Sign in

    Nathaniel Pendleton • Texas Capital

    Nathaniel Pendleton's questions to California Resources Corp (CRC) leadership

    Nathaniel Pendleton's questions to California Resources Corp (CRC) leadership • Q1 2025

    Question

    Nathaniel Pendleton of Texas Capital asked about California Resources Corporation's appetite for further bolt-on acquisitions in the state. He also inquired about how advancements in carbon capture technology are influencing discussions with potential CO2 emitters.

    Answer

    President and CEO Francisco Leon responded that while M&A is part of the long-term strategy, the immediate focus is on executing the Aera integration, setting a very high bar for any potential bolt-ons. Regarding technology, he stated CRC is agnostic, focusing on its core advantage in owning pore space and providing a 'sandbox' for technology partners to develop cost-competitive solutions.

    Ask Fintool Equity Research AI

    Nathaniel Pendleton's questions to Talos Energy Inc (TALO) leadership

    Nathaniel Pendleton's questions to Talos Energy Inc (TALO) leadership • Q1 2025

    Question

    Nathaniel Pendleton asked about the potential for cost deflation or increased rig availability amid softer oil prices and inquired about any specific cash-on-hand targets for capitalizing on growth opportunities.

    Answer

    President and CEO Paul Goodfellow noted it's early to see significant cost reductions but acknowledged some softness may be coming in the rig market. He emphasized that the focus is on total project efficiency through strong relationships. EVP and CFO Sergio Maiworm stated there is no specific cash balance target; cash will be deployed to the best opportunity, whether organic/inorganic growth, buybacks, or debt reduction.

    Ask Fintool Equity Research AI

    Nathaniel Pendleton's questions to Talos Energy Inc (TALO) leadership • Q4 2024

    Question

    Nathaniel Pendleton inquired about the Katmai field's performance relative to initial acquisition expectations, potential upside to its 200 million barrel resource estimate, and the expected production trajectory for 2025 given new project startups and planned downtime.

    Answer

    Interim Co-President and CFO Sergio Maiworm confirmed that the Katmai field is performing better than anticipated with potential upside beyond the 200 million barrel estimate. He outlined the 2025 production shape, noting Q1 would be strong, Q2 would have heavy planned maintenance, and Q3/Q4 would be impacted by maintenance and hurricane risking.

    Ask Fintool Equity Research AI

    Nathaniel Pendleton's questions to Gevo Inc (GEVO) leadership

    Nathaniel Pendleton's questions to Gevo Inc (GEVO) leadership • Q4 2024

    Question

    Nathaniel Pendleton of Texas Capital inquired about the impact of recent tariffs on the ATJ60 project costs, key future milestones for the ethanol-to-olefins (ETO) technology, and plans for the Luverne facility.

    Answer

    President and COO Christopher Ryan clarified that tariffs are not significantly impacting the project costs. Chief Business Officer Paul Bloom and CEO Patrick Gruber explained the ETO technology is in a 12-18 month development and derisking phase with Axens to prepare it for commercial scale. Gruber added that there are plans for the Luverne facility, but details could not be disclosed at this time.

    Ask Fintool Equity Research AI