On Platform's earnings call, management reiterated it is on track to separate its two businesses in the second half of 2018.

Judge as of 17 May 2018 against Platform Specialty Products' Q1 2018 earnings call (early May 2018) and related materials. TRUE: on that call, management said the company remained on track to separate its two businesses (Agricultural Solutions/Arysta and Performance Solutions) in the second half of 2018, or used words to that effect. MOSTLY TRUE: management reaffirmed the separation and a 2018 timetable, but phrased the timing slightly differently (for example 'by year-end 2018' rather than 'second half'), or the reaffirmation came in the same-day earnings release or slides rather than in the spoken call. MOSTLY FALSE: management discussed the separation but did not reaffirm the second-half-2018 timetable, or signalled a possible delay or a different structure, such as a sale instead of a separation. FALSE: the call shows that management announced a delay beyond 2018, abandoned the separation, or never mentioned it.

Set before the research began.

1. E1 Element Solutions Inc. (ESI) Q1 FY2018 Earnings Call Transcript - May 3, 2018 roic.ai · 3 May 2018

   “Overall, we remain on track for our separation, having effectively completed our operational separation requirements.”

2. E2 Element Solutions Inc. (ESI) Q1 FY2018 Earnings Call Transcript - May 3, 2018 roic.ai · 3 May 2018

   “So listen, Neel, we are on track as far as the timing. We said that we would be able to complete the separation as early as July.”

3. E3 Element Solutions Inc. (ESI) Q1 FY2018 Earnings Call Transcript - May 3, 2018 roic.ai · 3 May 2018

   “We are still -- obviously, there are other factors that could affect that timing somewhat.”

4. E4 Platform Specialty Products Corp (PAH-OLD) Earnings Call Transcripts | Seeking Alpha Seeking Alpha

   “Platform Specialty Products' (PAH) CEO Rakesh Sachdev on Q1 2018 Results - Earnings Call Transcript SA TranscriptsSun, May 06, 2018”

On the Q1 2018 earnings call of 3 May 2018, management said the company remained on track for the separation and had effectively completed the operational separation requirements (E1). Asked about timing, management said it was on track and could complete the separation as early as July, which falls in the second half of 2018 (E2). However, the quoted passages from the call do not use the words 'second half'. It also said other factors could affect the timing somewhat (E3). That makes the reaffirmation slightly weaker than the claim's wording, though it does not amount to announcing a delay.