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Kobe Sasa

Research Analyst at Daniel Energy Partners

Colby Sasso is an Analyst at Daniel Energy Partners, specializing in energy sector research and analytical coverage within the oilfield services and exploration and production domains. While his coverage includes a range of publicly traded oilfield services and upstream operators, specific names and performance track records are not publicly detailed. Sasso began his role at Daniel Energy Partners with a focus on providing proprietary supply chain and operational insights, though there is currently no verified information available on his prior employment or FINRA registration. His credentials are industry-based, highlighting analytical expertise and field-level knowledge rather than formal securities licensing or analyst rankings.

Kobe Sasa's questions to Bristow Group (VTOL) leadership

Question · Q3 2025

Kobe Sasa asked if the increased focus on exploratory drilling by larger integrated E&Ps would be a focus for Bristow's customers moving forward. He followed up by questioning the need for new aircraft in the North Sea, given that drillers have moved rigs out and E&Ps are not bullish on the UK energy industry.

Answer

CEO Chris Bradshaw confirmed that Bristow sees increased exploratory drilling as a focus, noting that while 85% of OES revenue comes from production support, the company is exposed to exploration. He emphasized that deep-water projects are favorably positioned for capital investment, providing a solid long-term driver coupled with tight supply. Regarding the North Sea, Bradshaw clarified that new AW189 aircraft are not for growth but are fleet replacements for aging S-92s. He explained that customers are seeking more reliable, modern aircraft, and these new contracts offer enhanced profitability and better returns for Bristow, making them value-accretive despite the North Sea being a mature market likely to decline long-term.

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