Curt Morgan is the President and CEO of Vistra Energy (VST). Tune in to hear Curt talk about the fascinating history of Vistra, some of the motivations and rationale for acquiring Dynegy, and a great explanation of how the integrated power model (generation + retail) provides cash flow stability. It’s a great interview that underscores a compelling investment story.
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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.
