Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

Cove Street Capital's Jeffrey Bronchick, Principal and Portfolio Manager, and Andrew Leaf, Principal, Research Analyst, discuss their thesis on Ecovyst Inc. (NASDAQ: ECVT), a leading integrated and innovative global provider of specialty catalysts and services. Also, be sure to stick around for the last ten minutes as well to hear Jeff and Andrew's update on Viasat $VSAT.

For more information about Cove Street Capital, please visit: https://covestreetcapital.com/

Quick blurb on $VSAT: https://covestreetcapital.com/well-that-wasnt-fun/

Chapters:

[0:00] Introduction + Episode sponsor: Stream by Alphasense

[1:57] What is Ecovyst and why is $ECVT interesting?

[9:16] $ECVT core business

[16:36] Understanding the $ECVT risks

[26:51] $ECVT valuation

[34:29] CCMP and INEOS

[38:01] $ECVT Capital allocation strategy - M&A

[44:31] $ECVT customer contracts - pricing power on renew?

[47:09] Final thoughts on $ECVT - catalyst technologies section

[49:49] Recent news on ViaSat $VSAT

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