Tim Kotzman is the founder and CEO of Jubilee Royalty, one of the world's first mineral companies to integrate ESG considerations into their investment framework. He joins us to talk about the oil and gas valuation process, ESG, current dals in the market, and so much more interesting topics in the industry.
Timestamps
[01:09] About Tim Kotzman
[02:06] Valuation process in the market
[03:40] Educating potential investors in the energy business
[05:02] How heavy is the ESG ...
Tim Kotzman is the founder and CEO of Jubilee Royalty, one of the world's first mineral companies to integrate ESG considerations into their investment framework. He joins us to talk about the oil and gas valuation process, ESG, current dals in the market, and so much more interesting topics in the industry.
Timestamps
[01:09] About Tim Kotzman
[02:06] Valuation process in the market
[03:40] Educating potential investors in the energy business
[05:02] How heavy is the ESG now?
[06:50] Driving more profits per dollar within the upstream space
[09:336] Liquidity in the next 5-10 years
[13:20] Comparing and contrasting between mineral royalties and wind and solar developments
[15:18] Current deal flows in the market
[19:21] Which directions are the mineral deals heading?
[24:45] Bitcoin mining and blockchain interface with the energy
[27:05] Is crypto popular in New York City?
[30:50] Investing in the minerals and royalties
[37:50] Educating the public about the industry
Notable Tim Kotzman Quotes
- A lot of crazy to think that you’re gonna be an expert in every base and all the time but just try to be an expert on everything.
- The growth in production might come from more of the private companies because they’re not under pressure as the public companies.
- The reality is you’re not going to buy a lot of deals when oils are below $10-$20. And you may/may not buy that many deals when oil is over $100.
- When oil is more stable, it’s actually better for the mineral acquisition market.
- The city is coming back. The country is coming back, and the price of oil is going up to the right.
Resources
Connect with Tim Kotzman
Timothy J. Kotzman | LinkedIn
Jubilee Royalty: Diversified Mineral Investing
About the show
On Coffee & Liquidity, our mission is to give some perspective and context to those that may not have the tools at their disposal, whether income or acumen, to become a full-time entrepreneur but can still leverage their networks, etc., to build passive revenue streams or wealth in other ways. The American dream can be reached through multiple paths. It’s time we talk about it!
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