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Trevor Rose Podcast

Latest episodes

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Jun 14, 2024 • 31min

#178: Hon. Brad Wall (14th Premier of Saskatchewan) - Western Taxation, Encounters with Mr.Lougheed & Common Sense Economic Policy

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Brad Wall - 14th Premier of Saskatchewan, Principal at Flying W Consulting &  Partner at CW Cattle Co.Mr. Brad Wall is also a board member at Helium Evolution, Whitecap Resources, NexGen Energy, Maxim Power Corp, Canadian American Business Council & Special Advisor at Osler, Hoskin & Harcourt LLP & E3 Lithium. Mr.Brad Wall is a graduate of the University of Saskatchewan with an honors degree in Public Administration and an advanced certificate in Political Studies.Among other things we discussed Western taxation, encounters with Mr.Lougheed & common sense economic policy.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEVA SoftwareGalatea TechnologiesNinepoint PartnersEnverusCanada Action Support the show
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Jun 6, 2024 • 1h 3min

#177: Del Mondor (Aldon Oils/Tribune Capital) - Bootstrapping to 4000 bbls/d, Private Investing & Opportunities in Tech, Movies & Real Estate

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Del Mondor - CEO of Aldon Oils & Tribune Capital - a private energy company & family investment office receptively. Aldon Oils produces approximately 4000 bbls/day, and is one of the latest private energy companies in Saskatchewan. Tribue Capital invests in a broad variety of assets including technology, real estate, farmland & debt. Mr. Del Mondor was named as the 2024 Saskatchewan Oilman of the year.Among other things, we discussed bootstrapping to 4000 bbls/d, private investing & opportunities in tech, movies & real estate. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEVA SoftwareGalatea TechnologiesNinepoint PartnersEnverusSupport the show
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May 30, 2024 • 57min

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

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Brian Hamm - CEO of McDaniel - an industry leading petroleum evaluation company that also provides consulting and research products for acquisitions and divestitures, carbon capture technology (CCUS), and machine learning.Mr. Brian Hamm earned a Bachelor of Science (B.Sc.), Mechanical Engineering (University of Calgary ), and holds a P.Eng (APEGA). Mr. Brian Hamm sits on the board of directors for the Calgary Petroleum Club & is the Chair of the Canadian Energy Executive Association. Among other things, we discussed North America's largest oil resource, 20% discount rates & what makes a quality reserve analysis.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea TechnologiesNinepoint PartnersEnverusSupport the show
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May 23, 2024 • 39min

#175: Greg Robb (Helium Evolution) - The Investment Case for Helium: $600/mcf & Why Demand is Rising

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Greg Robb - CEO of Helium Evolution - a TSX-V listed  company with a market cap of ~$17 million.Mr. Robb has worked as a geologist in Western Canada since 1984. Mr. Robb has broad experience in all facets of the oil and gas industry including exploration and development, acquisitions and dispositions, and reserve valuations. He has held executive level positions in several exploration and production companies and in 2006 founded Salvo Energy Corp. Mr. Robb has been involved in heavy oil, shallow gas, coal bed methane, deep basin tight gas and conventional oil and gas plays, evaluating over $500 million of acquired assets across his career. Mr. Robb has a B.A. in economics from the University of Alberta, a B.Sc. in geology from the University of Calgary, and a M.Sc. in geology from the University of Alberta. Among other things, we discussed the The Investment Case for Helium: $600/mcf & Why Demand is Rising Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea TechnologiesEVA SoftwareEnverusSupport the show
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May 17, 2024 • 46min

#174: Dean Popil (Lex Capital) - Private Equity Returns, Patient Capital & How Volatility Creates Opportunity for Investors

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Dean Popil- Managing Partner & CEO of Lex Capital - a Regina, Saskatchewan based private equity fund which has invested ~$600 million the past fifteen years. Mr. Popil holds a B. Admin (Distinction) from the University of Regina, the Chartered Business Valuator (CBV) designation and the Chartered Financial Analyst (CFA) designation and is a recipient of the Governor General's Medal of Canada. Mr. Popil has been actively involved in managing numerous private equity and venture capital funds over the last 22 years. Mr. Popil is responsible for managing all the due diligence and underwriting of investment opportunities as well as he is actively involved in sourcing new deals, negotiating and structuring terms and raising capital. Mr. Popil currently sits on the Boards of Artis Exploration Ltd., Woodland Development Corp., and PointBreak Resources Inc. and is a Member of Leaders Council at the Hill and Levene Schools of Business, University of Regina.Among other things, we discussed the importance of patient capital, ~20% returns & how volatility creates opportunity for investors.  Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea TechnologiesEVA SoftwareEnverus-Support the show
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May 9, 2024 • 26min

#173: Donovan Bailey (2x Olympic Gold Medalist) - Running 9.61, Growing in Calgary & Reflections on a Sprinting Career

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Donovan Bailey - two time Olympic Gold Medalist, three time World Champion, and two time World Record holder in sprinting.Mr.Donovan Bailey once held the world record for the 100 meter sprint, with a recorded a time of 9.84 seconds, becoming the Olympic gold medalist at the 1996 summer Olympic games in Atlanta. Mr. Donovan Bailey is also the founder and CEO of Bailey Inc - a global brand-related company specializing in real estate investments, brand partnerships, speed and power consulting, business ventures and media broadcasting.Mr. Donovan Bailey is a commentator for major media outlets such as BBC, CBC and EuroSports on international sporting competitions. Mr. Donovan Bailey was also named a member of the Order of Ontario, an officer to the Order of Canada,  was honored with a star on Canada's Walk of Fame, and has recently authored a new book titled Undisputed: A Champion's Life. This episode was recorded at a recent Classroom Champions event organized by Steve Mesler which raised ~$250,000 to provide athlete mentors to classrooms across Western Canada. Among other things, we discussed running 9.61, growing in Calgary & reflections on a sprinting career. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesCanadian Gas AssociationSupport the show
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May 3, 2024 • 35min

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

Greetings, & welcome back to the podcast. This episode we are joined by Dane Gregoris - Managing Director with Enverus Intelligence Research, a subsidiary of Enverus - an energy software provider with annual revenues of approximately $500 million. Mr. Gregoris joined Enverus in 2014. His previous work experience includes positions at GLJ Petroleum Consultants and Encana. Dane leads the Oil & Gas Research team, and oversees a group of technical and financial specialists using advanced analytics to provide actionable insights.In his role he advises both corporate and institutional clients on strategic investment decisions and is frequently quoted in major media outlets on North American energy topics. Dane graduated from Queen’s University with a degree in geological engineering and is a CFA charter holder.Among other things we discussed inventory scarcity, data quality & how A.I. is helping decisions in the energy sector.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea Technologiesheadracingcanada.comSupport the show
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Apr 25, 2024 • 49min

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

Greetings & welcome back to the podcast.  This episode we are joined by Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Energy Fund.  The Ninepoint Energy Fund is Canada's largest energy fund with ~$2.0 billion under management, primarily invested in Canadian mid-cap energy companies.Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.Among other things we discussed windfall taxes, $50 Billion in revenue & why A.I. will require more Canadian energy.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesCanadian Gas AssociationLearn more about each sponsor at the links above. Support the show
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Apr 18, 2024 • 1h 19min

#170: Paul Colborne (Surge Energy) - The Startech Days, 0.7x Debt & Why Dividends are Good for Investors

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Paul Colborne - President & CEO of Surge Energy - a TSX listed energy company with a market cap of ~$1 Billion.Mr. Colborne founded Startech Energy Ltd., which grew to a 15,000 boepd, publicly traded company. Eight years later in 2001, Startech was acquired by ARC Energy Trust for more than C$500 million. From September 2003 to January 2005, Mr. Colborne was the President and CEO of StarPoint Energy Trust, a 36,000 boepd publicly traded energy trust.From 1996 to May of 2013, was Mr. Colborne was the Founder and Chief Executive Officer of Crescent Point Energy Ltd Crescent Point Energy, a 140,000 boepd, publicly traded, dividend paying oil and gas company.He was also been Chairman and/or Director of TriStar Oil & Gas Ltd., Westfire Energy Ltd., Twin Butte Energy Ltd., Cequence Energy, Seaview Energy Ltd. Breaker Energy, Mission Oil and Gas Inc. Legacy Oil & Gas, New Star Energy, Red River Oil Inc, Rising Star Resources, Priviti Capital, Lex Capital, and JOG Capital.Mr. Colborne's education includes an undergraduate degree from the University of Calgary in 1986, and a Bachelor of Laws degree from the University of Calgary.Among other things, we discussed the founding and sale of Startech Energy, 0.7x debt to cash flow & why dividends are good for investors. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesLearn more about each sponsor at the links above. Support the show
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Apr 11, 2024 • 42min

#169: Rick Grafton (Westgate Energy) - New Companies, Banking Stories & Why the Next 10 Years Will Be Profitable in Energy

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Rick Grafton - Chairman of Westgate Energy - a startup micro cap energy company focused on the Mannville stack fairway located in East-Central Alberta and West Central Saskatchewan. Mr. Grafton has over 30 years of investing experience, and has completed over $22 billion of energy investment transactions.In 1993, Mr. Grafton, co-founded FirstEnergy Capital Corp. in Calgary, Alberta with W.Brett Wilson, Jim Davidson, and N. Murray Edwards. Mr. Grafton has been a founding shareholder and board member of many leading, high-growth energy companies including Northrock, Amber Energy, Athabasca, Pipestone, Tourmaline and Bellatrix.Mr.Grafton graduated from the University of British Columbia (1978), with a Bachelor of Commerce in Finance.Among other things, we discussed starting a new company (Westgate Energy), banking stories & why the next 10 years in energy will be profitable. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea Technologiesheadracingcanada.comLearn more about each sponsor at the links above. Support the show

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