Mark Reichman

“You know, you've been doing a great job signing, you know, committing new volumes. I was just kind of wondering, you know, how those 2027 committed and priced volumes, you know, how the pricing is looking there relative to the 2026 pricing.”

“Yeah, within metal coatings, I mean, you already kind of talked about the organic volume growth, the pricing, and the acquisitions. But how sustainable is the underlying volume growth, and which end markets do you think offer the strongest opportunities through fiscal year 2028?”

“How much incremental adjusted EBITDA could the 30 new Williston Wealth Connections contribute in 2027, and how should we think about the broader growth opportunity in the basin beyond those wells?”

“So the revenue growth was impressive at 13% year over year. Gross margin was pretty much flat. So the gross margin as a percentage of revenue, I think, went from about 36% in the second quarter of 2025 to about 32%, 32% plus thereabouts.”

“So you added, what, about 5.6 million tons domestically and more than doubled the exports to 2.7. I was just curious, you know, what are utilities telling you about their expected coal burn over the next several years?”