The Urgent Need for Change and The Superior Path Forward slide image

The Urgent Need for Change and The Superior Path Forward

SUMMARY OF OUR DETAILED TRANSITION PLAN In the first 10 weeks, we intend to quickly stabilize the business while analyzing opportunities to build a more sustainable operational foundation PRIVET FUND ▪ As we continue to test and monitor changes, our focus will shift to selecting a new CEO and constructing a leadership team able to scale in-process initiatives and improve the culture, results and pride of the organization $ in millions Revenue COGS SG&A UPG STRONGER TOGETHER Metals Partnership Revenue Chemicals Capacity Utilization Supply Chain Savings Inventory Management Manufacturing Efficiency Corporate Overhead Manufacturing Support EBITDA Opportunity $3.3 $2.6 $0.7 $19.9 $2.6 $5.8 $11.5 $6.8 $4.4 $2.4 1 2 3 4 5 6 7 8 01. 02. 03. 04. 05. Week Executive Summary = Assess capabilities and develop detailed workstreams = Execute implementation plan 9 10 11 12 13 14 15 16 17 18 19 20 21
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