Jeff Robertson

“I'm incredibly excited about what's ahead for Elyrium. Because we're entering this chapter, this next chapter, from a position of real strength, to give just a few examples.”

“As you think about putting these two systems together and managing capacity utilization over the next several years. How do you think about the margin profile of the infrastructure business?”

“Kelly, you showed in the August slide deck a slide showing that pro forma cash flow from royalty and mineral interest would have been about 20% of the first nine months fiscal 26 cash flow.”

“Mike, can you talk a little bit about the impact on second quarter production from accelerating some of the completions into the quarter and what you would anticipate for the rest of the year just based on your schedule of additional wells to turn in line?”

“Georgia, Ron, can you talk a little bit about the cost structure at Balabob and how, with production rising into 2027, that might impact Valco's overall cost structure?”