Sign in

    Bertrand Don

    Vice President and Equity Research Analyst at Truist Securities

    Bertrand Donnes is a Vice President and Equity Research Analyst at Truist Securities, specializing in the energy sector with a primary focus on oil and gas exploration and production companies. He provides research coverage and actionable stock ratings on firms such as Gulfport Energy, BKV Corporation, and Diversified Energy Company, achieving an 83% success rate and an average return of 19.75% on his ratings, ranking #229 out of 4,744 analysts in recent assessments. Donnes began his analyst career prior to joining Truist Securities and has consistently demonstrated a data-driven approach to target setting and sector analysis within equity research. He holds relevant securities licenses and maintains professional registrations in line with industry standards.

    Bertrand Don's questions to APA (APA) leadership

    Bertrand Don's questions to APA (APA) leadership • Q4 2024

    Question

    Bertrand Don asked how management balances substantial share repurchases against potential activity increases or M&A if the stock price remains low. He also requested an outlook for asset retirement obligation (ARO) costs.

    Answer

    CFO Stephen Riney detailed the 5-year plan which includes $2.2B in debt paydown and $1.75B in buybacks. CEO John Christmann affirmed they would continue buying back undervalued stock. Riney outlined the 2025 ARO spend of ~$170M, noting that North Sea costs are expected to grow while other areas remain relatively flat.

    Ask Fintool Equity Research AI