Podcast appearances and mentions of noble group

Today we had the pleasure of hosting Samantha Dart, Head of Global Natural Gas Research at Goldman Sachs. Samantha first joined Goldman Sachs in 2006 as an energy strategist and returned to the firm in 2018. Between her tenures at Goldman Sachs, she served as Global Head of Gas and Power Research at Noble Group and as Head of Gas & Power Research at Mercuria Energy America. Samantha specializes in global natural gas fundamentals research and marketing and holds a PhD in Economics from the University of Chicago. We were thrilled to hear Samantha's unique insights on the latest developments in the US and European natural gas and LNG markets. In our conversation, Samantha shares her perspective on how she sees global gas markets evolving, the potential risks and opportunities for US natural gas producers given the expected increase in global LNG capacity, and an expected significant LNG capacity jump beginning in 2026. We explore the future price of US natural gas in 2030, how power demand from LNG expansion, data centers, and other needs will grow demand, how production growth might change locations and of course influence prices, as well as what risks she sees to an otherwise relatively stable $4 to $5 mmbtu long-term outlook. We discuss the potential price impacts of increased production and capacity, how bottlenecks could drive prices up, the role that Asia and Europe will play in absorbing the increased LNG supply, and current and near-term dynamics in the global gas market including Europe's role in gas demand and the intricacies surrounding Russian gas. Samantha emphasizes the importance of sustained low prices to make gas a stronger part of global infrastructure growth, European industrial demand and the interaction between gas and coal prices, the future of the LNG market, and global acceptance and use of natural gas. We had a hard time ending the discussion and wrapped by asking Samantha for her views on natural gas in the mid-2030s. It was great fun to discuss the global gas world with a fellow gas enthusiast. Thanks to Samantha for joining! Mike Bradley kicked off today's discussion by highlighting that this will be an important economic reporting week with both the FOMC Meeting Minutes and the Payroll Revisions (~300-400k downward revisions expected) reports being released on Wednesday. He also noted that the Jackson Hole Economic Symposium will be held on Friday and will be watched closely to see whether Chairman Powell continues with a dovish tone and signals whether a September interest rate cut is still likely. On the crude oil front, WTI price this week has traded down to ~$74/bbl due to lessening concern with an Iranian/Israeli “war premium” and rising concern with Chinese 2H'24 oil growth estimates being revised lower. On the natural gas front, he flagged a handful of key stats, including U.S. & European spot gas prices, U.S. & European gas storage surpluses, and Lower-48 gas production that continues to be stuck in the 101-102bcfd range. He noted ~2bcfd of gas production curtailment announcements from E&P's Q2 calls but clarified that these gas curtailments aren't completely evident yet due to continued efficiencies and could become more evident in coming months. Todd Scruggs shared his thoughts on a recent McKinsey report (linked here) that showed the significant scale of net-zero targets (including a scenario that envisions deploying one billion EVs and 35 terawatts of low-emission power generation by 2050), reinforcing that natural gas will remain a critical bridge fuel for a long time ahead. Thanks again to Samantha for sharing her time and perspectives with us today. She was fabulous. And as usual, thanks much to you all!

In our third episode we are joined by David Behrends. David has an extensive career in the trading world. His career in coffee began at Dreyfus, followed by a significant 12-year tenure at Noble Group (later Coffco). Eight and a half years ago, he made a pivotal move to Geneva, joining Sucafina, where he currently is Managing Partner and Head of Trading. In addition to his extensive career in the commodities industry, David is also the founder of a startup called Farmer Connect. This venture reflects his commitment to leveraging technology and innovation to create meaningful connections within the agricultural supply chain. We thoroughly enjoyed this conversation and hope you will too. References: Jonathan Kingsman: The New Merchants of Grain: Out of the Shadows Jonathan Kingsman , Wouter Jacobs: Commodity Crops: And The Merchants Who Trade Them Alan G. Futerman , Ivo A. Sarjanovic: Commodities as an Asset Class: Essays on Inflation, the Paradox of Gold and the Impact of Crypto The World For Sale - Book by Jack Farchy and Javier Blas Uncommon Grounds: The History of Coffee and How it Transformed our World - Book by Mark Pendergrast

In our next Webinar, we have Smartkarma Insight Provider Kyle Rudden, who will be joined by the CEO of Helixtap, Farah Miller, as they run us through the ESG landscape in agri commodities through a financial and data driven perspective. Through their discussion on the importance of data in planning ESG goals in supply chains, they also highlighted how Helixtap's data and products can help companies meet their sustainability targets. -- Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. Previously, an Institutional Investor and Wall Street Journal All-Star sell-side analyst at J.P. Morgan, he believes global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. You can expect his insights to be investigative research into emergent ESG issues; data-driven analyses of deals (pre-IPO ESG research, ESG-focused M&A consequence analyses, etc.); and trading-oriented ideas like ESG short selling and playing ESG index constituency changes. He brings both ESG expertise and traditional investing experience, as well as some rather unique perspectives on ESG (a lesson in governance from Enron, anyone?). Kyle has spent the last decade exclusively on ESG, researching links to equity returns, credit ratings, cost of capital, and yield spreads. He also contributed to ESG reporting standards (SASB and GRI), and the MBA curriculum (Impact Investing) at the Kellogg School of Management. Follow his work here. Farah Miller, was previously in sales and trading roles spanning several commodities, such as thermal and coking coal, iron ore and natural rubber, with extensive experience in both Singapore and London. Her roles include time in Noble Group and Ginga Petroleum, with her most recent role as VP at Green and Collier Trading as lead rubber broker and advisor. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

What are some of the key takeaways of the Musk-Twitter drama? And how do Noble Group's penalties compare to their crime? Michelle Martin and Ryan Huang explore the latest happenings in the market and more. See omnystudio.com/listener for privacy information.

We catch up with Paul Jourdan, CEO & Co-Founder of Amati Global Investors. He outlines the macro picture, which has led Amati to increase exposure to global industrials, particularly ones that benefit from housebuilding and home improvements; he likes retail. He's avoiding travel and leisure. Inflation is a recuring theme which he feels is a major threat for investors. He outlines why he started the Strategic Metals Fund. We close on why he likes IPOs. It is peppered throughout with companies he's particularly excited about. As always do your own research on any stocks mentioned, these are NOT recommendations. 01:12 Paul's view on Covid-19 and where we're headed from here. 04:17 What's actions has Paul taken with his funds to plan for today's threats 06:35 Dunelm (DNLM) 07:15 Has CV19 increased the attraction of Biotech and Meditech? What companies in the sector is Paul most excited about? 09:54 Polarean Imaging (POLX) 13:12 Renalytix (RENX) 15:43 Current valuations 18:17 Do you feel any companies in the funds are a likely potential bid candidate? 20:33 Grainger (GRI) 21:55 Inflation, monetarism (Professor Tim Congdon: https://mv-pt.org/) and QE. 29:10 Why did Amati launch the Strategic Metals Fund? 35:24 What company are you most excited by? Saietta (SED) 44:19 What draws you to IPOs? And which do you particularly like? 45:33 Victorian Plumbing (VIC) 48:39 AlphaWave Ip (AWE) Find out more about Paul Jourdan and the Amarti Global Investors funds: https://amatiglobal.com/ About Paul Jourdan: Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a trustee of Clean Trade, a charity registered in England and Wales.

Mkango Resources Limited (TSXV/AIM: MKA) is developing the 51% owned Songwe Hill rare earths project in Malawi with the ongoing bankable feasibility study funded by strategic partner, Talaxis Limited, a subsidiary of Noble Group. Malawi is known as “The Warm Heart of Africa”, a stable jurisdiction with major road, rail and power developments. In parallel, Mkango is developing complementary downstream technologies via its 75.5% interest in green technology incubator, Maginito Limited (www.maginito.com), which recently invested in UK rare earth (NdFeB) magnet recycler, HyProMag Limited (www.hypromag.com). 

You will learn life-saving critical incident information from one of NDASA's newest members, Tyler Weston of the Noble Group, home of Noble Medical, Noble Diagnostics, Noble Backgrounds and Noble 6. This is a DO NOT MISS episode! Sponsored by #OraSure Technologies --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/ndasamembersmemo/support

Commodities is risky business. Individual traders have lost billions, companies have been sunk by ill-timed asset investments, and sanctions and tariffs can change a market overnight. The commodity market presents some unique risks to its participants, which is also why it can be an extremely lucrative sector. Risk management is designed to protect businesses from taking on unknown or too much risk, yet unforeseen losses and scandals continue.In this episode, David Port guides us through the unique sources of risk in the commodities business, the tools used to manage them, and the factors that continue to contribute to outsized and unexpected losses. We also look at what firms can do to build more effective risk management platforms and the future of the discipline. David has a been Chief Risk Officer for Noble Group, Eon Global Commodities and Citadel, among others.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.comTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

This video can be seen at: https://www.piworld.co.uk/2020/11/06/piworld-interview-an-hour-with-paul-jourdan/   A fabulous hour with Paul Jourdan, CEO and Co-Founder of Amati Global Investors. We get a real sense of his investing rationale and thinking. Paul talks about where he sees market opportunities. How Amati dealt with CV19. Companies he thinks are interesting. What he's learned from mistakes. Particularly thought provoking, his comment, it's not the losers that cost investors, but the expense of missing the great opportunities where you miss a multiple of what you invested. Paul's background – 00:50 Paul/Amati's performance - 03:15 How do you spot companies at such an early stage?- 06:30 Those that didn't work out? - 14:30 GB Group (GBG) - 16:33 Where we're at in the current Industrial Revolution? - 17:15 Expertise required for bio tech? - 24:18 Polarean Imaging (POLX) - 26:39 How did you respond to CV19? - 29:43 Dart Group/Jet2 - 33:43 Renalytix AI (RENX) - 36:29 Maxcyte (MXCT) – 42.54 Q&A Eqtec (EQT) - 45:57  The hydrogen industry - 50 :47 Value versus growth stocks - 54:28   About Paul Jourdan: Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a Director of Sistema Scotland and Clean Trade, both of which are UK registered charities.  

In this episode, we are joined by Insight Providers Arun George and Victor Galliano to discuss the upcoming IPO of Ant Financial (1051260D CH). The Chinese fintech giant is slated for a dual listing in Shanghai and Hong Kong to raise US$30 billion, making it potentially the largest IPO ever. Arun George has over 13 years' experience covering the Technology sector. During this time, he has worked with technology startups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group, and Clear Capital. Learn more at: https://www.smartkarma.com/profiles/arun-george Victor Galliano is an experienced equity banks analyst, having covered Latin America banks and non-bank financials for over 12 years, as well as more recently covering Italian banks and Fintech. He has worked in sell-side equity research for 30 years in a career spanning Barclays, HSBC, BBVA LatInvest, Barings, and NatWest. Learn more at: https://www.smartkarma.com/profiles/victor-galliano This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

The Reorg Europe team of analysts and reporters discuss Bartec's expected covenant breach and Noble Group six months after its restructuring. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

Debtwire Legal Analyst Ashley Bell and Managing Editor Luc Mongeon join Chaim Estulin to unpack Singapore’s surprising announcement that it won’t allow the restructured Noble Group to relist on the SGX. Coming just days before Noble’s 19-month restructuring process appeared finally to be coming to a resolution, the announcement has forced the company and its advisors and stakeholders to fall back on the “Alternative Restructuring” or “Plan B” to ensure the commodity trader survives.

Sani Hamid, Director of Wealth management, Financial Alliance gives us The Bigger Picture on what investors should be looking out for, including US economy, Markets and the latest probe into Noble Group.

The Reorg Europe team provides updates on CMC di Ravenna, Damac Properties, Ezdan Holdings and the Noble Group Scheme. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

He talks implications of GE's ouster from the Dow, Noble Group and the latest crypto-exchange hack.

Debtwire's editors for the Asia, CEEMEA and Latin America regions discuss the outlook for emerging markets in 2018. Following February's jolt of global volatility and ahead of elections in Mexico, Brazil and Indonesia and expected interest rate increases, our team examined issues including political risk, new bond issuance, the looming danger with African soveriegns, Agrokor, Venezuela, Noble Group and India's new bankruptcy law. Participants include Debtwire Asia's Luc Mongeon and Chaim Estulin, Debtwire CEEMEA's Chris Haffenden and Debtwire Latin America's Ben Miller.

We caught up with CEO Will Dawes of the dual listed (TSX-V and AIM) company Mkango Resources Ltd. Will talks about their recent news for Talaxis Ltd (owned by Noble Group) to become a 14% shareholder in Mkango. Will also talks us through the Phase I research with Metalysys and it's relevance to the growing Electric Vehicle market. #MKA #RareEarths #Malawi #Africa #REE

About a year ago a little known research house called Iceberg declared that commodities trader Noble Group should be worth next to nothing because of shady accounting practices. Noble's share price today affirms that call. We explore the role of such independent research houses.

About a year ago a little known research house called Iceberg declared that commodities trader Noble Group should be worth next to nothing because of shady accounting practices. Noble's share price today affirms that call. We explore the role of such independent research houses.