Kinetik Holdings Inc. (NASDAQ:KNTK) Q3 2023 Earnings Call Transcript

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We did have some changes in the context of, you know, you might have some workovers, I think Chevron when they recently acquired PDC came in, they wanted to do some upgrades on the overall some of the PDC pads to make them more consistent with, you know, their overarching, design and intent. So I think, look, we continuously see good growth, John that is the bottom line. The growth is still there. You will obviously see really nice growth when that, when we start with the incremental contracts for New Mexico in, at the end of the first quarter of next year. And between now and then, I think you are going to continue to have decent, solid growth in the intervening period.

John McKay: Yes, that makes a ton of sense. Maybe just a quick last one. Appreciate all the conversation on GCX back and forth, but just looking more broadly, thinking about kind of capital recycling, is there anything else in the portfolio that, you know, that is potentially on the docket that could make sense that someone else has had?

Jamie Welch: Look, I think, nothing that we are not aware of anything. If someone, we look at our assets, we look at, you know, where we think what they, the value they represent to us, and if there is greater value to somebody else and we think it creates value for our stakeholders, then we are always inclined to think about it and look at it. But nothing that we are actively working on.

John McKay: Alright. Makes sense. Appreciate the time.

Jamie Welch: Thank you.

Operator: Thank you, John. [Operator Instructions] We have no further questions registered. So with that, we can conclude today’s call. Thank you for your participation. You may now disconnect.

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