Core Insights - Iridium Risk Services / Navacord is sponsoring the Schachter Catch the Energy Conference to connect investors with opportunities in Canada's energy sector [2][4] - The conference will feature direct interactions between investors and executives from 45 participating companies, covering various segments of the energy industry [4][5] - The event is positioned as a significant opportunity for investors to gain insights during the early stages of a new bull market in the energy sector [5] Company Overview - Iridium Risk Services / Navacord aims to provide better service to the energy industry by focusing on risk management rather than just insurance advice [3] - The company has expanded its expertise beyond the energy sector while maintaining a strong focus on risk management [3] - The firm emphasizes high standards and client satisfaction as core values, positioning itself as a disruptor in the insurance brokerage community [3] Conference Details - The Schachter Catch the Energy Conference will take place on October 18th at Mount Royal University in Calgary [1] - The conference will allow investors to meet company executives and ask questions in a moderated format [4] - Major sponsors include the TMX group, highlighting the conference's significance in the energy investment landscape [4]

Core Insights - Sitio Royalties (NYSE: STR) reported strong Q1 2025 total production results, although there was a decline in oil cut [2] - The oil production for Q1 2025 was 2% above the midpoint of the company's full-year guidance [2] Company Overview - Sitio Royalties focuses on value opportunities and distressed plays, particularly in the energy sector [2] - The company has a beneficial long position in its shares, indicating confidence in its future performance [2]

Core Viewpoint - Freehold Royalties Ltd. is transitioning to a fully dedicated executive team and will terminate its management agreement with Rife Resources Management Ltd. effective May 1, 2025, aiming to streamline operations and enhance governance [1][2][4]. Group 1: Management Transition - The management agreement with Rife will be terminated without any associated fees, and Freehold will not experience significant changes in its cost structure [2][5]. - A seasoned executive team will lead Freehold, including David Spyker as President and CEO, David Hendry as CFO, and Rob King as COO, supported by 46 full-time employees [3][5]. - The transition is expected to be seamless, ensuring continuity in leadership and operations as Freehold focuses on its North American royalty platform [3][5]. Group 2: Strategic Rationale - The decision to evolve from the management arrangement, in place since 1996, is based on Freehold's strategic growth and positioning over the past five years [4]. - The Board of Directors believes that a dedicated team will enhance operational efficiency and governance, driving sustained value for shareholders [4]. - CN Investment Division, the largest shareholder, supports this transition and will maintain a nomination right for one director under a new governance agreement expected by year-end 2025 [4][5].