all right welcome everybody sitting here with brett another metal monday good morning bud the goat took care of business he pulled it off man i uh my wife is a huge die-hard tampa bay fan so she’s had a lot of bad years yeah and it’s i was so happy for her because you know the goat like just put on a performance man yeah dude he gets everybody around him like to play better you know like i think people kind of wrote and i was probably one of them he kind of wrote them off like early this in the season i mean they were kind of losing some games but like tom brady knows that it’s all it takes time to get done and it’s not just going to happen overnight so i think by him just sticking with the process and keep grinding and one win at a time i mean all those old cliche sayings like are super true i mean from his standpoint i mean he just kept them going in the season then they by the time the playoffs rolled around they were sharp man so i’m always fascinated by

guys like him like lebron james i’m fascinated by those guys that are on the top of the game and just stay there like it’s just like it’s a true testament to their take their health what they take care of their body they take care of their body they put in the work correct like one thing i always think about um it’s an article that bill simmons wrote about tracy mcgrady yeah he’s the one of the most talented players ever it was just talent he didn’t have necessarily like the work ethic that michael jordan has for sure you know like that’s the variable that would make a guy like a go you know like tony romo is a good example that guy so talented but in the offseason he just golfed all off season while tom brady’s working you know yeah and you can see the results man like whatever the industry you’re in sports scrap trucking talent will get you get you in the door and it will spit you back out just as quick if you don’t have the fire to stick with it so that being said we’ll see what happens uh

we’ll see what happens next year he’ll be back i’d like to see him win another one just to spit in bill belichick’s eye just to say dude i think you know i think garyvee was talking about belichick this weekend yeah he did one of his uh overrated underrated um and he was talking about belichick does this kind of tarnish his legacy i don’t know i don’t know either tango i mean but what if he just what if belichick never goes back to the playoffs and he you know that’s kind of what gary v was talking about and what if brady wins two more super bowls three more super bowls yeah then it’s that’s a different that’s a different deal i mean we’ll see what do you think about scrap what do you think what do you see this morning well dude i i mean it started kind of friday you saw copper take a run and it’s still just you know we’re almost 365 again yeah uh 365 yeah all day yeah so 365 i could see it going back to getting back to 370. um rhodium is just going crazy you know which

is just you were just before we started recording you were saying you’re hearing 20. i heard 28. people are talking it’s they think you can get to 28. that’s crazy that’s just crazy that does happen that’s bananas what do you think um so you posted an article on your linkedin page yeah about china opening the door to buying a lot of scrap from from everyone again do you think that is translated to some of these market hikes i think it’s going to take time man but i think just the presence of china wanting to be involved is big so that’s i think got some material bought early in this in late like late 2020 early 21 is for some of these um importers of us scrap to to pull the trigger and buy you know maybe pushing the price pretty high pretty quick but i i’m a firm believer and i keep preaching this but i ain’t gonna get off my soapbox i mean if there’s you’re gonna be sitting on anything in this wave of uh mass money printing i don’t think you’re gonna be wrong to sit on hard assets commodities and

i don’t care if it’s corn or whatever obviously if it’s perishable that’s a different thing but the nice thing about scrap you buy it lay on the ground that shouldn’t it ain’t gonna rot in a week or a month like you can put it on the ground be comfortable in the money you’ve spent if you’ve bought it right because i really think that this this market is just getting started the commodities in general especially base metals i mean going into 21 and 22 there’s gonna be some serious expansion there’s gonna be some serious catching up they’re about to put an infrastructure bill on it’s gonna happen i mean whether we like it or not that’s a whole different story you know whether we can afford it or not it’s a whole different story but i really believe that business whether it’s copper whether it’s silver um any of your base metals be ready i think this rocket ship is just getting fired up so a week ago we didn’t have our firm ferris numbers in and we did we anticipated it down yeah market down 60. yep anywhere from 30 to 60 depending on

where you’re going some places you know wanted to quote down 50. that’s in the nation why we jumped on a clubhouse call with uh jake bronstein um he has the same kind of feeling you do like it’s he thinks it’s that it’s going downhill i agree yeah and he’s just gonna sit on a lot of tons he’s gotta ship some you know it’s not the same with us we gotta ship some yeah but do you do you anticipate march to have a bounce back yeah and if it’s not march i think it’s april and if it’s not april then it’s may it’s coming it’s coming yeah and i really i firmly believe that and i i’m gonna i wanna get this on the table though you’re gonna ship to people that take care of you in the ups and the downs right the people that don’t that only want to do business what’s favorable for them those aren’t the people that you’re going to try and and reciprocate business with you want to reciprocate business with people that are fair to you on both sides of the trial well that’s where the loyalty comes

in the upside the downside and the in between side those are the people that you’re gonna do business with or that i choose to do business with so you kind of have to take that into consideration when you’re considering selling or moving product obviously you have to consider cash flow and what makes the most sense but the reality of it is is we’re in the commodities business the prices go up the prices go down and you got to pick and choose your spots and in my humble opinion i think that if you’re sitting on scrap today you’re not in a bad you’re not gonna be in a bad spot a week from now a month from now a year from now and that’s you know that’s where i’m always like just preaching this to our customers like the loyalty the overall value like i always tell them like hey yeah someone might beat our price that month yeah but i guarantee we’re going to bring more value to the table because all the other components like we’re going to be around when the market goes as or i’ll help you like get an emergency

loadout if you need to get it off your books we did that for one of our big manufacturers so we have a big pile of cardboard boxes that made a lot of people angry but yeah but we did that when i i don’t think any recycler would have done that in a day notice like we pulled that off because because we have an awesome team yep so i think it’s just all kind of connected man and i’ve always that’s what i love about this that’s what i love about this industry the relationships the loyalty and the grind man consistency wins all right well we’ll see everybody in a week have a great day thanks