Trevor Rose
Trevor Rose
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#195: David Smith (Advantage/Wajax) - Ventures in Midstream & What Drives Value in Infrastructure
Greetings & welcome back to the podcast.
This episode we are joined by Mr. David Smith - board member of Advantage Energy, Wajax Ltd., & former CEO of Keyera Corp.
Mr. Smith has over 38 years of experience in the western Canadian oil and gas industry. Mr. Smith had an extensive career at Keyera Corp. and played a key role its formation, evolution and growth. From 2015 to 2020, Mr. Smith served as President and CEO of Keyera, and prior to that, as President and Chief Operating Officer.
Mr. Smith also served as Keyera’s Executive Vice President - Liquids Business Unit, and before that, Executive Vice President, Chief Financial Officer and Corporate Secretary. Prior to joining Keyera, Mr. Smith held progressively senior finance roles at Gulf Canada Resources Limited and Imperial Oil Limited.
In addition to Advantage Energy & Wajax Ltd. - Mr. Smith currently serves as a director at Arts Commons, United Way of Calgary and previously served as a director of Crew Energy Inc.
Mr. Smith holds a Bachelor of Mathematics degree from the University of Waterloo and a Master of Business Administration from Harvard University. He also holds the ICD.D designation from the Institute of Corporate Directors.
Among other things we discussed The Gulf Canada Days, Ventures in Midstream & What Drives Value in Infrastructure.
Enjoy.
Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
Enverus
Energy United
Canadian Gas Association
Upgrade Labs
ATB Financial
Переглядів: 56

Відео

#194: Kyla Lawson (Stack Technologies) - Software Tools in Energy & Why User Interface is Essential
Переглядів 41День тому
Greetings & welcome back to the podcast. This episode we are joined by Kyla Lawson - co-founder of Stack Technologies - a technology company focused on the energy sector - based in Calgary, Alberta Canada. Stack Technologies products include Petro Ninja, the BOE Report, BOE Intel, and A.I. tool titled "Edith" - which (among other things) helps companies manage & interpret data (well & land file...
#193: Jordan Zinberg (Bedford Park Capital) - Why Canadian Small-Cap Stocks Present Opportunity
Переглядів 17114 днів тому
Greetings & welcome back to the podcast. This episode we are joined by Jordan Zinberg - President and CEO of Bedford Park Capital - an independent investment firm located in Toronto, Ontario, Canada. Mr. Zinberg has over 15 years of investment industry experience including portfolio management and trading, and has served as a director of both private and public companies. Before founding Bedfor...
#192: Tim McMillan (Garrison Strategy) - Why Advocacy is Important in a Democratic Society
Переглядів 4521 день тому
Greetings & welcome back to the podcast. This episode we are joined by Hon. Tim McMillan - partner at Garrison Strategy - a government and public relations firm that offers advice to the resource sector on government policies/regulations, along with economic/political campaign analysis. Mr.McMillan has decades of experience at senior political levels including serving as the Minister of Energy ...
#191: Hon. Jason Kenney (18th Premier of Alberta) - A Few Reflections on 30 Years of Politics
Переглядів 151Місяць тому
Greetings & welcome back to the podcast. This episode we are joined by Mr.Jason Kenney - 18th Premier of Alberta, and former Canadian Federal Cabinet Minister. A brief history of Mr.Kenney's accomplishments & experience include: -18th Premier of Alberta from 2019 until 2022, and the leader of the United Conservative Party (UCP) from 2017 until 2022 -Parliamentary secretary to Prime Minister Ste...
#190: Tristan Goodman (EPAC) - Provincial vs. Federal Jurisdiction & What Makes Good Energy Policy
Переглядів 72Місяць тому
Greetings & welcome back to the podcast. This episode we are joined by Tristan Goodman - President of The Explorers and Producers Association of Canada (EPAC), a national lobby group representing Canada’s top oil and gas entrepreneurs. EPAC represents over 140 member companies, who spend billions of dollars annually across Canada - directly employing more than 50,000 people in every province an...
#189: Dick Brown (Kathairos) - The Business Case for Methane Reduction
Переглядів 67Місяць тому
Greetings & welcome back to the podcast. This episode we are joined by Dick Brown - President & CEO of Kathairos - a Methane reduction company based in Calgary, Alberta, Canada. Kathairos technology is used by more than 55 major oil and gas producers in 17 North American shale basins, and is on track to generate $50MM in revenues by year end. To date, Kathairos has mitigated ~185,000 metric ton...
#188: Jim Davidson (Topaz/ATB Financial) - An Optimistic Perspective: 40 Years of Energy Banking
Переглядів 166Місяць тому
Greetings & welcome back to the podcast. This episode we are joined by Jim Davidson - director of Topaz Energy, ATB Financial, the Business Council of Alberta, the Creative Destruction Lab, the Economic Futures Council of Junior Achievement, the Fraser Institute and the Modern Miracle Network. Mr. Davidson's principal occupation is a Corporate Director. Mr. Davidson co-founded FirstEnergy Capit...
#187: Geri Greenall (Cascade Trading) - A Few Insights from Private Equity & Trading
Переглядів 115Місяць тому
Greetings & welcome back to the podcast. This episode we are joined by Ms. Geri Greenall - COO of Cascade Trading - a commodity trading platform of wholesale electricity, natural gas & environmental products. Ms. Geri Greenall was a founding member of the management team and the Chief Financial Officer of Spartan Delta Corp. from December 2019 to December 2023. Prior thereto Ms. Greenall co-fou...
#186: Mark Nelson (Radiant Energy) - The Case for Nuclear Energy
Переглядів 1,2 тис.2 місяці тому
Greetings & welcome back to the podcast. This episode we are joined by Mark Nelson - Founder & Managing Director of Radiant Energy Group - a nuclear advisory & consulting firm based in Chicago, Illinois, USA. Mark holds an BS in Aero/Mech Engineering & Russian Literature from Oklahoma State University, M.Phil in Nuclear Engineering from Cambridge University, and has been a consultant to the cle...
#185: Iggy Domagalski (Wajax) - From Refugee to CEO & $2 Billion in Revenues
Переглядів 902 місяці тому
Greetings & welcome back to the podcast. This episode we are joined by Iggy Domagalski - CEO of Wajax - a TSX listed industrial company with market cap of ~$600MM. Mr. Domagalski is the President and Chief Executive Officer of the Corporation. Prior to his appointment as President and CEO of Wajax, Mr. Domagalski was the CEO of Tundra Process Solutions, which was acquired by Wajax in January 20...
#184: Terry Etam (Energy Columnist) - 30 Bcf of Natural Gas & Why Power Grid Redundancy is Fragile
Переглядів 1832 місяці тому
Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling novels & hands on experience in the field. You can find Terry's writing on the boereport.com as well as...
#183: Dave Burton (Lycos Energy) - The Remington Days & Why Horizontal Drilling is Evolving
Переглядів 2482 місяці тому
Greetings, & welcome back to the podcast. This episode we are joined by Mr. Dave Burton - CEO of Lycos Energy - a TSX listed energy company with a market capitalization of ~$200 million. Mr. Burton has more than 27 years of experience in the upstream oil and gas industry in all facets of petroleum engineering work including reservoir engineering, evaluations, secondary and tertiary recovery, un...
#182: Chad Hayden (Galatea Technologies) - Optimized Field Operations & Automation is Helping Energy
Переглядів 633 місяці тому
Greetings, & welcome back to the podcast. This episode we are joined by Mr. Chad Hayden - Founder & CEO of Galatea Technologies - a software company based in Calgary that enables field operators and truck drivers with the ability to make optimal decisions on waste, water or clean oil load - resulting in 20% savings on trucking & disposal costs. Galatea makes it easy to create digital truck tick...
#181: Maynard Holt (Veriten) - 27 Years of Investment Banking & Oil Demand Outlook
Переглядів 2213 місяці тому
Greetings, & welcome back to the podcast. This episode we are joined by Mr. Maynard Holt - Founder & CEO of Veriten - an energy research, strategy and investing firm. The firm is well known for it’s energy-related podcast (“Close of Business Tuesday”) and energy policy macro analysis (“SuperSpiked”), both of which are produced weekly. Maynard previously served as Chief Executive Officer of Tudo...
#180: Jenna Kaye (Odyssey Trust Company) - Growing to 20% Market Share & Trends in Capital Markets
Переглядів 1103 місяці тому
#180: Jenna Kaye (Odyssey Trust Company) - Growing to 20% Market Share & Trends in Capital Markets
#179: Jay Gohill (Arcurve) - Tech in Energy: How Software is Increasing Profits
Переглядів 1103 місяці тому
#179: Jay Gohill (Arcurve) - Tech in Energy: How Software is Increasing Profits
#178: Hon. Brad Wall (14th Premier of Saskatchewan)-Western Taxation & Common Sense Economic Policy
Переглядів 2183 місяці тому
#178: Hon. Brad Wall (14th Premier of Saskatchewan)-Western Taxation & Common Sense Economic Policy
#177: Del Mondor (Aldon Oils/Tribune Capital) - Bootstrapping to 4000 bbls/d
Переглядів 1874 місяці тому
#177: Del Mondor (Aldon Oils/Tribune Capital) - Bootstrapping to 4000 bbls/d
#176: Brian Hamm (McDaniel) - North America's Largest Oil Resource & 20% Discount Rates
Переглядів 3904 місяці тому
#176: Brian Hamm (McDaniel) - North America's Largest Oil Resource & 20% Discount Rates
#175: Greg Robb (Helium Evolution) - The Investment Case for Helium: $600/mcf & Why Demand is Rising
Переглядів 1364 місяці тому
#175: Greg Robb (Helium Evolution) - The Investment Case for Helium: $600/mcf & Why Demand is Rising
#174: Dean Popil (Lex Capital) - Private Equity Returns & How Volatility Creates Opportunity
Переглядів 1374 місяці тому
#174: Dean Popil (Lex Capital) - Private Equity Returns & How Volatility Creates Opportunity
#173: Donovan Bailey (2x Olympic Gold Medalist) - Running 9.61 & Reflections on a Sprinting Career
Переглядів 805 місяців тому
#173: Donovan Bailey (2x Olympic Gold Medalist) - Running 9.61 & Reflections on a Sprinting Career
#172: Dane Gregoris (Enverus) - How A.I. is Helping Decisions in the Energy Sector
Переглядів 1625 місяців тому
#172: Dane Gregoris (Enverus) - How A.I. is Helping Decisions in the Energy Sector
#171: Eric Nuttall (Ninepoint) - Windfall Taxes & Why A.I. Will Require More Canadian Energy
Переглядів 3,6 тис.5 місяців тому
#171: Eric Nuttall (Ninepoint) - Windfall Taxes & Why A.I. Will Require More Canadian Energy
#170: Paul Colborne (Surge Energy) - The Startech Days & Why Dividends are Good for Investors
Переглядів 1,6 тис.5 місяців тому
#170: Paul Colborne (Surge Energy) - The Startech Days & Why Dividends are Good for Investors
#169: Rick Grafton (Westgate Energy) - Why the Next 10 Years Will Be Profitable in Energy
Переглядів 6696 місяців тому
#169: Rick Grafton (Westgate Energy) - Why the Next 10 Years Will Be Profitable in Energy
#168: William Lundin (International Petroleum Corp) - Climbing Everest & What's Next for IPC
Переглядів 8236 місяців тому
#168: William Lundin (International Petroleum Corp) - Climbing Everest & What's Next for IPC
#167: Bob Dhillon (Mainstreet Equity) - 19% Interest Rates & Why Canadian Home Prices Are Rising
Переглядів 3686 місяців тому
#167: Bob Dhillon (Mainstreet Equity) - 19% Interest Rates & Why Canadian Home Prices Are Rising
#166: Scott Burrows (Pembina) - LNG Opportunities & What Makes a Good Midstream Business
Переглядів 5296 місяців тому
#166: Scott Burrows (Pembina) - LNG Opportunities & What Makes a Good Midstream Business

КОМЕНТАРІ

  • @Mktwiz99
    @Mktwiz99 6 днів тому

    Great interview going to hold sgy for years

  • @jrojerphepherman6815
    @jrojerphepherman6815 15 днів тому

    Thank you for another interesting interview. I have a particular interest in managing our personal investments and will be checking out the guests firm.

  • @tlebert57
    @tlebert57 27 днів тому

    Horrible sellout. Jordan Peterson should distance himself from this corrupt dirtbag

  • @linnjensen7469
    @linnjensen7469 27 днів тому

    He straight faced lied to Albertans during covid and I will never forget of forgive him for that

  • @johnqpublic9074
    @johnqpublic9074 27 днів тому

    Good riddance to Kenny. He sold the populace out, and caved to mob during COVID. We miss Ralph.

  • @drdray0876
    @drdray0876 Місяць тому

    If BC shifts blue on a fundamental level, we need to Wexit. Staying in confederation has too much risk when ONE left wing prime minister's government can steal and squander a generation of wealth, completely sabotage our industry (look at LNG; AECO CAD$0.50 vs ~CAD$16.90 per GJ in Asia), and flood our provinces with millions of migrants, PERMENANTLY changing the voting demographics. Stop the vote-share dilution.

  • @964cuplove
    @964cuplove Місяць тому

    Nuclear energy just creates so much waste and radiating products that are impossible to get rid off - it’s just irresponsible towards the people living in the next 100000 years…

  • @joeceretti9098
    @joeceretti9098 Місяць тому

    Have you thought about doing a comparison between PWR vs PHWR? There is a significant difference between the two and why one is better than the other safety wise, however, is much more expensive to run. Also, think moderator,, D2O 😃 A "HEAVY" subject worth discussion in public.

    • @catchnkill
      @catchnkill Місяць тому

      It all depends on the design of the PHWR reactor. PHWR does not means automatically better in safety. CANDU reactors have a slight positive void coefficient which is not a good thing for safety and requires counter measures to ensure safety.

  • @2bit661
    @2bit661 Місяць тому

    On the website, it says Darlene Gates is the President & Chief Executive Officer of MEG Energy. I'm too lazy to look into it. What happened to Derry Evans?

  • @soapbar88
    @soapbar88 Місяць тому

    gord mcdowell and folks like him are real Canadian heros

  • @pin65371
    @pin65371 2 місяці тому

    Keefer goes on an epic rant around 20 minutes.. lol

  • @aniebovalentine8788
    @aniebovalentine8788 2 місяці тому

    This was really interesting, we need more of this

  • @seventh7orbit
    @seventh7orbit 2 місяці тому

    Made my day hearing the intelligent use of the term "hydrocarbons".👍

  • @jrojerphepherman6815
    @jrojerphepherman6815 2 місяці тому

    Thank you for another interesting interview. I'll be looking deeper into this company as a potential investment.

  • @AhmadKhan-uu6hx
    @AhmadKhan-uu6hx 3 місяці тому

    His name is stephen, but great interview

  • @pldevries
    @pldevries 3 місяці тому

    terrific discusion. thank you!

  • @aakashchokshi2180
    @aakashchokshi2180 3 місяці тому

    I am trying to get a job at Baskin and really want to work there but no luck yet 😅

  • @seventh7orbit
    @seventh7orbit 4 місяці тому

    Thanks for another quality production, Trevor. Brad Wall's predecessor (I had to look it up) Lorne Calvert (ND).

    • @seventh7orbit
      @seventh7orbit 4 місяці тому

      Reference 21:40

    • @trevor_rose
      @trevor_rose 4 місяці тому

      Thanks for listening. Yes, was a different era.

  • @penjon51
    @penjon51 4 місяці тому

    thanks, good interview!

  • @Lyzaaarnew
    @Lyzaaarnew 4 місяці тому

    TIMESTAMMMPPPPSSSSS

  • @daleholmgren6078
    @daleholmgren6078 4 місяці тому

    My largest holding.

  • @lyniereese1150
    @lyniereese1150 5 місяців тому

    Your voice at the beginning was enough to not listen to the rest lol wtf

  • @nrehberg
    @nrehberg 5 місяців тому

    Great interview, thanks for posting.

  • @al-bp1pi
    @al-bp1pi 5 місяців тому

    Berkshire never pay a dividend, buffet say if it did then the shareholder would have be a lot poorer.

  • @shakeypudding6563
    @shakeypudding6563 5 місяців тому

    These guys have not things right the last 2 years. They need to seriously change their approach because they are thinking like it was still 20 years ago. Suggest he talks to Eric Nuttall to get advice on how to generate better FCF for shareholders.

  • @jesserosado6282
    @jesserosado6282 5 місяців тому

    Gave up on listening to this. Too many commercials

  • @henryvanderbeek2973
    @henryvanderbeek2973 5 місяців тому

    What a great interview! As a Surge investor, I would strongly encourage the leadership team to prioritize share buybacks over division and debt.....He said it himself...oil is going much higher....

  • @Mrpaulgs
    @Mrpaulgs 5 місяців тому

    Has everyone forgotten how truly awful the performance of Surge has been since 2014? I have owned it for over 10 years and it is the only energy stock I own that has not recovered from it's crash after 2014. I am still down 63% from the original purchase price. Even Ovintiv is doing better! I am hanging on hoping I can recover most of my money before I sell this stinking pile of dung! I am not optimistic that will happen. Their graph looks good because they did a reverse 3:1 stock split a few years ago and the performance is still terrible.

  • @shakeypudding6563
    @shakeypudding6563 5 місяців тому

    Your intro voice is very monotone and painful to listen to. Getting Eric was a genius idea 👍

  • @camille2872
    @camille2872 5 місяців тому

    Great guest. Learned lot. Look forward to meeting all these guys one day.

  • @evopeter
    @evopeter 5 місяців тому

    Awsome interview! Thank you so much

  • @my2cents395
    @my2cents395 5 місяців тому

    Eric has Crude Oil in his veins.

  • @rickelliott3277
    @rickelliott3277 5 місяців тому

    Eric is talking about Surge Energy which he owned 9.9% and then dumped it because Surge CEO Paul Colborne refused to be bullied by Eric. I wonder why he bought the shares in the first place knowing he and Paul don’t trust each other

  • @camille2872
    @camille2872 5 місяців тому

    Excellent interview! I was one of those who started following him through COVID on BNN. He made me a ton of $$$. Thanks, Coach!

  • @enkadude
    @enkadude 5 місяців тому

    Good guest but take it with a grain of salt that Eric is a master promoter.. need to do your own due diligence and not make his picks gospel.

  • @jrojerphepherman6815
    @jrojerphepherman6815 5 місяців тому

    Thank you. I'm deeply interested in the Canadian energy sector and any chance to listen to Mr Nuttall is appreciated.

  • @steventaylor5283
    @steventaylor5283 5 місяців тому

    THANKS FROM AUSTRALIA

  • @JakeFockstein-cn3hc
    @JakeFockstein-cn3hc 5 місяців тому

    Interesting story of a self made man. I stumbled across this as I am researching PHX before buying stock. Looks like a gem.

  • @SuperLocotaco
    @SuperLocotaco 5 місяців тому

    Great interview and questions! Best interview I've heard with Paul so far. 👍👍👍

  • @jrojerphepherman6815
    @jrojerphepherman6815 5 місяців тому

    Thank you. Surge is a significant position in our retirement dividend portfolio. I enjoy every opportunity to hear about management's vision for a company in a format other than formal financial reports.

    • @Mrpaulgs
      @Mrpaulgs 5 місяців тому

      I bought $79,000 (CND) worth of this stock prior to 2014 and I am now down $50,000. If it wasn't able to recover after the run up of crude price like all their peers did I don't know how they will manage going forward. The management is doing something that is driving away energy investors. I wouldn't choose this for my retirement dividend portfolio - be careful.

  • @steventaylor5283
    @steventaylor5283 5 місяців тому

    THANKS FROM AUSTRALIA

  • @up_and_at_them
    @up_and_at_them 5 місяців тому

    Well, my own stance in the tax vs buyback debate depends on the simple issue of tax - deductibility. As a foreign investor I will always have to pay 25% dividend tax on Canadian stocks so I would prefer buybacks. If I were a Canadian with a tax advantage account similar to american IRA or Roth IRA I would love the dividend over buybacks thou. But Coldborne's approach to the matter is very pragmatical and hard to argue with.

  • @serthorn
    @serthorn 5 місяців тому

    Great interview, gives a lot of insight into how Paul thinks of Surge and why he runs it the way he does. Thanks.

  • @rickelliott3277
    @rickelliott3277 5 місяців тому

    Paul is a great circus promoter.

  • @FinancialFreedomLifestyle
    @FinancialFreedomLifestyle 6 місяців тому

    Always great hearing from Bob. Good interview.

  • @seventh7orbit
    @seventh7orbit 6 місяців тому

    I've traded MEQ in the past. Not many shares are traded daily. Will buy again when price drops about 20% from the high.

    • @pablopiquante3227
      @pablopiquante3227 6 місяців тому

      That seems to be a big knock against the shares, not much float and tightly held by Bob. Also, what effect will double digit interest rates have on their model? They are locked in for the next few years but after that???

  • @flinhadlee1944
    @flinhadlee1944 6 місяців тому

    promo sm 🙋

  • @MrNorthernopal
    @MrNorthernopal 6 місяців тому

    You should see a company out of Vancouver Canada called Synjuko Industries their green tech is very nice one of the greenest concept out there that I have seen they seem to be doing okay.

  • @cook11er
    @cook11er 6 місяців тому

    Good stuff

  • @cook11er
    @cook11er 6 місяців тому

    Been with ya from the beginning. 😊