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Executive Gary Evans expressed low concern about new smelters in the near term, citing the difficulty in securing ore supply as a major barrier to entry. He noted that U.S. Antimony's expanding capacity could serve future producers like Perpetua, who he believes are still approximately four years from production.

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Executive Gary Evans clarified that the impact was 'very little' in Q3 because the majority of the business was fixed-fee tolling. He anticipates margins will improve 'dramatically' once the company begins receiving new third-party material, as those contracts are typically based on a percentage of the much higher Rotterdam market price.

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Executive Gary Evans revealed that the company has been working on an acquisition for approximately eight months but discovered some problems. He described the current status as being in 'standby mode,' as they have presented the seller with conditions to move forward but are not confident those conditions will be met.

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Chairman and CEO Mark Penn characterized a potential Omnicom/IPG merger as a 'merger of weakness' burdened by legacy assets. He views it as a significant opportunity for Stagwell to attract top-tier talent and clients like Starbucks and Visa who seek a more nimble, digitally native, and creative alternative.

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Chairman and CEO Mark Penn outlined a goal to grow government-related business from its current level near zero to 10-15% of total business. He noted that Code and Theory has recently developed a government services unit and the company is building the necessary infrastructure for complex government proposals. He set a realistic timeline, stating it will likely take two to three years to secure major contracts but believes Stagwell is now well-positioned to win this work.

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Executive Igal Zamir explained that historically, cargo operators tend to minimize planned maintenance in Q4 for the holiday season, while commercial MRO demand is higher in the summer. He noted that the OEM and Military businesses are generally stable with no significant seasonality, and he does not expect a major spike or decline in Q4.

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CEO Nilhan Gokcetekin acknowledged that the tough credit environment is contracting demand in some discretionary areas. However, she expressed confidence, citing strong uptake of Hepsiburada's affordability solutions, upcoming seasonal demand from Back-to-School and Black Friday, and expected product innovation.

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Executive David Garofalo expressed that while a specific date is hard to pinpoint, he believes the company is on the cusp of a significant re-rate. He anticipates that as the promised growth in cash flow and earnings per share is delivered over the coming months and years, the market will start to reward the company's performance.

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