Grizzle Pod: Thematic Growth Investing

Elite Dividend Yields | Q&A with Phil Hodge, CEO of Pine Cliff Energy

Grizzle Pod: Thematic Growth Investing

Show Notes

Grizzle had the pleasure of sitting down with the Phil Hodge, CEO of Pine Cliff Energy (TSX:PNE). Pine Cliff was the highest ranked company in our "Hunting for Elite Dividend Yields in Oil & Gas" quantitative study (link below). Phil provides excellent insight on the sustainability of his company's 10% dividend yield, the importance of cash vs. zero debt and if he favors stable or growing production in the future.

Grizzle Research & Quant Elite Dividend Yields in Oil & Gas Report: https://grizzleresearch.substack.com/p/hunting-for-elite-dividend-yields

Pine Cliff Energy: https://www.pinecliffenergy.com/investor-relations#presentations

More from Grizzle Pod: Thematic Growth Investing

Oct 11, 2026

The latest Grizzle Hard Money Conference brought together our largest and most comprehensive lineup of producers, royalty companies, developers, and explorers to map out the current trajectory of hard asset equities across gold, silver, and Bitcoin. If there is a defining takeaway from this fall edition, it is that capital discipline and organic free cash flow have permanently replaced growth-at-any-cost as the primary drivers of shareholder value. We’ve structured the interviews into three core segments: Producers and Royalties: Kinross Gold (NYSE: KGC)

Jun 7, 2026

Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams. Discussing what comes next both over the short and long term for hard assets: Gold, Silver & Bitcoin.

Mar 14, 2026

Mines X Metals was on the sidelines and on the show floor of the world's largest mining conference (The Prospectors & Developers Association of Canada) hearing from CEOs on what the future holds for commodities in 2026.

Dec 22, 2025

Welcome to Commodity 1x1, a one-of-a-kind event in the resource sector. We are bringing you unfiltered, real-time access to the sharpest minds in the market. Each year, we gather top-tier portfolio managers, elite market strategists, and the executive management teams behind the companies defining the future of resources. We don't just scratch the surface; we dive deep into the specific assets driving the current supercycle. Join the conversation as we dissect the most critical commodities of this cycle: Precious Metals: Gold & Silver Critical Minerals: Copper, Uranium, & Lithium Energy: Natural Gas & Oil

Nov 8, 2025

Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt. COMPANIES:◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/

See all episodes →