The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Keith Mackey - RBC Capital Stock - Analyst
: Hi, good morning, just maybe wanted to start out on the morning. Just wanted to start out on the tariff front. Certainly, a big topic of conversation
this reporting cycle. Can you run through any of your potential exposure and if you've done any work on a potential dollar amount that you think,
based on could be impacted?
Question: Keith Mackey - RBC Capital Stock - Analyst
: Okay, that's very helpful and just on the completion side, certainly a nice improvement year over year in in revenue and understand the market
softness during that same time, and just talk a little bit more about the drivers of that, is it oil versus gas is it new customers versus existing customers
buying, more products or increasing adoption? Just any color you can give us that you know might help determine. The sustainability of that
revenue level and the potential growth from here would be helpful.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
MAY 02, 2025 / 3:00PM, PSI.TO - Q1 2025 Pason Systems Inc Earnings Call
Question: Keith Mackey - RBC Capital Stock - Analyst
: Okay, that's it for me. Thanks very much.
Question: Aaron MacNeil - TD Securities. - Analyst
: Morning all. Thanks for taking my questions. Maybe I'll just piggyback on Keith's second question, as we look ahead, like, are you seeing green
shoots in terms of new customer additions or the potential for growth with existing customers in the current market and maybe just, are there any
capacity bottlenecks or constraints like on the pace on side that we should think about in the near term?
Question: Aaron MacNeil - TD Securities. - Analyst
: Okay, makes total sense. This is maybe a bit of an oddball question, but you've spoken to the outperformance relatives to the recount in North
America over the past 10 years. Can you speak to the potential longer term opportunity in Argentina, I guess, just specifically, like what would be
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
MAY 02, 2025 / 3:00PM, PSI.TO - Q1 2025 Pason Systems Inc Earnings Call
the potential difference in average revenue per day in terms of the hardware on, a drilling rig targeting conventional wells versus unconventional
wells.
Question: Aaron MacNeil - TD Securities. - Analyst
: Gotcha. And then maybe I'll just sneak one more in if that's okay. John, you've spoken confidently about Aam's ability to make countercyclical
decisions as it relates to capital spending and growth, and I suspect you just have your hands busy or your hands full, sorry, with the organic
opportunities that you have today. But what about the potential for M&A? Is there just any technology out there that you think would be
complementary to the pace on platform and. Is an acquisition something you'd consider or is that just not on your radar right now?
Question: Aaron MacNeil - TD Securities. - Analyst
: Okay It's both. I'll turn it back.
|
