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: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: I appreciate not wanting to give the Q3 guide, but just to be clear, when you do get some visibility, the expectation would be, would you be back
to providing the normal quarterly guidance?
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: And Fred, you made a comment earlier, just on the decremental, just so I understand, it's 20%, that's sort of with the aluminum issue from Q1, I
think you plan to recover in Q2. Was that the comment?
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: And I guess, is the expectation that, again, there would not be sort of CapEx or lower CapEx? Just given all the issues, you still plan to spend at the
level you were spending so for. Is that correct?
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: And the comments about CapEx eventually sort of equal to D&A. I mean, roughly, like what year are we talking?
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: And I guess just on the -- it feels like stating the obvious, but the prior commentary of the neutral free cash flow, just given you're still spending
and given all the volatility and the impact on production in breakeven keys, but free cash flow this year is probably not original, but it's probably
no longer the expectation.
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: Yes.
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: Maybe just one last question, just to follow-up with some of Michael's question on the VoltaXplore. I guess I'm just curious, when you guys are
doing the initial testing, I appreciate the comment about being small scale. But like would any customers have seen this or have seen results or it's
just ready for that? Just curious.
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