An excellent interview given by Rob Freeman on his first 6 months at LBL. He demonstrates a good grasp of management while giving us insight into the quality of the R&D team and his enthusiasm for the new XClad product.

Also, they appear to have wisely invested in tungsten before the massive price increase. He (thankfully) poured some cold water on overseas expansion, citing his past experiences, but was enthusiastic about the Gateway connection. He didn't give numbers, but the inference was clear: 2H would be an acceptable outcome.

Spotify: 

https://open.spotify.com/episode/3n79DATwllxoMaM1oiH4G9?si=0083d156b2e644c1

YouTube:

https://youtu.be/UnyUCWzbZSY?si=-cocNDNXjwMFizrs