipation of demand as well as managing to the supply chain
consolidations due to COVID and some geopolitical considerations as well.
 So overall, I would say, when we look at fiscal first quarter, the environment is similar to what we had experienced in FQ3,
FQ4.
HOME24 SE (2022-05-11):
We have obviously reviewed scenarios and looked at
the current market trends also over the last 5 weeks.
 We believe we've built in significant headroom in a way that external factors like, at the moment, inflation, geopolitical
tension, supply chain and consumer climate, should not prevent us reaching these, especially where, as of April, the
Butlers financials will add to profitability.
 Nevertheless, strict working capital management will definitely be a theme throughout 2022 and remains a high focus for
us.
ENDEAVOUR MINING CORPORATION (2018-11-07):
For the Kalana project, we have been quite
active especially the reading of 48,000 meters in the first semester. As you may know, it's a high-grade,
quite complex deposit, and we have been achieving a significant amount of reading to prove and to
confirm and to refine the geopolitical model, which is quite okay right now. Unfortunately, we have been
fast-pacing some quite important delay in the lab analysis due to the rich ore analysis we are conducting
on all the samples due to the high-grade characteristics of the ore.
CLARIANT AG (2022-05-19):
We expect the high inflationary environment
with regard to raw material, energy and logistics cost as well as supply chain challenges to persist into the second half of
2022.
 The current high level of uncertainty as a result of the [ geopolitical conflicts ], suspension of business in Russia and the
resurgence of COVID-19 in China is expected to continue to impact global economic growth and consumer demand in the
second half of the year. We are progressing well with our growth investments.
CLARIANT AG (2022-05-19):
I would say this is
even a sort of a broader sort of trends right now, which is very positive for Clariant, the increased focus on sustainability.
 But I would also say, considering the recent geopolitical developments, the increased focus on energy transition. That is
actually a very favorable trend for the Clariant portfolio.
CLARIANT AG (2022-05-19):
As far as licensees, we see, yes, an increased interest for renewables. As I mentioned before, the whole energy transition
is clearly becoming a larger priority not just to fight climate change, but also for geopolitical reasons to become less
dependent on fossil fuel, particularly in Europe, the gas from Russia. So we are seeing an increased interest and we do
actually anticipate in the second half to make some further comments on new licensees.
ASTER DM HEALTHCARE LIMITED (2020-02-12):
There have been even situations where the oil price has gone to $30. And there has
been a lot of things where people who are predicting issues, local issues, geopolitical issues. I'm not
saying that it is a place where nothing will happen.
PILBARA MINERALS LIMITED (2022-01-31):
We've heard many
analysts over the years that the lithium markets will be oversupplied. There's plenty of lithium in the world, but there's not
plenty of lithium in the world that fits the right combination of location, quality of supply, accessibility to infrastructure, in
the right jurisdictions that don't otherwise suffer from geopolitical challenges. Yes, I mean, it's a complex world of industrial
mineral supply chain that doesn't want to be complex but naturally is.
DEUTSCHE BANK AKTIENGESELLSCHAFT (2022-01-27):
As we guided earlier, credit loss provision will be around 20 basis points in 2022. Our credit portfolio quality remains
strong, and we are well positioned to manage emerging risks, including geopolitical uncertainties, supply chain disruptions
and expected policy tightening. As noted, we expect to maintain a CET1 ratio of around 13% and in any case, above
12.5%, consistent with our target.
SACYR, S.A. (2022-05-04):
Although for us, it continues to be very relevant and important, the fact that we have recurrent profitable
growth. All the more so in a situation of geopolitical and macroeconomic uncertainty, such as the one that currently exists.
 The results for the first quarter of this year continue to show the robustness of our business model.
AIRBOSS OF AMERICA CORP. (2018-11-08):
Lisa R. Swartzman
President
No, to be honest, I put it out there always as a bit of a caveat. Because the geopolitical situation and
government budgets on our multiyear contracts, we'd still require that a budget to be in place. We have
no real expectation, or we don't anticipate anything being different than anything that we've either
announced recently or that our maximum awards are.
AMYRIS, INC. (2022-03-01):
However, the path forward for
Amyris has never been clearer. Despite a number of factors in the macro environment, including inflation and geopolitical
instability, we expect to have another exceptional year as it relates to growth. As more of our brands achieve critical mass,
we expect consumer revenue to increase by at least 150% from 2021 base of $92 million.
SUNNY OPTICAL TECHNOLOGY (2023-08-23):
Our new production base, we started in 2022 as the first company working on vehicle lens
sets due to the tariff problems from the U.S. Well, due to the global geopolitical situation. When we set up overseas institutions, we
are faced with greater challenges.
MICRON TECHNOLOGY, INC. (2021-09-28):
And
this tends to be a seasonally strong quarter for new smartphone shipments as well. And while some customers made
-- because of geopolitical considerations or through the lessons learned during the pandemic or their own supply
chain considerations or supply chain shortages, maybe having a strategy of carrying more inventory than some other
customers, overall, the smartphone market continues to be driven by 5G transformation -- transition. Smartphones over
the course of calendar year '22 with 5G increasing by 50% from the 2021 levels.
MICRON TECHNOLOGY, INC. (2021-09-28):
So inventory in our markets today is in much better shape than it was back in the 2018 time frame. Again, some
customers may have higher levels due to their strategic considerations, and they may choose to continue to do so in the
longer term as well given the challenges faced by the supply chains during the pandemic as well as given geopolitical
considerations. So this is what I would like to share with you on inventory.
MCEWEN MINING INC. (2021-11-04):
And the price paid per copper equivalent pound ranged from $0.02 to $0.034 per copper equivalent pound.
 Due to the current remote nature of losses, the liquidity of our private placement, some geopolitical concerns. And being
at its preliminary economic assessment stage, Los Azules for the purpose of our financing is valued at $175 million, which
is equal to $0.065 per copper equivalent pound.
CIPLA LIMITED (2021-10-26):
We are pleased to see the robust vaccination rates in the country and are happy to report that 89% of
our colleagues across our operating geographies have taken at least 1 dose and 59% have been fully vaccinated.
 Coming to the strategic updates and operational performance, I'm pleased to see continued delivery reflected in the
robust performance for the quarter driven by our branded markets of India and South Africa supported by the unlocking
of our respiratory franchise in the U.S. and traction in emerging markets despite geopolitical headwinds. Our EBITDA
margins for the quarter came in at 22.2% and continue to reflect our commitment to maintain the trajectory in FY '22
despite significant moderation in the contribution of COVID versus the previous year.
JOHNSON MATTHEY PLC (2018-05-31):
And we can source metal from a
variety of sources, and refined pgm is a part of our supply for John's business, for example. And of course,
that gives some real assurance about being able to supply irrespective of what might happen in whatever
economic environment or world geopolitical environment that's happening. And so that's very -- and that's
why we're the world's largest refinery of secondary pgms.
23ANDME HOLDING CO. (2023-11-08):
Now turning to our guidance. As a reminder, the company's full year 2024 guidance is based on a conservative approach, recognizing
current uncertainties in consumer sentiment, the macroeconomic environment and geopolitical conditions. Our focus within the
existing lines of the PGS and telehealth consumer businesses remains unchanged.
QUICKLOGIC CORPORATION (2022-05-17):
The revenue cadence will still be
weighted more to the second half of 2022. At this time, I believe that the pathway for profitability this year is clear, barring
any severe changes in the macroeconomic or geopolitical environment. As good as the improvement has been over the
last year, I believe the next 12 months will be even better.
IHEARTMEDIA, INC. (2023-11-09):
Throughout the year, we've seen gradual improvements in the
advertising marketplace, which is reflected in the quarter-by-quarter sequential improvements in our advertising revenues. And despite
the recent global geopolitical events, we expect that to continue through Q4.
 Now let me take you through some of the key financial results of the quarter.
IHEARTMEDIA, INC. (2023-11-09):
As we talked about on previous calls, we expected Q4 to be the strongest quarter of the year for the company. Although it is still on
track for that, it will be weaker than we originally anticipated due to some dampening of advertising demand, which coincided with
the uncertainty caused by the recent geopolitical events. Having said that, in some years, we do see significant last-minute advertising
spend come in late November and December.
IHEARTMEDIA, INC. (2023-11-09):
Turning now to our outlook for Q4. As Bob mentioned before, as some other companies have discussed on their earnings calls, we are
experiencing some additional uncertainty due to the recent geopolitical events, and that is captured in our Q4 revenue outlook.
 So with that in mind, we expect our Q4 2023 revenues to be down high single digits.
IHEARTMEDIA, INC. (2023-11-09):
Are you starting to see some green shoots or
inflections? It sounds like some of the geopolitical stuff maybe it could be a little bit of a near-term headwind. So just help us think
about what's driving that confidence in the improvement in 2024.
CADENCE DESIGN SYSTEMS, INC. (2019-07-22):
John will provide more details shortly.
 While there's an ongoing global economic and geopolitical uncertainty, we remain confident about the
multiple long-term trends that continue to drive strong design activity. Driven by trends such as artificial
intelligence, or AI, 5G, autonomous driving and IoT, design activity is being fueled by workload-specific
computing, system companies building custom silicone, new silicone startups and digital transformation of
industries such as automotive, aerospace, medical and other industrial applications.
CADENCE DESIGN SYSTEMS, INC. (2019-07-22):
Spectre X was endorsed by MediaTek, Mellanox, Renesas and Silicon Works.
 Now let me make a few comments on the geopolitical situation. We have, and we will continue, to comply
with the United States Department of Commerce export control regulations.
CADENCE DESIGN SYSTEMS, INC. (2019-07-22):
Operator
Your next question comes from Rich Valera from Needham & Company.
 Richard Frank Valera
Needham & Company, LLC, Research Division
Lip-Bu, you referenced geopolitical tension in your prepared remarks, which I think most would agree has
increased probably over the last quarter or so. And notwithstanding the fact that your business remains
obviously very healthy, have you seen any change in any customer buying patterns or demand due to this
increased tension, or any perhaps unexpected customer attrition?
Lip-Bu Tan
CEO & Director
Yes, so far we don't see that.
BB&T CORPORATION (2019-04-18):
spglobal.com/marketintelligence
12
And Betsy, remember that it's a multifaceted set of variables that we have to consider and the Board has
to consider. The progress with regard to the merger, the combinations in terms of systems, et cetera, but
we also have to pay attention to what's going on in the economy and in global geopolitical issues and all of
that. And so for all of those reasons, we are being admittedly conservative when we say 10%.
GARMIN LTD. (2018-10-31):
So maybe if you could just add a little color on why you're seeing the better operating
margin despite it looks like mix is going to be fairly similar. And then as a follow-on question, Cliff, I just
would be curious on your thoughts on the geopolitical situation in terms of its impact on your business.
 Are you seeing anything changing in terms of consumer behavior in Asia?
GARMIN LTD. (2018-10-31):
With the
product mix and the overall trends we're seeing, we felt confident to upgrade our operating income
estimate as well. In terms of geopolitical issues, right now we don't really see anything that's moving the
needle in terms of concerns. The Asia demand still appears to be very strong.
BANCOLOMBIA S.A. (2022-11-16):
So we clearly expect to be above the cost of equity in the years to come. It's important to highlight the cost of equity at this moment is
pretty high due to the macro environment and the geopolitical situation in general and higher interest rates. When that normalized, we
will also probably normalize the net interest margin, and that will allow us to deliver an ROE above the cost of risk and risk.
FERREXPO PLC (2019-08-02):
And you see really we can apply $500
million or $750 million to accelerate the process and it's very much attractive, but it's a consideration for
the shareholders and the Board. So either we are ready to take this risk and effectively, this is geopolitical
risk. We do not see any kind of production risk.
CONTINENTAL AKTIENGESELLSCHAFT (2022-08-09):
Our expectations are based on currently
foreseeable effects. In the event, that the geopolitical situation, in particular in Eastern Europe remains tense or even
worsens. It could result in further lasting consequences for production, supply chain and demand.
ENSIGN ENERGY SERVICES INC. (2019-03-08):
Edge Controls, as you recall, is our wellside technology platform, which attracts a $900 a
day surcharge when installed.
 Most importantly, the transition further derisks Ensign geopolitically. We now operate 50 rigs
internationally in 9 countries outside of the U.S. and Canada.
ENSIGN ENERGY SERVICES INC. (2019-03-08):
Canada, as you
know, has had one of the toughest winters in a long time. I'm sure it's not lost on anyone the reasons why
not only the fourth quarter, but the obvious geopolitical challenge with pipeline issues and the -- and now
the delay in the Line 3 Enbridge. With the Trinidad acquisition, Ensign shores up its fleet in the deeper
capacity spectrum; currently running 37 rigs today, with one of the largest pad type fleets.
INFICON HOLDING AG (2022-04-22):
Mr. Winkler had already gone into the details and the assessment of our end
markets. Due to the current geopolitical situation, the ability to forecast is generally somewhat limited. Nevertheless,
based on our order book, order intake and the overall business situation in our end markets, we are quite positive for the
start of the year.
BENTLEY SYSTEMS, INCORPORATED (2022-05-10):
spglobal.com/marketintelligence
5
After so long during which EPCs bogged down with industrial CapEx stagnation have significantly stifled overall E365
ARR growth, during '22 Q1, they finally resumed some new business, although still at a slower rate than the mainstream
of E365 accounts. Such continued EPC invigoration throughout 2022 would contribute an upward inflection from
2021's growth serving to offset the detrimental aspects of this year's geopolitical upheavals, which are actually creating
opportunities for EPCs.
 Turning from enterprise to SMB, which, as we showed last quarter, was more significant than ever in 2021's new
business, Virtuosity continued its rapid growth seasonally adjusted.
BENTLEY SYSTEMS, INCORPORATED (2022-05-10):
And what's your kind of outlook there? And to what extent and what kind of time line do you expect your new
JV to sort of counter those kind of geopolitical headwinds?
 Gregory S. Bentley
CEO, President & Chairman of the Board
DONALDSON COMPANY, INC. (2019-12-03):
All Rights reserved.
 spglobal.com/marketintelligence
5
For ag and mining, the recoveries are muted as manufacturers navigate geopolitical and trade-related
uncertainties. As our first-fit markets predictably cycle, we remain focused on winning new programs with
innovative technology.
WACKER CHEMIE AG (2023-03-14):
I don't know. I mean geopolitical situation at the moment doesn't seem to be easier than 2 years ago. I think that's a
fair statement to make.
TECK RESOURCES LIMITED (2018-07-26):
We could also reduce debt further in a market that's quite volatile. And for a bit of geopolitical
uncertainty out there, that might be appropriate. And then, of course, we do want to steward our capital
for these potential growth opportunities, although by doing the partnering process of QB2, we would
require less than the market would have thought previously, and our financial resources will significantly
exceed what would be required for QB2.
TECK RESOURCES LIMITED (2018-07-26):
And when we went into it
some 10 years ago, we think of it as a large open-pit mine, shovel truck operation, we have a lot of skill
and operating experience, expertise in that. And it's also a great geopolitical jurisdiction. Even under an
NDP government, it's a lot better than many other jurisdictions that if you were sitting in my seat, you

TECK RESOURCES LIMITED FQ2 2018 EARNINGS CALL  JUL 26, 2018
Copyright Â© 2018
TECK RESOURCES LIMITED (2018-07-26):
What I would say is that the board has had a thorough
discussion of the balance of risks and made a decision to be as prudent as possible on this project. And
look, if you've been in the business a long time, you know how hard it is to get a hold of a nice, clean,
doable project in a decent geopolitical jurisdiction that has a really long life -- mine life to payback ratios
of in excess of 10 or something. So to get ahold of that is really, really tough.
CIRCOR INTERNATIONAL, INC. (2017-02-16):
Sequentially higher volumes in most of our businesses as well as the positive impact of our
simplification and operational excellence actions resulted in revenue of $158 million, adjusted earnings per
share of $0.48 and improved working capital and cash flow performance.
 Although volatile energy markets and geopolitical uncertainty affected much of our industry in 2016, we
focused, as always, on the factors within our control. During the year, we continued to build a foundation
for strong organic growth, further optimized our organization, reduced structural costs and improved our
operational execution, steps that we believe will make us more competitive and profitable over the long
term.