Total Ideas
1
Bullish Ideas
1 (100%)
Bearish Ideas
0 (0%)
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0
"I mentioned before, this company was a bit of a basket case before CEO John Plant took over in 2019. He was already on the board. He had a great reputation over at TRW, did great work there, and he gets a lot of the credit for Howmet's success. The downside and the reason I'm only at a seven is Plant is 72-years-old. Now, just this year, he signed a retention award of restricted stock units that don't vest until 2028. I don't think he's on his way out anytime soon. But at some point they are going to have to figure out what comes next. I'm not too worried. There's a good team there. There's a bench, but it does bring the score down a bit for me."
The speaker notes Howmet Aerospace's remarkable turnaround under CEO John Plant while flagging risks tied to his advanced age and an unclear succession plan, though he remains cautiously optimistic about the company's competitive strengths.
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