Productions staying in Canada
At one point, given the head start the US had in vaccination, I was moderately concerned productions would sooner rather than later head back South of the border to continue filming there. However, given Canada has been managing the response better, leading to significantly higher vaccination adoption and subsequent reduction in cases, I now confident Productions will continue North of the border, at least, until Summer 2022. Parallel to this, the increased prevalence of the Delta variant will lead to err on the side of caution and continue testing. So, at the end of the day, this all bodes well for DM trsting income, even if this is likely to be at a more modest rate than seen in this year's Q1 and Q2.