智利矿业化工(SQM)
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SQM(SQM) - 2023 Q4 - Earnings Call Presentation
2024-03-01 15:07
4Q2023 RESULTS PRESENTATION February 2024 Customary note regarding forward-looking statements This presentation release contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as: "anticipate," "plan," "believe," "estimate," "expect," "strategy," "should," "will" and similar references to future periods. Examples of forward-looking statements include, among ...
SQM(SQM) - 2023 Q4 - Earnings Call Transcript
2024-03-01 01:40
Sociedad Química y Minera de Chile S.A. (NYSE:SQM) Q4 2023 Earnings Conference Call February 29, 2024 10:00 AM ET Company Participants Irina Axenova – Head of Investor Relations Ricardo Ramos – Chief Executive Officer Gerardo Illanes – Chief Financial Officer Carlos Diaz – Executive Vice President of Lithium Juan Pablo Bellolio – Commercial Vice President of Iodine and Industrial Chemicals Gonzalo Aguirre – Business Intelligence Director Conference Call Participants Isabella Simonato – Bank of America Ben I ...
SQM(SQM) - 2023 Q3 - Earnings Call Presentation
2023-11-17 01:58
1 Last twelve months ended September 30, 2023. 2 Market share as of December 31, 2022. Market share percentages have been developed by us using internal and external sources and reflect our best current estimates, which have not been confirmed by independent sources. SQM Potassium 2023 LTM1 Gross Profit US$35M LTM1 Revenues: US$190M $1,595 $1,115 $1,235 • Industrial potassium nitrate market prices should follow the trends seen in the agricultural sector. ended September 30, 2023, reached ~US$2.4 billion. | ...
SQM(SQM) - 2023 Q3 - Earnings Call Transcript
2023-11-17 01:58
Carlos Diaz - Executive Vice President, Lithium Thank you, Dave. Good morning. Thank you for joining SQMÂ's earnings conference call for the third quarter of 2023. This conference call will be recorded and is being webcast live. Our earnings press release and the presentation with a summary of the results have been uploaded to our website, where you can also find a link to the webcast. Ricardo Ramos, our Chief Executive Officer, will be speaking on the call today; Gerardo Illanes, our Chief Financial Office ...
SQM(SQM) - 2023 Q2 - Earnings Call Transcript
2023-08-18 02:35
Ben Isaacson And how much volume are we talking about? Felipe Smith I'm sorry, I cannot disclose the details. We only disclose in the case of LG that it is more than 100,000 for the period 2023-2029, but that's it. We cannot comment for the rest. Sorry, Ben. Ben Isaacson Pablo Altimiras Yes. Hi, Ben, Pablo Altimiras is speaking. Well, that's true. I mean, prices are in a high range today. Why we don't see supply? Well, I would say that because to produce iodine, it's not so easy. We are talking about -- in ...
SQM(SQM) - 2023 Q1 - Earnings Call Transcript
2023-05-19 03:30
Sociedad QuÃmica y Minera de Chile S.A. (NYSE:SQM) Q1 2023 Earnings Conference Call May 18, 2023 12:00 PM ET Company Participants Irina Axenova - Head, Investor Relations Ricardo Ramos - Chief Executive Officer Gerardo Illanes - Chief Financial Officer Carlos Diaz - Executive Vice President, Lithium Felipe Smith - Commercial Vice President, Lithium Juan Pablo Bellolio - Commercial Vice President, Iodine Conference Call Participants Thiago Lofiego - Bradesco BBI Rafael Barcellos - Banco Santander Isabella Si ...
SQM(SQM) - 2023 Q1 - Earnings Call Presentation
2023-05-18 14:24
1Q2023 RESULTS PRESENTATION Customary note regarding forward-looking statements SQM – Corporate Presentation 2 Gross Profit Contribution per Business Line Earnings per Share US$2.63 Trend US$ million Iodine: Record-high sales prices (40%) and high sales volumes (12%) SPN: Lower sales volumes (-20%), flat year-on-year average sales prices SQM – Corporate Presentation 4 May 2023 Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are estimates that refle ...
SQM(SQM) - 2022 Q4 - Annual Report
2023-04-26 00:00
公司概况 - 公司是一家全球性公司,在纽约证券交易所和圣地亚哥证券交易所上市(NYSE: SQM; 圣地亚哥证券交易所: SQM-B, SQM-A)[7] - 公司开发和生产多种产品,服务于健康、营养、可再生能源和技术等多个行业,致力于保持在锂、硝酸钾、碘和热太阳能盐市场的领先地位[7] 财务报告 - 公司已于2023年4月25日向美国证券交易委员会(SEC)提交了2022年12月31日结束的财政年度的年度报告表格20-F[5] - 公司的表格20-F可通过SEC网站或公司投资者关系网站获取[6]
SQM(SQM) - 2022 Q4 - Annual Report
2023-04-26 00:00
公司业务依赖性 - 公司的业务高度依赖于Salar de Atacama的矿产开采权,2022年12月31日,Salar de Atacama产品的收入占公司整体收入的80%[68] - 公司计划在2030年12月到期前与Corfo商讨延长或续签Salar de Atacama矿产开采权,但无法保证成功达成协议[69] 全球市场影响 - 全球锂、化肥和其他化学品价格的波动以及生产能力的变化可能影响公司的业务、财务状况和运营结果[70][71][72][73] - 新的碘、硝酸钾或锂生产商可能对市场价格产生不利影响[78] 供应链和市场风险 - 全球航运限制可能影响公司的销售,导致供应链中断,增加运输成本,影响销售协议和客户关系[74] - 公司销售至新兴市场和扩张战略使其面临与这些国家经济状况和趋势相关的风险[75] - 公司的库存水平可能因经济或运营因素而变化,高库存可能增加资金需求,低库存可能影响销售量[77] 技术和劳工风险 - 公司产品,尤其是碘、锂及其衍生品,是某些工业应用的首选原材料,技术变化、替代产品的开发或其他发展可能会对我们生产的这些和其他产品的需求产生不利影响[93] - 我们面临可能影响生产水平和成本的劳工罢工和劳工责任[94] - 我们可能会受到智利新的和即将出台的劳工法律和法规的影响,可能会面临不遵守的责任和潜在成本[95] 法律和监管风险 - 公司的操作受到不同监管、税收和其他制度的多个司法管辖区的影响[99] - 公司在多个司法管辖区经营,这些司法管辖区的复杂监管环境可能会对我们的合规性产生影响[100] - 环境法律和法规可能使我们面临更高的成本、责任、索赔和未能达到当前和未来生产目标的风险[101] 环境和可持续发展 - 公司自愿实施了多项额外措施以减缓COVID-19在公司内部传播的速度[125] - 公司于2020年10月宣布了可持续发展计划,包括扩大监测系统、与邻近社区进行更好更深入的对话、实现碳中和、将水减少65%和盐水提取减少50%[128] - 公司参与了Dow Jones可持续发展指数(DJSI)评估,并连续第三年被接纳进入MILA和智利指数,并被列入2023年可持续性年鉴[133] 财务风险 - 公司可能面临与金融市场相关的风险,如货币波动可能对其财务表现产生负面影响[140] - 公司在美元是主要经济环境下进行大部分业务交易,而成本大部分与智利比索相关,因此智利比索与美元汇率的波动会影响生产成本[141] 政治和法律风险 - 智利政治事件、金融或其他危机、外汇管制、法规和税收政策的变化可能影响公司的业务计划执行,并可能对公司的增长、运营结果和财务状况产生不利影响[158] - 智利宪法的变化可能影响矿业权和水权等多项权利,可能影响公司的业务、财务状况和运营结果[159] - 智利国内税务局试图将特定矿业税扩大至锂提取,可能对公司的业务、财务状况和运营结果产生重大不利影响[179]
SQM(SQM) - 2022 Q4 - Earnings Call Transcript
2023-03-03 02:58
Sociedad Quimica y Minera de Chile S.A. (NYSE:SQM) Q4 2022 Results Conference Call March 2, 2023 10:00 AM ET Company Participants Irina Axenova - Investor Relations Ricardo Ramos - Chief Executive Officer Juan Pablo - Commercial Vice President of Iodine Carlos Diaz - Executive Vice President, Lithium Business Gerardo Illanes - Chief Financial Officer Conference Call Participants P.J. Juvekar - Citi Ben Isaacson - Scotiabank Corinne Blanchard - Deutsche Bank Joel Jackson - BMO Lucas Ferreira - JP Morgan Javi ...