Todays Agenda Time (CT) Speaker Title 3:00 - 3:15 p.m. Bryan Shinn, CEO Introductory Remarks & Company Overview J.P. Blanchard, SVP and President, 3:15 - 3:30 p.m. PM Overview & New Products Spotlight Performance Materials (PM)…
Speaker Bios Bryan Shinn J.P. Blanchard Zach Carusona Served as President from 2011- President of Performance Materials President of Specialty Minerals since 2020 and as CEO and Board since 2018 2018 member since 2012 Joined…
BRYAN SHINN CEO
U. S . S I L I C A AT A G L A N C E Who We Are U.S. Silica (NYSE: SLCA) is a diversified Katy, TX performance materials and industrial minerals Headquarters company 1,500 Employees Positioned for sustainable, long-term growth 23…
C O M PA N Y OV E R V I E W Performance Materials and Industrial Minerals Leader Diversifying Leader Industrial & Specialty (ISP) Profits1 Products Segment 65% of total company profits Industrial minerals markets 2014 Very stable…
SEGMENT REVIEW ISP Supports Diverse End Markets Our products are found in many of the things you see and touch every day Swimming pool Rubber and Paints and filtration tire fillers coatings Wine, beer Quartz and spirits…
U. S . S I L I C A AT A G L A N C E Investment Opportunity Majority of company SLCA share price performance still correlated to crude oil despite increasing profits tied to exposure to high-growth industrial end industrial end…
T H E B U S I N E S S TO DAY Our 3 Strategic Priorities Grow volume and price in current markets at GDP+ Develop and launch higher margin, value added GROW specialty and performance products in target markets INDUSTRIAL Leverage…
SEGMENT REVIEW ISP Segment Services a Diverse Mix of End Markets and Long Term Customers % of 2020E ISP Revenue Clays 9% Absorbents 10% Chemical & Additives 9% Petrochemical Automotive Animal Feed Gas Processing & Accidents &…
E N V I R O N M E N TA L , S O C I A L A N D G OV E R N A N C E Strong Sustainability Linkages Key SLCA products support numerous important value chains Our low iron specialty Our specialty silica Our Microsil product silica is…
SEGMENT REVIEW Compelling New Product Pipeline1 EverWhite Cool Roof Reinforcing Fillers Pozzolans Cristobalite Granules Key ingredient in Reflects 80% of Affordably Next generation high-end quartz solar heat and increasing the…
J.P. BLANCHARD SVP and President, Performance Materials (PM)
SEGMENT REVIEW Compelling New Product Pipeline1 EverWhite Cool Roof Reinforcing Fillers Pozzolans Cristobalite Granules Key ingredient in Reflects 80% of Affordably Next generation high-end quartz solar heat and increasing the…
NEW PRODUCT SPOTLIGHT Cristobalite a Key Input for White Quartz Countertops Domestic production of quartz countertops growing rapidly to supply increasing US demand US Quartz Countertops US Quartz Countertop Installed1 (Million sq…
NEW PRODUCT SPOTLIGHT Well Positioned to Capitalize on Growing Cristobalite Demand Millen, GA facility strategically Beyond countertops, strong located near 7 of top 10 US quartz demand in other markets for countertop manufacturers…
ZACH CARUSONA SVP and President, Specialty Minerals (SM)
SEGMENT REVIEW ISP Segment Specialty Minerals Business Unit Whole Grain Silica (Glass, Foundry, Other) Coarse Ground Silica (Building Products) Specialty Fine Ground Silica Specialty Minerals Minerals (Fillers and…
SEGMENT REVIEW Compelling New Product Pipeline1 EverWhite Cool Roof Reinforcing Fillers Pozzolans Cristobalite Granules Key ingredient in Reflects 80% of Affordably Next generation high-end quartz solar heat and increasing the…
NEW PRODUCT SPOTLIGHT Near Term Opportunities Pozzolans New technology expected to enable production of silica fume replacement for ultra high-performance concrete (UHPC) Silica fume is capped as a by-product of silicon production…
NEW PRODUCT SPOTLIGHT Reinforcing Fillers Silica is a critical additive for a high number of large, diverse end markets: Tires and other Industrial and Silicones Defoamers Electronics Wire and cable rubbers architectural…
QUESTIONS 24
Non-GAAP Financial Performance Measures Adjusted EBITDA Adjusted EBITDA is not a measure of our financial performance or liquidity under GAAP and should not be considered as an alternative to net income as a measure of operating…
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