Katya Jancic

“So, Jim, you mentioned you're confident that you can get to full capacity, but can you maybe talk a bit more about when you could get there, what the timeline is?”

“Maybe staying on the U.S. side, specifically on the leech thing, I think you mentioned that the new additives are performing as expected. But it does seem that leaching ramp-up is a bit slower than previously expected.”

“Starting on the border wall, so it's outperformed expectations on the volume size for this quarter. Can you talk about what's driving that? In other words, is the volume being pulled forward, or how should we think about it?”

“Jesse, you mentioned there are multiple sources of potential cash to finance the smelter. And your free cash flow conversion is expected to improve from here. Can you talk a bit about how you're thinking about shareholder returns at this point, especially with your balance, she'd be in a very good place.”

“Maybe staying on the contractual and transactional business, Eddie, you just mentioned that the gap I think currently is a margin gap is between 700 to 800 basis points.”