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'll echo those comments. A very good quarter. If I could ask, so just the first question, the agreement with Coca-Cola. Frantois, just curious what
territory that covers? And I think it's for a sparkling water product, but is there a chance or a possibility that grows to water, a wider sort of product
base?
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DECEMBER 10, 2020 / 9:15PM, TCLa.TO - Q4 2020 Transcontinental Inc Earnings Call
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: And for the Coke product, are they using recycled packaging now? Or is this sort of the first test, the first trial? I don't know if you can comment on
it, but I...
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: Okay. Then I'll -- just a couple of points of clarification. Just on the guidance. So for the print, you're saying, sort of ex Subsidy, to grow, so when
that's right, you're around $220 million. That's sort of the adjusted EBITDA for fiscal '20. That's sort of the baseline you're referring to when you're
talking about growing next year.
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: Okay. And I guess, in the packaging, it's really, I guess, 2, 2.5 months of the paper and packaging business that you're lapping, and then you sort
of grow from there ex resins, right? That's the communication.
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DECEMBER 10, 2020 / 9:15PM, TCLa.TO - Q4 2020 Transcontinental Inc Earnings Call
Question: Mark Neville - Scotiabank Global Banking and Markets, Research Division - Analyst
: Okay. Okay. Maybe just the last one. Just thoughts around M&A. I guess it was a difficult year to do proper diligence, not being able to travel a
distance. I'm just sort of curious where you're at and your thoughts around going around that.
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