Element Solutions Inc (NYSE:ESI)
$ 27.85 0.44 (1.61%) Market Cap: 6.74 Bil Enterprise Value: 8.19 Bil PE Ratio: 25.09 PB Ratio: 2.77 GF Score: 79/100

Element Solutions Inc at Bank of America Global Agriculture and Materials Conference Transcript

Mar 01, 2023 / 01:50PM GMT
Release Date Price: $20.7 (+0.78%)
Matthew Porter DeYoe;Benjamin Gliklich
BofA Securities, Research Division - VP;Element Solutions Inc - CEO, President & Director

Good morning, everyone. So I have the pleasure of sitting down here with Ben Gliklich. If you don't know Ben, he is the CEO of Element Solutions, a role he's held since 2019, and just kind of -- I mean though, you've been with the company since 2014 through strategy and operations. It's been quite the baptism by fire over the last few years. So I'm sure you wear the experiences of an executive who's probably longer tenured than just the few years that you've been CEO of Element.

But look, it's one of our favorite mid-cap stock picks. Ben has done an exceptional job managing the cost structure at Element and growing the business, and we'll talk a little bit about that today as well as kind of the challenges we see in the core markets. But Ben, I don't know if you want to make a few comments. You just kind of came off 4Q earnings. Perhaps how the business is doing, and we'll move into Q&A. But if not, then we can go in and...

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