Picks, Shovels and Roughnecks
The monthly programme that examines all things resource related with a panel of industry experts. Prospects for gold prices, will uranium pull up out of its funk and the great shale gas revolution comes to Europe.
Episode 1. The once a month whirlwind tour around the complexities of the commodity sector examines
Whether gold prices might have peaked , and what effect that will have our small cap gold miners
Have Uranium prices finally stopped falling and can the nuclear industry rebuild global public confidence ?
Is Europe at the beginning of an unconventional shale gas revolution or will progress be slowed down by public fear and government dithering ?
About our Guests:
Richard Lockwood until recently the senior resource fund manager at CQS Asset Management Ltd having merged his New City Investment Management group with CQS in 2007. Prior to that, he was a senior fund manager at Invesco and a partner at Hoare Govett with responsibility for the mining department. He has held fund management positions at New City High Yield Fund Limited, City Merchants High Yield Trust Plc, City Natural Resources High Yield Trust plc and Geiger Counter Ltd. Richard has extensive experience in the financial securities markets in the United Kingdom, Australia, and South Africa and a number of his previous funds have achieved long term, top quartile ranked performance.
Alastair Ford is editor of UK based www.minesite.com
Stewart Dalby is editor of www.oilbarrel.comR
Hector McNeil is Co-CEO of ETP specialists Boost. Hector is a leading specialist in Exchange Traded Products (ETPs) with over 10 years’ experience in the sector. Hector started his career at the London Stock Exchange, completed a short stint at BZW and then moved to Morgan Stanley in the late 90s as Head of New Issue Infrastructure. He went on to work for Jiway Holdings (40% owned by Morgan Stanley) as the COO, Nomura International as Director of Fixed Income and Derivatives Operations, and Susquehanna International Group as Head of Business Development where he spent 3 years building up Susquehanna’s ETP market making capabilities. After leaving Susquehanna, Hector worked at ETF Securities as a joint Managing Partner where he headed up Sales and Marketing. He was a key ingredient in the company’s growth from 4 members of staff and $50m AUM, to 70 employees globally and $22bn AUM – a growth which led to ETF Securities being arguably the most successful ETP start-up globally. Hector holds a BA in Economics and Social History from the University of Hull, an MBA from Warwick Business School and is a Fellow of the Securities Institute. Hector has 3 young children and his wife owns a Montessori pre-school, where she also works as a headmistress. Hector’s main interest away from work is rugby where he is Non-Executive CEO of London Skolars Rugby League club, a semi-professional club.