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    Wesley Brooks • HSBC

    Wesley Brooks's questions to Titan America SA (TTAM) leadership

    Wesley Brooks's questions to Titan America SA (TTAM) leadership • Q2 2025

    Question

    Wesley Brooks asked about potential foreign exchange impacts from a weaker U.S. dollar on cement imports and sought an outlook on the residential construction market, particularly in Florida.

    Answer

    CFO Larry Wilt clarified there is no direct FX impact as cement and freight are priced in U.S. dollars. Regarding residential, Mr. Wilt acknowledged near-term affordability challenges but pointed to long-term demand from underbuilding. CEO Bill Zarkalis highlighted the company's diversified strategy, with over 65% of its business in non-residential and infrastructure, which mitigates residential softness.

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    Wesley Brooks's questions to Goodyear Tire & Rubber Co (GT) leadership

    Wesley Brooks's questions to Goodyear Tire & Rubber Co (GT) leadership • Q1 2025

    Question

    Wesley Brooks of HSBC asked about Goodyear's exposure in EMEA and Asia to redirected low-tier tires from the U.S., questioned the quarterly variance in the corporate cost guidance, and sought an update on the strategic rationale for the Chemical business sale in the current environment.

    Answer

    CFO Christina Zamarro explained that in Europe, about 12% of consumer volume is in lower-tier brands like Debica and Sava, which are most exposed to potential redirected imports. She clarified that the quarterly variance in corporate costs is typical and due to the timing of incentive compensation accruals. Zamarro reiterated that while the tariff environment makes the Chemicals business more valuable, the strategic conclusion that it is non-core has not changed.

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