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James Wilson
Manager of The Huginn Fund at Phoenix Asset Management, specializing in the energy sector and known for his expertise in natural gas production.
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Mar 6, 2024
• 54min
CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]
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James Wilson, manager of The Huginn Fund at Phoenix Asset Management, dives into the rich history of CNX Resources, a transition from coal to a leading natural gas player. He discusses the significance of technological advancements in the Marcellus shale and the company's unique hedging strategies to manage market volatility. Wilson also sheds light on cash flow dynamics, strategic acquisitions, and the importance of financial conservatism for long-term stability. This insightful dialogue offers a deep understanding of the energy sector's evolution and investment opportunities.
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