Ben Thurer

“First of all, congrats on a good third quarter. A combined question for you, Elad, probably, and feel free to chime in here as well. So as you look into the cost savings opportunities into 2027, so first of all, how confident are you with that $150 million to be achieved?”

“A lot has been talked about already on the supply side and obviously the ups and downs here, but I wanted to dig into one of the demand drivers, particularly Brazil, and what you're expecting here for the next... Call it one to two quarters.”

“So the very first one, I really wanted to dig a little bit deeper into the cost things and the issues that you just continue to face at Argo.”

“This is really about, I mean, obviously, you're taking a lot of measures here, and you're working hard, and we're seeing finally a little bit of the gross profit coming through, but Given the challenges on the top line and clearly your outlook for the fourth quarter, it gives us roughly $250 million.”

“So I wanted to kind of like pick your brain on two quick things. So first of all, as we look into some of the trade flows and your expectations into the fourth quarter, you said 4Q usually tends to be the good one on on-act services.”