Somero (SOM) Results presentation March 2018
Results presentation for year end 31st December 2017 by CEO Jack Cooney, EVP Sales Howard Hohmann and CFO John Yuncza.
Followed by a Q&A.
Contents (click to jump)
Jack Cooney (CEO) introduction
(00:00)
Howard Hohmann (EVP Sales) 2017 highlights
(1:07)
Sales by teritory
(2:21)
Sales by product
(3:21)
John Yuncza (CFO) Financial highlights
(3:59)
Operating results
(6:00)
Balance sheet
(8:00)
Cash flows
(8:23)
Dividend policy
(8:46)
US tax law changes
(9:30)
Jack Cooney (CEO) Current trading & outlook
(10:04)
Q&A
(11:07)
Discussion about the new vertical screeding product
(11:13)
Dividend
(23:15)
Marketing & development spend
(24:39)
Chinese market
(26:03)
India
(29:53)
Share options
(32:18)
Forward visibility
(32:58)
Cyclical nature of construction industry
(34:22)
Cash/debt position
(37:00)
Weather & new tax rate
(38:15)
Manufacturing flexibility
(39:25)
Regional operation
(41:05)
H2 weighting
(42:20)
Outlook for 2018
(44:28)
Europe
(45:53)
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