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: Gordon Lawson - Paradigm Capital - Analyst
: Hi. Good morning. So you mentioned that some of the weakness was continuing into the current quarter and that being the annual peak after the
past several years. Are you expecting the seasonal high in revenue or is the weakness in North America and the junior is expected to overshadow
this?
Question: Gordon Lawson - Paradigm Capital - Analyst
: No problem. You mentioned in the MD&A that some of the weakness was spilling into the current quarter so I'm just curious if we're still expecting
your seasonal high fiscal Q2? Or is this weakness expected to overcome that?
Question: Gordon Lawson - Paradigm Capital - Analyst
: Okay. Thank you for that. On the margin front, you've got a combination of increasing specialized drilling, however we saw a slight decrease year
over year in your EBITDA margin and such. So can we expect year-over-year comparisons to be in line with last year? Or are you expecting a decline
owing to the competition and then other issues cited here?
Question: Brett Kearney - American Rebirth Opportunity Partners LLC - Analyst
: Good morning, Denis, Ian, and thanks for taking my question. I know it's early days, but just curious how -- I guess, the planning and also the
collaboration between your internal engineering teams and the DGI, KORE teams are going at this stage to really start working towards combining
those services into that holistic really unique solution you guys see?
Question: Brett Kearney - American Rebirth Opportunity Partners LLC - Analyst
: Excellent. Very helpful. Thank you. If I could just ask one more geographically. Good to hear the strength in Chile. Just more broadly on South
America, what you're seeing, I guess, going forward, Chile, Argentina. I know there's recently a large transaction more on the development side
there, but also Colombia and some of the other geographies in that market.
Question: Donangelo Volpe - Beacon Securities Limited - Analyst
: Hey, good morning, guys. Thank you for taking the question. Just on the CapEx side of things, I think it was $21.3 million for this quarter. Can you
break down where the CapEx is being geographically utilized? And do you guys still expect $65 million in total CapEx for this fiscal year?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
SEPTEMBER 05, 2024 / 12:00PM, MDI.TO - Q1 2025 Major Drilling Group International Inc Earnings Call
Question: Luke Bertozzi - TD Securities - Analyst
: Hi, Denis, thanks for taking my questions. So Australasia had a very strong quarter. I believe it was a record quarter while US and Canada continue
to lag on lower junior mining activity. What are the kind of differences in the markets that are driving that outperformance in Australia and Mongolia?
Is the junior market just less impactful there or is it stronger?
| 
