CFO at Antwerp; BU leader authority inferred from title and evidence.
Medium confidence · fit High
What their leadership has said
01“Our capital allocation priorities are unchanged: organic growth first, then the dividend, then opportunistic repurchase.”
02“We will continue to exit product lines that do not clear our return threshold, and we expect that work to be substantially complete within eighteen months.”
Capital discipline — reinforced · said 3 times · Portfolio simplification — reinforced · said 3 timesWhere this came from →
The objection to expect
Incumbent is H.B. Fuller; their grade does not clear the new limit.
Qualification time is the binding constraint, not price.
Proof points
01Qualified at an adjacent site in 11 weeks
02Meets the 2027 restriction threshold today
03Existing MSA removes commercial negotiation from the path