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    Greta Drefke • Goldman Sachs

    Greta Drefke's questions to Talos Energy Inc (TALO) leadership

    Greta Drefke's questions to Talos Energy Inc (TALO) leadership • Q2 2025

    Question

    Greta Drefke from Goldman Sachs sought details on the near-term targets within the $100 million cost savings plan and asked for the outlook on the pace of share repurchases, questioning if the Q2 level is a sustainable run rate.

    Answer

    VP & Interim CFO Gregory Babcock detailed that near-term savings are coming from capital efficiency and commercial improvements. He explained that the share repurchase program aims for up to 50% of free cash flow but advised viewing the cadence over multiple quarters, as offshore results can be lumpy. He confirmed the stock remains attractive and the program will continue.

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    Greta Drefke's questions to National Fuel Gas Co (NFG) leadership

    Greta Drefke's questions to National Fuel Gas Co (NFG) leadership • Q3 2025

    Question

    Greta Drefke from Goldman Sachs asked for details on the spending cadence and key milestones for the Tioga Pathway project in fiscal 2026, and also inquired about the outlook for D&C costs, considering service cost deflation versus input cost inflation.

    Answer

    President & CEO David Bauer stated that for the Tioga project, construction will begin in the spring with the bulk of spending in the summer. Justin Loweth, President of Seneca Resources, addressed costs by saying he sees more tailwinds than headwinds for service costs, expecting them to be 'slightly down to neutral' and noting the company is insulated from near-term steel price volatility.

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    Greta Drefke's questions to Antero Resources Corp (AR) leadership

    Greta Drefke's questions to Antero Resources Corp (AR) leadership • Q2 2025

    Question

    Greta Drefke questioned the company's hedging strategy for 2026 and 2027 and asked at what debt level Antero might significantly increase its capital returns to shareholders.

    Answer

    CFO Michael Kennedy described the 2026 hedges as an opportunistic move to capitalize on a rare market dynamic, noting they are not essential given the company's low debt. He stated that the pace of capital returns is driven more by the stock's valuation than a specific debt target, and Antero is already positioned to use all its free cash flow for buybacks if opportunities arise.

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