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    Aziza Gazieva • Fermium Research

    Aziza Gazieva's questions to Avient Corp (AVNT) leadership

    Aziza Gazieva's questions to Avient Corp (AVNT) leadership • Q2 2025

    Question

    Aziza Gazieva of Fermium Research asked about the potential for pre-buying activity ahead of tariffs impacting Q2 results and sought an update on the company's full-year outlook for raw material inflation.

    Answer

    President, CEO & Chairman Ashish Khandpur stated that Avient saw no evidence of pre-buying, as customers are managing inventory tightly with only 20-30 days of order visibility. SVP & CFO Jamie Beggs added that the company's local-for-local production model limits tariff exposure. Beggs also confirmed the raw material inflation outlook remains at 1-2% for the year, with lower hydrocarbon costs being offset by increases in pigments and flame retardants.

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    Aziza Gazieva's questions to Tronox Holdings PLC (TROX) leadership

    Aziza Gazieva's questions to Tronox Holdings PLC (TROX) leadership • Q1 2025

    Question

    Aziza Gazieva, on for Frank Mitsch, questioned the current state of the zircon market and potential catalysts for its revival, and also asked if other production sites were being considered for idling following the Botlek decision.

    Answer

    CEO John Romano explained that the zircon market is seeing more measured, historical growth patterns in 2025 after a strong pull-forward in early 2024, with China being the main area yet to recover. Both Romano and CFO John Srivisal confirmed there are no plans to idle other plants, stating the focus is on executing their cost improvement program to make all assets more competitive.

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    Aziza Gazieva's questions to Westlake Corp (WLK) leadership

    Aziza Gazieva's questions to Westlake Corp (WLK) leadership • Q4 2024

    Question

    Aziza Gazieva, on for Frank Mitsch, asked for the timing and associated costs of the new PVCO pipe plant project and requested commentary on the outlook for the corporate EBITDA line in 2025.

    Answer

    EVP and CFO Steve Bender stated the PVCO plant in Wichita Falls, Texas, is expected to start up in 2026 but did not disclose the capital cost. For the corporate line, he noted that the company's significant cash balance is earning interest, which contributes to corporate results, while Westlake seeks better ways to deploy that capital.

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    Aziza Gazieva's questions to Celanese Corp (CE) leadership

    Aziza Gazieva's questions to Celanese Corp (CE) leadership • Q3 2024

    Question

    Aziza Gazieva of Fermium Research inquired about the outlook for Chinese VAM margins given new capacity and asked for expectations on raw material costs for Q4 and early 2025.

    Answer

    CEO Lori Ryerkerk stated that a recovery in VAM margins is dependent on a broader demand rebound and is difficult to predict. COO Scott Richardson noted that raw material costs are expected to be stable in Q4, with the 2025 outlook dependent on energy markets, and the company is actively managing its product mix to maximize profitability.

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