Drilldown Vol. 003 - Winter 2026

STATEMENT FROM THE CEO

WHEN THERE’S UNCERTAINTY, YOU CREATE CAPACITY. This is where we go the other way to most of the market. When uncertainty hits, the instinct is to pull back. Cut costs. Because the one thing a customer needs most when everything is shaking… is somewhere solid to stand. So we doubled down. We’d been planning a full restructure for a while - and the crisis didn’t slow it down. It locked it in. It gave us the reason to move faster. Here’s what that looks like: • A bigger customer service Cut heads. Wait it out. We did the opposite. team - more people, more capacity, more hands on your account. • Freight times rebuilt state by state - tuned to real demand, so your product turns up when you actually need it.

• An in-house seismic and structural engineering team - so compliance gets answered by us, not bounced around for weeks. • A dedicated Project Management team - and this is the one I’m most excited about. Let me explain that last one, because it changes everything. Your account manager is brilliant. But they’re on the road. On site. In a ute between jobs. And we all know the truth - they can’t always pick up the second you call. So now you don’t just have an account manager. You have a project manager too. A dedicated person, at a desk, whose entire job is your account - working hand in hand with your account manager on the ground. One out on the road for you. One on the phone for you. Always. THIS IS HOW WE’VE ALWAYS DONE IT. COVID gave us Job Flow. This crisis gave us the capacity to deliver it better than ever. That’s the pattern. Every hard season this industry has thrown at us, we’ve come out the other side with something we built to make our customers stronger. Not despite the chaos - because of it. So while the rest of the industry battens down the hatches… We’re building. Because my old man was right. When the going gets tough, the tough get going.

AND WE’D RATHER TAKE THE HIT OURSELVES THAN EVER WATCH YOU STOP.

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