In our private investor seminar, we discussed which commodities are likely to perform best during this difficult time for natural resources equities. We also disclosed our top picks in oil and gas and mining and assessed the fundamental supply and demand factors behind the sectors. We took an in-depth look at a special sub-sector that we think offers barrels of opportunity.
Please view the videos and presentations taken from our speakers at the seminar to see what was discussed on the day. Please note that our editorial speaker presentations are password protected so that our paying delegates have priority. All of the videos and presentations will be made available to everyone in one month's time.
■ Welcome / Key trends, themes and opportunities
John Hughman, Editor, Investors Chronicle
John joined Investors Chronicle in 2008 as associate editor, with a focus on technology and consumer stocks. Since then he’s launched the magazine’s awardwinning blog, the Chronic Investor, and led the development of mobile products before becoming Editor in 2012.
■ Hydrodec: A unique renewable oil proposition
Ian Smale, Chief Executive Officer, Hydrodec Group Plc
Ian Smale is the Chief Executive Officer of Hydrodec Group Plc, an oil technology company using a proven, highly efficient, oil re-refining and chemical process for transformer oil used by the world's electricity industry. Prior to joining Hydrodec in 2012, Mr Smale had spent his entire career with BP plc. Having graduated with a Geology degree, he went on to hold a number of senior management roles both upstream and downstream in a career spanning 30 years culminating as Head of Strategy & Policy for the BP Group. Other key posts included Managing Director and President of Marketing and Distribution for BP in South Africa, Global Head of Mergers and Acquisitions, and as President and Chief Executive of BP North Africa responsible for two major projects in Algeria and taking BP back into Libya after a 34 year absence.
Mr Smale completed the Programme for Management Development at the Harvard Business School in 1997, and is currently a Non-Executive Director of the National Nuclear Laboratory and a member of the Kingston University Faculty of Science, Engineering and Computing Advisory Board.
■ Pumping for profits: On the continental shelf and beyond
Ewan Lloyd-Baker, Chief Executive Officer, Hayward Tyler Group Plc
With a background in corporate recovery, Mr Lloyd- Baker was responsible for the original acquisition of the Hayward Tyler group of companies from a private equity firm in 2006.
Against the backdrop of the global financial crisis, he has successfully: taken the business on to AIM; completed a full restructuring of the operational business and shareholder base; secured a major strategic partner for the company; significantly strengthened the group's balance sheet and significantly grown the profitability of all the operating businesses within Hayward Tyler. In 2012 Mr Lloyd- Baker assumed operational responsibility launching the company's Continuous Improvement Programme, which is planned to deliver further efficiency gains of over 35 per cent in the next three years. He is responsible for the group from a strategic and operational perspective, which includes the recent focus and growth of the business within the oil & gas sector.
■ Generating maximum shareholder value through early asset disposals
Paul Griffiths, Managing Director, Fastnet Oil & Gas Plc
Paul Griffiths is a petroleum geologist with over 35 years’ experience in early stage oil and gas prospecting. He was a founder and former Chief Executive Officer of Island Oil and Gas Plc which drilled the first successful exploration well offshore south east Ireland in 16 years and was subsequently acquired by San Leon Energy. He has previous experience in both Gulf Oil and Libyan National Oil Corporation. Mr Griffiths is a graduate of the Royal School of Mines (London) in geology.
■ How to de-risk and generate transformational value of a large scale diversified portfolio of unconventional assets
Philip O'Quigley, Chief Executive Officer, Falcon Oil & Gas Ltd
Philip O'Quigley has been Chief Executive Officer of Falcon Oil & Gas Ltd since May 2012. Mr O'Quigley brings 20 years' experience in senior management positions in the oil and gas industry. His career, which spans a number of London and Dublin listed exploration and production companies, includes experience working in countries such as Argentina, the United States, Algeria, the UK and Ireland. Most recently, he served as Finance Director for Providence Resources, an Irish oil and gas exploration and production company and he remains on the board of Providence Resources as a non-executive director. Mr O'Quigley is a Fellow of the Institute of Chartered Accountants in Ireland and qualified as a Chartered Accountant with Ernst & Young in Dublin.
■ Game-changers: how new technologies are revolutionising the oil and gas industry and how to exploit this when picking shares
Matthew Allan, Investment Writer, Commodities, Investors Chronicle
Matthew Allan is a financial journalist who has specialised in the natural resources sector for the past four years. He completed a degree in economics from Queen's University in Canada before joining Stockwatch in 2009 as an investigative reporter covering junior gold explorers. Matthew then worked for The Northern Miner, where he gained further knowledge about mining and geology, and later moved to the UK where he joined Investors Chronicle in May 2012.
■ Panel and Q&A
- John Hughman, Editor, Investors Chronicle
- Ian Smale, Chief Executive Officer, Hydrodec Group Plc
- Ewan Lloyd-Baker, Chief Executive Officer, Hayward Tyler Group Plc
- Paul Griffiths, Managing Director, Fastnet Oil & Gas Plc
- Philip O'Quigley, Chief Executive Officer, Falcon Oil & Gas Ltd
- Matthew Allan, Investment Writer, Commodities, Investors Chronicle