358M Shares, No Warrants: Pine Cliff CEO Phil Hodge on Insider Alignment
Update: 2025-10-05
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TSX: PNE | OTCQX: PIFYFPine Cliff Energy CEO Phil Hodge joins Andy Millette to discuss the ACO gas setup, LNG Canada ramp, and how Pine Cliff’s low-decline base positions it for powerful free cash flow “torque” in 2025–2026. Phil covers hedging, dividend reset, insider buying, clean share structure, drilling inventory, and gas demand from data centers. #Millettian What we discuss with Phil Hodge: Verified socials: Chapters00:00 Intro & disclosure00:55 Phil Hodge introduces Pine Cliff Energy03:02 ACO curve & 2026 setup05:12 Free cash flow torque explained by Hodge06:56 Why Pine Cliff paused drilling10:23 Inventory near top operators; modeled paybacks12:16 Dividend reset…
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