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    Timothy O'Toole

    Managing Director and Senior Equity Research Analyst at Stifel

    Timothy O'Toole is a Managing Director and Senior Equity Research Analyst at Stifel, specializing in the coverage of North American Railroad, Trucking, and Transportation sectors. He regularly provides research and investment insight on leading companies such as Union Pacific, CSX, Norfolk Southern, Canadian National Railway, Canadian Pacific Kansas City, J.B. Hunt, and Old Dominion Freight Line, and is recognized on TipRanks among the top transportation analysts with a success rate around 57% and average returns exceeding 7% per rating. O'Toole joined Stifel in 2010, having previously held equity research roles at Bank of America Merrill Lynch and Wachovia Securities, and brings more than fifteen years of industry experience. He holds FINRA Series 7, 63, 86, and 87 licenses, and is regularly cited in major financial news outlets for his market expertise.

    Timothy O'Toole's questions to MARTIN MIDSTREAM PARTNERS (MMLP) leadership

    Timothy O'Toole's questions to MARTIN MIDSTREAM PARTNERS (MMLP) leadership • Q3 2024

    Question

    Timothy O'Toole, on behalf of Selman Akyol, inquired about the financial implications of Hurricane Milton on Florida assets, the operational status and growth prospects of the ELSA joint venture, current rates and contracting in the barge business, and the voting structure for the proposed merger with MRMC.

    Answer

    COO Randall Tauscher detailed that hurricane repairs would require $0.5 million to $1 million in CapEx with minimal commercial impact. He also noted the ELSA JV feedstock intake is imminent but 2025 sales may be muted, a point CEO Robert Bondurant supplemented by confirming a reservation fee begins October 1. Tauscher provided current barge day rates, highlighting market stability and contract terms. Executive Sharon Taylor confirmed the merger vote requires a simple majority.

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