Vistra Corp (LTS:0A8O)
$ 159.24 4.26 (2.75%) Market Cap: 54.38 Bil Enterprise Value: 71.76 Bil PE Ratio: 29.83 PB Ratio: 18.37 GF Score: 67/100
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Vistra Energy Corp, BASF Corp, and Port of LA at Wolfe Research Global Transportation & Industrials Conference (Virtual) - Rail Shipper Panel Transcript

May 20, 2020 / 04:30PM GMT
Scott H. Group
Wolfe Research, LLC - MD & Senior Transportation Analyst

Okay, everyone, welcome to the Wolfe Rail Shipper Panel. I promised my kids that if they were quiet today, and we didn't hear them that they could come and just wave for a second. So thanks, kids. You guys are doing a good job. And you want to wave now? Okay. All right. Thank you, kids.

All right. So let's get going with the panel. Really happy to have -- we've got 3 rail shippers, and then we've got the Port of LA as well. So I'll just quickly introduce everyone. From BASF Corporation, we've got David Jones, Manager of Domestic Rail -- Manager of Domestic Transportation Procurement. From Vistra Energy Corp, Lee Adams, Director of Coal Trading. From Koch Fertilizers, Michael Dalton, Manager of Rail Transportation. And then from the Port of LA, we've got Chris Chase, Marketing Manager.

And I should mention that Michael from Koch, he's just on audio, not on video. So thanks, guys, for being here. We've got about 45 minutes.

We're going to focus primarily on rail shipping trends. I'm also -- I thought

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