Epoxy

December 8, 2021

Another Arsenal Acquisition

Arsenal’s Meridian Acquires American Sealants Inc (ASI)
HOUSTON, Texas, December 7, 2021 – Meridian Adhesives Group (Meridian) announced today the acquisition of American Sealants Inc (ASI).

Located in Fort Wayne, Indiana, ASI specializes in the innovation of product assembly adhesives and sealants. These dynamic solutions are used in multiple applications and markets, including industrial, DIY, transportation, residential and commercial building, and construction.

ASI will join Meridian’s Industrial Division, which serves the Flooring, Packaging and Product Assembly markets. The company brings a broad product line and technology base to the division’s Product Assembly category.
“ASI is a valuable addition to the Meridian portfolio, further extending our reach as a full-service solution provider of high-performance adhesives and sealants to our customers,” said Daniel Pelton, CEO of Meridian Adhesives Group. “We are excited to have ASI drive our Product Assembly focus, and we are looking forward to the company’s extensive product offering and technology base broadening the solutions we can offer our customers.” Established in 1987, ASI provides sealant and adhesive technical support and packaging solutions to customers around the world. The company offers high volume users the opportunity to private label silicone and sealant products, while simultaneously providing custom packaging innovations.

The company will be led by President Andrew Zaremba, as past president, Chris Zaremba, steps into a consulting role.

“Our ASI team is enthusiastic about joining Meridian,” said Andrew Zaremba. “Having the backing of Meridian will allow us to further grow our business and support our customers. I have worked with the Meridian team in the past and am looking forward to the innovative technology and expertise this portfolio of leading companies brings to this partnership.” For more information regarding ASI, visit https://www.americansealantsinc.com.

About Meridian Adhesives Group  Meridian Adhesives Group is a leading manufacturer of high-value adhesive technologies. With a broad portfolio of dynamic solutions, Meridian serves the electronics, infrastructure, and industrial (flooring, packaging and product assembly) markets. The group’s operations are located in the Americas and EMEA, with a multitude of sales/service offices worldwide that are positioned to serve Meridian’s global customer base. For more information, visit https://meridianadhesives.com

About Arsenal Capital Partners Arsenal is a leading private equity firm that specializes in investments in middle-market industrials and healthcare companies. Since its inception in 2000, Arsenal has raised institutional equity investment funds of more than $7.0 billion, completed more than 200 platform and add-on investments, and achieved more than 30 realizations. The firm works with management teams to build strategically important companies with leading market positions, high growth, and high value–add. For more information, please visit www.arsenalcapital.com.

December 2, 2021

Interesting Presentation

BASF (BASFY) Investor Presentation – Slideshow

Dec. 02, 2021 4:57 PM ETBASF SE (BASFY), BFFAF

The following slide deck was published by BASF SE in conjunction with this event.

BASF Capital Market Story
Cautionary note regarding
Agenda
What is driving BASF’s future growth?
Unique position to deliver long-term value
Our ambitious financial targets
1
BASF Group Q3 2021 and Q1–Q3 2021: Financial figures
Outlook 2021 for BASF Group
BASF’s diversified portfolio with market-oriented segment structure
Each segment has a clear and compelling path forward
Our unique Verbund concept is one of BASF’s greatest assets
We operate close to our customers in all regions worldwide
Use of cash – clear focus on long-term shareholder value
BASF Group: High capex discipline in ongoing business to support
BASF’s industry-leading innovation platform ensures long-term
Attractive shareholder return – also in challenging times
Agenda
Excellence Program 2019–2021: On track to achieve the targeted
We have consistently refocused our portfolio towards innovative
Recent portfolio measures: Acquisitions
Recent portfolio measures: Divestitures
Clear acquisition criteria
Agenda
China is the major growth driver for global chemical production:
BASF’s Verbund site in Nanjing is a prime example of our success
Guangdong is home of key customers from fast-growing industries
Location in Zhanjiang enables BASF to capture long-term profitable
Main construction phases of the new Verbund site
World-scale Verbund site with diversified value chains
BASF’s Zhanjiang Verbund site will have the lowest projected
Key financials of BASF’s new Verbund site in Zhanjiang
BASF’s new Verbund site in Zhanjiang: Key takeaways
Agenda
The automotive industry is in the middle of a major transformation
The chemical content per car is higher in a BEV compared to ICE,
The market for CAM will grow by ~21% per year and reach a total
Product innovation enables the broadest CAM portfolio in the
BASF has production assets and R&D hubs in close proximity to the
As a result of our holistic approach, we can offer CAM products with
The Battery Materials business will become a significant earnings
BASF Battery Materials: Key takeaways
Agenda
Our commitments to reaching
Our path to reduce BASF emissions from 2018 to 2030
Our path to reduce BASF emissions from 1990 to 2050
No downstream decarbonization without upstream decarbonization
BASF      , SABIC and Linde join forces to realize the world’s first
Methane pyrolysis combines low emissions with
Turning Carbon Management into business opportunities
What we expect from our suppliers:
BASF’s Circular Economy Program: Targets
From a linear to a more circular economy
Transformation requires a broad technology portfolio
€16.7 billion of BASF Group sales from sustainable solutions
Innovations for a sustainable future – Accelerator examples
BASF in sustainability ratings and rankings
Agenda
BASF Group Q3 2021: Sales increased considerably, mainly due to
BASF Group Q3 2021: Strong earnings in upstream business, while
BASF’s natural gas supply and demand balance in Europe
Cash flow development in Q3 2021 and Q1–Q3 2021
Chemicals
Materials
Industrial Solutions
Surface Technologies
Nutrition & Care
Agricultural Solutions

169

https://seekingalpha.com/article/4473095-basf-basfy-investor-presentation-slideshow?utm_campaign=RTA+Articles&utm_medium=email&utm_source=seeking_alpha&utm_term=RTA+Article+Smart

December 2, 2021

Interesting Presentation

BASF (BASFY) Investor Presentation – Slideshow

Dec. 02, 2021 4:57 PM ETBASF SE (BASFY), BFFAF

The following slide deck was published by BASF SE in conjunction with this event.

BASF Capital Market Story
Cautionary note regarding
Agenda
What is driving BASF’s future growth?
Unique position to deliver long-term value
Our ambitious financial targets
1
BASF Group Q3 2021 and Q1–Q3 2021: Financial figures
Outlook 2021 for BASF Group
BASF’s diversified portfolio with market-oriented segment structure
Each segment has a clear and compelling path forward
Our unique Verbund concept is one of BASF’s greatest assets
We operate close to our customers in all regions worldwide
Use of cash – clear focus on long-term shareholder value
BASF Group: High capex discipline in ongoing business to support
BASF’s industry-leading innovation platform ensures long-term
Attractive shareholder return – also in challenging times
Agenda
Excellence Program 2019–2021: On track to achieve the targeted
We have consistently refocused our portfolio towards innovative
Recent portfolio measures: Acquisitions
Recent portfolio measures: Divestitures
Clear acquisition criteria
Agenda
China is the major growth driver for global chemical production:
BASF’s Verbund site in Nanjing is a prime example of our success
Guangdong is home of key customers from fast-growing industries
Location in Zhanjiang enables BASF to capture long-term profitable
Main construction phases of the new Verbund site
World-scale Verbund site with diversified value chains
BASF’s Zhanjiang Verbund site will have the lowest projected
Key financials of BASF’s new Verbund site in Zhanjiang
BASF’s new Verbund site in Zhanjiang: Key takeaways
Agenda
The automotive industry is in the middle of a major transformation
The chemical content per car is higher in a BEV compared to ICE,
The market for CAM will grow by ~21% per year and reach a total
Product innovation enables the broadest CAM portfolio in the
BASF has production assets and R&D hubs in close proximity to the
As a result of our holistic approach, we can offer CAM products with
The Battery Materials business will become a significant earnings
BASF Battery Materials: Key takeaways
Agenda
Our commitments to reaching
Our path to reduce BASF emissions from 2018 to 2030
Our path to reduce BASF emissions from 1990 to 2050
No downstream decarbonization without upstream decarbonization
BASF      , SABIC and Linde join forces to realize the world’s first
Methane pyrolysis combines low emissions with
Turning Carbon Management into business opportunities
What we expect from our suppliers:
BASF’s Circular Economy Program: Targets
From a linear to a more circular economy
Transformation requires a broad technology portfolio
€16.7 billion of BASF Group sales from sustainable solutions
Innovations for a sustainable future – Accelerator examples
BASF in sustainability ratings and rankings
Agenda
BASF Group Q3 2021: Sales increased considerably, mainly due to
BASF Group Q3 2021: Strong earnings in upstream business, while
BASF’s natural gas supply and demand balance in Europe
Cash flow development in Q3 2021 and Q1–Q3 2021
Chemicals
Materials
Industrial Solutions
Surface Technologies
Nutrition & Care
Agricultural Solutions

169

https://seekingalpha.com/article/4473095-basf-basfy-investor-presentation-slideshow?utm_campaign=RTA+Articles&utm_medium=email&utm_source=seeking_alpha&utm_term=RTA+Article+Smart

December 2, 2021

More Increases

BASF to increase prices for select polyetheramines in North America

FLORHAM PARK, NJ, December 1, 2021 – Effective December 11, 2021 or as existing contracts permit, BASF will increase its prices in North America for select polyetheramines sold under the brand name Baxxodur®.

Product                                                                    Price Increase    

Polyetheramine D230 (Baxxodur® EC 301)              $0.36 / lb.

Polyetheramine D2000 (Baxxodur® EC 303)            $0.46 / lb.

Polyetheramine T403 (Baxxodur® EC 310)               $0.37 / lb.

Under the brand name Baxxodur, BASF markets a diversified portfolio of amine-based curing components for the professional and application-oriented processing of epoxy resins. BASF’s Baxxodur products are featured in many applications as highly efficient curing agents in various coating applications and sealing compounds, for the wind energy, electrical industry as well as in composites, adhesives and flooring.

https://www.basf.com/us/en/media/market-news-/2021/basf-to-increase-prices-for-select-polyetheramines-in-north-amer2.html

December 2, 2021

More Increases

BASF to increase prices for select polyetheramines in North America

FLORHAM PARK, NJ, December 1, 2021 – Effective December 11, 2021 or as existing contracts permit, BASF will increase its prices in North America for select polyetheramines sold under the brand name Baxxodur®.

Product                                                                    Price Increase    

Polyetheramine D230 (Baxxodur® EC 301)              $0.36 / lb.

Polyetheramine D2000 (Baxxodur® EC 303)            $0.46 / lb.

Polyetheramine T403 (Baxxodur® EC 310)               $0.37 / lb.

Under the brand name Baxxodur, BASF markets a diversified portfolio of amine-based curing components for the professional and application-oriented processing of epoxy resins. BASF’s Baxxodur products are featured in many applications as highly efficient curing agents in various coating applications and sealing compounds, for the wind energy, electrical industry as well as in composites, adhesives and flooring.

https://www.basf.com/us/en/media/market-news-/2021/basf-to-increase-prices-for-select-polyetheramines-in-north-amer2.html