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    Charles Douglas Bryant • Citigroup Inc.

    Charles Douglas Bryant's questions to Aris Water Solutions Inc (ARIS) leadership

    Charles Douglas Bryant's questions to Aris Water Solutions Inc (ARIS) leadership • Q4 2024

    Question

    Chad Bryant, on behalf of Spiro Dounis, asked about the outlook for normalized dividend growth and the expected timeline for the McNeill Ranch development to contribute to EBITDA.

    Answer

    Executive Chairman Bill Zartler stated that while there is no explicit payout target, future dividend increases will likely be more consistent but at a lower growth rate than the recent 33% hike. President and CEO Amanda Brock projected that meaningful EBITDA impact from the ranch development is expected in the 2026-2027 timeframe.

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    Charles Douglas Bryant's questions to Aris Water Solutions Inc (ARIS) leadership • Q3 2024

    Question

    Charles Douglas Bryant asked about the potential impact on Aris's business from the proposed new setback rule for drilling in New Mexico.

    Answer

    CEO Amanda Brock responded that Aris does not anticipate an impact on its business. She explained that many of their customers have already proactively adjusted drilling schedules and secured permits in anticipation of the potential rule change, mitigating any negative effects on their operations.

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