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Keith Beckman

Research Analyst at Pickering Energy Partners LP

Keith Beckman is an analyst at Pickering Energy Partners LP, specializing in the energy sector with a focus on oilfield services and offshore drilling. He actively covers companies such as Nabors Industries (NBR), Genesis Energy (GEL), and Transocean (RIG), participating in their earnings calls, though specific performance metrics like success rates or rankings on platforms such as TipRanks are not publicly available. Beckman previously worked as a Portfolio Manager at Highland Capital Management LP, with his current tenure at Pickering Energy Partners ongoing as of 2025; he holds an MBA from Southern Methodist University and an undergraduate degree, but no specific FINRA registrations or securities licenses are detailed in available sources.

Keith Beckman's questions to OCEANEERING INTERNATIONAL (OII) leadership

Question · Q4 2025

Keith Beckman asked about the typical lead time for government services projects in ADTech from award to revenue generation, and how other Oceaneering segments, particularly ROV knowledge, contribute to ADTech's growth.

Answer

Rod Larson (President and CEO, Oceaneering International) explained that lead times for ADTech projects vary significantly, from quick ramp-ups for existing services to longer periods for new developments involving engineering and prototyping. He detailed how Oceaneering's offshore operations expertise (ROVs, vehicles), maritime experience (SUBSAFE work, submarine sustainment), and space systems knowledge (tools, habitats, human interface, thermal protection systems) translate into ADTech's capabilities and growth.

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Question · Q4 2025

Keith Beckman asked about the typical lead time for AdTech's government services projects from award to revenue recognition, and how Oceaneering's other segments contribute to AdTech's growth.

Answer

Rod Larson, President and CEO, explained that lead times for AdTech projects vary significantly, with some services for existing products ramping up quickly, while new developments involve longer processes like engineering studies and prototyping. He detailed how other segments contribute, including offshore operations expertise (ROVs, vehicles), maritime experience for Subsafe work and submarine sustainment (mechanical hull repair), and Oceaneering Space Systems' work on tools, habitats, human interfaces for low-gravity environments, and thermal protection systems for rockets.

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Keith Beckman's questions to Noble Corp (NE) leadership

Question · Q4 2025

Keith Beckman asked about the $50 million CapEx allocated to nine contracts outside the GreatWhite, specifically how it's split between the Noble Endeavor and Noble Jayes de Souza, and Noble's strategy regarding its remaining jackup fleet.

Answer

Robert Eifler, CEO of Noble Corporation, confirmed that the incremental $50 million in contract capital is split between the Noble Endeavor and Noble Jayes de Souza. Regarding the remaining jackup fleet, Mr. Eifler reiterated Noble's commitment to the CJ70s, citing its established operations in Stavanger and added scale with the GreatWhite.

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