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    Arvind Sanger

    Research Analyst at Geosphere Capital Management

    Arvind Sanger is the Founder and Managing Partner at Geosphere Capital Management, a global long-short equity hedge fund specializing in natural resources and industrial companies, with a focus on sectors including energy transition, oil, gas, coal, nuclear, and industrials. His fund has managed over $200 million in discretionary assets as of 2024, with top holdings such as Weatherford International PLC and a 57% concentration in its top 10 positions, reflecting his targeted approach. Sanger began his finance career as a top-ranked sell-side oil services and equipment analyst at Deutsche Bank, DLJ, and Kidder Peabody, spent five years as portfolio manager at SAC Capital, and founded Geosphere in 2007. He holds a BTech from IIT Bombay and an MBA from Tulane University, and is a registered investment adviser; he is also active on several nonprofit boards including Pratham USA and the Alexander Hamilton Society.

    Arvind Sanger's questions to National Energy Services Reunited (NESR) leadership

    Arvind Sanger's questions to National Energy Services Reunited (NESR) leadership • Q4 2024

    Question

    Arvind Sanger asked about the significant valuation gap between NESR, listed in the U.S., and its peers listed in the Middle East, and what strategies the company might employ to close this gap. He also sought clarification on the expiration status of the company's warrants.

    Answer

    Chairman and CEO Sherif Foda acknowledged the valuation disparity and stated that the company is actively monitoring it. He cited the lack of fungibility between U.S. and Middle Eastern exchanges as a challenge but confirmed the company is maintaining a dialogue with regional listing agencies. Foda also clarified that the company's warrants have been extended to June 2026, a detail that will be included in the upcoming 20-F filing.

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