Michael Olosky: Yes. So we’re talking specifically about the trust market. And here, we’ve been spending a lot of time and effort over the last three years to really develop our software into one fully integrated program that’s easy to use and hits our customers’ needs. We’ve made a lot of progress. Currently, we think there’s still some room for improvement. And we’re now coupling that development efforts in the software with everything else we do from a business model perspective, meaning making sure we’re providing great service and support to our customers. And so we have been picking up trust customers over the last couple of years, in part because we believe one of our competitors had some significant delivery problems.
They ended up putting customer on allocations and they did that in a growing market. That obviously had an impact. And I think we’ve had several customers approach as a result of that. And so now we’re taking a very measured and conscious approach with how we onboard a new customer. We want to make sure that goes very well going forward with them. So we think that’s also going to be a nice growth driver for us. And everything that we’ve been doing in that area in the last couple of years has been working out very well according to how we planned it.
Kurt Yinger: Got it. Thanks for that Mike. And then just quickly, I mean, is the software piece of it now I guess, capable of fully supporting the full suite of products like wall panels and things like that. If I’m remembering correctly, at least that was kind of a hindrance in the past. Is that still the case or no?
Michael Olosky: So we do have a couple of gaps, and there are some areas we’re working on it. So the customers that we’re working with we’re doing basically set of analysis with them, trying to make sure we understand what they need and what we’re capable of doing. And we’re customizing and develop the software to make sure we have the need. We aren’t exactly where we want to be to date. But we do have, I believe, very good plans to get done.
Kurt Yinger: Got it. Well thanks for that. Appreciate all the details and good luck here in the second half, guys.
Michael Olosky: Thanks, Kurt.
Brian Magstadt: Thanks, Kurt.
Operator: Thank you. Our next question is from Julio Romero with Sidoti & Company. Please proceed with your question.
Julio Romero: Hey, good afternoon, Mike and Brian.
Michael Olosky: Hello, Julio. Good afternoon.
Brian Magstadt: Hey, Julio.
Julio Romero: Hey, good afternoon. Could you talk about the trend on North American volumes throughout April, May and June? And was it a gradual improvement throughout the quarter or more of a sharper step up in June?
Brian Magstadt: So June was a real nice month for us. I mean, each month got better in the second quarter.
Julio Romero: Got you. And has the magnitude of the improvement in June, maybe changed any behaviors either from your customers or competitors at all?
Michael Olosky: No. I mean we continue to think again that the market is improving, and we’re hearing from a lot of our customers that their business is getting better. And at the same time, Julio, we continue to pick up new applications and new customers. And I think the combination of that is reason why you see the numbers develop the way they’ve developed versus the market.
Julio Romero: Got it. If we could talk about maybe steel for a second, I think steel prices have kind of inflected downward since your last call in April. If you could just maybe talk about the impact of that on your cost of sales expectations for the back half of the year?
