LBRT
Oil & Gas Equipment & Services · Energy
Analyst
RBC
Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Keith Mackey is recorded as Analyst at RBC and Analyst at RBC Capital Markets. Keith Mackey has spoken on 24 earnings calls and 1 other investor event across 9 companies, most recently for Liberty Energy Inc. on October 22, 2026. Those appearances were for Liberty Energy Inc. (LBRT), Helmerich & Payne, Inc. (HP), Nabors Industries Ltd (NBR), Patterson Uti Energy Inc (PTEN), Weatherford International plc (WFRD) and 4 other companies. The companies whose calls Keith Mackey spoke on are classified in the Energy sector.
“Michael, you mentioned the core business generating strong free cash flow.”
“Anuj, so the Q4 free cash flow guidance of $100 million plus looks conservative relative to Q3 to $55 million with a higher EBIT number. Can you just bridge the pieces there, including the increased capex and working capital build?”
“And just secondly, on the 2027 outlook, appreciate the comments you've given so far. Just curious if you can maybe walk us through a little bit about how you might think the results of the U.S. midterm elections might impact your guide, either positively or negatively, you know, potentially.”
“Just on Argentina, in your presentation, you quote a 25% market share in the Vaca Muerta with nine rigs today, expanding to 15. With that significant expected unconventional investment in the basin through 2030, how do you see the competitive landscape evolving?”
“Just firstly on the capital investment raise or refinement, can you just kind of run through the priorities for that spend? What gives you the confidence in the returns that you'll generate from it?”
RBC
Analyst
Source not stated
RBC Capital Markets
Analyst
Source not stated
LBRT
Oil & Gas Equipment & Services · Energy
Oil & Gas Equipment & Services · Energy
HAL
Oil & Gas Equipment & Services · Energy
EFXT
Oil & Gas Equipment & Services · Energy
SLB
Oil & Gas Equipment & Services · Energy
Oil & Gas Equipment & Services · Energy