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    Don Crist • Johnson Rice & Company L.L.C.

    Don Crist's questions to Select Water Solutions Inc (WTTR) leadership

    Don Crist's questions to Select Water Solutions Inc (WTTR) leadership • Q2 2025

    Question

    Don Crist of Johnson Rice & Company L.L.C. asked about the potential for further asset rationalization beyond Peak Rentals, such as in trucking or chemicals, and requested an update on the progress of the Colorado water banking project.

    Answer

    EVP & CFO Christopher George responded that the remaining trucking assets are more strategically integrated with the infrastructure business and that the focus will be on rationalizing the overall cost structure. President, CEO & Chairman John Schmitz added that decisions are driven by what best supports infrastructure customers. Regarding Colorado, EVP of Strategy & Technology Michael Lyons reported material progress, including the completion of a landmark engineering study, and noted active engagement with stakeholders to develop a large-scale water banking program.

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    Don Crist's questions to Atlas Energy Solutions Inc (AESI) leadership

    Don Crist's questions to Atlas Energy Solutions Inc (AESI) leadership • Q2 2025

    Question

    Don Crist of Johnson Rice & Company L.L.C. questioned the drivers behind lower per-ton production costs despite reduced volumes and asked about the potential CapEx implications of large-scale microgrid projects under discussion.

    Answer

    EVP & President of Sand and Logistics Chris Scholla and President and CEO John Turner attributed the cost improvements to a relentless focus on operational excellence, procurement efficiencies, and prioritizing production at their lowest-cost facilities like Kermit. SVP & President of the Power Business Unit Tim Ondrak clarified that the 40-50 megawatts of deployments planned through year-end are covered by the existing CapEx budget, and a significant portion of the 200 MW opportunity pipeline is in the C&I space.

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    Don Crist's questions to ProPetro Holding Corp (PUMP) leadership

    Don Crist's questions to ProPetro Holding Corp (PUMP) leadership • Q2 2025

    Question

    Don Crist inquired about the potential for older diesel frac equipment to be sold overseas and whether this could help balance the domestic market. He also asked about current lead times for new solar turbines.

    Answer

    CEO Sam Sledge acknowledged that there is global interest in U.S. equipment and expertise, which he believes helps the domestic supply-demand balance, though the impact is hard to quantify. Regarding lead times for power generation equipment, he commented only that they are 'not getting any shorter' but expressed confidence in ProPetro's strong supplier relationships.

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