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Neil Dickman

Senior Analyst at William Blair Investment Management, LLC

Neil Dickman is a Senior Analyst at William Blair specializing in energy sector equity research, with a particular focus on covering companies such as Matador Resources. Renowned for insightful analysis and industry coverage, Dickman has participated in key earnings calls and is regularly cited for his operational efficiency questions and investment perspectives. His career includes previous positions at respected financial institutions, and he joined William Blair with a solid track record in energy research and advisory. Dickman holds professional credentials relevant to his analyst role, including securities licenses and regulatory registration, affirming his expertise within the investment community.

Neil Dickman's questions to Matador Resources (MTDR) leadership

Question · Q3 2025

Neil Dickman asked about Matador's operational efficiency improvements and the high-level decision-making process between increasing production growth with the same capital spend or decreasing capital spend while maintaining production.

Answer

Joseph Foran, Founder, Chairman and CEO, and Chris Calvert, EVP and COO, explained that the decision is a balance of multiple factors beyond just oil price, including efficiency gains (e.g., reduced days on well, service cost reductions), long-term relationships with service companies, and the quality of prospects. They highlighted the impact of efficiency on project economics and the optionality to adjust activity based on market conditions, emphasizing the company's strong balance sheet and retained earnings growth.

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