Analyst
UBS
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Lucas Beaumont is recorded as Analyst at UBS. Lucas Beaumont has spoken on 20 earnings calls across 9 companies, most recently for Fuller H B Co on September 24, 2026. Those appearances were for CF Industries Holdings, Inc. (CF), Intrepid Potash, Inc. (IPI), Mosaic Co (MOS), Fuller H B Co (FUL), Lsb Industries, Inc. (LXU) and 4 other companies. The companies whose calls Lucas Beaumont spoke on are classified in the Basic Materials sector.
“Putting together all your comments kind of on the call today, just trying to sort of think about, like, the high-level considerations for the business as we go into next year.”
“I mean, I guess just giving kind of a soft demand here in the second quarter, like a more compressed kind of timeframe for deliveries in the second half. we've got this still impacted global supply issues and like now increasing cost curve support as well from European gas.”
“And then I guess just on the production sort of cost side in Potash. So, I mean, you were able to sort of hold your cash cost per tonne there roughly flat sort of year and year in the first half.”
“So I guess just want to go back to kind of a phosphate volume outlook.”
“I just wanted to follow up on your comments around sort of the split in the second half between 3Q and 4Q. So pointing to sort of the third quarter of 2020 there, you're kind of indicating a loss in the third quarter of about $180 million, which would then sort of imply about $680 million in EBITDA growth in the…”
UBS
Analyst
Transcript header (unverified)
Agricultural Inputs · Basic Materials
Agricultural Inputs · Basic Materials
MOS
Agricultural Inputs · Basic Materials
FUL
Specialty Chemicals · Basic Materials
CTVA
Agricultural Inputs · Basic Materials
CTA-PB
Agricultural Inputs · Basic Materials
NTR
Agricultural Inputs · Basic Materials
Specialty Chemicals · Basic Materials
