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    Sebastian Erskine

    Research Analyst at Bank of America Securities

    Sebastian Erskine is an Equity Research Analyst at Bank of America Securities specializing in the energy sector, with a focus on oil & gas equipment and services. He actively covers companies including Kodiak Gas Services Inc and Tenaris SA, regularly participating in earnings calls and publishing research on these names; however, public performance metrics such as success rate and average return are not disclosed. Erskine began his recent research analyst role at Bank of America after prior experience at Rothschild & Co. Redburn Atlantic, and his career has included multiple years following energy markets. Professional credential listings or specific FINRA registrations for Erskine are not publicly available.

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

    Sebastian Erskine's questions to Kodiak Gas Services (KGS) leadership • Q2 2025

    Question

    Sebastian Erskine of Rothschild & Co asked about OEM lead times, the potential for sale-leaseback deals, key learnings from the CSI acquisition, and the quality of assets in the remaining fragmented compression market.

    Answer

    President & CEO Mickey McKee noted that OEM lead times are stable and that the list of attractive M&A targets is shrinking, with remaining assets being mostly smaller, non-core horsepower. EVP & CFO John Griggs described the CSI acquisition as a "wonderful" success that exceeded synergy targets, with the new ERP system marking the final integration step.

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    Sebastian Erskine's questions to Kodiak Gas Services (KGS) leadership • Q1 2025

    Question

    Sebastian Erskine from Redburn Atlantic inquired about the outlook for leading-edge compression pricing and any differences in contract discussions with midstream versus upstream customers. He also asked about the potential for redeploying equipment to other basins given the robust demand for U.S. natural gas.

    Answer

    CEO Mickey McKee stated that leading-edge pricing remains stable with no significant changes yet, though customers are monitoring the macro environment. He affirmed the company's strong belief in the Permian Basin's long-term fundamentals, even suggesting it could become a 'gas basin with associated oil.' However, he confirmed Kodiak maintains the operational and commercial presence to shift assets to other basins if market dynamics were to change.

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    Sebastian Erskine's questions to Kodiak Gas Services (KGS) leadership • Q3 2024

    Question

    Sebastian Erskine inquired about the impact of new Permian pipeline capacity on compression demand and asked for color on the significant working capital outflow in Q3.

    Answer

    CEO Mickey McKee explained that customers plan for takeaway capacity well in advance, so new pipeline additions are already factored into their long-term compression needs. CFO John Griggs attributed the working capital outflow to temporarily elevated inventory and accounts receivable resulting from the ongoing integration of two separate operating systems post-acquisition, which he expects to normalize by year-end and into 2025.

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    Sebastian Erskine's questions to TENARIS (TS) leadership

    Sebastian Erskine's questions to TENARIS (TS) leadership • Q2 2025

    Question

    Sebastian Erskine asked about the potential for U.S. domestic producers to gain market share from importers due to tariffs and whether Tenaris would consider accelerating its share repurchase program.

    Answer

    Chairman & CEO Paolo Rocca stated that with imports representing about 40% of the U.S. market, the 50% tariff will inevitably impact prices and create substitution opportunities, although domestic seamless capacity is already highly utilized. Regarding the buyback, he indicated the second tranche is expected to be launched following the board's review on October 29.

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    Sebastian Erskine's questions to TENARIS (TS) leadership • Q1 2025

    Question

    Sebastian Erskine asked about the drivers behind the significant sequential decrease in unit labor and raw material costs in Q1, and requested an update on the deteriorating operational and financial situation with Pemex in Mexico.

    Answer

    Chairman and CEO Paolo Rocca explained that cost trends are stable to slightly down due to a souring global economic outlook and ongoing restructuring efforts to boost productivity. Regarding Mexico, he confirmed Pemex's situation has worsened but stated it is unsustainable. While the government has announced a recovery plan, its implementation timeline is unknown. Rocca also noted Tenaris has successfully reduced its working capital exposure to Pemex.

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    Sebastian Erskine's questions to TechnipFMC (FTI) leadership

    Sebastian Erskine's questions to TechnipFMC (FTI) leadership • Q2 2025

    Question

    Sebastian Erskine of Rothschild & Co Redburn asked about TechnipFMC's view on the evolving Brazilian market given its selectivity on tenders. He also inquired about the reasons for recent project scope value increases on the opportunities list.

    Answer

    CEO & Chair Douglas Pferdehirt explained that TechnipFMC maintains a strong, technology-focused relationship with Petrobras and remains selective on non-integrated work, while also executing iEPCI projects for other operators in Brazil. He noted that recent project scope increases reflect higher quality reservoirs and clients' desire to secure TechnipFMC's unique integrated capabilities in a concentrated market.

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    Sebastian Erskine's questions to Technip Energies (THNPY) leadership

    Sebastian Erskine's questions to Technip Energies (THNPY) leadership • Q1 2025

    Question

    Sebastian Erskine asked about the specific markets experiencing macroeconomic weakness that are impacting the Technology, Products & Services (TPS) segment, the potential negative implications for the Project Delivery (PD) segment, and the company's confidence in U.S. LNG projects amid concerns over cost inflation and tariffs.

    Answer

    CEO Arnaud Pieton confirmed that while guidance remains firm, the TPS segment has seen a lag in Technology & Products, particularly in ethylene and some carbon capture projects like Heidelberg and Calpine, due to political and M&A-related delays. He reassured that the services and studies part of TPS, a precursor to PD, remains strong. For U.S. LNG, he stated that visibility has improved for projects like Commonwealth and Lake Charles LNG, and that tariff risks are borne by the clients, not Technip Energies.

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    Sebastian Erskine's questions to Technip Energies (THNPY) leadership • Q1 2025

    Question

    Sebastian Erskine asked about the specific markets affected by macroeconomic weakness impacting the Technology, Products & Services (TPS) segment, the potential negative implications for Project Delivery, and the company's confidence in U.S. LNG projects amid cost inflation and tariff concerns.

    Answer

    CEO Arnaud Pieton explained that while overall guidance is confirmed, the TPS segment's weakness is concentrated in Technology & Products (T&P), particularly in ethylene and delayed carbon capture projects. He noted that the services side of TPS remains strong, which is a positive leading indicator for the Project Delivery segment. Regarding U.S. LNG, Mr. Pieton stated that visibility has improved for projects like Commonwealth and Lake Charles LNG, and emphasized that any tariff-related risks are borne by the clients, not Technip Energies.

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