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    Keith Beckmann

    Research Analyst at Pickering Energy Partners

    Keith Beckmann is an Equity Research Associate at Pickering Energy Partners, specializing in energy sector research with a focus on upstream, midstream, and oilfield services companies. He is involved in covering firms such as Bristow Group and actively participates in industry Q&A sessions to provide market insights, though specific performance rankings or success rates are not publicly reported. Beckmann began his career as a Retirement Sales specialist at The Haslauer Group before joining Pickering Energy Partners, and he is currently pursuing a Master of Management in Energy at Tulane University, having previously earned a BS in Finance from Louisiana State University. His professional credentials include a strong academic background with an emphasis in Banking and Finance; however, public records of FINRA registration or securities licenses are unavailable.

    Keith Beckmann's questions to Bristow Group (VTOL) leadership

    Keith Beckmann's questions to Bristow Group (VTOL) leadership • Q2 2025

    Question

    Keith Beckmann from Pickering Energy Partners asked how Bristow's contracting model insulates it from the activity downturns affecting other OFS companies and how a potential 8-10% drop in Q4 floating rig activity would manifest in the company's results.

    Answer

    President & CEO Chris Bradshaw explained that Bristow is insulated by its business mix (33% non-O&G revenue), a heavy weighting toward more stable production support (80% of OES business), and long-term contracts with monthly standing charges that de-risk exposure to flight activity. He stated that a potential Q4 floater activity drop is not expected to impact the company's provided guidance range, as their outlook already accounts for project timing.

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