Stephen Ramsey

“Yeah, I wanted to start with the Spacer's product within Extruded, very strong results year to date, and again, in the quarter, and it's a high-margin product for you.”

“Maybe to start with in storage, the development and pending square footage gradually declining to the 12 million level right now. do you expect this to continue gliding down in the next few quarters or through the rest of this year?”

“I wanted to start with the color you shared around the marketplace being more balanced from a supply-demand standpoint and leading to reduced discounting. would you say that the market is in a healthy and optimal spot at this point, or it could keep trending in a healthier way potentially through the back half of the…”

“Connecting the dots here a little bit, you maintained the full year siding guide, yet the order patterns have been very strong, you noted, Q2 and into Q3. Is there some conservatism built in here, or is this catch up from Q2?”

“Can you talk about the organic demand within the segment, and then using the word resurgence to describe the demand profile there, can you talk about the nuances there of resurgence, and if it's simply tied to some of the dynamics you just talked about, or if it applies to other market verticals.”