John Babcock

“All right, thanks for taking my questions. Just quickly on that last comment about the GPUs being down in 3Q and 4Q, and I know you also mentioned that earlier.”

“Just first one is a clarification question. I think in a press release it mentioned you expected the deal to be accretive in fiscal 28. I was just curious because I think you might have mentioned accretive this year.”

“I guess just first of all, are you able to quantify the impact of the higher diesel costs in the quarter, recognizing it was offset by pricing?”

“Just first one, what are your partners telling you about the supply and demand in the base oil market? And also, I don't know what they've said around like those trade-off hormones, but I'm just kind of curious.”

“I mean, I assume that you probably only have a partial quarter of that big contract win, and so I wanted to get a sense for how much of the quarter reflected that contract to the extent you can comment, and also whether or not there were any upfront items that may have impacted the take rate more in this quarter…”