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    Derek Potheiser

    Director and Senior Research Analyst at Piper Sandler

    Derek Podhaizer is a Director and Senior Research Analyst at Piper Sandler, specializing in energy sector equity research with a focus on oilfield services, geothermal, and power services. He covers specific companies such as Atlas Energy Solutions, Baker Hughes, Halliburton, Liberty Energy, Weatherford International, Ormat Technologies, and Solaris Energy Infrastructure, regularly issuing stock ratings and price targets that reflect his in-depth market analysis; for example, he recently set a $13 price target for National Energy Services Reunited and a $50 target for Solaris Energy. Podhaizer began his career as an audit senior assistant at Deloitte, later joining Barclays as Vice President in equity research before moving to Piper Sandler in 2023, where he leads research coverage for North American energy companies. He holds bachelor's and master's degrees in accounting from Fairfield University, maintains professional credentials consistent with senior analyst roles, and has contributed to top-ranked Institutional Investor research teams.

    Derek Potheiser's questions to National Energy Services Reunited (NESR) leadership

    Derek Potheiser's questions to National Energy Services Reunited (NESR) leadership • Q2 2025

    Question

    Derek Potheiser sought clarification on the drivers and timeline for the company's $2 billion revenue target and asked for an update on full-year margin guidance.

    Answer

    CEO Sherif Fota detailed that the $2 billion revenue goal is based on securing large, long-term contracts in their anchor countries, with a potential run-rate achievement in as fast as 18 months depending on tender awards. CFO Stefan Angeli reaffirmed the full-year adjusted EBITDA margin guidance of approximately 22%, expecting Q3 margins to be flat with Q2's 21.6% and Q4 margins to be higher at 23-24% on increased revenue.

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