CSX Corp (UKEX:CSX)

₴ 1218 0 (0%) Market Cap: 2.65 Til Enterprise Value: 3.38 Til PE Ratio: 17.48 PB Ratio: 4.85 GF Score: 91/100

CSX Corp at Cowen Global Transportation & Sustainable Mobility Conference (Virtual) Transcript

Sep 10, 2021 / 01:45PM GMT

Transcript

Jason H. Seidl

Cowen and Company, LLC, Research Division - MD & Senior Research Analyst

Hey, everyone. This is Jason Seidl from Cowen. We're pleased again to have CSX represented at our Global Transportation and Sustainable Mobility Conference. With us today, Jim Foote, CEO. And Jim is a big AC/DC fan, so I figured I'd play a little bit of AC/DC leading up to him here. A little bit of Thunderstruck introducing my good friend, Jim.

So Jim, we want to get kicked off here talking a little bit about the macro demand side. It's shifted somewhat since 2Q. There's been supply chain issues out there causing automotive curtailments with chip shortages, Delta variant issues pushing some economic reopenings a little bit on the edges, major hurricanes slamming into the Gulf Coast to even flooding in the Northeast, which I'm sure you're well aware of, but I'm a Jersey boy, so I've seen it firsthand. It almost seemed like areas out of Mad Max with cars strewn across the road. What are your current views on the second half of '21? And how might these issues impact the rest of the year?

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