Clean Harbors Inc at Oppenheimer Industrial Growth Conference Transcript

May 08, 2019 / 12:15PM GMT
Noah Duke Kaye - Oppenheimer & Co. Inc., Research Division - Executive Director and Senior Analyst

Happy early morning, and welcome to the second day of Oppenheimer's 14th Annual Industrial Growth Conference. I'm Noah Kaye, Research Analyst with Oppenheimer Sustainable Growth and Resource Optimization Practice. And we're beginning the day with Clean Harbors. Very pleased to welcome CFO, Mike Battles; and IR, Jim Buckley; fresh from Las Vegas. Gentlemen, thanks so much for coming. Yes. No, I'd like to organize this discussion maybe by business segment, if we can, now that you have 2, starting with Environmental Services. And would like to start with big focus for waste-related investors, which is price. One trend that stood out this quarter was the strength in pricing. Certainly part of that was the mix of higher price waste being disposed. You had some capacity constraints, weather, the Deer Park stoppage. So as we get past those issues, how do you think about pricing or mix going forward in the coming quarters? How is that going to help drive total growth?

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