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    Jim Rollyson • Raymond James Financial

    Jim Rollyson's questions to Kodiak Gas Services Inc (KGS) leadership

    Jim Rollyson's questions to Kodiak Gas Services Inc (KGS) leadership • Q2 2025

    Question

    Jim Rollyson of Raymond James Financial inquired about the disconnect between strong market fundamentals for natural gas compression and weaker investor sentiment, and also asked about the future trajectory of gross margins.

    Answer

    President & CEO Mickey McKee explained the market disconnect stems from investors incorrectly linking compression demand to oil growth instead of the more relevant natural gas growth in the Permian Basin. He added that while Kodiak hopes for continued margin improvement driven by new technology like their ERP system and AI, there may be a short-term learning curve with the new system implementation.

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    Jim Rollyson's questions to Select Water Solutions Inc (WTTR) leadership

    Jim Rollyson's questions to Select Water Solutions Inc (WTTR) leadership • Q2 2025

    Question

    Jim Rollyson of Raymond James Financial inquired about the long-term opportunity for water infrastructure contracts, asking what 'inning' the market is in, and about the market potential for the Peak Rentals distributed power business.

    Answer

    President, CEO & Chairman John Schmitz stated that while major infrastructure projects are well underway, the company is just beginning to see 'add-on' opportunities from adjacent, undedicated acreage. EVP & COO Michael Skarke added that the project backlog remains strong. Regarding Peak, John Schmitz explained its strategic shift from supporting temporary completion sites to providing longer-term power for production and midstream operations, highlighting the economic and efficiency benefits of pairing natural gas generators with proprietary battery systems.

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    Jim Rollyson's questions to Archrock Inc (AROC) leadership

    Jim Rollyson's questions to Archrock Inc (AROC) leadership • Q2 2025

    Question

    Jim Rollyson from Raymond James Financial, Inc. asked for color on customer activity in the Permian versus other basins amid a softer oil macro, and inquired about the impact of recent tariffs on Archrock's supply chain.

    Answer

    President & CEO D. Bradley Childers stated that customer activity remains consistent, with the Permian still leading the order book at 60-80%. However, he noted incremental activity in other plays like the Eagle Ford and Haynesville is also occurring. Regarding tariffs, Childers asserted there is no material impact expected for 2025 and limited impact in 2026, as the supply chain is predominantly U.S.-based and any minor cost increases are already factored into guidance.

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    Jim Rollyson's questions to Atlas Energy Solutions Inc (AESI) leadership

    Jim Rollyson's questions to Atlas Energy Solutions Inc (AESI) leadership • Q2 2025

    Question

    Jim Rollyson of Raymond James Financial asked how Atlas is navigating intense customer pressure on costs and inquired about the company's confidence in securing the 12 million tons of additional sales opportunities for the Dune Express in 2026.

    Answer

    EVP & President of Sand and Logistics Chris Scholla stated that Atlas thrives in the current environment by focusing on total delivered value through its integrated platform, rather than competing on sand price alone. He expressed high confidence in securing new Dune Express contracts, explaining that initial customer skepticism has shifted to active engagement now that the system is operational, with the upcoming RFP season being perfectly timed to capture new, long-term partnerships.

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    Jim Rollyson's questions to Tidewater Inc (TDW) leadership

    Jim Rollyson's questions to Tidewater Inc (TDW) leadership • Q2 2025

    Question

    Jim Rollyson of Raymond James Financial inquired about Tidewater's M&A outlook following its recent refinancing and asked for an update on demand visibility for the second half of 2026 and beyond, particularly regarding the potential to increase day rates.

    Answer

    President & CEO Quintin Kneen noted that M&A discussions have become more constructive as market participants' expectations have aligned with the cycle's pace, though any deal must surpass the value of share repurchases. EVP & COO Piers Middleton added that the outlook for H2 2026 is positive, with rising tender activity for drilling and subsea work expected to tighten vessel supply and create opportunities to push rates higher again.

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    Jim Rollyson's questions to Nov Inc (NOV) leadership

    Jim Rollyson's questions to Nov Inc (NOV) leadership • Q2 2025

    Question

    Jim Rollyson of Raymond James Financial, Inc. asked about the trajectory of NOV's profit margins, inquiring what might cause them to bottom out and what factors could drive a recovery into 2026. He also asked whether the deepwater or international unconventional market represents the larger long-term opportunity for the company.

    Answer

    Clay Williams, Chairman & CEO of NOV, acknowledged the near-term margin pressures from tariffs and market uncertainty but expressed strong optimism for 2026 and beyond. He identified two primary long-term growth drivers: the application of North American unconventional technology in international markets and the re-emergence of deepwater activity. Williams stated that while both are significant, deepwater development is 'probably' the larger of the two opportunities over the next decade.

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    Jim Rollyson's questions to Helix Energy Solutions Group Inc (HLX) leadership

    Jim Rollyson's questions to Helix Energy Solutions Group Inc (HLX) leadership • Q2 2025

    Question

    Jim Rollyson of Raymond James asked for clarity on the customer rationale for deferring well intervention work, whether the revised guidance impact would be felt more in Q3 or Q4, and the cause of the recent increase in Days Sales Outstanding (DSO).

    Answer

    CEO Owen Kratz attributed work deferrals to a combination of weaker oil prices and regulatory uncertainty. CFO Erik Staffeldt confirmed the guidance reduction is primarily concentrated in Q4 due to market uncertainty and seasonality. He also explained the DSO increase was due to payment timing with a few large, blue-chip customers, which he expects to resolve.

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    Jim Rollyson's questions to Weatherford International PLC (WFRD) leadership

    Jim Rollyson's questions to Weatherford International PLC (WFRD) leadership • Q2 2025

    Question

    Jim Rollyson asked for an update on the U.S. Land market, seeking clarity on Weatherford's business mix between production and drilling, and requested quantification of the impact from tariffs.

    Answer

    President and CEO Girish Saligram stated that Weatherford's U.S. Land business is primarily product-oriented, with a focus on production via artificial lift. He noted that a further decline is expected in Q3 due to tariff impacts on inventory, and the company will continue to defend margins rather than chase price in the competitive market.

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    Jim Rollyson's questions to Weatherford International PLC (WFRD) leadership • Q3 2024

    Question

    Jim Rollyson of Raymond James asked about the execution strategy for Weatherford's new share buyback program, specifically whether it would be programmatic or opportunistic. He also inquired about the potential impact of the company's digital strategy on future growth.

    Answer

    Executive Arunava Mitra explained that the buyback execution will be a hybrid approach: programmatic to offset dilution from employee compensation, and careful and opportunistic for the remainder based on market signals. Executive Girish Saligram described digital as a significant 'pocket of growth' that is highly accretive to margins, less capital-intensive, and central to the company's technology-driven margin expansion strategy.

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