RB (RBA) - 2023 Q3 - Earnings Call Transcript

Sameer Rathod Hey, Sabahat. So we're not going to talk about 2024 just quite yet. But the way the contract is structured, they have the right -- they've indicated that they'll curtail assignments by end of this year. So typically, there's a cycle time associated with the inventory we currently have on our books. So most of the impact would happen in the first quarter, and you won't get kind of a clean run rate until the second quarter of 2024. Sabahat Khan Okay. Sounds good. Thank you. Operator Thank you. Y ...