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    Alec John Scheibelhoffer

    Research Analyst at Stifel, Nicolaus & Company, Incorporated

    Alec John Scheibelhoffer is an Equity Research Associate at Stifel, Nicolaus & Company, Incorporated, specializing in covering energy and industrials with a particular focus on companies such as ProPetro Holding Corp, ProFrac Holding Corp, Oil States International Inc, and DMC Global Inc. He actively participates in earnings calls and provides analytical insights into sector trends, with his research being featured by major platforms and demonstrating strong sector expertise. Scheibelhoffer began his analyst career at Stifel and has developed professional credentials recognized by FINRA, holding Series 7 and Series 63 securities licenses. His performance can be traced through contributions to market analysis and is publicly disclosed under his broker profile.

    Alec John Scheibelhoffer's questions to ProFrac Holding (ACDC) leadership

    Alec John Scheibelhoffer's questions to ProFrac Holding (ACDC) leadership • Q1 2025

    Question

    Requested more detail on the proppant segment, specifically asking about the pricing dynamics in the Haynesville versus West Texas and how strength in the Haynesville might offset potential softness in the Permian.

    Answer

    Management explained that proppant markets are regional and that they see a significant opportunity in the Haynesville, where they are the largest producer and have increased damp sand capacity. They also see strength in the South Texas market. While West Texas activity may be impacted by tariff uncertainty, they expect a favorable mix shift towards the gas basins and increased bundled logistics services to help offset it.

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    Alec John Scheibelhoffer's questions to PFHC leadership

    Alec John Scheibelhoffer's questions to PFHC leadership • Q1 2025

    Question

    Alec John Scheibelhoffer asked for more color on the pricing dynamics for proppant in the Haynesville versus West Texas, and the potential balancing effect on sales volumes and pricing given market conditions.

    Answer

    Executive Chairman Matt Wilks explained that the markets are distinct, highlighting a significant opportunity in the Haynesville with expanded damp sand capacity and logistical advantages. He noted South Texas remains robust, while West Texas faces uncertainty from tariffs. CFO Austin Harbour summarized this as a favorable mix shift toward the Haynesville and South Texas, with increased logistics services expected to support pricing.

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    Alec John Scheibelhoffer's questions to PFHC leadership • Q1 2025

    Question

    Alec John Scheibelhoffer requested more color on the pricing dynamics for proppant in the Haynesville versus West Texas, and the potential balancing effect on sales volumes and pricing given the company's in-basin capacity.

    Answer

    Executive Chairman Matt Wilks detailed that the Haynesville presents a significant opportunity with newly expanded damp sand capacity and fixed infrastructure, allowing for strong customer value. He contrasted this with the robust South Texas market and acknowledged that tariff uncertainty would likely impact West Texas volumes. CFO Austin Harbour summarized the strategy as a favorable mix shift toward the Haynesville and South Texas, with increased volumes including logistics and storage.

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    Alec John Scheibelhoffer's questions to PFHC leadership • Q1 2025

    Question

    Alec John Scheibelhoffer requested more color on the pricing dynamics for proppant in the Haynesville versus West Texas, and the potential balancing effect on sales volumes and pricing given the market conditions.

    Answer

    Executive Chairman Matt Wilks explained that the markets are distinct, highlighting a significant opportunity in the Haynesville with expanded damp sand capacity and a robust South Texas market. He acknowledged that Permian volumes would be impacted by tariff uncertainty. CFO Austin Harbour summarized the situation as a favorable geographic mix shift toward the Haynesville and South Texas, with an expected increase in bundled logistics and storage services. Matt Wilks added that controlling logistics enhances service quality.

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    Alec John Scheibelhoffer's questions to PFHC leadership • Q1 2025

    Question

    Alec John Scheibelhoffer requested more color on the pricing dynamics for proppant in the Haynesville versus West Texas, and the potential balancing effect on sales volumes and pricing given the different regional market conditions.

    Answer

    Executive Chairman Matt Wilks explained that the markets are isolated. He highlighted a significant opportunity in the Haynesville with expanded damp sand capacity and a robust market in South Texas. He acknowledged that tariff uncertainty would likely impact West Texas volumes. CFO Austin Harbour summarized this as a favorable mix shift toward the Haynesville and South Texas, with an expected increase in volumes that include logistics and storage, which should help offset West Texas softness.

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    Alec John Scheibelhoffer's questions to Smart Sand (SND) leadership

    Alec John Scheibelhoffer's questions to Smart Sand (SND) leadership • Q3 2024

    Question

    Alec John Scheibelhoffer inquired about the future of proppant demand per well, asking if it will plateau or continue rising, and sought guidance on pricing dynamics and their impact on contribution margin heading into 2025.

    Answer

    CEO Charles Young explained that while proppant per foot might moderate, overall demand is driven by multi-well pads and longer laterals. He noted that basins like the Bakken and Canada are also increasing proppant use. Regarding pricing, Young stated that while it has been flat, he anticipates improvement in 2025 due to rising natural gas demand and a market shift to finer mesh sand, which benefits Smart Sand. CFO Lee Beckelman added that longer laterals are a key factor driving more sand use per well.

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    Alec John Scheibelhoffer's questions to Target Hospitality (TH) leadership

    Alec John Scheibelhoffer's questions to Target Hospitality (TH) leadership • Q3 2024

    Question

    Alec John Scheibelhoffer of Stifel inquired about the Government segment's strong Q3 gross margins and how they reconcile with the full-year 2024 EBITDA guidance, particularly looking forward.

    Answer

    CFO Jason Vlacich projected a potential drop of a few percentage points in Government segment gross margin due to fixed costs from keeping the Dilley facility 'warm' for future use. CEO Brad Archer elaborated that this is a strategic expense, as the company believes there is a significant opportunity to re-lease the facility in 2025, making the cost worthwhile.

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