Bennett Moore

“I guess it's first, it's really encouraging to hear the strong price momentum headed into 2027. So first, could you just talk about how the dialogue has been with customers on that front?”

“Just in, I guess, the context of the border wall contract, I'm wondering what your appetite is to pursue similar opportunities and frankly, if there are similar opportunities out there that could align with this.”

“I want to pivot to a slightly different topic here. I'm wondering if you can discuss some more detailed ramp plans for Lulugan Guto, specifically in regard to the push into OpenPID or what sort of CapEx may be required to support this and to risk appetite to do so.”

“I wanted to start with some of your commentary on the cautious ordering from the structural customers. And I guess, based on your conversations with those customers, what do you feel is really contributing to this or said another way?”

“Shipments came in a bit better than expected. I know you referenced the U.S. share growing 29% year over year, but could you unpack this a bit? Was this primarily U.S. customers pulling forward slightly?”