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

March 29, 2025 01:02:09
Episode Cover

Don Durrett: Gold, Silver, and the Economic Landscape

In this episode, Andy interviews Don Durrett, founder of Gold Stock Data, on various topics including the current state of the economy, the impact...

Listen

Episode

August 02, 2024 00:11:07
Episode Cover

Fed Policies Unveiled: DiMartino Booth on Recognizing Recession

Join financial expert Danielle DiMartino Booth at the 2024 Rule Investment Symposium as she discusses the current economic landscape, focusing on the recognition of...

Listen

Episode

July 19, 2026 00:21:13
Episode Cover

Craig Lindsay: The Next Six Months Could “Flip Resolution Upside Down”

Recorded on July 17 2026 at NRS Studios Resolution Minerals LtdASX RMLOTCQB RLMLF Disclosure: Resolution Minerals is a sponsor of Natural Resource Stocks. Steve...

Listen