all right um first metal monday after easter okay we’re not that deep into the year yet sometimes it feels like it but this year’s just cruising though we’re past i mean we’re already in the second quarter yep um copper’s rebounding you mentioned earlier when it was running real hard you almost i’m gonna call you text me to talk yeah yeah i’m gonna come get my money from you that five dollar copy yeah i’ve got a chance 100 dollar bet that what we’re yeah all right yeah i’ve got all i’m saying is that i’ve got a chance if the window is kind of tight but i’ve got i’ve got two really two weeks you need the shot you need about 20 cents yeah right you know 20 20. if it makes 10 cent moves in a day it can i can do crazier i’ve seen it go up quicker and fall faster yeah i know you and me both um and platinum palladium they’re like they’re finally moving which we talked about this last week and feels like those things should be moving higher dude i think if the stars are lining we were

discussing this earlier but the stars are aligning i mean you’ve got some of those uh sanctions coming into effect it’s gonna be harder to purchase you know really any russian material on the off the lme you know if the chinese economy opens back up you know they’re they’re what they buy 30 they said 30 plus percent of the world’s palladium goes to china i mean which which means that the car manufacturers and whatnot i mean if that if the chinese economy is you know is strong or strong getting stronger like that the numbers printed this morning you know then we’ll see we’ll see what uh that’s what’s giving copyrighted love today right is the china number that’s what i read this morning is you know their recovery has been better than most people anticipate well they’ve still been i mean technically speaking like there’s a lot of that country that’s still been fairly locked down and not really been able to produce like they can so i would anticipate this to be you know a fairly strong market for the pgms you know base metals should perform but we’ll see copper obviously is was

looking pretty decent this morning so copper looking good all the other base metals your aluminum nickel all those were looking you know not a lot of movement but looking strong yeah um and i think all this what’s going on where you see this some things not just take off like a rocket ship and we’ve talked about this before but i think it’s actually good to see this event flow it makes me feel better even like the iron market you know we’ve seen this before where it runs so hard and it crashes yeah i’m going to crash on everyone or where you see some up and down months and where you maybe get some people bent because they think it should be up but maybe it’s actually a good sign because we’re going to have more of a steady market throughout the rest of the year and not some crazy ups and the huge down so you steady climb yeah that’s how i’d rather see it and that way we’re not stuck with material or any other scrapyard out there that way we can better take care of our customer have more faith in the

market holding on you know then you can take care of some of your customers i feel like the best way to be consistent in our business especially on your pricing is if you can get all the material you bought for that month out that month like that’s fairly impossible most for non-ferrous sometimes if you’re trying to build out loads but if you can even on the ferrous side like what we’ve been really striving for the last couple months especially because the market’s been good is trying to get as much material out that we bought that month because as flows increase if your flows increase that month then your production has got to increase and your shipping’s got to increase to match it right so it’s always tough to balance because if your flows start increasing there’s you’re you’re buying more scrap than you bought in a while because like in idaho this it’s starting to be spring today is going to be a beautiful day the rest of the week’s supposed to cool down but we’re not that far away from 80 90 like good real good crazy weather right so like we

have to figure out as a company how the do we get that material where extra material we’re buying crammed through the system like whether it’s sheared cut baled whatever it is boxed and get it through at the price you’re buying it or at least close close so you don’t get hung you know and we make sure your buyers are buying it correctly to the way your production team is selling it that’s another like struggle i guarantee every scrap yard in the country has sometimes yeah but that’s where the communication becomes so vital so important and you really can build your team if you can teach your buyers and your production to work together like hey are you guys bailing this with your 3000 series where is this going now and then you could adjust on the fly because sometimes that communication doesn’t happen and if one or the other is off yeah it could really some some deals up and owning your transportation man like owning your ability like whether you have owner operators or they’re your trucks and trailers your rail cars whatever it is whatever your means of of outbound transport is

your ability to own that do that and and perform i think in this industry for a lot of years kind of got you know pushed by the wayside um there’s extra trucks there’s extra you know work you know opportunity but i think that right now i mean people are starting to realize like your ability to own your transport and your ability to like move your material is absolutely crucial if i was ever a uh that’s what adam said too right yeah if i was ever a scrap consultant like some one of these guys that travels around tells people how to run their i’d say first things first can you move your own scrap can you move all the scrap you bought this month do you would that be number one no i’m curious it’s pretty close it would be up top three cloves 100 i mean it’s because the reality of it is like your ability to buy it is great but what happened like what affects your ability to buy scrap and you know this as well as anybody your ability to go get it nowadays it doesn’t just come to you right

so not only when you say own the ex the outbound transport but owning the inbound transport is just as crucial in my book right so translating you know your ability to do that your ability to own that that component of your business is i mean if it’s got to be like 1a1b1c like it’s right in there in my book i i agree 100 because i think that’s where different in a scrap company you’ve got different people doing different roles and they get everyone assumes that they’re what they’re doing is the most important thing if you can really step outside of yourself and your role take the blinders off of yourself yep and even if it’s not 100 true if you just pretend every once what they’re doing is equally or more important to what you’re doing it will really like change your perspective and then you could be like oh the outbound trucks are just as important as my scrap trucks coming in because everyone’s got different duties and different so like 1a for use is like and we’ve had this conversation as people like people one a is the customer the material coming

in is one a you know usually in my book but if i can also understand that production team is one b but to them that’s one a on getting it out you know yeah i don’t then i’m not going to go fight with the production team and create some up culture in their own yard because for me 1a is going to always be culture yeah you’re right above because that just kind of brings everything in your own people and then after that like boom boom boom boom boom boom your own people yep then your customers yep in your transportation abilities yep like if i had to really like narrow it down that’s how i because at the end of the day if you don’t take care of your own people they’re not going to take care of your customer so it really doesn’t do any good to say my customer is the best my customer’s the greatest if i’m not even taking care of our own people first you have to because they’re they’re the front-facing people whether it’s your truck drivers or your or your sales staff your office staff your production

app is probably getting that first touch with your customer so if you if they’re jaded or they don’t like what the hell they’re doing it does you no good to say yeah customer first like not really like i feel like you got that backwards you have you have to go that first yeah well if we ever get into consulting you heard anything anybody wants uh some consultants we’re kind of busy but maybe it gave us a couple years and we’re going on a consulting tour yeah all right let’s make it happen captain all right have a good week everybody all right take care