Gates Industrial Corporation PLC at Morgan Stanley Laguna Conference Transcript

Sep 13, 2023 / 06:40PM GMT
Joshua Charles Pokrzywinski - Morgan Stanley, Research Division - Equity Analyst

Good morning, everybody. Thanks for your patience there where we got mic-ed up. I hope everybody is enjoying lunch. For the folks at home, I guess you're probably enjoying the afternoon at this point if you're on the East Coast now.

But thanks for joining us on day 2 of Laguna. On stage, I have the team from Gates: Ivo Jurek, CEO; and Richard Kwas as well from the IR team. Guys, thanks for joining us. Always a pleasure.

Questions and Answers:

Joshua Charles Pokrzywinski - Morgan Stanley, Research Division - Equity Analyst

Ivo, maybe just to start us out, I mean we've heard from certainly a number of companies across end markets the past couple of days. It seems like a lot more good than bad going out on there, despite some macro indicators that might give you pause otherwise.

You guys certainly have a lot of diversity and have made a lot of kind of good pivotal investments yourselves. What are you seeing out there? Anything that's sort of catching your
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