Transcripts For ESPRESO 20240704 : comparemela.com

Transcripts For ESPRESO 20240704

Enterprises . To date, ah, if we speak for what is produced at lviv Defense Enterprises cluster, we can say that these are body armor, this is tactical equipment, ordered by the ministry of defense, starting with uniforms, ending with backpacks, unloading systems, summaries, elbow pads, knee pads, a lot of other products, more. New enterprises have been built, i will tell you that the situation with chimerio is not the only investment, an enterprise for the production of drones has already been built, and the size of the investment is also quite large, today the construction of two production plants in lviv oblast is ending special fabrics for the needs of the armed forces of ukraine and a factory for the production of ceramic weapons elements for the needs of the armed forces of ukraine. Thats why development is going on. It goes on all the time and today we can really say that lviv oblast is gradually becoming such a production investment pool where new enterprises are being built in order to provide our armed forces with everything they need today. We spoke with you, i think, for the last time in november of last year, and then we preestimated what the rules of the game would be on the procurement market, because then it was it has been announced that new structures will be created there, the state operator, tylu, the defense procurement agency, and now this state operator tylu, which ensures the purchase of fuel, property, clothing there, says that it has made a significant number of purchases there through prozoro, and such other methods are significant cost savings, but how did these new procurement procedures affect the loading of your enterprises, what experience do you have of the first communication, namely, through contracts with the state operator, well , come on, if we say for a dot, you need first of all, it should be noted that the agency has been operational only since the new year, and indeed the first two months there were huge problems with conducting tenders and receiving orders, that is , actually receiving orders began at the end of february, today most of the tenders have already been held, Market Companies are receiving orders from the beginning. You have to fulfill them, if we speak for the general assessment, well, what needs to be said, that is, it is a completely new structure with a completely new composition of people who have not previously worked in the ministry of defense in specialized departments, they have a very strong desire to do something, can do normally, significantly change, well, as always, as a new structure, there were a huge number of problems, starting from the fact that a large number of mistakes were made. Odnodnevok companies are generally incomprehensible, then at the request of Market Participants they returned the tender security, returned the tender guarantees so that there was no possibility of market manipulation, that is , it still works today, the procedures are being carried out, the only thing that needs to be noted is that today there are also constant ongoing negotiations between markets and dots, this is the amount of fines, because the dot has increased the fines five times. Earlier there were fines for each day of delay, Supplier Companies paid 0. 1 of undelivered goods, today it is 0. 5 . And understanding that we have a lot of problems with the de facto war that is going on all over the territory of ukraine with the situation on the polish border, it is clear that there will be disruptions in terms, so the situation here is rather unclear and critical, because companies can have big problems, at the same time that is, the understanding that. There is a clear understanding, when there will be a deadline for the performance of the contract, there is no such deadline either, so, for example, if the tender is announced on february 1st, he says, and it specifies the deadline for the delivery of products. March 10, this is catastrophic, but at the same time, when the Company Enters the tentr , it does not understand the codes at all, when it will be given the signed agreement, that is, today there are situations when Companies Sign the agreement only on march 1015, realizing that they are already running out of time , on the other hand, to abandon the agreement is to actually put a stop to the supply of the armed forces, therefore the general the picture is so average, that is, there are positive changes, there are. What mistakes, well, we believe that in fact this also requires experience for the agency to work adequately, well, that is, as i understood, now the newly created agency is primarily directing its efforts to there were no hints of corruption there and i was ready to sacrifice even certain circumstances to the detriment of the company, as far as i understand, that is , the terms of the contracts are sufficiently undefined, while only the indicators related to the price of products and penalties are determined sanctions, these products will not be delivered, i. E. The spectrum of interaction is quite narrow, or should we add some nuances here and there . Well, i would say yes, indeed, that today the first task that is put before the agency is absolutely no even possible theoretical corruption, they have relevant departments that even control communication with suppliers, this is very adequate, very reasonable, on the other hand in there are other kpis there, this is from. Price reduction, as far as i understand, supply to the armed forces and delivery terms are already the third kpi, and in fact it is already sometimes there is a doubt, a problem, because the terms of delivery, planning, longterm tenders, so far we do not see this, corruption, i will say this, communicating with the whole market, there is not even any possibility there at all, it is a long way forward, a way forward, and when we we are talking about. About the conditions of purchase there, well, of life jackets or clothes, can the conditions of purchase be prescribed in such a way that, conditionally speaking, the winner will be a prospectively determined company there, which has one parameter there, which is better compared to others, this parameter is taken precisely as the basis of the potential signing of the contract, well, if we use an example, it was only a onetime situation that can be evaluated in this way, it was. The purchase of active headphones at the end of that year, yes, when the nonprice criterion was introduced, in order to to give the company, trem headphones a better chance in front of sardin headphones, the situation was onetime, it is very controversial, very subjective, because on the other hand, some characteristics of the headphones were better than others. Side was it worth it there is a slight improvement there, 20 million that the state overpaid, today such tenders are not held, the situation is analyzed, today the only criterion can be, it is only one hundred percent compliance with technical conditions and the price of products, so the situation in our country this year is only as it was earlier, but about the price of products and profit. For companies, or relatively speaking, these conditions and a fixed profit allow enterprises, in particular, which are part of the defense cluster to develop, create new models there, purchase leftovers, you they said that the remainder is being purchased, the question arises where the funds for these large scale expansions come from. For the fact that it was forbidden for Defense Sector companies to make a profit, there is a specific law of the Verkhovna Rada that completely changed this situation, brought it into the regulatory field, but it only concerned direct contracts, if we are talking about tender procurement, there is no regulation regarding size profit, i. E. There is none, Companies Really work, in some cases they can work even to zero, if there is a situation where it is necessary to load the reception, in some cases the Company Receives a profit, if. To say for expansion, then first of all, today the defense segment is very attractive for the domestic investor, yes, because today many private investors, who previously invested in construction, in the processing of food products, today prefer to invest in the Defense Sector, because today it has the greatest development, it is the largest market in ukraine, and it is quite attractive for private investments. Today we also created within the framework. Again, a cluster, an investment fund, well, what exactly is a Real Investment fund for the possibility of attracting private investment on the one hand, and on the other hand, it is already help. Ukrainian defense startups to receive the necessary funding for further development, this is a bridge between the desire of investors to invest and defense startups to receive, because without the development of the defense segment of the private defense industry, we will never be able to provide our army with everything necessary. Mr. Maksym, you said at the beginning that, relatively speaking, there are enterprises there that already manufacture unmanned complexes, as i understood, as part of a cluster, and manufacture ceramic plates. For body armor, this is also a new direction in the defenseindustrial format of your defenseindustrial cluster, are there any details related to these directions, what is it about, what are the volumes, or just where are we going with these two components . Well, if we talk about drones, this is the rarok company ariaspace, this is an Unmanned Aircraft complex ra7, which has been adopted by the ministry of defense, it is the latters strike weapons. Generation with the necessary initiation boards , with translators completely that meet todays needs, the industrial capabilities of the enterprise, today we estimate up to 100,000 units per year, this is for drones, there is still work going on today on its own ammunition, which will be unified just under this type drones, on the production of armor plates, it was actually a very controversial. Situation for us many years, because such factories need constant loading for 10 years at a volume of approximately 100,000 plates per year, yes, that is, we understood that there would not be such a surge in ukraine, so if we hesitated for a very long time, but here are a few months therefore, such a decision was made, because we understand that the Ukrainian Army cannot depend on supplies from abroad, so we must. Localize as much as possible the production of anything that we use, and there, to say the least, that it is a form the equipment of the armored vest, this is, first of all, starting with the manufacture of the fabrics themselves, so as not to transport them from china or turkey, and ending there with armor elements, then possibly with ballistic materials, it all needs to be localized, so it is by drone, it is video controls, communication modules connection, today the issue of all the localization of all. Components is being considered, because we understand the potential problems with china, against the background of the fact that america already prohibits the use of dji drones on its territories, and we understand all the possible risks, so the question localization on the territory of ukraine, moreover , the fact that the armed forces are used today and are components for the further equipment of weapons, this is an urgent need, it must be done every day today. Mr. Maksym , still clarify about ceramic plates, as with. It seems that we have a few companies that now make ceramics for body armor, that is, your company has really now decided to deploy this hightech, expensive production, despite the fact that ceramic body armor are more expensive there, and not a fact that the ministry of defense will purchase them in comparison with the standard body armor with steel plates, well , if we are talking about ceramic armor in general, today. Ukraine has the highest requirements for ceramic armor in the world, it so very strangely happened that we took american standards regarding the durability of the plates, it is there up to a fall from two meters, there is an impression of bullets, well, at the same time, they forgot and wrote down the indicators for armor injury, which were in the ukrainian standard, it is 25 mm, so today the requirements for the protection of plates in us the highest in the world, and the ministry of defense after the situation. With the fact that samples of the russian 545 project ugonlik, which has very high penetration properties, have been received, today maximum transitions to ceramic armor, if we talk about the production of ceramic armor there by artisanal means, this is actually one situation, and it cannot give a permanent result, if we say for industrial production, only there is one vacuum installation. The pressing of armor plates is a €600,000 investment, it requires a lot of equipment, but the understanding is that if we we say that we have a millionstrong army, it must be equipped with bulletproof vests, then such Enterprises Must be built, they must be today, if we talk about serial production, that is, until now there is only one company in ukraine, which is tem3, which has i dont know at what technological level it was not possible to produce. Everything that others tried to produce was, rather, some kind of artisanal development, and it was just a truck imported from china of very low quality, if we take into account the needs of the Ukrainian Army, then. There is no other way out, we need twothreefour plants for the mass production of armored plates in order to provide the Ukrainian Army for the next ten years. Well, then, after all, i will mark a moment for myself, that is, despite the fact that body armor with a ceramic plate will be more expensive, the ministry of defense, understanding the requirements of the battlefield, is really ready to raise the bar of the Purchase Price and focus on the fact that body armor should be with ceramics , and it will be the most optimal solution, so it turns out. Thats right, they have already made such decisions, the purchases that took place from november and december of that year were carried out only for ceramic armor, at the same time it will increase by at least 1015 thousand, due to the fact that the requirements for ceramic armor are high, they are purchasing today only ceramic armor, had huge problems with delivery times with order fulfillment, but only buy ceramic armor from metal armor. The ministry of defense and other units of the Defense Forces of ukraine have already refused today, well, this is news for me and it is good the news is actually, but against this background , foreign suppliers of their bulletproof vests have not become more active, what is the situation with competition between our products and foreign ones, or is it now somehow leaning in the direction of our manufacturers . Well, if we talk about the situation, it is also a very difficult situation there, because dot publicly announces that it. Needs to purchase products as cheaply as possible, that is, it does not matter whether it is purchased in ukraine or abroad, and for that, so that it was as simple as possible for foreign manufacturers to enter, conditions were added to the agreement, that now not only the Manufacturer Company can enter the auction directly, but its conditional representative, that is, either a branch or a branch, today this is already allowed, we see today the interest of foreign manufacturers, supply, this, well, on the other hand, on the one hand, this encourages competition, yes, and improves the provision of the armed forces of ukraine, on the other hand, there are really such strategic problems that we can develop a ground supplier, and not an internal supplier, there are two two problems that need to be paid attention to, first of all, it is for tax benefits, if today the company is there, conditionally from france, bulgaria. Forces of ukraine, it will supply them completely without vat at 100 and without duties, if a Ukrainian Company will produce body armor on the territory of ukraine, it will import material, only material for armor, it will be soft ballistic bags and composite elements of ceramic rafts without vat , but for Everything Else we will pay internal vat, that is , our internal price will be a few percent higher, that is. One hundred percent yes than that of a foreign supplier, we will be here to lose, and the majority of foreign suppliers built their enterprise of this level with state subsidies, grants, they do not have the load today on loans and investment obligations of what our suppliers have, therefore, for a domestic supplier, this situation is quite unpleasant, quite critical, well , it is impossible to do something here, because if we also say in favor of localization, we can protect ourselves from. Turkey or china , we cannot protect ourselves from european manufacturers at all, therefore, Ukrainian Companies need to find some other mechanisms in order to survive and develop, to expect state subsidies, guarantees, benefits, preferential loans, we understand that today is a war, that is , we need to do something, find something independently and find something for everyone, how can we compete more effectively with companies that have more advantages than us, well, you see such ways. That you have a feeling that you can fight there with the germans, the french in our market, even though potentially their opportunities there are greater and wider, you know, that is, we have no other option, yes, that is, we have no option not to fight, just as our army has no option not to fight there, that is, we must ensure the development of ukrainian today, that is, the supply of products, that is we simply have no other way out, that is , we need to. Mechanisms, we need to attract private investments, we need to understand how we can make the final product cheaper, what we can automate, that is, there is an advantage in principle in terms of labor force, she is with us cheaper today than abroad, you need to look for internal advantages at the expense of this to win. Mr. Maxim, thank you very much for the inclusion, for the work you do for our armed forces, you can count on our informational support to fight. Foreign suppliers and your competitors. Will prepare ceramic armor for bulletproof vests, this is actually , well, quite top news, and the main thing is that it really becomes the basis for such a reequipment of the personal protective equipment that our soldiers use on the battl

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