Scott Gruber

“And it would seem, you know, pretty logical that securing the first ESA under a larger development agreement would obviously ease the path to future ESAs. How do we think about, you know, timing of those additional ESAs to kind of build to the 1.2 gigawatts deployed by 29?”

“Garish, you mentioned that you're not building a Middle East recovery into the outlook. You're planning for status quo, and yet you do see mid- to high single-digit sequential growth in the NN4Q, led by the Gulf countries.”

“So as I listened to the call here, a lot of bullish data points, you know, across the international markets, you know, really from Venezuela to Argentina, deep water, and even your Middle East revenues are growing, which I think is a surprise to everybody.”

“I'm just thinking about the timing around those commercial synergies. You know, slide six suggests, you know, those could be sizable and kind of several times the size of the cost synergies.”

“I mean, come on, I'm just kind of where things could land, even if it's a decently wide range.”