Loading…
Loading…
did you discuss the reduction of output at Greenbushes? It looks like it's about 10% to 15%, and how that affects kind of your own operations?
I think you're still guiding to about flattish volumes. So is there any way you can address that upside on demand, if there is any?
Would it take spodumene maybe to go up to $1,200 or $1,500 to see some more robust activity in lithium salt pricing?
could you also comment on your potential commercialization in the energy storage market?
How much of capacity to say, uneconomic? And are there any further comments on inventory levels
It looks like midpoint of your scenarios still about $900 million, which kind of implies a pretty low EBITDA level for the second half
Could you just discuss maybe some more of your efforts there and or maybe even within the industry? Have you seen any further commercialization there?
do you expect some similar curtailments this year as you move into the summer?
Maybe you can just put that in context. So does that kind of accelerate through the year
maybe you can just comment on if that’s something that you see that’s still within the crosshairs for the combined company
Maybe you can just clarify that. And then on the helium headwind for next year, it looks like Q1 is maybe a negative 6%, but then the full year is negative 4%
given that tight capacity, would there be any pricing opportunities over the next few years
would you be adding more capacity? And what are your customers, I guess, when you do go through this process, you kind of presell the plant out
how are you managing through that? And then also the rising aluminum price environment, what are your customers saying there
do you see the energy market kind of continuing to outpace the rest of the can market
was there anything on working capital or cash tax or minority interest or anything else that would drag cash flow
Do you see energy continuing to grow next year at a similar pace on tougher comps
would there be any issues on metal supply that we should consider
maybe you can just discuss your thoughts on returning that 2:1 kind of EBIT leverage on top line growth
How long are your contracts now? Are they still kind of maybe in the year or so level? What's your visibility on the volumes over the next few quarters
would you say your outperformance from on the segment EBIT perspective was kind of equally split between slight volume outperformance, price mix and strong execution
Could you provide maybe your thoughts on ROIC or payback period, if there's any synergies? What can those two can add to your outlook
what is it really going to take for them to accelerate beer, because as you said earlier and throughout the call that if you're not growing very globally
Your main competitor has been potentially a little strapped in the last few years, but they do have some new products coming out
maybe you could break that out between Seed and CP if that's relevant
do you see continued margin growth as you move into '26? And what will be driving that?
just curious, if that would be kind of similar to what you saw in 2024 or maybe more so in the $300 to $350 million range
would you expect -- and maybe you can just provide us an update on the 80/20 strategy within Diversified Industrials
is that really the last kind of accelerated repurchase activity that we should expect?
did you see any destocking there? We did see, you know, maybe one of your competitors within healthcare packaging, reference some of that
did you also mention maybe M&A across both of those businesses, if there are opportunities
Could you also comment on the water side you guys recently completed that acquisition in China. What else are you guys looking at
is it possible that you could pursue any M&A ahead of the spin? You talked about growth in Healthcare and Water
have you seen any change in your order patterns amongst some of the industrial customers, maybe in different countries on the water side?
do you expect FX would continue to play that contribution for the year EPS? And if you do fall short of your 10% goal
it looks like you're guiding to about 4% EPS growth. If I back into it, it looks like about 3% EBITDA growth
Are there further actions you can take there maybe to redeploy some of that capital into aerospace and other areas that are growing
is it really production that you'd expect that would drive you further next year? Is there any other initiatives, whether it be EV growth in China or maybe some Europe customer mix?
in Auto OEM, I understand that there's some choppy demand trends right now. But would you say that your customer mix or maybe your mix towards EVs or ICEs would be in any way a mitigating factor?
you mentioned the growth and the move towards 2, 3-nanometer as well as 12, 14 and 16 [ Angstrom ] technologies
are you still thinking about stronger than mid-single-digit growth in MSI this year?
at the low end, I think you're up about 4.5%. What would be some of the things that would maybe push you towards that end
is there a kind of a framework on how we should think that should play out over the next 3 years
your growth was about 7% year-on-year in Q3 ex the onetime event, but your EBITDA growth was in the 6% range year-on-year
Do you kind of feel like the capacity there you have is sufficient
still very strong, I guess, or relatively solid resi repaint. Do you see that continuing
I just wanted to understand the element of potential conservatism in the guide here.
Maybe I could get like a little bit of an early read on next year. You do have some share gains coming to you.
you have made some comments about, softer for longer. So you know, the housing market maybe will should should it settle into maybe a one to three percent growth rate and you could be maybe two tim...
how did March shape up and how did April shape up as well?
if you think about Q1, obviously impacted by weather, maybe you expect kind of the Q2 to Q4 kind of sales growth to be above Q1 levels