Trevor Rose Podcast

216 Episodes

1. #176: Brian Hamm (McDaniel) - North America's Largest Oil Resource, 20% Discount Rates & What Makes a Quality Reserve Analysis

   Published: 5/30/2024
2. #175: Greg Robb (Helium Evolution) - The Investment Case for Helium: $600/mcf & Why Demand is Rising

   Published: 5/23/2024
3. #174: Dean Popil (Lex Capital) - Private Equity Returns, Patient Capital & How Volatility Creates Opportunity for Investors

   Published: 5/17/2024
4. #173: Donovan Bailey (2x Olympic Gold Medalist) - Running 9.61, Growing in Calgary & Reflections on a Sprinting Career

   Published: 5/9/2024
5. #172: Dane Gregoris (Enverus) - Inventory Scarcity, Data Quality & How A.I. is Helping Decisions in the Energy Sector

   Published: 5/3/2024
6. #171: Eric Nuttall (Ninepoint) - Windfall Taxes, $50 Billion in Revenues & Why A.I. Will Require More Canadian Energy

   Published: 4/25/2024
7. #170: Paul Colborne (Surge Energy) - The Startech Days, 0.7x Debt & Why Dividends are Good for Investors

   Published: 4/18/2024
8. #169: Rick Grafton (Westgate Energy) - New Companies, Banking Stories & Why the Next 10 Years Will Be Profitable in Energy

   Published: 4/11/2024
9. #168: William Lundin (International Petroleum Corp) - Climbing Everest, Family Lessons & What's Next for IPC

   Published: 4/4/2024
10. #167: Bob Dhillon (Mainstreet Equity) - 19% Interest Rates, Building a Real Estate Business & Why Canadian Home Prices Are Rising

    Published: 3/29/2024
11. #166: Scott Burrows (Pembina) - New Pipelines, LNG Opportunities & What Makes a Good Midstream Business

    Published: 3/21/2024
12. #165: W.Brett Wilson (Prairie Merchant Corp) - The Early Days: A Few Lessons from the Entrepreneurial Journey at FirstEnergy

    Published: 3/14/2024
13. #164: Steve Loukas (Obsidian/FrontFour Capital) - Hedge Funds, Restructuring Obsidian & Opportunities Going Forward

    Published: 3/8/2024
14. #163: Hal Kvisle (Arc Resources/Finning/Cenovus) - Structuring M&A Deals, $2 Trillion in Assets & Common Sense Energy Policy

    Published: 3/1/2024
15. #162: Jamie Heard (Tourmaline) - $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential

    Published: 2/22/2024
16. #161: Barb Munroe (Crescent Point Energy) - A New Corporate Direction & Reflections on Governance from Tech to Energy

    Published: 2/15/2024
17. #160: Joe Raia (Abaxx Technologies) - Building a New Commodities Exchange, Futures Contracts & LNG: The Investment Case in Plain Sight

    Published: 2/8/2024
18. #159: Brad Fedora (Trican Well Services) - Breaking into Investment Banking, 43% Share Reduction & Opportunities in Energy Services

    Published: 2/1/2024
19. #158: Derek Evans (MEG Energy) - $2 Decisions, the Renaissance Days & Why Low Costs are Important in the Energy Business

    Published: 1/25/2024
20. #157: Jason Landau (Waratah Capital) - Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas

    Published: 1/18/2024