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I am a seasoned (have seen a few commodity cycles) natural resources investment analyst with strong expertise in the energy sector. I’ve been widely quoted by the financial media (Wall Street Journal, Bloomberg, etc.) for my independent opinion on various oil & gas stocks, as well as made several presentations at major industry conferences. More recently I've expanded my research efforts into precious metals equities, and other special situations in mining sector, given the investment opportunities in other commodities with attractive fundamentals. My renewed mining focus brings me back to my overall natural resources roots: prospecting for gold in Nevada as a field geologist during college, case studying the copper industry at grad school in Arizona and analyzing mining credits at banks early in my career.I can be reached at pmvresllc@optimum.net or 203-253-2991.
Pmv Research Llc
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Investment AnalystPmv Research Llc 2011 - PresentGreater New York City AreaGenerate actionable and contrarian equity research ideas in natural resources with an historic focus on oil & gas, but more recently the precious metals mining sector. Attached below are industry presentations I've recently given and a sector white paper on E&P investment fundamentals and governance. My recent letter in the Financial Times corrects some misleading consensus interpretation of oil industry statistics.
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Principal/Investment AnalystDruker Capital 2007 - 2008New York, NyHelped manage $100+MM Druker/McCombs fund by investing in small/mid stocks trading at large discounts to their private market valuations.
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Senior Equity Analyst -Special SituationsRochdale Securities Llc 2000 - 2007New York, NyWrote institutional research on small/mid cap special situations mostly in the industrial and materials sectors. Several of my recommendations were ultimately acquired or became targets of activist campaigns. Obtained Series 7, 63, 86 & 87 licenses. -
Co FounderPetroleum Research Group, Inc. 1995 - 2000New York, NyCo-founded an independent oil & gas equity research service with major asset managers and hedge funds as clients.Below are some articles where my research boutique was quoted for our independent views on the sector and stocks.
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Director Of Research (1994-1995), Vice President- Consulting Division (1990-1993)John S. Herold, Inc. 1990 - 1995Greenwich, CtManaged research function for leading oil & gas research and consulting boutique. Developed buy-side research product and performed proprietary net asset valuation/comparable market analyses for consulting clients.
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Assistant Vice President- Natural Resources GroupNmb Postbank (Now Ing Barings) 1989 - 1990New York, NyMarketed, analyzed and structured financing requests for oil & gas and mining companies. -
Associate- Metals & Mining TeamBarclays Bank Plc 1988 - 1989New York, NyEvaluated loan commitments and wrote credit analysis reports on companies in the mining, energy and utility industries. -
Credit AnalystFirst Fidelity Bank (Now Part Of Wells Fargo) 1986 - 1988Northern New JerseyCompleted credit training program. Analyzed financial statements and credit reports on loans to middle market companies.
Michael Spohn Skills
Michael Spohn Education Details
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Ba Geology -
Ms Mineral Economics
Frequently Asked Questions about Michael Spohn
What company does Michael Spohn work for?
Michael Spohn works for Pmv Research Llc
What is Michael Spohn's role at the current company?
Michael Spohn's current role is Independent Natural Resources Analyst (oil & gas and gold sector focus).
What is Michael Spohn's email address?
Michael Spohn's email address is sd****@****bal.net
What is Michael Spohn's direct phone number?
Michael Spohn's direct phone number is +120385*****
What schools did Michael Spohn attend?
Michael Spohn attended Colgate University, University Of Arizona.
What are some of Michael Spohn's interests?
Michael Spohn has interest in Animal Welfare.
What skills is Michael Spohn known for?
Michael Spohn has skills like Mathematics, Stocks, Capital Management, Natural Resources, Gas, Energy, Equity Research.
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Michael Spohn
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Michael Spohn
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