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    Alec John Scheibelhoffer • Stifel

    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 Target Hospitality Corp (TH) leadership

    Alec John Scheibelhoffer's questions to Target Hospitality Corp (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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