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    Chen Anis

    Senior Analyst at Dexus Capital

    Chen Anis is a Senior Analyst at Dexus Capital, specializing in equity research within the financial services and real estate sectors. He covers a focused list of major companies, including Westpac Banking, Commonwealth Bank, Goodman Group, and Scentre Group, and is recognized for investment calls that have achieved a reported success rate near 68% with documented annualized returns above industry median for his segment. Since joining Dexus Capital in 2020, Chen has leveraged experience gained at Macquarie Group and Deutsche Bank, where he contributed to sectoral analysis and client advisory, and he holds both Series 7 and Series 63 licenses with FINRA registration. His analytical work has been highlighted by peer rankings in top quartiles and several internal recognitions for insightful market coverage.

    Chen Anis's questions to EQT (EQT) leadership

    Chen Anis's questions to EQT (EQT) leadership • Q1 2025

    Question

    Chen Anis asked for specifics on the $85 million of incremental synergies captured since the last update and inquired about the ongoing initiatives that could lead to further upside. He also questioned what market conditions would prompt EQT to pursue production growth and the thought process behind such a decision.

    Answer

    CEO Toby Rice explained the recent synergy gains came from water disposal cost reductions, CapEx optimization, and receipt point optimization, with future upside expected from discrete projects. Regarding production growth, Rice stated the trigger would be a clear demand signal in the form of a firm supply deal, not just a price signal. CFO Jeremy Knop added that the strategy is to pivot from selling to the market to selling directly to a customer, which provides a more durable business model.

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