Analyst
Fermium Research
Equibles does not estimate personal net worth.
Frank Mitsch is recorded as Analyst at Fermium Research. Frank Mitsch has spoken on 13 earnings calls and 1 other investor event across 8 companies, most recently for Qnity Electronics, Inc. on May 12, 2026. Those appearances were for Ppg Industries Inc (PPG), Tronox Holdings plc (TROX), Dow Inc. (DOW), DuPont de Nemours, Inc. (DD), Qnity Electronics, Inc. (Q) and 3 other companies. The companies whose calls Frank Mitsch spoke on are classified in the Basic Materials and Technology sectors.
“You know, you guys had your conference call on Feb 26. Obviously, the world changed on Feb 28, but I'm not sure that that would be a huge impact for your business.”
“I was wondering if you could take a moment or two and recap the highlights of each one of those conference calls, and perhaps they'll put a plaque in the conference room where these conference calls are held.”
“I wanted to get your sense of where you think inventory levels are at your customers. You know, obviously, you know, you spoke a little bit about, you know, the volume decline that we saw in 4Q, kind of reminiscent of the great D stock, you know, back in 2023.”
“Yeah, just touching base again on this transform to outperform, you know, obviously, it's been a very difficult past couple of years, and now you're unveiling this big project, and I understand that it's going to touch everything that you, you know, that you do.”
“So the Chinese investigation into Tyvek was dismissed. I was curious if you have any further dialogue with the Chinese and are there any other investigations that that they may or may not be undertaking.”
Fermium Research
Analyst
Source not stated
Specialty Chemicals · Basic Materials
TROX
Chemicals · Basic Materials
DOW
Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Semiconductor Equipment & Materials · Technology
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
TSEOQ
Specialty Chemicals · Basic Materials
