RE:RE:RE:RE:RE:RE:RE:Dividend Q-2 vs. Q-3 - As you say, it's been a long-term component of our capital allocation has been very consistent and tries to be very consistent over a long period of time around how we think about dividends. We think it brings a certain amount of discipline to the business when it comes to capital allocation.
As we think about it going forward, we're focused on the long term. We're focused on the fact that the vast majority of the business is producing significant EBITDA with good cash flow dynamics. We talked about earlier the fact that we feel we turned the corner from a working capital perspective on the legacy projects. Our view is if the dividend is a key part of the capital allocation program, and we have plenty of other options around growing the business and M&A and we're not worried about constraints in the context of the dividend policy. (David Smales)
-And by far, I mean, strategically it was our preferred future partners. And I think this is important. (Jean-Louis Servranckx, speaking about Oaktree)
-But I think we'll be at least relatively close to free cash flow breakeven this year with a few it to be a little bit either way, but fairly close to free cash flow neutral for the year. (Jean-Louis Servranckx)
As I said part of the cash flow from these recent agreements will come in in the first half of 2024. So that trend should continue as we go into next year in terms of unwinding working capital from those projects. (David Smales)