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Industrial Metals Firm (CMC) This autumn 2024 Earnings Name Transcript

Industrial Metals Firm (NYSE:CMC) This autumn 2024 Earnings Name Transcript October 17, 2024 10:00 AM ET

Firm Contributors

Peter Matt – President and CEO
Paul Lawrence – SVP and CFO

Convention Name Contributors

Sathish Kasinathan – Financial institution of America
Katja Jancic – BMO Capital Markets
Timna Tanners – Wolfe Analysis
Tristan Gresser – BNP Paribas Exane
Phil Gibbs – KeyBanc Capital Markets

Operator

Hiya, and welcome, everybody, to the Fourth Quarter and Fiscal 12 months 2024 Earnings Name for CMC. Becoming a member of me on right now’s name are Peter Matt, CMC’s President and Chief Govt Officer; and Paul Lawrence, Senior Vice President and Chief Monetary Officer. Right now’s supplies, together with the press launch and supplemental slides that accompany this name, could be discovered on CMC’s Investor Relations web site. Right now’s name is being recorded. [Operator Instructions] After the corporate’s remarks, we could have a question-and-answer session, and we’ll have a couple of directions at the moment.

I want to remind all contributors that in the course of the course of this convention name, the corporate will make statements that present data apart from historic data and can embrace expectations concerning financial circumstances, results of laws, US metal import ranges, development exercise, demand for completed metal merchandise, the anticipated capabilities, advantages, and timeline for development of latest services, the corporate’s operations, the corporate’s strategic progress plan, the corporate’s future outcomes of operations, monetary measures, and capital spending. These and different comparable statements are thought-about forward-looking and will contain sure assumptions and hypothesis and are topic to dangers and uncertainties that might trigger precise outcomes to vary materially from these expectations. These statements mirror the corporate’s beliefs primarily based on present circumstances however are topic to sure dangers and uncertainties, together with these which might be described within the danger components and forward-looking statements sections of the corporate’s newest filings with the US Securities and Change Fee, together with the corporate’s newest Annual Report on Kind 10-Okay. Though these statements are primarily based on

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Analyst’s Disclosure: I/we now have a helpful lengthy place within the shares of BA, EADSF both via inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a specific investor. Any views or opinions expressed above could not mirror these of In search of Alpha as a complete. In search of Alpha will not be a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third social gathering authors that embrace each skilled traders and particular person traders who is probably not licensed or licensed by any institute or regulatory physique.

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Analyst’s Disclosure: I/now we have no inventory, choice or comparable spinoff place in any of the businesses talked about, however might provoke a helpful Lengthy place via a purchase order of the inventory, or the acquisition of name choices or comparable derivatives in NFLX over the following 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

Looking for Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a specific investor. Any views or opinions expressed above might not mirror these of Looking for Alpha as a complete. Looking for Alpha is just not a licensed securities vendor, dealer or US funding adviser or funding financial institution. Our analysts are third occasion authors that embody each skilled buyers and particular person buyers who will not be licensed or licensed by any institute or regulatory physique.

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Analyst’s Disclosure: I/we have now no inventory, choice or comparable spinoff place in any of the businesses talked about, and no plans to provoke any such positions inside the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Searching for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

Searching for Alpha’s Disclosure: Previous efficiency is not any assure of future outcomes. No advice or recommendation is being given as as to if any funding is appropriate for a specific investor. Any views or opinions expressed above could not replicate these of Searching for Alpha as a complete. Searching for Alpha isn’t a licensed securities seller, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embrace each skilled buyers and particular person buyers who is probably not licensed or licensed by any institute or regulatory physique.

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– Disclosure: I’m not a monetary advisor. All articles are my opinion – they don’t seem to be options to purchase or promote any securities. Carry out your personal due diligence and seek the advice of a monetary skilled earlier than buying and selling or investing.

Analyst’s Disclosure: I/we have now no inventory, possibility or related spinoff place in any of the businesses talked about, and no plans to provoke any such positions inside the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Searching for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

Disclaimer: Taylor Dart isn’t a Registered Funding Advisor or Monetary Planner. This writing is for informational functions solely. It doesn’t represent a suggestion to promote, a solicitation to purchase, or a suggestion relating to any securities transaction. The data contained on this writing shouldn’t be construed as monetary or funding recommendation on any material. Taylor Dart expressly disclaims all legal responsibility in respect to actions taken based mostly on any or the entire info on this writing. Given the volatility within the treasured metals sector, place sizing is essential, so when shopping for small-cap treasured metals shares, place sizes needs to be restricted to five% or much less of 1’s portfolio.

Searching for Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a specific investor. Any views or opinions expressed above could not replicate these of Searching for Alpha as a complete. Searching for Alpha isn’t a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third occasion authors that embrace each skilled buyers and particular person buyers who will not be licensed or licensed by any institute or regulatory physique.

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I’m a full-time analyst curious about a variety of shares. With my distinctive insights and information, I hope to supply different buyers with a contrasting view of my portfolio, given my specific background.If in case you have any questions, be happy to succeed in out to me through a direct message on In search of Alpha or go away a touch upon one among my articles.

Analyst’s Disclosure: I/now we have no inventory, possibility or comparable spinoff place in any of the businesses talked about, and no plans to provoke any such positions inside the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

The evaluation is offered completely for informational functions and shouldn’t be thought of skilled funding recommendation. Earlier than investing, please conduct private in-depth analysis and utmost due diligence, as there are various dangers related to the commerce, together with capital loss.

In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a selected investor. Any views or opinions expressed above could not mirror these of In search of Alpha as a complete. In search of Alpha will not be a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third celebration authors that embody each skilled buyers and particular person buyers who is probably not licensed or licensed by any institute or regulatory physique.

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Analyst’s Disclosure: I/we’ve got no inventory, possibility or comparable spinoff place in any of the businesses talked about, however could provoke a helpful Lengthy place by a purchase order of the inventory, or the acquisition of name choices or comparable derivatives in EVVTY over the following 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

Looking for Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a selected investor. Any views or opinions expressed above could not replicate these of Looking for Alpha as an entire. Looking for Alpha isn’t a licensed securities seller, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embody each skilled traders and particular person traders who might not be licensed or licensed by any institute or regulatory physique.

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A person investor primarily centered on undercovered corporations, with greater than 50 corporations on my watchlist. My areas embody know-how, software program, electronics and the vitality transition. I’ve been investing my private capital for over 7 years in a broad vary of corporations globally. By means of my years of analyzing numerous corporations, I’ve gathered skilled funding expertise inside my circle of competence. I’ve a Masters diploma in Electrical Engineering and at the moment work as an automotive battery RnD engineer in Sweden. My write-ups on SA are a great way for me to structure my funding thesis on corporations and obtain suggestions from the broader investing neighborhood. I take pleasure in diligently learning and researching small to mid cap corporations which are sometimes researched to a lesser extent by others. By means of my evaluation of quite a few corporations, I search to determine uneven funding alternatives with the aim of attaining market beating returns.

Analyst’s Disclosure: I/now we have no inventory, choice or comparable by-product place in any of the businesses talked about, and no plans to provoke any such positions inside the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No advice or recommendation is being given as as to if any funding is appropriate for a selected investor. Any views or opinions expressed above could not mirror these of In search of Alpha as a complete. In search of Alpha isn’t a licensed securities seller, dealer or US funding adviser or funding financial institution. Our analysts are third social gathering authors that embody each skilled buyers and particular person buyers who is probably not licensed or licensed by any institute or regulatory physique.

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Analyst’s Disclosure: I/we’ve got a helpful lengthy place within the shares of AAPL, AMZN, PGR, ACLS, OMAB, DFS, FG, AVGO, FCNCA, AER, ATKR, LULU, BKNG, VMEO, SCHW, APOG, ABM, BOOM, JPM, HSY, TRV, DALN, ATRO, ADM both by inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it. I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

Please learn our full efficiency disclosures – https://middlecoastinvesting.com/performance-disclosures/ I’m additionally quick KRUS. I’ll change positions at any time. I’ve no instant plans to make main modifications. This isn’t funding recommendation. Investing is dangerous. Any investing selections are your individual duty and needs to be taken after talking with an advisor or at your individual threat. This isn’t a solicitation to purchase or promote something. Previous efficiency is in fact no promise of future outcomes.

In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a specific investor. Any views or opinions expressed above could not mirror these of In search of Alpha as a complete. In search of Alpha will not be a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third occasion authors that embrace each skilled traders and particular person traders who might not be licensed or licensed by any institute or regulatory physique.