Report
Sven Edelfelt

Imerys : Take advantage of the sales, they never last

>Feedback from the road show with the interim CEO and the CFO in Paris and London - We organised a road show in Paris with the interim CEO Patrick Kron and the CFO Olivier Pirotte, and in London with the CFO, accompanied by Vincent Gouley (head of IR) and Kim Nguyen Meunier (deputy head of IR). The takeaways were: 1/ H1 2020 trends should remain broadly the same as those in Q3-Q4 excluding the destocking effect; 2/ Imerys does not seem concerned about its exposure to...
Underlying
Imerys SA

Imerys is engaged in the production and the processing of minerals. Co.'s operations can be divided into four business groups: Minerals for Ceramics, Refractories, Abrasives and Foundry (minerals mainly for floor tiles, sanitaryware, porcelain, mobile energy as well as high-temperature and abrasive industries); Performance and Filtration Minerals (plastics, rubber, coatings, sealants and adhesives, health, beauty and filtration of nutrition liquids); Pigments for Paper (filler and coating products for paper) and Materials and Monolithics (construction materials in clay and slate and monolithic products and solutions for high-temperature industries).

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Sven Edelfelt

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