Valmont Industries Inc (NYSE:VMI)
$ 347.86 -4.28 (-1.22%) Market Cap: 6.97 Bil Enterprise Value: 7.82 Bil PE Ratio: 23.63 PB Ratio: 4.56 GF Score: 86/100
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Valmont Industries Inc at Stifel Cross Sector Insight Conference (Virtual) Transcript

Jun 10, 2021 / 04:00PM GMT
Release Date Price: $234.11 (-2.73%)
Nathan Hardie Jones;Stephen G. Kaniewski<
Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst

Good morning, everyone. I'm Nathan Jones, and I'm the covering analyst at Stifel for Valmont. We're very glad to have Steve Kaniewski and Avner Applbaum with us here from the company today.

Before we get started, a couple of housekeeping items. I'm going back to the bull case, bear case format this year, having abandoned it last year because everybody was singularly focused on COVID. I'll present 3 bear cases and then 3 bull cases. Steve and Avner will have the opportunity to respond to each of those, and then time permitting, we'll dig in with questions. (Operator Instructions)

I welcome questions from investors. They're generally smarter than the ones I ask anyway. With that, let's begin with the bear cases. First one, the current inflationary environment could have multiple negative impacts. With this level of inflation not often seen, this could make it more difficult to realize pricing, and if passed through, could eventually adversely impact demand.

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