The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Keith MacKey - RBC Capital Markets, Research Division - Analyst
: I guess maybe if we could just start off, I know you've mentioned you plan to release your sustainability report in May 2, talking a little bit more
about sustainability and road map to net-zero. But just curious if you can give us a bit more of a preview of what to expect in that report as you
look to release it in the next a little bit?
Question: Keith MacKey - RBC Capital Markets, Research Division - Analyst
: Sounds good. And maybe just on the CapEx. So it looks like most of the growth CapEx allocation is yet to come. Can you just talk a little bit more
about the spread of that CapEx throughout the year? And perhaps how I guess, locked in the supply chain is as far as completing those projects,
having the labor and materials and so forth that you need to be able to complete those projects on time, on budget?
Question: John Gibson - BMO Capital Markets Equity Research - Analyst
: Just on the facility closures, thanks for the color on your go-forward plans. Obviously, market dynamics has changed quite significantly since you
announced the Tervita acquisition. I'm just wondering if any plans have changed with regard to facility closures or any other synergy plans since
you announced the deal?
Question: John Gibson - BMO Capital Markets Equity Research - Analyst
: Got it. So I guess to follow on, the $75 million target you originally announced, it looks like you could come above that. And I mean, kind of following
on to your prior comments, what could potentially drive this gain over and above the $75 million? Is it just you've gotten into the weeds with
Tervita and sort of experienced what it's like to run the company or are there things driving that?
Question: John Gibson - BMO Capital Markets Equity Research - Analyst
: Great. Last one for me, just kind of touching on Cole's question on cost inflation. And I'm more looking at your drilling fluids business, calling from
your peers that there were some significant costs in Q1. Were you able to catch up on the cost increases this quarter? Or could we see maybe some
incremental margins moving forward as pricing takes hold?
Question: John Gibson - BMO Capital Markets Equity Research - Analyst
: Great. Appreciate the color, and congrats on the solid quarter.
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