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    Sebastian Erkan

    Research Analyst at Redburn Atlantic

    Sebastian Erkan is an Analyst at Redburn Atlantic specializing in the Energy sector, with a particular focus on oil and gas services companies. He has notably covered Kodiak Gas Services Inc., and recent research activity includes in-depth earnings call analysis and investment ratings. Erkan began his analyst coverage at Redburn Atlantic in early 2024, with prior experience and credentials not publicly documented at this time. While widely cited in sector research and industry dialogues, no verified performance rankings, FINRA registrations, or securities licenses are currently disclosed in public records.

    Sebastian Erkan's questions to Kodiak Gas Services (KGS) leadership

    Sebastian Erkan's questions to Kodiak Gas Services (KGS) leadership • Q4 2024

    Question

    Sebastian Erkan asked about challenges from labor tightness in the Permian, the key drivers for reaching the high end of the 2025 EBITDA guidance, and the potential to gain market share from smaller competitors.

    Answer

    CEO Mickey McKee explained that Kodiak is addressing labor constraints through significant investments in training and technology. He noted that outperformance on EBITDA would depend on successful contract renewals and the pace of redeploying upgraded legacy CSI equipment. On market share, McKee emphasized that the company's focus is on disciplined capital deployment and margin expansion rather than growth for its own sake.

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