
Rob Hansen
Senior Analyst at Vontobel Asset Management. He shares insights into Vulcan Materials' success, the dynamics of operating quarries, and the logistics of moving rocks.
Best podcasts with Rob Hansen
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66 snips
May 21, 2025 • 52min
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]
Rob Hansen, Senior Analyst at Vontobel Asset Management, provides an insightful look into Vulcan Materials, the leading U.S. producer of construction aggregates. He discusses the company's success, highlighting the dynamics of quarry operations and the complexities of transporting materials. Hansen explores how technology enhances efficiency and discusses the profitability and strategic growth in the aggregates industry. He emphasizes the importance of long-term planning and addresses the risks faced in construction, offering valuable investment lessons from this stable sector.

28 snips
Feb 28, 2024 • 53min
Vulcan Materials: Rock On - [Business Breakdowns, EP.151]
Rob Hansen, a Senior Analyst at Vontobel Asset Management, unpacks the success story of Vulcan Materials, the top U.S. producer of construction aggregates. He dives into the logistics of quarry operations and the cyclical nature of the market. Rob also emphasizes the role of technology in optimizing efficiency and customer service. He discusses the strategic challenges surrounding quarry development and mergers, as well as the essential factors impacting the industry's profitability. Enjoy insights on stability and investment potential in this crucial sector!