The Trevor Rose Podcast

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

Greetings & welcome back to the rose bros podcast.This episode we are joined by John Hooks – Chairman & CEO of Phoenix Energy Services Corp, a publicly listed energy services company (TSX: PHX) with revenues of approximately $600 million.John has been the CEO of Phoenix Technology Income Fund since 1995 and Chairman of the Board of Phoenix since 2000. He was President of Phoenix Energy Services from 1995 until 2015. Previous to joining Phoenix, Mr. Hooks founded Thread Tech Energy Systems Ltd., a private connection manufacturing and Fiberspar composite line pipe distribution company in 1985. Thread Tech became Fiberspar Canada and provided services to the oil and gas industry until its assets were sold in June 2003. We sat down for a smooth cup of rose bros coffee and discussed lessons from 40 years in the energy services sector, why there are fewer rigs running today than ever, higher energy production and record profits.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, Happy Holidays, and welcome back to the rose bros podcast.This episode we are joined by Michael J. Tims, C.M., LL.D.(Hon.), CBV - Vice Chairman of MATCO Investments Ltd., a private investment holding company. Michael J. Tims joined MATCO after a 33-year career at Peters & Co. Limited, a Canadian investment firm specializing in energy. Michael served as the longtime Chairman of Peters & Co., and before that as President & CEO.Mike holds a Bachelor of Commerce degree (with Distinction; Gold Medalist) from the University of Calgary. He holds an MBA degree from Harvard Business School; and he received an honorary Doctor of Laws degree from the University of Calgary.Recognitions of Michael’s business achievement and community service include, among others: a Member of the Order of Canada (2018); the Founders’ Award from the Fraser Institute (2018); the Woodrow Wilson Award (Canada Institute) for Corporate Citizenship (2016); a Lifetime Achievement Award from the Oil & Gas Council (2015); and induction into the Canadian Investment Industry Hall of Fame (2014).Mike is the immediate past Chairman of the National Gallery of Canada. He previously served as Chairman of: the Canadian Investor Protection Fund; the Investment Dealers Association of Canada; the United Way of Calgary and Area; and West Island College (Alberta). He has also served as a director or governor of a number of other organizations.We sat down for a smooth cup of rose bros coffee and discussed lessons learned from forty years in energy investing.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, and welcome back to the rose bros podcast.This episode we are joined by Bryden Teich - Bryden Teich, Partner and Portfolio Manager at Avenue Investment Management - a independent private wealth management firm with approximately $400 million under management.Bryden joined Avenue in 2013 and earned his CFA designation in 2015.Prior to joining Avenue, Bryden spent time working in Debt Capital Markets at TD Securities.He graduated from the University of Toronto in 2012 with an honours degree in Economics. We sat down for a smooth cup of rose bros coffee and discussed investing your own money alongside clients, avoiding zero, taming volatility, why markets aren’t efficient, the value in recognizing patterns, avoiding fragile assumptions, thinking independently, admitting you’re wrong, what makes a good investment & generating creative investment ideas.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, and welcome back to the rose bros podcast..This episode we are joined by Brandon Swertz - President and CEO of Archer Exploration Corp.Over the past two decades, Mr.Swertz leveraged his original $100,000 saved up working on drilling rigs into six exits, with executive roles at both exploration & production companies and service side businesses. Mr. Swertz most recent sale of Anegada Oil Corp. to Tamarack Valley Energy in June 2021, was for approximately $500 million.We sat down for a smooth cup of rose bros coffee and discussed leveraging $100k into six exits, fixing up energy properties, learning hard lessons from others, evolving business practices, realities of energy supply.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, and welcome back to the rose bros podcast.This episode we are joined by Ryan Bushell - President and Portfolio Manager at Newhaven Asset Management.Mr. Bushell is a regular contributor to The Globe and Mail, Reuters and Bloomberg’s Canadian divisions. Mr. Bushell has been a regular guest on several BNN programs, including Market Call, since 2011, and is a repeat guest on Bloomberg TV Canada.Mr. Bushell has a Bachelor of Management and Organization Studies specializing in Finance from the University of Western Ontario, and is a member of the CFA Society Toronto.We sat down for a smooth cup of rose bros coffee and discussed How to Build a Portfolio, Inflation, Backwards Energy Policy, Consistent Returns & Detecting Skin in the Game, investing in crypto currencies and more.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, and welcome back to the rose bros podcast.    This episode we are joined by Steve Buytels – CFO of Tamarack Valley Energy - a TSX listed energy company with daily production of ~40,000 boe/d and a market cap of approximately $3 Billion. Steve’s experience includes 13 years of energy capital markets, finance and advisory services as the Managing Director & Co-Head of Institutional Energy Equities at Stifel FirstEnergy as well as a Principal at independent investment bank - Peters & Co in the Institutional Equities group. Mr. Buytels holds a Chartered Financial Analyst Designation and a Bachelors of Management from the University of Lethbridge.We sat down for a smooth cup of rose bros coffee and discussed why its important to protect the balance sheet from downside risk, capital disciple, choosing the correct discount rate, having rose colored glasses in the energy industry and thinking for the long term. 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, and welcome back to the rose bros podcast.   This episode we are joined by Craig Fuller - CEO and Founder of FreightWaves - the largest provider of proprietary high frequency data & market intelligence to the global supply chain industry (think Bloomberg for finance). Data on the movement of goods across the world (air, ocean, rail, truck) allows customers to understand the state of physical goods in the economy and manage their business operations more effectively. FreightWavesprovides supply chain data on about 85% of the physical goods in the global economy from Iowa to China - which in turn represents ~40% of the total world economy and trillions of dollars in value. As a result, this data is able to provider a good bellwether on the state of the global economy. Prior to founding FreightWaves, Fuller was the founder and CEO of TransCard, a fleet payment processor that was sold to US Bank. He also is a trucking industry veteran, having founded and managed the Xpress Direct division of US Xpress Enterprises, the largest provider of on-demand trucking services in North America.We sat down for a smooth cup of rose bros coffee and discussed how Freight waves helps supply chain business, the current oversupply of goods on the market and the resulting bullwhip effect, why North American supply chains are vulnerable, how supply chain is a good bellwether for the economy and why its pointing to dark clouds now.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