ECVT: Story After Maintenance
We are expecting production levels to have returned to normal levels with maintenance now out of the way. Additionally, there have been no...
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ECVT: The Earnings Normalcy
ECVT disclosed a maintenance issue at a facility occurred towards the end of the second quarter and it would impact second half results. We do not...
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ECVT: Red Devil in the Details
We are raising our second quarter estimates at ECVT on the expectation of normalcy putting ECVT on pace to achieve full year results closer to the...
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ECVT: Input Costs Deflating, Profits Inflating
ECVT had already disclosed Q1 would be down materially due to weather damage. ECVT is now projecting sequential gains with gross margin improvement...
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ECVT: Free Cash Flow Storm
A winter storm damaged a facility in the quarter. However, ECVT issued EBITDA guidance that would have been higher than our forecasts if it was not...
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