Imerys SA and British Lithium Announce A Strategic Partnership Transcript - Thomson StreetEvents

Imerys SA and British Lithium Announce A Strategic Partnership Transcript

Imerys SA and British Lithium Announce A Strategic Partnership Transcript - Thomson StreetEvents
Imerys SA and British Lithium Announce A Strategic Partnership Transcript
Published Jun 29, 2023
Published Jun 29, 2023
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Abstract:

Edited Transcript of IMTP.PA conference call or presentation 29-Jun-23 9:30am GMT

  
Report Type:

Transcript

Source:
Company:
Imerys SA
Ticker
IMTP.PA
Time
9:30am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Aron Ceccarelli - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst : My first one is on CapEx. When I look at Imerys CapEx for the next year, so you clearly have the ramp-up of the synthetic graphite, carbon black plus the CapEx from Imerys. You said you are open to financial partners for Beauvoir. Would you be open as well for the financial partners in order to offload some of this CapEx when it comes to the Cornwall project?


Question: Aron Ceccarelli - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst : My second question is on cost. I remember you're targeting EUR 7 to EUR 9 per kilo in Beauvoir. Would it possible to have a ballpark here for Cornwall, please? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 29, 2023 / 9:30AM, IMTP.PA - Imerys SA and British Lithium Announce A Strategic Partnership


Question: Mourad Lahmidi - BNP Paribas Exane, Research Division - Analyst : I have 3 questions. Could you confirm that the scope of the JV covers all lithium operations and not only the U.K.? Second question, could you also confirm that there was no financial transfer as part of the transaction? It's only assets that are being brought the new entity. And finally, when I look at British Lithium website, they say that they invented the low energy chemical-free process for physically separating granite that contains lithium. Could you elaborate on that, give us more detail? What does it mean low energy, chemical free? How does it compare to other processes out there? And is it applicable across the 2 sites? On a scalable basis, of course.


Question: Mourad Lahmidi - BNP Paribas Exane, Research Division - Analyst : Okay. And you don't -- you have -- you already have a good view on whether this process is scalable on large volumes. Or is it too soon to say?

Table Of Contents

Full Year 2024 Imerys SA Earnings Call Transcript – 2025-02-21 – US$ 54.00 – Edited Transcript of IMTP.PA earnings conference call or presentation 21-Feb-25 8:00am GMT

Imerys SA Q3 2024 Earnings Call Transcript – 2024-10-30 – US$ 54.00 – Edited Transcript of IMTP.PA earnings conference call or presentation 30-Oct-24 5:30pm GMT

Imerys SA Annual Shareholders Meeting Transcript – 2024-05-14 – US$ 54.00 – Edited Transcript of IMTP.PA shareholder or annual meeting 14-May-24 12:30pm GMT

Imerys SA Q3 2023 Earnings Call Transcript – 2023-10-30 – US$ 54.00 – Edited Transcript of IMTP.PA earnings conference call or presentation 30-Oct-23 5:30pm GMT

Half Year 2023 Imerys SA Earnings Call Transcript – 2023-07-27 – US$ 54.00 – Edited Transcript of IMTP.PA earnings conference call or presentation 27-Jul-23 4:30pm GMT

Imerys SA Extraordinary Shareholders Meeting Transcript – 2023-05-10 – US$ 54.00 – Edited Transcript of IMTP.PA shareholder or annual meeting 10-May-23 12:30pm GMT

Imerys SA Q1 2023 Earnings Call Transcript – 2023-05-02 – US$ 54.00 – Edited Transcript of IMTP.PA earnings conference call or presentation 2-May-23 4:30pm GMT

Full Year 2022 Imerys SA Earnings Call Transcript – 2023-02-17 – US$ 54.00 – Edited Transcript of IMTP.PA earnings conference call or presentation 17-Feb-23 9:00am GMT

Imerys SA Capital Market Day Transcript – 2022-11-07 – US$ 54.00 – Edited Transcript of IMTP.PA corporate analyst meeting</ 7-Nov-22 1:00pm GMT

Imerys SA Q3 2022 Earnings Call Transcript – 2022-11-02 – US$ 54.00 – Edited Transcript of IMTP.PA earnings conference call or presentation 2-Nov-22 9:00am GMT

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Thomson StreetEvents. "Imerys SA and British Lithium Announce A Strategic Partnership Transcript" Jun 29, 2023. Alacra Store. May 09, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Imerys-SA-and-British-Lithium-Announce-A-Strategic-Partnership-T15646963>
  
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Thomson StreetEvents. (2023). Imerys SA and British Lithium Announce A Strategic Partnership Transcript Jun 29, 2023. New York, NY: Alacra Store. Retrieved May 09, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Imerys-SA-and-British-Lithium-Announce-A-Strategic-Partnership-T15646963>
  
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