Pros
Great people with many years of DuPont experience The company has a desire to win and is taking steps to become more competitive Cost cutting and rebound in TiO2 market prices have stabilized the company and starting to see rebound in earnings potential
Cons
Current focus has been on cost cutting with limited growth orientation The company leadership has not spoken about the strategy beyond 2018 citing singular focus on cost structure and getting competitive, which has left many wondering what direction the company will take. This has hampered the organization from understanding the true purpose of the company Current transformation efforts are very short term oriented with a private equity mindset to boost short term results. Long term investments (with the exception of one large project announced) have been limited. Time horizon is <18-24 months. There are significant environmental and regulatory pressures on the Fluorine industry. There have been many reductions in the compensation packages and benefits in the last 18 months.