Elementis(ELMT.Y)株式概要Elementis plcは、英国、その他の欧州、北米、および国際的なスペシャリティケミカル企業として事業を展開している。 詳細ELMT.Y ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より26.1%で取引されている 収益は年間13.67%増加すると予測されています 過去1年間で収益は27.7%増加しました リスク分析株式の流動性は非常に低い 不安定な配当実績 すべてのリスクチェックを見るELMT.Y Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$8.11340.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-67m874m2016201920222025202620282031Revenue US$688.1mEarnings US$71.7mAdvancedSet Fair ValueView all narrativesFeatured narrative•Materials opportunityUpside Gold3 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0769.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative15.4kusers have viewed this narrative43users have liked this narrative1users have commented on this narrative290users have followed this narrativeRead narrativeElementis plc 競合他社EcovystSymbol: NYSE:ECVTMarket cap: US$1.5bInnospecSymbol: NasdaqGS:IOSPMarket cap: US$2.0bMinerals TechnologiesSymbol: NYSE:MTXMarket cap: US$2.5bFlotek IndustriesSymbol: NYSE:FTKMarket cap: US$577.8m価格と性能株価の高値、安値、推移の概要Elementis過去の株価現在の株価UK£8.1152週高値UK£10.6552週安値UK£7.31ベータ0.931ヶ月の変化-1.85%3ヶ月変化n/a1年変化n/a3年間の変化36.26%5年間の変化10.46%IPOからの変化-48.78%最新ニュースお知らせ • Mar 24Elementis plc to Report Q1, 2026 Results on Apr 29, 2026Elementis plc announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Mar 19Elementis PLC Announces Board ChangesElementis PLC announced the appointment of Trudy Schoolenberg as Non-Executive Chair with effect from the end of the Annual General Meeting on April 29, 2026. Trudy will succeed John O'Higgins who announced in October 2026 that he would not stand for re-election. Trudy has served as Non-Executive Senior Independent Director of Elementis since April 2022. She has around 35 years' experience in the chemicals, engineering and high-performance product sectors, including ten years as a Senior Independent Director. Trudy also serves as Chair of Accsys Technologies PLC. Trudy will continue as a member of the Remuneration Committee and will chair the Nomination Committee. Christine Soden, Non-Executive Director, will be appointed as interim Senior Independent Director. Christine will continue in her current committee roles. Elementis also announced the appointment of Mike Humphrey as an Independent Non-Executive Director with effect from April 29, 2026. Mike Humphrey brings significant leadership and operational experience in the specialty chemicals sector, having been Chief Executive Officer of Croda International plc from 1999 to 2011, playing a crucial role in reshaping its strategic focus on specialty markets. During Mike's tenure, Croda developed into a focused, innovation-led business with strong margins, global reach and a premium market positioning.お知らせ • Feb 25Elementis plc Announces Retirement of Independent Non-Executive Director Dorothee Deuring and Changes in Committee Composition, Effective February 28, 2026Elementis plc announces the following change to the Board of Directors: Having reached the ninth anniversary of her initial appointment to the Board of Elementis plc as an independent non-executive Director, Dorothee Deuring will be retiring from the Board and as a member of the Audit, Nomination and Remuneration Committees on 28 February 2026.お知らせ • Nov 27Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million.Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million on November 26, 2025. The enterprise value of £17 million is on a cash-free, debt-free basis and includes £1.5 million of contingent consideration. Elementis plc (LSE:ELM) completed the acquisition of Alchemy Ingredients Limited on November 26, 2025.お知らせ • Nov 12Elementis plc to Report First Half, 2026 Results on Jul 30, 2026Elementis plc announced that they will report first half, 2026 results on Jul 30, 2026お知らせ • Oct 30+ 1 more updateElementis plc Announces Board ChangesElementis plc announced that Following the successful completion of several significant milestones for the Group in his time as chair including the sale of the Chromium and Talc businesses, the appointment of Luc van Ravenstein as CEO and the launch of the new Elevate Elementis strategy in July, the Group's Chair, John O'Higgins, has informed the Board that he will not seek re-election at the Company's AGM on 29 April 2026 and will step down as Chair and NED immediately following the AGM. Further details on the Chair succession plan will be provided in due course. In recognition of the need to transition to a Board that is more reflective of the reduced size of the business, the Group also announced that Heejae Chae will be stepping down as NED at the end of this year. The company also announced that Kath Kearney-Croft will become a member of the Elementis Board on 1 January 2026. Kath has been CFO of Learning Technologies Group since 2021, and prior to this has over 20 years of experience in a range of CFO and senior finance roles in the UK and US with SIG plc, The Vitec Group plc, Rexam PLC, and BOC Group.最新情報をもっと見るRecent updatesお知らせ • Mar 24Elementis plc to Report Q1, 2026 Results on Apr 29, 2026Elementis plc announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Mar 19Elementis PLC Announces Board ChangesElementis PLC announced the appointment of Trudy Schoolenberg as Non-Executive Chair with effect from the end of the Annual General Meeting on April 29, 2026. Trudy will succeed John O'Higgins who announced in October 2026 that he would not stand for re-election. Trudy has served as Non-Executive Senior Independent Director of Elementis since April 2022. She has around 35 years' experience in the chemicals, engineering and high-performance product sectors, including ten years as a Senior Independent Director. Trudy also serves as Chair of Accsys Technologies PLC. Trudy will continue as a member of the Remuneration Committee and will chair the Nomination Committee. Christine Soden, Non-Executive Director, will be appointed as interim Senior Independent Director. Christine will continue in her current committee roles. Elementis also announced the appointment of Mike Humphrey as an Independent Non-Executive Director with effect from April 29, 2026. Mike Humphrey brings significant leadership and operational experience in the specialty chemicals sector, having been Chief Executive Officer of Croda International plc from 1999 to 2011, playing a crucial role in reshaping its strategic focus on specialty markets. During Mike's tenure, Croda developed into a focused, innovation-led business with strong margins, global reach and a premium market positioning.お知らせ • Feb 25Elementis plc Announces Retirement of Independent Non-Executive Director Dorothee Deuring and Changes in Committee Composition, Effective February 28, 2026Elementis plc announces the following change to the Board of Directors: Having reached the ninth anniversary of her initial appointment to the Board of Elementis plc as an independent non-executive Director, Dorothee Deuring will be retiring from the Board and as a member of the Audit, Nomination and Remuneration Committees on 28 February 2026.お知らせ • Nov 27Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million.Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million on November 26, 2025. The enterprise value of £17 million is on a cash-free, debt-free basis and includes £1.5 million of contingent consideration. Elementis plc (LSE:ELM) completed the acquisition of Alchemy Ingredients Limited on November 26, 2025.お知らせ • Nov 12Elementis plc to Report First Half, 2026 Results on Jul 30, 2026Elementis plc announced that they will report first half, 2026 results on Jul 30, 2026お知らせ • Oct 30+ 1 more updateElementis plc Announces Board ChangesElementis plc announced that Following the successful completion of several significant milestones for the Group in his time as chair including the sale of the Chromium and Talc businesses, the appointment of Luc van Ravenstein as CEO and the launch of the new Elevate Elementis strategy in July, the Group's Chair, John O'Higgins, has informed the Board that he will not seek re-election at the Company's AGM on 29 April 2026 and will step down as Chair and NED immediately following the AGM. Further details on the Chair succession plan will be provided in due course. In recognition of the need to transition to a Board that is more reflective of the reduced size of the business, the Group also announced that Heejae Chae will be stepping down as NED at the end of this year. The company also announced that Kath Kearney-Croft will become a member of the Elementis Board on 1 January 2026. Kath has been CFO of Learning Technologies Group since 2021, and prior to this has over 20 years of experience in a range of CFO and senior finance roles in the UK and US with SIG plc, The Vitec Group plc, Rexam PLC, and BOC Group.お知らせ • Aug 02Milberg, Krause & Kinsman File Class Action Lawsuit over Toxic Emissions in Kansas CityThe international plaintiffs' firm Milberg Coleman Bryson Phillips Grossman, PLLC ("Milberg"), in collaboration with the Krause & Kinsman Law Firm, has filed a federal class action lawsuit against Harcros Chemicals, Philips Electronics, Elementis PLC, and other entities for decades of toxic emissions that have harmed Kansas City residents. Filed in the U.S. District Court for the District of Kansas, the lawsuit alleges that the Harcros Chemicals plant and its predecessor companies have continuously released hazardous toxins, including the known human carcinogen ethylene oxide (EtO) and other dangerous chemicals, into surrounding residential neighborhoods since 1960. The complaint also identifies 11 schools located within the "toxic plume," where over 5,700 students have been consistently exposed to these harmful emissions. According to the lawsuit, these emissions have caused cancer, reproductive harm, and other severe health issues for Kansas residents. The Environmental Protection Agency (EPA) ranks the Harcros Kansas City facility among the most dangerous toxin emitters nationwide. Independent research shows that residents living near the facility, predominantly from Black and Hispanic communities, have a life expectancy up to 20 years shorter than those residing just a few miles further from the facility. Individuals who may be eligible to participate in the litigation include those who have lived, worked, or attended school within 2.5 miles of the Harcros facility and have experienced cancer or reproductive health issues.お知らせ • Jul 31+ 1 more updateElementis plc Provides Earnings Guidance for Full Year 2025Elementis plc provided earnings guidance for full year 2025. For the full year company expects full year profit performance to be in line with market expectations.お知らせ • Apr 29Elementis plc to Report First Half, 2025 Results on Jul 31, 2025Elementis plc announced that they will report first half, 2025 results on Jul 31, 2025お知らせ • Mar 26Elementis plc, Annual General Meeting, Apr 29, 2025Elementis plc, Annual General Meeting, Apr 29, 2025. Location: the offices of aando shearman llp, one bishops square, e1 6ad, london United Kingdomお知らせ • Mar 13+ 1 more updateElementis plc Announces Executive Changes, Effective April 29, 2025Elementis plc announced that Luc van Ravenstein will join the Board of the Company on 29 April 2025, succeeding Paul Waterman. Luc is a highly respected leader with a strong track record of delivering innovation, growth and efficiency during his 13 years at Elementis. He has led the Company's largest business segment, Performance Specialties (previously Coatings), for seven years. During this period, Luc oversaw the transformation of Coatings into a leading speciality additives business with a higher quality product portfolio and significantly higher margins. Before that, Luc led the Personal Care segment for six years during a period of significant growth. Prior to joining the Company, Luc held various leadership positions at Croda International plc. The appointment follows a thorough search process led by the Nomination Committee, supported by an independent executive search firm, which included consideration of a range of candidates, including external to the Company. Further to the Company's announcement on 18 November 2024, Paul Waterman will retire from the Board on 29 April 2025. Paul will continue to be employed by the Company and will be available as required for any transition support until the end of July 2025 to ensure a smooth transition with Luc.お知らせ • Mar 06Elementis plc Recommends Final DividendElementis plc recommended a final dividend of 2.9 cents per share (2023: 2.1 cents per share), resulting in a full-year dividend of 4.0 cents per share.お知らせ • Jan 21Elementis plc to Report Q4, 2024 Results on Mar 06, 2025Elementis plc announced that they will report Q4, 2024 results on Mar 06, 2025お知らせ • Dec 24Elementis plc Appoints Christopher Mills as Non-Executive Director with Effect from 1 January 2025Elementis plc appointed Christopher Mills as a Non-Executive Director with effect from 1 January 2025. Mr. Mills founded Harwood Capital Management in 2011, a successor to its former parent company JO Hambro Capital Management, which he co-founded in 1993 and of which he was formerly the Chief Investment Officer. He is currently the Chief Executive Officer and Investment Manager of North Atlantic Smaller Companies Investment Trust plc, a UK listed investment trust, and a Non-Executive Director of several companies including Assetco plc, MJ Gleeson plc, PRS REIT plc and Oryx International Growth Fund Limited. Mr. Mills has indicated that he will donate his director fees received from the Company to the Harwood Charitable Trust, which provides educational support, mainly for doctors in Africa.お知らせ • Nov 20Elementis plc Announces Paul Waterman's Decision to Step Down as Chief Executive OfficerElementis plc announced that, following a period of discussion, Paul Waterman has agreed with the Board that it is the right time to transition the leadership of Elementis to a new Chief Executive Officer, following his nine years of service. Paul has agreed to remain with the Company until a successor is appointed, and will step down no later than the Company's Annual General Meeting in April 2025, remaining available as required for any transition or other support until the end of July 2025. The Board has initiated a process to identify and appoint a successor, and a further announcement in relation to this will be made in due course.お知らせ • Jun 26Gatemore Capital Management Sends Letter to Elementis PLCOn June 25, 2024, Gatemore Capital Management LLP announced that it has sent a letter to Elementis PLC stating that the current management concerning capital allocation and operations, which have undermined investor confidence in the Company and resulted in a significant gap between Company's intrinsic value and its share price, it also proposed several actions to rectify Company's issues, urging the Board to take decisive steps to drive meaningful change, and Gatemore Capital stated that accelerating the cost-savings program, replacing the current CEO Paul Waterman, and conducting a strategic review including a potential disposal of the Talc business are essential to improving the Company's performance and unlocking shareholder value.お知らせ • Mar 15Elementis plc Appoints Heejae Chae as Non-Executive Director and Member of Audit, Nomination and Remuneration Committees, Effective from 25 March 2024Elementis plc announced the appointment of Heejae Chae as a Non-Executive Director with effect from 25 March 2024. Heejae will join the Audit, Nomination and Remuneration Committees. Heejae is also a Non-Executive Director of IP Group plc, where he chairs the remuneration committee, and the Executive Chairman of Sys Group plc. He served as Chief Executive of Scapa Group plc, for twelve years, until its sale in 2021. Prior to joining Scapa Group plc, he held roles as Group Chief Executive of Volex Group plc, and was the Group General Manager, Radio Frequency Worldwide, for Amphenol Corporation. Heejae spent the early part of his career in finance at The Blackstone Group and Donaldson Lufkin and Jenrette, before moving into industry. Heejae holdsa Bachelor of Arts in Economics and Bachelor of Science in Engineering from Columbia University, and an MBA from Harvard University.お知らせ • Mar 08Elementis plc Proposes Dividend for the Year Ended 31 December 2023, Payable on 31 May 2024Elementis plc announced that the Board has considered the strength of the balance sheet and the near-term prospects for the business and recommended the reinstatement of the ordinary dividend to an amount of 2.1 cents per share, which will be paid in pounds sterling. Dividend of 1.65 pence per share has been determined by converting the 2.1 cents into pounds sterling using the forward rate of £1.00:$1.2705, as determined on 28 March 2023. If approved at the AGM, the dividend will be paid on 31 May 2024 to shareholders included on the share register on 3 May 2024.お知らせ • Mar 07Elementis plc Announces Directorate ChangesElementis plc announced the appointment of Maria Ciliberti as a Non-Executive Director with effect from 11 March 2024. Maria will join the Audit, Nomination and Remuneration Committees. Maria is President for the USA and Canada businesses at Royal Vopak, and has spent over 35 years in the petrochemical industry, having previously worked at The Dow Chemical Company, Columbia Gas of Ohio and Container Corporation of America in the USA. Maria has also spent over a decade in global leadership roles in Europe, with Celanese, GE Plastics (now part of SABIC) and Borealis. Maria holds a Bachelor of Science degree in Chemical Engineering and an MBA, both from The Ohio State University. Steve Good will retire from the Board at the conclusion of the Annual General Meeting on 30 April 2024 ("AGM"), as planned. Steve's responsibilities as chair of the Remuneration Committee will transfer to Clement Woon following the AGM.お知らせ • Jan 26KPS Capital Reportedly Said to Have Submitted Bid for ElementisKPS Capital Partners, LP recently explored a bid for UK specialty chemicals maker Elementis plc (LSE:ELM) but has since paused its work, two people familiar with the matter told Reuters. The New York-based private equity firm in December submitted an offer valuing the FTSE 250 company at about 160 pence per share, but the Elementis board wanted around 180 pence, one of the people said. Spokespeople for Elementis and KPS declined to comment.お知らせ • Jan 25Franklin Mutual Advisers Sends Letter to ElementisOn January 25, 2024, Franklin Mutual Advisers LLC announced that it has sent 2nd letter to Elementis PLC board of directors, stating that it is writing to express its dismay at recent media reports that the Company has rejected a 160p takeover offer from KPS Capital Partners, in its view, this recent interest from KPS, coupled with prior offers from Minerals Technologies, and Innospec, again confirm mutual series' view that the Company is a desirable acquisition target, and it believes this indication of interest should be the catalyst to launch a formal process to maximize shareholder value. In addition, Franklin Mutual Advisers concerned that, the Board does not appear to be acting in the best interests of its shareholders, it believes that the leadership team at the Company is missing a valuable opportunity to maximize the value of the Company and urged the Company board to initiate a sales process immediately, and to engage with all potential buyers to maximize shareholder value.お知らせ • Jan 18Elementis plc to Report Second Half, 2023 Results on Mar 07, 2024Elementis plc announced that they will report second half, 2023 results on Mar 07, 2024お知らせ • Dec 22+ 1 more updateElementis plc, Annual General Meeting, Apr 30, 2024Elementis plc, Annual General Meeting, Apr 30, 2024.お知らせ • Sep 13Elementis plc, Annual General Meeting, Sep 20, 2023Elementis plc, Annual General Meeting, Sep 20, 2023.お知らせ • Feb 01Yildirim Holding A.S. acquired Chromium business of Elementis plc for $119 million.Yildirim Holding A.S. agreed to acquire Chromium business of Elementis plc for an enterprise value of USD 170 million on November 30, 2022. The transaction includes the transfer of environmental liabilities of $35 million and other liabilities of $8 million, with the total cash proceeds on completion expected to be around $119m before tax, after all transaction costs and subject to customary closing working capital adjustments. The majority of the Elementis group costs previously allocated to Chromium are expected to be phased out by the end of 2023. The transaction values the Chromium business at 7.3 times EBITDA. The Chromium business reported Sales of $171 million. The transaction is subject to US regulatory approval, which is expected before the end of Q1 2023. The deal is expected to complete during the first quarter of 2023. Evercore Inc. (NYSE:EVR) and JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Elementis plc in the transaction. Lazard Ltd acted as financial advisor to Yildirim Holding A.S. Kevin Richardson, Nick Cline, Joel Mack, Julia Hatcher, Joshua Marnitz, Bryce Kaufman, Jared Grimley, Sean Finn, Adam Kestenbaum, Jeffrey Anderson, Les Carnegie, Damara Chambers, Jason Cruise, Max Hauser and Peter Todaro of Latham & Watkins LLP represented Yildirim Group. Yildirim Holding A.S. acquired Chromium business of Elementis plc for $119 million on November 30, 2022.お知らせ • Jan 19Elementis plc to Report Fiscal Year 2022 Results on Mar 07, 2023Elementis plc announced that they will report fiscal year 2022 results on Mar 07, 2023株主還元ELMT.YUS ChemicalsUS 市場7D0%-1.4%2.2%1Yn/a10.6%31.1%株主還元を見る業界別リターン: ELMT.YがUS Chemicals業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: ELMT.Y US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is ELMT.Y's price volatile compared to industry and market?ELMT.Y volatilityELMT.Y Average Weekly Movementn/aChemicals Industry Average Movement7.3%Market Average Movement7.3%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: ELMT.Yの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のELMT.Yのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO(最高経営責任者ウェブサイト1884989Luc van Ravensteinwww.elementis.comElementis plc は特殊化学品会社として、英国、その他の欧州、北米、および国際的に事業を展開している。パフォーマンス・スペシャリティーズとパーソナルケアの2つのセグメントで事業を展開している。パフォーマンス・スペシャリティーズ部門は、装飾用および工業用塗料用のレオロジー改質剤および添加剤の製造と、プラスチック、塗料、テクニカルセラミックス、製紙分野で使用されるタルクの製造および供給を行っている。建築・工業用塗料、接着剤、シーリング剤、建築用添加剤などの用途に製品を提供している。パーソナルケア事業では、パーソナルケアメーカー向けに、制汗剤(AP)デオドラント用有効成分を含むレオロジー改質剤および配合製品を提供している。このセグメントでは、制汗剤、スキンケア、カラー化粧品などの用途に製品を提供している。Elementis plcは1844年に設立され、英国ロンドンに本社を置いている。もっと見るElementis plc 基礎のまとめElementis の収益と売上を時価総額と比較するとどうか。ELMT.Y 基礎統計学時価総額US$1.12b収益(TTM)US$62.30m売上高(TTM)US$597.50m18.0xPER(株価収益率1.9xP/SレシオELMT.Y は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計ELMT.Y 損益計算書(TTM)収益US$597.50m売上原価US$317.40m売上総利益US$280.10mその他の費用US$217.80m収益US$62.30m直近の収益報告Dec 31, 2025次回決算日Jul 30, 2026一株当たり利益(EPS)0.11グロス・マージン46.88%純利益率10.43%有利子負債/自己資本比率36.7%ELMT.Y の長期的なパフォーマンスは?過去の実績と比較を見る配当金2.2%現在の配当利回り40%配当性向ELMT.Y 配当は確実ですか?ELMT.Y 配当履歴とベンチマークを見るELMT.Y 、いつまでに購入すれば配当金を受け取れますか?Elementis 配当日配当落ち日May 01 2026配当支払日Jun 15 2026配当落ちまでの日数11 days配当支払日までの日数34 daysELMT.Y 配当は確実ですか?ELMT.Y 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/11 11:48終値2026/04/16 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Elementis plc 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Amy LianBarclaysAnil ShenoyBarclaysJames KnightBarclays19 その他のアナリストを表示
Featured narrative•Materials opportunityUpside Gold3 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0769.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative15.4kusers have viewed this narrative43users have liked this narrative1users have commented on this narrative290users have followed this narrativeRead narrative
お知らせ • Mar 24Elementis plc to Report Q1, 2026 Results on Apr 29, 2026Elementis plc announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Mar 19Elementis PLC Announces Board ChangesElementis PLC announced the appointment of Trudy Schoolenberg as Non-Executive Chair with effect from the end of the Annual General Meeting on April 29, 2026. Trudy will succeed John O'Higgins who announced in October 2026 that he would not stand for re-election. Trudy has served as Non-Executive Senior Independent Director of Elementis since April 2022. She has around 35 years' experience in the chemicals, engineering and high-performance product sectors, including ten years as a Senior Independent Director. Trudy also serves as Chair of Accsys Technologies PLC. Trudy will continue as a member of the Remuneration Committee and will chair the Nomination Committee. Christine Soden, Non-Executive Director, will be appointed as interim Senior Independent Director. Christine will continue in her current committee roles. Elementis also announced the appointment of Mike Humphrey as an Independent Non-Executive Director with effect from April 29, 2026. Mike Humphrey brings significant leadership and operational experience in the specialty chemicals sector, having been Chief Executive Officer of Croda International plc from 1999 to 2011, playing a crucial role in reshaping its strategic focus on specialty markets. During Mike's tenure, Croda developed into a focused, innovation-led business with strong margins, global reach and a premium market positioning.
お知らせ • Feb 25Elementis plc Announces Retirement of Independent Non-Executive Director Dorothee Deuring and Changes in Committee Composition, Effective February 28, 2026Elementis plc announces the following change to the Board of Directors: Having reached the ninth anniversary of her initial appointment to the Board of Elementis plc as an independent non-executive Director, Dorothee Deuring will be retiring from the Board and as a member of the Audit, Nomination and Remuneration Committees on 28 February 2026.
お知らせ • Nov 27Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million.Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million on November 26, 2025. The enterprise value of £17 million is on a cash-free, debt-free basis and includes £1.5 million of contingent consideration. Elementis plc (LSE:ELM) completed the acquisition of Alchemy Ingredients Limited on November 26, 2025.
お知らせ • Nov 12Elementis plc to Report First Half, 2026 Results on Jul 30, 2026Elementis plc announced that they will report first half, 2026 results on Jul 30, 2026
お知らせ • Oct 30+ 1 more updateElementis plc Announces Board ChangesElementis plc announced that Following the successful completion of several significant milestones for the Group in his time as chair including the sale of the Chromium and Talc businesses, the appointment of Luc van Ravenstein as CEO and the launch of the new Elevate Elementis strategy in July, the Group's Chair, John O'Higgins, has informed the Board that he will not seek re-election at the Company's AGM on 29 April 2026 and will step down as Chair and NED immediately following the AGM. Further details on the Chair succession plan will be provided in due course. In recognition of the need to transition to a Board that is more reflective of the reduced size of the business, the Group also announced that Heejae Chae will be stepping down as NED at the end of this year. The company also announced that Kath Kearney-Croft will become a member of the Elementis Board on 1 January 2026. Kath has been CFO of Learning Technologies Group since 2021, and prior to this has over 20 years of experience in a range of CFO and senior finance roles in the UK and US with SIG plc, The Vitec Group plc, Rexam PLC, and BOC Group.
お知らせ • Mar 24Elementis plc to Report Q1, 2026 Results on Apr 29, 2026Elementis plc announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Mar 19Elementis PLC Announces Board ChangesElementis PLC announced the appointment of Trudy Schoolenberg as Non-Executive Chair with effect from the end of the Annual General Meeting on April 29, 2026. Trudy will succeed John O'Higgins who announced in October 2026 that he would not stand for re-election. Trudy has served as Non-Executive Senior Independent Director of Elementis since April 2022. She has around 35 years' experience in the chemicals, engineering and high-performance product sectors, including ten years as a Senior Independent Director. Trudy also serves as Chair of Accsys Technologies PLC. Trudy will continue as a member of the Remuneration Committee and will chair the Nomination Committee. Christine Soden, Non-Executive Director, will be appointed as interim Senior Independent Director. Christine will continue in her current committee roles. Elementis also announced the appointment of Mike Humphrey as an Independent Non-Executive Director with effect from April 29, 2026. Mike Humphrey brings significant leadership and operational experience in the specialty chemicals sector, having been Chief Executive Officer of Croda International plc from 1999 to 2011, playing a crucial role in reshaping its strategic focus on specialty markets. During Mike's tenure, Croda developed into a focused, innovation-led business with strong margins, global reach and a premium market positioning.
お知らせ • Feb 25Elementis plc Announces Retirement of Independent Non-Executive Director Dorothee Deuring and Changes in Committee Composition, Effective February 28, 2026Elementis plc announces the following change to the Board of Directors: Having reached the ninth anniversary of her initial appointment to the Board of Elementis plc as an independent non-executive Director, Dorothee Deuring will be retiring from the Board and as a member of the Audit, Nomination and Remuneration Committees on 28 February 2026.
お知らせ • Nov 27Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million.Elementis plc (LSE:ELM) acquired Alchemy Ingredients Limited for an enterprise value of £17 million on November 26, 2025. The enterprise value of £17 million is on a cash-free, debt-free basis and includes £1.5 million of contingent consideration. Elementis plc (LSE:ELM) completed the acquisition of Alchemy Ingredients Limited on November 26, 2025.
お知らせ • Nov 12Elementis plc to Report First Half, 2026 Results on Jul 30, 2026Elementis plc announced that they will report first half, 2026 results on Jul 30, 2026
お知らせ • Oct 30+ 1 more updateElementis plc Announces Board ChangesElementis plc announced that Following the successful completion of several significant milestones for the Group in his time as chair including the sale of the Chromium and Talc businesses, the appointment of Luc van Ravenstein as CEO and the launch of the new Elevate Elementis strategy in July, the Group's Chair, John O'Higgins, has informed the Board that he will not seek re-election at the Company's AGM on 29 April 2026 and will step down as Chair and NED immediately following the AGM. Further details on the Chair succession plan will be provided in due course. In recognition of the need to transition to a Board that is more reflective of the reduced size of the business, the Group also announced that Heejae Chae will be stepping down as NED at the end of this year. The company also announced that Kath Kearney-Croft will become a member of the Elementis Board on 1 January 2026. Kath has been CFO of Learning Technologies Group since 2021, and prior to this has over 20 years of experience in a range of CFO and senior finance roles in the UK and US with SIG plc, The Vitec Group plc, Rexam PLC, and BOC Group.
お知らせ • Aug 02Milberg, Krause & Kinsman File Class Action Lawsuit over Toxic Emissions in Kansas CityThe international plaintiffs' firm Milberg Coleman Bryson Phillips Grossman, PLLC ("Milberg"), in collaboration with the Krause & Kinsman Law Firm, has filed a federal class action lawsuit against Harcros Chemicals, Philips Electronics, Elementis PLC, and other entities for decades of toxic emissions that have harmed Kansas City residents. Filed in the U.S. District Court for the District of Kansas, the lawsuit alleges that the Harcros Chemicals plant and its predecessor companies have continuously released hazardous toxins, including the known human carcinogen ethylene oxide (EtO) and other dangerous chemicals, into surrounding residential neighborhoods since 1960. The complaint also identifies 11 schools located within the "toxic plume," where over 5,700 students have been consistently exposed to these harmful emissions. According to the lawsuit, these emissions have caused cancer, reproductive harm, and other severe health issues for Kansas residents. The Environmental Protection Agency (EPA) ranks the Harcros Kansas City facility among the most dangerous toxin emitters nationwide. Independent research shows that residents living near the facility, predominantly from Black and Hispanic communities, have a life expectancy up to 20 years shorter than those residing just a few miles further from the facility. Individuals who may be eligible to participate in the litigation include those who have lived, worked, or attended school within 2.5 miles of the Harcros facility and have experienced cancer or reproductive health issues.
お知らせ • Jul 31+ 1 more updateElementis plc Provides Earnings Guidance for Full Year 2025Elementis plc provided earnings guidance for full year 2025. For the full year company expects full year profit performance to be in line with market expectations.
お知らせ • Apr 29Elementis plc to Report First Half, 2025 Results on Jul 31, 2025Elementis plc announced that they will report first half, 2025 results on Jul 31, 2025
お知らせ • Mar 26Elementis plc, Annual General Meeting, Apr 29, 2025Elementis plc, Annual General Meeting, Apr 29, 2025. Location: the offices of aando shearman llp, one bishops square, e1 6ad, london United Kingdom
お知らせ • Mar 13+ 1 more updateElementis plc Announces Executive Changes, Effective April 29, 2025Elementis plc announced that Luc van Ravenstein will join the Board of the Company on 29 April 2025, succeeding Paul Waterman. Luc is a highly respected leader with a strong track record of delivering innovation, growth and efficiency during his 13 years at Elementis. He has led the Company's largest business segment, Performance Specialties (previously Coatings), for seven years. During this period, Luc oversaw the transformation of Coatings into a leading speciality additives business with a higher quality product portfolio and significantly higher margins. Before that, Luc led the Personal Care segment for six years during a period of significant growth. Prior to joining the Company, Luc held various leadership positions at Croda International plc. The appointment follows a thorough search process led by the Nomination Committee, supported by an independent executive search firm, which included consideration of a range of candidates, including external to the Company. Further to the Company's announcement on 18 November 2024, Paul Waterman will retire from the Board on 29 April 2025. Paul will continue to be employed by the Company and will be available as required for any transition support until the end of July 2025 to ensure a smooth transition with Luc.
お知らせ • Mar 06Elementis plc Recommends Final DividendElementis plc recommended a final dividend of 2.9 cents per share (2023: 2.1 cents per share), resulting in a full-year dividend of 4.0 cents per share.
お知らせ • Jan 21Elementis plc to Report Q4, 2024 Results on Mar 06, 2025Elementis plc announced that they will report Q4, 2024 results on Mar 06, 2025
お知らせ • Dec 24Elementis plc Appoints Christopher Mills as Non-Executive Director with Effect from 1 January 2025Elementis plc appointed Christopher Mills as a Non-Executive Director with effect from 1 January 2025. Mr. Mills founded Harwood Capital Management in 2011, a successor to its former parent company JO Hambro Capital Management, which he co-founded in 1993 and of which he was formerly the Chief Investment Officer. He is currently the Chief Executive Officer and Investment Manager of North Atlantic Smaller Companies Investment Trust plc, a UK listed investment trust, and a Non-Executive Director of several companies including Assetco plc, MJ Gleeson plc, PRS REIT plc and Oryx International Growth Fund Limited. Mr. Mills has indicated that he will donate his director fees received from the Company to the Harwood Charitable Trust, which provides educational support, mainly for doctors in Africa.
お知らせ • Nov 20Elementis plc Announces Paul Waterman's Decision to Step Down as Chief Executive OfficerElementis plc announced that, following a period of discussion, Paul Waterman has agreed with the Board that it is the right time to transition the leadership of Elementis to a new Chief Executive Officer, following his nine years of service. Paul has agreed to remain with the Company until a successor is appointed, and will step down no later than the Company's Annual General Meeting in April 2025, remaining available as required for any transition or other support until the end of July 2025. The Board has initiated a process to identify and appoint a successor, and a further announcement in relation to this will be made in due course.
お知らせ • Jun 26Gatemore Capital Management Sends Letter to Elementis PLCOn June 25, 2024, Gatemore Capital Management LLP announced that it has sent a letter to Elementis PLC stating that the current management concerning capital allocation and operations, which have undermined investor confidence in the Company and resulted in a significant gap between Company's intrinsic value and its share price, it also proposed several actions to rectify Company's issues, urging the Board to take decisive steps to drive meaningful change, and Gatemore Capital stated that accelerating the cost-savings program, replacing the current CEO Paul Waterman, and conducting a strategic review including a potential disposal of the Talc business are essential to improving the Company's performance and unlocking shareholder value.
お知らせ • Mar 15Elementis plc Appoints Heejae Chae as Non-Executive Director and Member of Audit, Nomination and Remuneration Committees, Effective from 25 March 2024Elementis plc announced the appointment of Heejae Chae as a Non-Executive Director with effect from 25 March 2024. Heejae will join the Audit, Nomination and Remuneration Committees. Heejae is also a Non-Executive Director of IP Group plc, where he chairs the remuneration committee, and the Executive Chairman of Sys Group plc. He served as Chief Executive of Scapa Group plc, for twelve years, until its sale in 2021. Prior to joining Scapa Group plc, he held roles as Group Chief Executive of Volex Group plc, and was the Group General Manager, Radio Frequency Worldwide, for Amphenol Corporation. Heejae spent the early part of his career in finance at The Blackstone Group and Donaldson Lufkin and Jenrette, before moving into industry. Heejae holdsa Bachelor of Arts in Economics and Bachelor of Science in Engineering from Columbia University, and an MBA from Harvard University.
お知らせ • Mar 08Elementis plc Proposes Dividend for the Year Ended 31 December 2023, Payable on 31 May 2024Elementis plc announced that the Board has considered the strength of the balance sheet and the near-term prospects for the business and recommended the reinstatement of the ordinary dividend to an amount of 2.1 cents per share, which will be paid in pounds sterling. Dividend of 1.65 pence per share has been determined by converting the 2.1 cents into pounds sterling using the forward rate of £1.00:$1.2705, as determined on 28 March 2023. If approved at the AGM, the dividend will be paid on 31 May 2024 to shareholders included on the share register on 3 May 2024.
お知らせ • Mar 07Elementis plc Announces Directorate ChangesElementis plc announced the appointment of Maria Ciliberti as a Non-Executive Director with effect from 11 March 2024. Maria will join the Audit, Nomination and Remuneration Committees. Maria is President for the USA and Canada businesses at Royal Vopak, and has spent over 35 years in the petrochemical industry, having previously worked at The Dow Chemical Company, Columbia Gas of Ohio and Container Corporation of America in the USA. Maria has also spent over a decade in global leadership roles in Europe, with Celanese, GE Plastics (now part of SABIC) and Borealis. Maria holds a Bachelor of Science degree in Chemical Engineering and an MBA, both from The Ohio State University. Steve Good will retire from the Board at the conclusion of the Annual General Meeting on 30 April 2024 ("AGM"), as planned. Steve's responsibilities as chair of the Remuneration Committee will transfer to Clement Woon following the AGM.
お知らせ • Jan 26KPS Capital Reportedly Said to Have Submitted Bid for ElementisKPS Capital Partners, LP recently explored a bid for UK specialty chemicals maker Elementis plc (LSE:ELM) but has since paused its work, two people familiar with the matter told Reuters. The New York-based private equity firm in December submitted an offer valuing the FTSE 250 company at about 160 pence per share, but the Elementis board wanted around 180 pence, one of the people said. Spokespeople for Elementis and KPS declined to comment.
お知らせ • Jan 25Franklin Mutual Advisers Sends Letter to ElementisOn January 25, 2024, Franklin Mutual Advisers LLC announced that it has sent 2nd letter to Elementis PLC board of directors, stating that it is writing to express its dismay at recent media reports that the Company has rejected a 160p takeover offer from KPS Capital Partners, in its view, this recent interest from KPS, coupled with prior offers from Minerals Technologies, and Innospec, again confirm mutual series' view that the Company is a desirable acquisition target, and it believes this indication of interest should be the catalyst to launch a formal process to maximize shareholder value. In addition, Franklin Mutual Advisers concerned that, the Board does not appear to be acting in the best interests of its shareholders, it believes that the leadership team at the Company is missing a valuable opportunity to maximize the value of the Company and urged the Company board to initiate a sales process immediately, and to engage with all potential buyers to maximize shareholder value.
お知らせ • Jan 18Elementis plc to Report Second Half, 2023 Results on Mar 07, 2024Elementis plc announced that they will report second half, 2023 results on Mar 07, 2024
お知らせ • Dec 22+ 1 more updateElementis plc, Annual General Meeting, Apr 30, 2024Elementis plc, Annual General Meeting, Apr 30, 2024.
お知らせ • Sep 13Elementis plc, Annual General Meeting, Sep 20, 2023Elementis plc, Annual General Meeting, Sep 20, 2023.
お知らせ • Feb 01Yildirim Holding A.S. acquired Chromium business of Elementis plc for $119 million.Yildirim Holding A.S. agreed to acquire Chromium business of Elementis plc for an enterprise value of USD 170 million on November 30, 2022. The transaction includes the transfer of environmental liabilities of $35 million and other liabilities of $8 million, with the total cash proceeds on completion expected to be around $119m before tax, after all transaction costs and subject to customary closing working capital adjustments. The majority of the Elementis group costs previously allocated to Chromium are expected to be phased out by the end of 2023. The transaction values the Chromium business at 7.3 times EBITDA. The Chromium business reported Sales of $171 million. The transaction is subject to US regulatory approval, which is expected before the end of Q1 2023. The deal is expected to complete during the first quarter of 2023. Evercore Inc. (NYSE:EVR) and JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Elementis plc in the transaction. Lazard Ltd acted as financial advisor to Yildirim Holding A.S. Kevin Richardson, Nick Cline, Joel Mack, Julia Hatcher, Joshua Marnitz, Bryce Kaufman, Jared Grimley, Sean Finn, Adam Kestenbaum, Jeffrey Anderson, Les Carnegie, Damara Chambers, Jason Cruise, Max Hauser and Peter Todaro of Latham & Watkins LLP represented Yildirim Group. Yildirim Holding A.S. acquired Chromium business of Elementis plc for $119 million on November 30, 2022.
お知らせ • Jan 19Elementis plc to Report Fiscal Year 2022 Results on Mar 07, 2023Elementis plc announced that they will report fiscal year 2022 results on Mar 07, 2023