Mr. Rose

The Trevor Rose Podcast

Business EN ↓ 290 episodes

Sharing insights on energy, finance & business related items

Author

Mr. Rose

Episodes

#140: John Brussa (BD & P Law) - Inflection Points, Buying $1.00 for $0.50 & Why Creativity is Important in Business 14.09.2023 55:15

Greetings & welcome back to the rose bros podcast . This episode we are joined by John Brussa - Partner & Chairman of BD & P Law Firm - a full-service boutique law firm headquartered in Calgary, Canada. In addition to being known for co-creating the $100 Billion energy income trust market, Mr. Brussa has been a partner of Burnet, Duckworth & Palmer LLP since 1987. Mr. Brussa is a...

#139: Ian Dundas (Enerplus) - Full Cycle Returns, Turning $1.00 into $1.30 & Why to Avoid Debt 07.09.2023 55:55

Greetings & welcome back to the rose bros podcast . This episode we are joined by Ian Dundas - President & CEO of Enerplus Corporation - a Calgary based energy company that trades on both the Toronto Stock Exchange and the New York Stock Exchange, with a market cap of ~$5 billion & $3.7 billion respectively. Enerplus currently produces ~100,000 BOE/d from its USA properties in North D...

#138: Clay Seigle (Rapidan Energy Group) - $90 Oil, the Relevance of OPEC & How China Influences Global Energy Prices 31.08.2023 39:43

Greetings & welcome back to the rose bros podcast . This episode we are joined by Clay Seigle - Director, Global Oil Service at Rapidan Energy Group - a provider of energy research and analysis for investors, global companies & policy makers. Clay has 23 years of experience in the energy industry with specific focus on oil market intelligence and trading strategy, with recent senior mana...

#137: Dan Pickering (Pickering Energy Partners) - Compounding at 20%, the Value of Trust in Business & What Makes a Good Energy Investment 10.08.2023 52:46

Greetings & welcome back to the rose bros podcast . This episode we are joined by Dan Pickering - CIO & Founder of Pickering Energy Partners - a energy focused financial services firm headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors. Broadly speaking, Pickering Energy Partners consists of four divisions including capital investments, investment research,...

#136: Cole Smead (Smead Capital) - Investing as a Negative Art, 30% Return on Equity & Why Energy Stocks Are Undervalued 02.08.2023 52:23

Greetings & welcome back to the rose bros podcast . This episode we are joined by Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $5 billion under management. Smead Capital Management, advises investors that fear stock market failure through a low-turnover,...

#135: Peter Vinall (Sustane Technologies) - 200 Tonnes of Garbage, Circular Waste Solutions & How There’s Financial Opportunity 20.07.2023 30:02

Greetings & welcome back to the rose bros podcast . This episode we are joined by Peter Vinall - Co-founder/CEO of Sustane Technologies Inc. - a Canadian-based cleantech innovator, focused on municipal waste transformation. Sustane’s newly developed technologies allows diversion of the waste that would otherwise have ended up in a landfill. At Sustane's first commercial plant, at Chester,...

#134: Robert McNally (Rapidan Energy Group) - Advising U.S. Presidents, $150 Oil & Why Energy is More Important than Ever 12.07.2023 52:59

Greetings & welcome back to the rose bros podcast . This episode we are joined by Bob McNally - Founder & President of Rapidan Energy Group - a provider of energy research and analysis for investors, global companies & policy makers. Robert McNally has over 30 years of government and market experience as an international energy consultant, senior White House policy official, and hedg...

#133: Patrick De Haan (GasBuddy.com) - $0.50 Gas Prices, North American Storage Levels & Where to Fill Up Cheap 06.07.2023 34:44

Greetings & welcome back to the rose bros podcast . This episode we are joined by Patrick De Haan - head of petroleum analysis at Gasbuddy.com - a technology company that offers mobile applications and websites for tracking crowd-sourced locations and prices of gas stations and convenience stores in the United States, Canada and Australia. Patrick has analyzed and tracked oil markets and fuel...

#132: Honorable Rick Orman (Surmont Energy) - Lessons from 50 Years of Alberta Energy & Politics 29.06.2023 1:15:31

Greetings & welcome back to the rose bros podcast . This episode we are joined by the Honorable Rick Orman - CEO of Surmont Energy & Former Alberta MLA/Cabinet Minister. Mr. Orman has more than 50 years of business experience serving as Chairman, CEO and Corporate and Lead Director of a number of publicly traded companies listed on the TSE, TSX, NASDAQ and HKEX, including NovAtel Inc., Da...

#131: Arjun Murti (Veriten) - Lessons From 15 Years at Goldman Sachs, Top Quartile Returns & Why There is Opportunity in Canadian Energy 23.06.2023 49:49

Greetings & welcome back to the rose bros podcast . This episode we are joined by Mr. Arjun Murti - board member at ConocoPhillips, Partner at Veriten LLC, and a Senior Advisor at Warburg Pincus. Mr. Murti previously served as a Partner at Goldman Sachs from 2006 to 2014. Prior to becoming Partner, he served as Managing Director from 2003 to 2006 and as Vice President from 1999 to 2003. Dur...

#130: Brian Boulanger (Arc Financial) - 12x Returns, People Over Projects & What to Look For in an Energy Investment 15.06.2023 40:51

Greetings & welcome back to the rose bros podcast . This episode we are joined by Brian Boulanger - CEO of Arc Financial . ARC invests in early stage, growth focused oil and gas companies and in established, growth focused energy transition companies with high quality management teams. Since the launch of the first ARC Energy Fund in 1997, ARC has invested over $5 billion of capital in more t...

#129: Barry Schwartz (Baskin Wealth Management) - Turning $100k into an Investing Career, Buying Quality Stocks & Investing as a Craft 08.06.2023 50:00

Greetings & welcome back to the rose bros podcast . This episode, we are joined by Barry Schwartz - Chief Investment Officer at Baskin Wealth Management. Baskin Wealth Management, is a customized wealth management solutions and services to families and foundations with $1 million or more to invest. Barry joined Baskin Wealth Management in 2000 and became a partner in 2005. Barry is also a freq...

#128: Anthony Marino (Tenaz Energy) - 30% Recap Growth, Cost of Capital & How to Find Mispriced Assets 31.05.2023 1:03:16

Greetings & welcome back to the rose bros podcast . This episode, we are joined by Anthony Marino - President & Chief Executive Officer of Tenaz Energy. Tenaz Energy is a publicly listed energy company on the TSX with a market cap of ~$65,000,000. Tenaz has domestic operations in Canada, along with offshore gas assets in the Netherlands. Anthony Marino is former President and CEO of Vermil...

#127: Trevor Tombe (University of Calgary) - 2% Inflation, Healthy Interest Rates & Why the Alberta Economy is Growing 25.05.2023 1:02:06

Greetings & welcome back to the rose bros podcast . This episode we are joined by Trevor Tombe - Professor of Economics & Research/ Fellow at The School of Public Policy at the University of Calgary. Trevor’s academic research explores international trade, macroeconomics, and fiscal federalism. Trevor is also co-director of Finances of the Nation - which aims to assemble Canadian public...

#126: Michael Lobsinger (Eco-Flex Rubber Solutions) - 100,000,000 Recycled Tires & How it Benefits the Canadian Economy 18.05.2023 30:21

Greetings & welcome back to the rose bros podcast . This episode we are joined by Mike Lobsinger - Vice President of Eco-Flex Recycled Rubber Solutions. Eco-Flex manufactures products made from 100% recycled rubber for commercial, industrial, residential and agricultural applications. Eco-Flecx employs ~30 people, out of a 35,000 square-foot plant in Alberta where it recycles ~6 million tires...

#125: Dr. Chris Keefer - 3 Advantages of Nuclear Energy & How it Impacts Traditional Industries 11.05.2023 1:09:13

Greetings, & welcome back to the rose bros podcast . This episode we are joined by Dr. Chris Keefer - ER Physician & nuclear advocate. Dr. Keefer is a ER Physician at a hospital in Toronto & the President of Canadians for Nuclear Energy Association. In addition, he is the host of the The Decouple Podcast which focuses on energy technology and its ecological impacts. Dr. Keefer holds...

#124: Bruce Murray (Murray Wealth Group) - 47 Years on Bay Street & a Few Lessons Learned 03.05.2023 45:34

Greetings & welcome back to the rose bros podcast . This episode we are joined by Bruce Murray - CEO & CIO of The Murray Wealth Group. Prior to launching MWG in 2015, Bruce spent 25 years at McLean Budden as an Executive Vice President and Managing Director. He was one of the key Portfolio Managers of the Canadian Equity Growth Fund, one of the largest equity portfolios in Canada at the t...

#123: Tom MacInnis (Spark Capital) - 20 Years of Investment Banking & Why Return on Capital is Essential 20.04.2023 57:59

Greetings & welcome back to the rose bros podcast . This episode we are joined by Tom MacInnis – CEO of Spark Capital Corp. & Southern Pacific Resources. Board member of Rok Resources, Chair of Tennis Alberta, and sits on the advisory committees for the private equity funds managed by Lex Energy Partners in Regina. Previously, Founder & Managing Director of Investment Banking, Tristone...

#122: Max Gagliardi (Ancova Group) - 3 Lessons From an Energy Billionaire & Why U.S. Shale Isn’t Growing 13.04.2023 55:53

Greetings & welcome back to the rose bros podcast . This episode we are joined by Max Gagliardi - co-founder of the Ancova group of companies (ancova.com | ancova.io). Prior to forming Ancova in 2014, Mr. Gagliardi held commercial and financial roles at multiple corporations. He has participated in a variety of roles on deal teams for over $16 billion in M&A transactions across the Ener...

#121: Eric Nuttall (Ninepoint Energy Fund) - $100 Oil, Dividends vs. Buybacks & Why EMT is Wrong 06.04.2023 26:32

Greetings & welcome back to the rose bros 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 ~$1.9 billion under management, primarily invested in Canadian mid-cap energy companies. Eric's views on energy are frequently sough...

#120: Jeremy McCrea (Raymond James) - 30% Fx Rates, Sustainable Dividends & How to be a Better Energy Investor 30.03.2023 56:46

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 B...

#119: Shubham Garg (White Tundra Investments) - 140% Returns, Physical vs. Financial Markets & Why Credit Risk is Impacting Energy 23.03.2023 1:09:57

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 Tundr...

#118: Brad Docherty (Source Rock Royalties) - $13MM in Dividends, Acquisition Strategies & Canada’s Only Jr. Energy Royalty Co. 16.03.2023 49:20

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 $13M...

#117: Dave Spyker (Freehold Royalties) - 14x Payouts, Inflation Hedging & What Makes a Good Royalty 08.03.2023 42:38

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 I...

#116: Martin Pelletier (Wellington-Altus) - 10% Yields, Dividends vs. Buybacks & Why Calgary is Growing 02.03.2023 45:38

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 TriV...