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    Colby Sasso • Daniel Energy Partners

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

    Colby Sasso's questions to Bristow Group Inc (VTOL) leadership • Q2 2025

    Question

    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 Tetra Technologies Inc (TTI) leadership

    Colby Sasso's questions to Tetra Technologies Inc (TTI) leadership • Q1 2025

    Question

    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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