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Michael Sell

Managing Director and senior equity analyst at Stifel Financial Corp.

Michael Sell is a Managing Director and senior equity analyst at Stifel, specializing in diversified industrials research with a particular focus on environmental services and related sectors. He covers major public companies including leading waste management, environmental services, and related industrial firms, and is known for providing clients with actionable investment insights and sector guidance. Sell began his Wall Street career in the late 1980s, previously holding senior research roles at Salomon Brothers, Wunderlich Securities, Caris, FBR Capital Markets, and Credit Suisse, before joining Stifel in 2014. He holds FINRA securities licenses and is recognized for industry leadership, helping establish the Waste360/Stifel Investor Summit and being a key financial strategist during major sector transactions.

Michael Sell's questions to TALOS ENERGY (TALO) leadership

Question · Q3 2024

Michael Sell of Stifel asked about potential changes to company strategy with the new CEO search, particularly regarding the stock's valuation disconnect, and requested directional guidance for 2025 production.

Answer

Interim President & CEO Joseph Mills explained the board seeks a seasoned executive with deepwater and international experience to pursue larger targets, viewing it as an 'advancement' of the current strategy, not a material change. For 2025, he projected production to be 'flat to up,' while noting the company has flexibility to reduce discretionary CapEx in the second half of the year if commodity prices soften.

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