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    Jeoffrey Lambujon

    Research Analyst at TPH & Co.

    Jeoffrey Lambujon is Managing Director of Equity Research at TPH & Co., the energy business of Perella Weinberg Partners, specializing in covering global integrated energy companies and North American E&P (exploration and production) firms. He provides research and analysis on companies such as Southwestern Energy, among others, recognized for delivering detailed sector outlooks and market insights, though specific performance metrics and rankings are not publicly available. Lambujon's career began as a proprietary trader at Kershner Trading Group, later serving as a natural gas scheduling analyst at Sequent Energy Management before joining TPH & Co. in 2012 as an intern and subsequently rising to his current leadership position. He holds a BA in Economics from the University of Texas at Austin and an MBA from the University of Houston, and his professional profile reflects deep sector expertise and a track record of leadership in energy sector research.

    Jeoffrey Lambujon's questions to APA (APA) leadership

    Jeoffrey Lambujon's questions to APA (APA) leadership • Q3 2024

    Question

    Jeoffrey Lambujon asked for an outlook on operating expenses for the North Sea assets as production declines over the coming years.

    Answer

    CFO Stephen Riney stated that detailed guidance would be provided in the February call. He emphasized that the North Sea is now being managed for free cash flow, meaning new capital investment is uneconomic. The company is intensely focused on reducing operating costs, without compromising safety or environmental standards, to maximize cash generation from the asset's remaining life.

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