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Analyst
Rob Catellier
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
WMBWilliams Companies5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
what we could expect as an EBITDA CAGR for Momentum specifically? And what level of basin production growth do you think you need to see
Show response
Chad declined to give a specific Momentum CAGR but confirmed it is additive, not dilutive, to the target; partial.
Calendar 2025 Q4
I just wanted to ask a question about the cost of capital here.
Show response
Catellier asked about strategically locking in cost of capital given tight credit spreads. Porter said they opportunistically hedge around bond issuances when they see rate dislocations. In a follow-up on M&A and IPP acquisitions, Zamarin said they have no intent to do a big upstream acquisition and are focused on their core organic pipeline of projects.
Calendar 2025 Q3
do you see this as a more straightforward fee-for-service type contract structure? Or is there an opportunity maybe to have some linkage to some of the LNG pricing benchmarks
Show response
Zamarin said offtake monetized primarily through fixed margin transactions via Sequent platform. Only about 225 MMcf/d of gas. Will build portfolio with various contract tenors, getting higher margin for shorter terms.
Calendar 2025 Q2
what you're seeing in terms of additional opportunities to either accelerate or upsize existing projects
Show response
Porter said leverage staying at original 3.65x target despite over $900M Socrates addition. Lots of capacity within 3.5-4x range. Zamarin plans to layer another gigawatt of power innovation by end 2027.
how much more investment you might see there? And where do you see the gaps in the value chain
Show response
Zamarin said no strategic gaps need filling. M&A competes with organic projects using same capital allocation model. Will remain opportunistic for high-leverage footprint opportunities.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| WMB Williams Companies | 5 | 0%none of 5 questions |
- WMBWilliams Companies · 5 questions0%none of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A2
- Capital Allocation2
- Revenue Growth1
- Cost Pressure1
- Geographic Expansion1
- Pricing1
- Capex Investment1
- Competitive Dynamics1