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Colby Sasso

Colby Sasso

Research Analyst at Daniel Energy Partners

Houston, TX, US

Colby Sasso is an Analyst at Daniel Energy Partners, where he specializes in research and analysis within the oil service and capital equipment sectors of the energy industry. While specific companies covered and performance metrics are not publicly disclosed, his responsibilities include providing in-depth market intelligence based on in-basin field work and discussions with industry executives. Sasso began his tenure at Daniel Energy Partners in recent years, but prior career history, major achievements, and securities industry credentials such as FINRA registrations or license numbers are not available in public records. His profile reflects a research-focused role supporting the firm's reputation as a trusted advisor in the energy market.

Colby Sasso's questions to Bristow Group (VTOL) leadership

Question · Q3 2025

Colby Sasso asked if Bristow sees a focus on more exploratory drilling by larger integrated E&Ps moving forward and its impact on the company. He also questioned the need for new aircraft in the North Sea, given drillers moving rigs out and E&P bearishness on the UK energy industry.

Answer

Chris Bradshaw (CEO) confirmed that deep-water projects are favorably positioned, expecting an increasing share of upstream capital investment into deep-water and offshore projects, which is a solid long-term driver, noting 85% of OES revenue comes from production support. Regarding the North Sea, Chris Bradshaw clarified that new AW189s are for fleet replacements of aging S-92s, not for growth, providing an opportunity for secure, long-term contracts with enhanced profitability, making them value-accretive despite the mature market.

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Question · Q2 2025

Colby Sasso of Daniel Energy Partners inquired about any impacts from tariffs on component delivery times or R&M costs and asked which regions are expected to drive the most growth for Bristow's energy business in the coming years, noting recent industry focus on West Africa.

Answer

President & CEO Chris Bradshaw stated that Bristow has seen no adverse impact from tariffs to date and is encouraged by recent trade deal announcements that are expected to exclude civil aircraft parts. Regarding growth, he identified Brazil and the U.S. Gulf as constructive markets but highlighted Africa as a top growth area where meeting current and future demand is the primary challenge, necessitating the deployment of additional aircraft.

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Colby Sasso's questions to MAMMOTH ENERGY SERVICES (TUSK) leadership

Question · Q2 2025

Colby Sasso of Daniel Energy Partners inquired about Mammoth's three-to-five-year growth strategy, particularly for the rental and accommodation services segments, given its significant cash position. He also asked for a breakdown of sand sales between domestic and Canadian markets and the outlook for each.

Answer

Mark Layton, Chief Financial Officer, explained that near-term capital is focused on the aviation sector, targeting IRRs of 25-35% and a 2-3x multiple on invested capital. Regarding the sand market, Layton stated that while the exact split is not disclosed, the majority of sales have historically been to Western Canada's Montney shale, a trend he expects to continue due to the availability of Tier one acreage.

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Colby Sasso's questions to TETRA TECHNOLOGIES (TTI) leadership

Question · Q1 2025

Colby Sasso from Daniel Energy Partners asked about the potential for further margin expansion in the Water & Flowback segment through automation and what would constitute success for the Permian-based Oasis desalination program.

Answer

CEO Brady Murphy and CFO Elijio V. Serrano confirmed margin upside potential exists, as only 25% of the fleet is automated, CapEx is being prioritized for automation, and the company is growing its higher-margin water treatment business. For the Permian, Murphy defined technical success as achieving a 60% water recovery yield and noted that commercial discussions are already occurring ahead of schedule.

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Colby Sasso's questions to OCEANEERING INTERNATIONAL (OII) leadership

Question · Q1 2025

Colby Sasso of Daniel Energy Partners asked about Oceaneering's strategy for growing its ROV business in 2026 and beyond, considering the current lack of new rig contracts, even as near-term asset utilization remains strong.

Answer

President and CEO Roderick Larson stated that a key growth driver and offset to the rig market is the increasing intensity of vessel-based activity, noting that major operators are unlikely to alter long-term deepwater projects due to short-term price fluctuations. SVP and CFO Alan Curtis added that the GDi acquisition is a core part of the strategy to create new, technology-driven demand for ROV inspection services, which in turn can generate follow-on work for the OPG segment and tooling.

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