Jim Lucier is a Managing Director at Capital Alpha Partners, a leading Wall Street research firm providing strategic policy analysis and political forecasting. Jim leads the energy, environmental, and tax practices at Cap Alpha. Tune in to hear Jim talk to IwtB about Trump’s proposal to replace the Clean Power Plan (CPP) with the Affordable Clean Energy (ACE) rule, the Federal Energy Regulatory Commission (FERC) and its importance in the buildout of US energy infrastructure, and a conversation about Colorado’s Initiative 97 and the attempt to drastically limit fracking in the state.
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Nolan Watson – CEO of Sandstorm Gold Royalties (SAND) – The Stock Podcast, Ep.31
The CEO and co-founder of Sandstorm Gold Royalties (SAND), Nolan Watson, joins The Stock Podcast to talk about his company and a truly compelling investment story. Sandstorm Gold is a precious metals royalty company. Sandstorm helps finance mining operations in exchange for a royalty interest in the precious metals that a mining company produces. It’s a really interesting business model, and Nolan does a phenomenal job describing a company that screens as quite undervalued.
The interview really is truly fantastic, in my opinion. One of the reasons I like it so much is because Nolan has a deep understanding of how the investing landscape has changed, and he does a great job describing those changes. With the growth in passive investing, mining companies have been starved of capital. The end result is that it’s become very challenging for mining companies to grow. However, situations like these present opportunities and Sandstorm and Nolan are capitalizing and profiting from these opportunities.
