The Trevor Rose Podcast

Greetings & welcome back to the rose bros podcast.This episode we are joined by Jeremy McCrea- Director - Energy Research at Raymond James Ltd. Jeremy McCrea joined Raymond James in 2015 as an energy analyst with more than 18 years of experience exclusively covering the energy sector.He has previously held similar positions at AltaCorp Capital and National Bank Financial. McCrea holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.Since 2004, Mr. McCrea’s  views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.We sat down, and among other things discussed falling oil prices, retail vs. institutional investors, out of favor sectors & echo chambers, but overall, how to be a better investor as it relates to the energy sector.  Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.     Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by - Shubham Garg, CEO & founder of White Tundra Investments.Shubham graduated from the University of Alberta with a BSc in Engineering, and has combined his hands on experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's.White Tundra is also Shubham’s next step in sharing his knowledge and simplifying energy investing in order to attract more interest in the sector. We sat down and among other things, discussed fund performance, the difference between financial and physical oil markets, recent M&A activity, echo chambers and how credit risk is impacting energy markets. Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.     Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Brad Docherty - Founder, Chairman, President & C.E.O of Source Rock Royalties - Canada’s only junior publicly listed energy royalty company with ~75,000 gross acres of royalty lands and a market cap of ~$30 million.Since 2014, Source Rock has grown consistently through acquisitions, paying approximately $13MM in dividends with the use of no debt. Brad graduated from Mount Royal University with a Bachelor of Applied Justice Studies in Criminology, and the University of Victoria with a Bachelor of Laws degree. Among other things, we discussed being Canada’s only junior energy royalty company, the sweet spot for acquisitions, win-win deals, why royalties can be a tool in the capital structure & how technology is unlocking new opportunities in energy. Enjoy! This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.    Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Dave Spyker – President & CEO of Freehold Royalties - a TSX listed royalty company with and a market cap of ~$2.4 billion & ~7 million gross acres of land across North America.David Spyker was appointed President and Chief Executive Officer in January 2021. Since September 2020 Mr. Spyker has served as Interim President and Chief Executive Officer. Mr. Spyker joined Rife Resources Ltd. in November 2016 as Vice-President, Production and was appointed Chief Operating Officer in March 2019. Prior to, he held various roles at Anderson Exploration Ltd., Anderson Energy Ltd., and Anderson Energy Inc. Mr. Spyker has over 30 years of industry experience. He holds a Bachelor of Science degree in Mechanical Engineering from the University of Alberta and is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA). He currently serves on the Board of Governors of the Canadian Association of Petroleum Producers (CAPP).Among other things, we discussed growing through stressful times, going international, why royalties are a hedge against inflation, the outlook for Canadian Energy and what makes a good royaltyEnjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.   Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Martin Pelletier – Senior Portfolio manger at Wellington-Altus Private Counsel– a multi-billion dollar portfolio management firm.  Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, Martin’s career was focused on institutional equity research and capital markets primarily at two top-ranked boutique investment banks.Martin is regularly featured in the media as a market strategist including his weekly column in the Financial Post’s Investment Pro section for the past decade.He is a member of Oilweek Magazine’s class of 2012 Rising Stars, Calgary CFA volunteer of the year (2014), Thomson Reuters Canada’s top 40 social influencers in finance, innovation and risk (2017), Wealth Professional Canada Leading Portfolio Managers (2019), a finalist for BlackRock Award for Canadian Portfolio/Discretionary Manager of the Year (2019) (2020), Avenue Living Award for Canadian Portfolio/Discretionary Manager of the Year (2021), and is a Wealth Professional 5-Star Advisor (2022).Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.Among other things, we discussed owning vs. renting opinions, 10 % yields, interest rates, dividends vs. share buybacks & why Calgary is growing. Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.  Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Josh Young – Chief Investment Officer & Founder of Bison Interests – a Houston based investment firm that focuses on the energy industry. Since inception, Bison Interests has returned ~130% to its clients as it actively invests in publicly traded equities. Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. Josh became Chairman of the Board of RMP Energy in 2017. After refreshing the board and management team and rebranding the company (Iron Bridge Resources), it was bought out at a 78% premium in 2018. Josh is the author of numerous articles on oil & gas investments and the guest speaker at various energy industry conferences. He graduated with honors from the University of Chicago in economics. Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. Josh worked as an energy investment analyst for a multi-billion dollar, single family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008.  We discussed starting an energy fund, outperforming benchmarks, dividends vs. buybacks, value traps, how to value an energy company, good prices vs. good assets, the dangers of diversification, the outlook for natural gas & the relevance of OPECEnjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season. Support the show

Greetings & welcome back to the  rose bros podcast. This episode we are joined by Cody Battershill – real estate agent and founder of Canada Action- an independent, grassroots, non-partisan organization that advocates for the responsible development of Canadian resources.Cody has twice sat on the Boards of Governors for the Calgary Real Estate Board, and is a former instructor at the Alberta Real Estate Association,. Cody is also a recipient of the Queen Elizabeth II Platinum Jubilee Medal (Alberta) for contributions to Calgary and the energy sector.We sat down for a smooth cup of rose bros coffee  and discussed the case for Canadian energy the economic opportunity available to all Canadians.Also, stay tuned until the end of the episode, as Cody offers a special promo offer on all Canada Action merchandise.Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season. Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Bob Geddes – president of Ensign Energy Services, a multi-national energy services company with approximately 4000 employees, ~$3 billion in assets, and a market cap of ~$700 million.Mr. Geddes has been with Ensign since 1991 and is currently the President and Chief Operating Officer of the Corporation, a position he has held since 2007. He has acted as Vice President Canadian Drilling from 1999 to 2004 and President Canadian Operations from 2004 to 2006. He is a past Chairman of the Canadian Association of Oilwell Drilling Contractors (CAODC), current Chairmen of the International Association of Drilling Contractors (IADC) and is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA). He holds a B.Sc. in Mechanical Engineering from the University of Alberta.We sat down for a smooth cup of rose bros coffeeand discussed the origins of Ensign with billionaire founder Murray Edwards, the recipe for energy services success, market cycles, why we need all forms of energy and the importance of free markets.Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.Also, this podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Simon Belanger, co-host of the Canadian Investor Podcast – a podcast for Canadian Investors that features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.The show has grown to be a Canadian favorite as it racks up millions of downloads per episode, and is a top ranked podcast across all platforms.We sat down for a smooth cup of rose bros coffee and discussed building & monetizing a podcast, why cash can be a good asset during inflation, REITS & how rising interest rates are impacting Canadians.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, this podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Chris Slubicki, most recently President, CEO & Director of Modern Resources Inc., a Calgary-based private oil and gas company which was sold to Tourmaline Oil for ~$150MM.  From 2009 to 2011, Chris was Chief Executive Officer of OPTI Canada, which was sold to CNOOC for $2.1 billion in late 2011.Chris is the former Vice-Chairman of Scotia Waterous and was one of the four original founders of Waterous and Co., a private global oil and gas mergers and acquisitions firm, starting the firm in Calgary in 1989. Prior to selling the firm to Bank of Nova Scotia in 2005, the firm expanded to offices in five countries with a staff of 88 and completed hundreds of oil and gas transactions over its 17-year tenure. Chris has held operations management and engineering positions within the oil and gas industry at Placer CEGO Petroleum Ltd. and Chevron Canada Resources Ltd.  Chris graduated with a B.Sc. in Mechanical Engineering from Queen’s University and an MBA from the University of Calgary. He is a Professional Engineer in Alberta, and a member of APEGA. Chris served on the board of Alpine Canada Alpine for seven years, the last two as Chair. Chris coached young ski racers with the Fernie Alpine Ski Team for 14 years and served as President of the club for three years.We sat down for a smooth cup of rose bros coffeeand discussed entrepreneurial success, the easiest way to reduce emissions, opaque green energy policies, Jevons Paradox, why the energy industry benefits all Canadians & why the world needs more of it.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, this podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.Support the show