Coverage

PPG Pre-call Modest 3Q Upside w Large Expected 4Q Downside

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ORGN “Well Positioned to Meet the Demand of the Green Polymer Market”

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Uneasy 3Q with Supply Chain & Raws Leading to Misses, but Beats Also Expected

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RPM We Got the Beat But …

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DD “Consistency Will Prove the Day”

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Lunch…Err…Breakfast with Liveris; an Annual Tradition!

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RPM Pre-call Nice F1Q Beat Though Modestly Lower F2Q Decline Expected

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‘Clear Path to Zero Carbon Emissions’ … and ‘Disciplined Value Growth’

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BASF- Upstream Strength; Downstream Headwinds. China and Batteries LT Focus

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