Mark Harding is the CEO and CFO of Pure Cycle Corp. (PCYO), a provider of water and wastewater services in Colorado. Tune in to hear Mark talk about the fascinating subject of water rights in Colorado, the outlook for Pure Cycle to grow cash flows, and the compelling investment case for his company’s stock. If […]
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Steve Newby is the Founder and CEO of Summit Midstream (SMLP). Tune in to hear Steve discuss Summit’s operations, his view on industry fundamentals, and what Steve and his team are doing to grow the business and improve cash flow stability. It’s a great interview that highlights the disconnect between a positive outlook and a […]
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Part 2 of the interview with NRG Energy’s EVP and CFO, Kirk Andrews. The second part of the interview addresses the some of the changes the company has gone through over the past several years as well as the NRG Transformation Plan that was outlined in mid-2017. Most importantly, Kirk talks about his capital allocation philosophy and the potential uses of cash over the next few years. It’s a great interview with a […]
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Kirk Andrews, EVP and CFO of NRG Energy (NRG), discusses the history of NRG and describes some of the big factors that have affected the merchant power generation industry since the turn of the century. Part 1 of the Kirk Andrews interview provides some really interesting background on the power business in general, and fascinating […]
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Doug Blakeway is the founder and CEO of Nanotech Security Corp., a technology firm that develops and produces products using nanotechnology. Nanotech’s cutting-edge products are currently used for anti-counterfeit and brand authentication purposes, but the applications are far-reaching. Join IwtB to learn more about a fascinating technology and its many uses.
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A super educational interview with renowned Syria and Middle East expert, Professor Joshua Landis, the University of Oklahoma’s Sandra Mackey Chair of International Studies and the university’s Director of Middle East Studies, where we discuss the Trump Administration’s decision to renew sanctions against Iran, the Syrian Civil War and the parties involved, the Kurdish conundrum, […]
Chris Sighinolfi is a Managing Director and research analyst with Jefferies Research, where Chris and his team are top rated analysts covering midstream, MLPs, and natural gas services. This episode is essentially what the money management industry calls a primer and Chris provides a lot of context and insight into the midstream/MLP sector. If you’d […]
Mike Garland, President and CEO of Pattern Energy (PEGI), is a wind energy veteran who leads one of the most formidable wind energy companies in North America. Mike provides an enormous amount of context and insight into the wind energy business and the outlook for the industry, as well as critical perspectives as to how investors […]