Gates Industrial Corporation PLC at Wolfe Research Global Transportation & Industrials Conference Transcript
Started with the team from Gates and great pleasure to have Ivo Jurek on stage, CEO of Gates. I think this is the first time we've done a fireside chat for a long time, Ivo. So I'm looking forward to this and Richard Kwas, Head of IR as well.
So Ivo, I don't think you've got opening remarks or anything, but maybe I'll just ask you. Do you have open remarks? Anything to say before we kick into the Q&A?
I really don't have anything specific prepared outside of the situation around the globe is actually reasonably constructive despite all of the turmoil that we see on the front pages of new news on a daily basis. And so I'm happy to go to the Q&A.
Questions & Answers
Great. Well, that's a great place to break the ice because lots of questions around how sustainable is the strength that we've seen. We've now had four months of ISM above 50%,
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