Israel Chemicals Ltd at Bank of America Merrill Lynch Global Agriculture & Materials Conference Transcript
Thanks very much for joining. I'm Alex Jones from the European Chemicals team, and I'm delighted here to host ICL and Limor Gruber, who's the Head of Investor Relations there.
So I'll hand it over to you, go through a couple of slides, and then we'll go into Q&A from there.
Yes. I'll start with a quick introduction to put us all more or less on the same page and then we'll go to the Q&A.
So ICL, what is the company or how would we describe the company? We have 3 value chains: bromine, potash and phosphate. Of course, based on our natural resources in the Dead Sea, in the Negev Desert in Israel and in the Yunnan province in China. In each of these value chain, we have some sort of leadership position. And let me just go through it.
So in the bromine, we are the clear leader of the market. We have 40% of capacity, about 1/3 of production. We have most of the excess capacity in the market. And as a responsible
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
