358M Shares, No Warrants: Pine Cliff CEO Phil Hodge on Insider Alignment

October 05, 2025 00:34:27
358M Shares, No Warrants: Pine Cliff CEO Phil Hodge on Insider Alignment
Natural Resource Stocks
358M Shares, No Warrants: Pine Cliff CEO Phil Hodge on Insider Alignment

Oct 05 2025 | 00:34:27

/

Show Notes

TSX: PNE | OTCQX: PIFYFPine Cliff Energy CEO Phil Hodge joins Andy Millette to discuss the ACO gas setup, LNG Canada ramp, and how Pine Cliff’s low-decline base positions it for powerful free cash flow “torque” in 2025–2026. Phil covers hedging, dividend reset, insider buying, clean share structure, drilling inventory, and gas demand from data centers. #Millettian What we discuss with Phil Hodge: Verified socials: Chapters00:00 Intro & disclosure00:55 Phil Hodge introduces Pine Cliff Energy03:02 ACO curve & 2026 setup05:12 Free cash flow torque explained by Hodge06:56 Why Pine Cliff paused drilling10:23 Inventory near top operators; modeled paybacks12:16 Dividend reset…

Other Episodes

Episode

June 07, 2026 00:20:28
Episode Cover

Barrick Just Moved Into GreenLight Metals’ Nevada Gold Project

Recorded on June 2 2026 at NRS Studios GreenLight Metals Inc.TSXV: GRLOTCQB: GRLMF Andy Millette sits down with Matt Filgate, President and CEO of...

Listen

Episode

March 15, 2026 00:28:28
Episode Cover

Jaguar Uranium Says South America Is The Last Frontier For New Uranium Supply

Recorded on March 10 2026 Jaguar Uranium Corp trades on NYSE American under JAGU, and in this interview Steve Yang sits down with President...

Listen

Episode

October 14, 2024 00:23:34
Episode Cover

Critical Metals: Why China's Export Bans Could Shake the Global Market Guardian Metal Resources

In this episode, hosts Andy and Oliver Friesen CEO of Guardian Metal Resources discuss the potential implications of China’s export bans on strategic metals...

Listen