Element Solutions Inc at Goldman Sachs Industrials and Materials Conference (Virtual) Transcript

May 12, 2021 / 05:50PM GMT
Robert Andrew Koort - Goldman Sachs Group, Inc., Research Division - MD

Good afternoon, everybody. Welcome back. This is Bob Koort. I do the chemical equity research effort here at Goldman Sachs. Joined by my teammate today, Tom Glinski, who helps me cover ESI. And excited to have Ben Gliklich, who's the CEO of ESI, along with Varun Gokarn, who is the Senior Director of Strategy and Finance and helps run the IR effort.

As is usual for this conference, we're going to have 30 to 35 minutes of Q&A. Tom and I will lead that. But if you have questions, there is a submission box on the webcast or you could e-mail them to us, and we'd be happy to ask them on your behalf and would love to prioritize your questions first. But in the absence of your questions, we definitely have a long list we'd like to get through today.

Questions and Answers:

Robert Andrew Koort - Goldman Sachs Group, Inc., Research Division - MD

So why don't we start off then? I think one challenge we have with folks learning the ESI story is understanding exactly what the heck you
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