Gabelli Funds hosted its 16th Annual Specialty Chemicals Symposium at the Harvard Club in New York, NY on Thursday, March 20, 2025. The symposium draws a variety of companies, with a focus on pricing power, margin recovery, interest rates, inventory stabilization, global trade policy, demand trends, and the M&A environment. Attendees also had the opportunity to meet with managements in a one-on-one setting.
0:00 Introduction by Rosemarie Morbelli (Portfolio Manager, Research Analyst) and Wayne Pinsent (Director of Research, Research Analyst)
12:37 Arq, Inc. (NASDAQ: ARQ) – Bob Rasmus, President & CEO
41:09 BASF Corporation (XETRA: BAS.DE) – Alex Koehler, Investor Relations
01:09:53 American Vanguard (NYSE: AVD) – Douglas A. (“Dak”) Kaye, III, CEO
01:38:42 Quaker Houghton (NYSE: KWR) – Jeffrey Schnell, VP Investor Relations
02:10:50 Minerals Technologies (NYSE: MTX) – Erik Aldag, CFO; Lydia Kopylova, VP Investor Relations
02:39:06 Chris Marangi (Co-CIO, Value)
02:40:20 The Chemours Company (NYSE: CC) – Shane Hostetter, CFO; Brandon Ontjes, VP Investor Relations
03:14:49 Orion S.A. (NYSE: OEC) – Jeff Glajch, CFO; Chris Kapsch, VP Investor Relations
03:43:02 Rayonier Advanced Materials (NYSE: RYAM) – De Lyle Bloomquist, President & CEO; Mickey Walsh, Treasurer, VP Investor Relations
04:16:42 Lithium Americas (NYSE: LAC)* – Jonathan Evans, President & CEO; Luke Colton, EVP & CFO
04:45:59 Closing Remarks
To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.
Connect with Gabelli Funds:
• Twitter – https://twitter.com/InvestGabelli
• Instagram – https://www.instagram.com/investgabelli/
• Facebook – https://www.facebook.com/InvestGabelli
• LinkedIn – https://www.linkedin.com/company/investgabelli/
http://www.Gabelli.com
Invest with Us 1-800-GABELLI (800-422-3554)
